To assign a SOR code to a group

Parent Previous Next

The procedure to assign a SOR code to a group is as follows:

  1. Navigate to Quick Menu > Repairs > Configuration > Schedule of Rates. The Schedule Of Rates Details window is displayed.
  2. Expand a SOR table, trade and section trade from the alphabetical list and select an associated SOR code (short description), or type its name into the Search SOR field. By default the list is filtered to show Current SOR codes. An alternative filter can be applied using the Filter by drop-down field: Expired, Future or All combinations 1.
  3. Click on SOR Groups. The SOR Groups tab is activated, revealing a list of assigned SOR groups in the SOR Group summary table.
  4. Click on New SOR Group. The Search Schedule Of Rates Group window is displayed.
  5. Enter sufficient SOR group details into the search fields provided and click on Search. The Select Schedule Of Rates Group window is displayed
  6. Multi-select all desired SOR groups by activating the tick boxes provided, or use Refine Search to enter alternative criteria 2.
  7. Click on Save. The Select Schedule Of Rates Group window is closed and the selections appear in the SOR Group summary table.


Note

1 The Search SOR field will match against any element of the SOR code short description.

2 The filtered list of SOR groups will exclude those already assigned to the SOR code.


See related topics...

Schedule of rates (SOR) maintenance overview

To create a new SOR group

To create a new SOR code

To define the price of a SOR code

To assign accreditation dependencies to a SOR code