Visma Net
Rate table maintenance (PM206000)
This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.
You use this window to specify rates for different sequences of rate tables.
For information about how to configure a rate table, see: Configure a rate table
For information about how to specify rates for rate tables, see: Specify rates for rate tables
The top part
In this area, you can select a rate table, its sequence, and the applicable price class, so that you can specify particular rates on the Rate tab.
| Element | Description |
|---|---|
| Rate table | The rate table, which is created in the Rate tables (PM204200) window and is configured on the current window. |
| Rate type |
The rate type for which you want to view (and possibly change) rates. The rate types, which are defined in the Rate types (PM204100) window, are associated with particular steps of the allocation rules. |
| Sequence |
The sequence of the rate table for which you want to view (and possibly change) rates. Sequences are created in the Rate lookup rules (PM205000) window. |
| Rate code |
The rate code for which you want to define rates. You can create a new rate code by typing its identifier in this box (an alphanumeric string of up to 10 characters can be used). By using
multiple rate codes with one sequence, you can specify for this
sequence as many different rates (for different sets of
particular factors defined by the sequence) as there are rate
codes instead of creating a long list of similar
sequences. For instance: suppose that you want to use different
rates for three projects. |
| Description | The description of the rate code. |
The Rate tab
On the Rate tab, you can specify the specific rates to be used
to calculate amounts to be invoiced, as well as the date ranges they are effective.
You can specify multiple date ranges for a single rate.
| Element | Description |
|---|---|
| Start date | The start date of the range when the rate is valid. |
| End date | The end date of the range when the rate is valid. |
| Rate |
The value of the rate for the selected sequence, rate code, and
price class. When you run allocations, this value is assigned to the
@Rate variable, which you can use in formulas to
calculate the allocation amount, quantity, and other values. |
The Projects tab
You can use the Projects tab to specify the projects for which
the particular rate value is applied.
This tab appears only if the sequence includes
the project as a factor; the types of factors are specified in the Rate lookup rules (PM205000) window.
The rate application condition is defined as follows: Conditions on particular
projects, particular items, particular employees, or particular account groups are
joined by OR operators, while conditions on different types of factors are joined by
AND operators.
For instance, a special rate is valid for tasks 1, 2, and 3 of
Project 1 and Project 2 if employees JOHN or JACK are involved.
The resulting
condition is expressed as follows:((Project=Project1) OR (Project=Project2))AND
((Employee=JOHN) OR (Employee=JACK))AND
((Task=Task1) OR (Task=Task2)OR(Task=Task3))
| Element | Description |
|---|---|
| Project | The project for which you want to apply the rate specified on the Rate tab. |
| Description | The description of the project, as specified in the project settings. |
The Tasks tab
By using the Tasks tab, you can specify one or more tasks for which the particular rate value is
applied.
This tab appears only if the sequence includes the task as a rate factor;
rate factors are specified in the Rate lookup rules (PM205000) window.
| Element | Description |
|---|---|
| Project task | The task for which you want to apply the rate specified on the Rate tab. |
| Description | The description of the project task. |
The Account groups tab
By using the Account groups tab, you specify the account
groups for which the particular rate value is applied.
This tab appears only if the
sequence includes the account group as a rate factor; rate factors are specified in
the Rate lookup rules (PM205000) window.
| Element | Description |
|---|---|
| Account group | The account group for which you want to apply the rate specified on the Rate tab. |
| Description | The description of the account group, as specified in the account group settings. |
The Inventory tab
You can use the Inventory tab to specify the items
for which the particular rate value is applied.
This tab appears only if the
sequence includes the item as a rate factor; rate factors are specified in
the Rate lookup rules (PM205000) window.
| Element | Description |
|---|---|
| Item ID | The item for which you want to apply the rate specified on the Rate tab. |
| Description | The description of the item, as specified in the item settings. |
The Employee tab
You can use the Employee tab to specify the employees for
which the particular rate value is applied.
This tab appears only if the sequence
includes the employee as a rate factor; rate factors are specified by using the Rate lookup rules (PM205000) window.
| Element | Description |
|---|---|
| Employee ID | The employee for which you want to apply the rate specified on the Rate tab. |
| Employee name | The name of the employee, as specified in the employee account. |
Related tasks
Related windows
