Rate table maintenance (PM206000)

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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

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.

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 value can be used as a multiplier, a constant, or an addend.

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.

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.

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.

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.

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

Configure a rate table

Specify rates for rate tables

Related windows

Create rate types