Contents of the Billing Labor Rate Tables Form

Enter a table number and name and set the effective date and rate for the table.

Contents

The fields and options in this section display at the top of the form.

Field	Description
Rate table search	Use the field next to the form title to search for and select an existing billing labor rate table to view or edit. Click the filter drop-down arrow on the left side of the search field, and select one of the following search types: All: Select from a list of all billing labor rate tables to which you have access. [saved custom search filter]: Select a previously saved custom filter to display the billing labor rate tables returned by that custom search. Custom: Display the Custom Search dialog box. You can then create and apply a new custom search filter, which you can save for future use. For information about creating and using searches, see the following topics in Basics: Search for and Select a Record Create a Custom Search Filter Custom Search Dialog Box
x of x	Use these arrow icons to scroll through the billing labor rate tables and open a different record on the form. The numbers show you which record you are viewing out of the total number of records in the search results.
+ New Rate Table	Click + New Rate Table to create a new billing labor rate table.
	Click the Switch to List View icon to switch to the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Table name records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens the List View Settings dialog box. Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results. For information about selecting columns, see Select Columns for a Grid. For more information and instructions on how to use list view, see Use the List View.
	After you have switched to list view, click the Switch to Detailed View icon to switch back to the detail view of the form. Detail view is the default view that displays when you open a form for the first time; thereafter, the view that was active when you closed the application will display when you open. The detail view is the format that is described in help topics in the Help system.
Edit	Click this button to open all fields in the form for editing.
Other Actions	Choose an option from the drop-down list: Copy: Select this option to copy the details of the currently displayed rate table. Export All: This option displays if you are in list view. Select this option to export records to a .CSV file format. You have the option of selecting all records (the default) or a subset of records for export to the .CSV file. The export function is disabled if you are in detail view. Delete: Select this option to delete the currently displayed rate table.

Header Information

Field	Description
Table Name	Enter a name for the table. The name displays in place of the table number on all drop-down lists for rate tables in Billing Terms Setup.
Table Number	Enter a number by which to identify this table. Assign sequential numbers to help identify tables quickly.
Available for Planning	Check this option to make the table available from the Rate Table field on the Planning Rates tab, if From Labor Rate Table is selected from the Labor Billing Rates Rate Method field. This option is only available if your company uses Planning.
Currency	If you use multiple currencies, select the currency to use for all employees in the table. The default is the functional currency of the active company. You can change the selection in this field unless the rate table is currently selected for a project in Billing Terms. If you try to change the currency for a table that is in use, DPS displays a prompt to indicate that you cannot change the currency.

Properties

Field

Description

Organization, Principal, Project Manager, Supervisor, Code

Use these Lookup fields to associate an organization, principal, project manager, supervisor, or billing rate table code with the selected billing rate table. Only users with record access rights have access to the selected table in the Billing Terms, Project Planning, and Opportunity Service Estimates applications. You can limit the tables available to a particular user with the following lookup criteria: Organization: Select an organization on the lookup. If you do not have Organizations enabled, this field does not display. Principal-In-Charge: Select a principal on the employee lookup. Project Manager: Select a project manager on the employee lookup. Supervisor: Select a supervisor on the employee lookup. Code: Select a code from the drop-down list. Codes are defined in the Billing Rate Table Code Table (Settings > Organization > Codes).

Employees Grid

Field	Description
Employee	This field displays the name of the employee to whom the rate applies.
Effective Date	Enter the date to begin using this rate. You can enter multiple rates for the same employee, with different effective dates, to create a schedule of rates. To create a default rate for an employee with multiple rates, leave this field blank for one of the employee's entries. This field is available only if Enable effective dates for labor billing rates is selected from the Miscellaneous tab of the Billing Setup form in Settings > Billing > General.
Rate	Enter the rate you want to bill for the rendered work of the employee, up to four decimal places.
	This icon displays at the end of the row when you click or hover over a grid row. Click the icon to select one of these actions for that row: Delete: Choose this option to delete the employee rate entry. Copy: Choose this option to copy the employee name and rate details as a new employee rate entry, excluding the effective date.
Filter	Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results.
+ Add Employees	Click + Add Employees to select employees from the Employee Lookup dialog box. Click Select and enter the effective date and rate to create a new employee rate entry to the billing labor rate table.