Contents of the Billing Labor Overrides Form

Identify employees who should be billed at a different rate or category, and identify categories of employees (principals, project managers, and so on) for which a maximum cost rate should be used for a particular project.

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 override 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 override tables to which you have access. [saved custom search filter]: Select a previously saved custom filter to display the billing labor override 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 override 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 detailed 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	Click this option and 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 the 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 override 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 override table code with the selected billing override 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).

General Employees Override Grid

Field	Description
Employee	This field displays the employee number for the employee to whom the rate applies. Click and select an employee number from the drop-down list. DPS populates the employee name in the Name field based on your selection on the lookup.
Name	This field displays the name of the employee to whom the rate applies. This field is automatically populated when you select an option in the Employee field.
Effective Date	Enter the date to begin using this rate. You can enter multiple rates for the same category, with different effective dates, to create a schedule of rates. To create a default rate for an category with multiple rates, leave this field blank for one of the category'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 override rate you want to use to for this category or employee, up to four decimal places (999,999,999.9999).
Rate Type	Select a rate type from the drop-down list. The cost and max cost rate types are used only with the Rate times multiplier labor method, as specified on the Labor tab of the Billing Terms form. The available rate types are: Billing: Billing rate. DPS does not apply multipliers on a rate times multiplier project if a billing override is specified. This rate type can also be used to override any standard rate in a rate, category, or labor code table. Cost: Cost rate. This rate type overrides the employee cost rate for billing purposes only. Max cost rate: Employee's maximum allowable cost rate. DPS uses the lesser of the employee's job cost rate (in effect when the transaction was posted) and this rate, when rate times multiplier is selected as the labor method from the Labor tab of the Billing Terms form. When you use the Rate times multiplier labor method and the Max cost rate Rate Type, if the employee is not found on the General Employee Override tab, DPS looks to the Max Cost By Category Override tab. If an employee belongs to a category listed in the table, DPS uses either the employee's job cost rate (in effect at the time of posting) or the override cost maximum, whichever is lower. Each of the non-zero multipliers are applied to the value selected.
Category	If the By category labor method is selected from the Labor tab of the Billing Terms form, select the category to override for the employee. When you override the category, the employee is placed in the override category with the rate specified in the Rate field. If no rate is specified, DPS uses the rate assigned to the category. You cannot use this field to override the rate for an entire category.
	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 to add the employee to the override grid and enter the override rate.

Max Cost by Category Override Grid

Field	Description
Category	Select the category to which the maximum cost rate override applies.
Description	This field automatically populates with the description entered in the Category field on the Labor Categories tab of Accounting System Settings.
Effective Date	Enter the date to begin using this rate. You can enter multiple rates for the same category, with different effective dates, to create a schedule of rates. To create a default rate for an category with multiple rates, leave this field blank for one of the category'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.
Max Cost Rate	Enter the maximum cost rate override that you want to use to for this category, up to four decimal places (999,999,999.9999).
	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 Category Rate	Click + Add Category Rate to create a new category rate override entry. Choose a category from the drop-down list and enter the override rate. Press Enter or click outside the row to add the new category rate entry to the billing labor overrides table.