Enter a table number and name and set the effective date and rate for the table.
Header Information
| Field | Description |
|---|
| Table Number
|
Enter a number by which to identify this table. Assign sequential numbers to help identify tables quickly.
|
| 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.
|
| Currency
|
If you use the Multicurrency feature, 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, Vision displays a prompt to indicate that you cannot change the currency.
|
| 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 Vision Planning.
|
Grid
| Field | Description |
|---|
 Lookup/Insert
|
Click this option to select an employee to add to the table.
|
| Insert
|
Click this button to add an employee to the table by adding a line to the grid, where you enter the employee name or number and the rate.
|
| Copy
|
Select an employee from the grid and click this option to copy all information for the employee entry, except effective date. Change the information in the new entry and save the record.
|
| Delete
|
Select an employee from the grid and click this option to delete the employee from the table.
|
| Employee
|
This field displays the number of the employee to whom the rate applies.
|
| Name
|
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.
|
| Rate
|
Enter the rate you want to bill for work performed by the specified employee, up to four decimal places.
|
Lookups
| 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 — 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. Code are defined in the Billing Rate Table Code Table ().
|
