| Field | Description |
|---|
| General Employee Override Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Lookup/Insert
|
Click this option to open the Employee lookup and select an employee whose rate you want to override.
|
 Insert
|
Click this option to add a employee and the employee's override rate to the table.
|
 Copy
|
Select an employee entry in the table and click this option to copy all information in the row, except the effective date, to a new row. Make changes to the copied row and save the record.
|
 Delete
|
Select an employee from the grid and click this option to remove the item from the table.
|
| Employee
|
This field displays the employee number for the employee to whom the rate applies.
When you click
Insert to insert a line on the labor rate tables grid, the Employee Lookup displays. Vision populates the employee number in this field and 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.
|
| 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 on the Miscellaneous tab of the Billing Setup form.
|
| 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.
Available rate types are:
-
Billing — Billing rate. Vision 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. Vision 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, Vision looks to the Max Cost By Category Override tab. If an employee belongs to a category listed in the table, Vision 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 by Vision.
|
| 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, Vision uses the rate assigned to the category. You cannot use this field to override the rate for an entire category.
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