Billing Labor Rate Tables Form

Use the Billing Labor Rate Tables form to assign labor billing rates to employees.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Billing > Rate Tables > Labor Rates.

Contents

Toolbar Options

Field Description
Save Click this option after you create or modify labor rate tables.
New After you click this option, select one of the following:
  • Click New Labor Rate Table to open a blank table form. Use the blank table form to create a new labor rate table.
  • Click Copy Current Labor Rate Table to copy the current table information to a blank table form. You can then edit the copied table to create a new table.
  • Click Select Labor Rate Table to Copy to open the Labor Rate Tables Lookup and select a table to copy. You can then edit the copied table to create a new table.
Delete Open a Labor Rate table and click this option to delete the table.
Print After you click this option, select one of the following:
  • Click Print Current Labor Rate Table to print the table currently displayed in your browser window.
  • Click Print Active Group to print the table currently displayed in your browser window and all other tables currently open.
  • Click Select Labor Rate Table to Print to open the Labor Rate Tables Lookup and select the tables that you want to print.
Help Click this option for information about Labor Rate tables and access to field-level descriptions.

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 (Configuration > General > Code Tables).