Contents of the Billing Expense by Vendor Tables Form

Use the fields and options to create and modify Billing Expense by Vendor tables.

Header Information

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

Field	Description
Find rate table	At the top of the Billing Expense by Vendor Tables form, enter either a complete or partial name or number in the Find rate table lookup field to find and select an existing billing expense by vendor table that you want to view or edit. Your current record selection will be preserved if you switch to another application and then return to this form.
Search Navigation Controls	The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, find and select multiple hub records, and view selected hub or application records in either () List View or () Detail View. On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex searches, as well as an ad hoc search Selection. Available saved searches vary, depending on the active hub or application form. When you add new records via most hub and application forms, you can easily group and track the records using the Search Navigation Control in detail view and in list view. On the active form, click the + New <record> button, complete the required information for each new record, and then click Save. Vantagepoint displays a saved confirmation message and the New Records label () is added in the Saved Search control. As you add new records, they are ordered sequentially. You can use the paging control to review and edit each new record on the active hub or application form. When you access a different field, search on the hub or application form, or navigate away from the form, the New Records label reverts to the Saved Search control (). For more information about Search Navigation Controls, see Components of a Search, Use Search Navigation Controls to Filter and Refine Records, and Use Search Navigation Controls to Track New Records.
Saved Searches list	To filter the list of billing expense by vendor tables, select one of the following search types: Quick Find: Use this field to locate a specific search or group of searches in a long list of searches. Enter one or more characters in this field and then pause to allow time for the results set to refresh. The records returned for the search are listed in the Records Selection pane. Selection: If available, this ad hoc search displays in the Saved Search control and also in the Saved Searches list. This type of search is based on an existing search in the Saved Searches list and, typically, comprises a portion of all the available hub or application records that were included in the saved search. Use this type of search to quickly view a specific subset of records for a standard search. Only one ad hoc Selection is available at any given time and will remain unchanged until you either update it or create an ad hoc search. For more information, see Select Hub Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection. All: Select from a list of all billing expense by vendor tables to which you have access. My Searches: Select a search from this folder to display a list of billing expense by vendor tables based on your personal search. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Shared Searches: Select a search from this folder to display a list of billing expense by vendor tables shared with other team members and roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. SQL Where Clause Search: Select a search from this folder to display a list of billing expense by vendor tables based on SQL Where Clause query statements and advanced search settings. These complex searches locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to use this advanced search functionality. If you share a SQL Where Search with a user who does not have the required security role access to SQL Where Clause searches, then the user can view and run the SQL Where Clause search, but they cannot edit it. Legacy searches, which are based on saved searches from previous versions of the application or legacy systems, display as SQL Where Clause searches. + New Search: Select this link to create a search for billing expense by vendor tables. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Use the Advanced Settings feature to search by all available Projects hub grids and fields (including standard and user-defined grid fields), based upon your field level security. The Add a Field drop-down list includes all standard and user-defined grid fields associated with the hub or application. You can type part of the field name to find it or use the drop-down to locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all grid fields associated with the Projects hub is displayed.
x of x	Use these arrow icons to scroll through the records and open a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
	When you are working in detail view, switch to list view by clicking the List View icon in the Search Navigation Controls at the top of the form. In list view, fields are displayed in columns in a grid on the form. You can view multiple records at the same time, with each row in the grid displaying information for a single record. This makes it easy to compare and update multiple records because you do not have to open records individually. To add or remove columns, or to change the order of the columns in the grid, click and use the Select Columns dialog box. For information about selecting columns, see Select Columns for a Grid. For more information about working in list view, see Use List View. In My Preferences, you can set your preferred application view to detail view, list view, or the last view that you used. For more information, see Set the Preferred Application View.
	When you are working in list view, switch to detail view by clicking the Detail View icon in the Search Navigation Controls. In detail view, fields for a single record are displayed on the form, typically on one or more tabs. This is the default view when you first open the application and is the view described in most help topics. In My Preferences, you can set your preferred application view to detail view, list view, or the last view that you used. For more information, see Set the Preferred Application View.
+ New Rate Table	Click this option to create a new expense by vendor table.
Other Actions	Click this option and then select an action: Copy: Select this action to copy the details of the currently displayed rate table. Export All: When you work in list view, select this action to export records to a comma-separated values (CSV) file. You can select all records or specify a subset of records for export. Delete: Select this option to delete the currently displayed rate table.
Table Name	Enter a name for the table. The name displays in place of the table number on all drop-down lists for expense by vendor tables in Billing Terms Setup. If the table is project-specific or client-specific, you may want to enter the client or project name or number.
Table Number	Enter a number by which to identify this table. Assign sequential numbers to help identify tables quickly.
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, Vantagepoint 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 code with the selected expense table. Only users with record access rights have access to the selected table when entering billing terms, working on project plans, or entering project service estimates. 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).

Vendors Grid

Field	Description
Edit	Click this button to open all fields in the form for editing.
Vendor	Select the vendor number to which you want to apply the multiplier amount.
Name	Vantagepoint automatically enters the vendor name based on the vendor number.
Multiplier	Enter the multiplier to apply to the associated vendor, using up to four decimal places. Enter 1.0 to bill the vendor at cost.
	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: Select this option to delete the employee rate entry. Copy: Select 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 Vendors	Click this option to create a new vendor entry. Select vendors from the Consultant Name Lookup dialog box and click Select. Enter the multiplier and press ENTER or click outside the row to add the new vendor entry to the Billing Expenses by Vendor table.