The Billing Rates pop-up form is located on several different pages within WorkPlace. If the Bill Rate field is populated on more than one of these, WorkPlace uses a specific hierarchy to determine which will be the actual rate used when invoices are generated. The actual rate used depends on two factors: (1) which pages have the billing rate field populated, and (2) is the user who created the transaction associated with any of the pages where the rate is listed?
Below is the priority order WorkPlace uses to select the actual billing rate:
Precedence |
WorkPlace Page |
Associated Pop-up Form |
Use this Bill Rate if: |
1 |
Bill Rate field is populated and Employee field = Transaction creator |
||
2 |
Project > Phase > Activity |
Billing Rates Pop-up |
Bill Rate field is populated and Labor Group field = Labor Group listed on the Transaction |
3 |
Project > Phase > Activity |
Billing Rates Pop-up |
Bill Rate field is populated and Transaction creator is member of listed role |
4 |
Project > Phase > Activity |
Billing Rates Pop-up |
Bill Rate field is populated and Transaction creator not in Employee field or Role field |
5 |
Billing Rates Pop-up |
Bill Rate field is populated and Employee field = Transaction creator |
|
6 |
Project > Phase |
Billing Rates Pop-up |
Bill Rate field is populated and Labor Group field = Labor Group listed on the Transaction |
7 |
Project > Phase |
Billing Rates Pop-up |
Bill Rate field is populated and Transaction creator is member of listed role |
8 |
Project > Phase |
Billing Rates Pop-up |
Bill Rate field is populated and Transaction creator not in Employee field or Role field |
9 |
Billing Rates Pop-up |
Bill Rate field is populated and Employee field = Transaction creator |
|
10 |
Project |
Billing Rates Pop-up |
Bill Rate field is populated and Labor Group field = Labor Group listed on the Transaction |
11 |
Project |
Billing Rates Pop-up |
Bill Rate field is populated and Transaction creator is member of listed role |
12 |
Project |
Billing Rates Pop-up |
Bill Rate field is populated and Transaction creator not in Employee field or Role field |
13 |
Billing Rates Pop-up |
Bill Rate field is populated and Employee field = Transaction creator |
|
14 |
Project Maintenance > Activity |
Billing Rates Pop-up |
Bill Rate field is populated and Labor Group field = Labor Group listed on the Transaction |
15 |
Project Maintenance > Activity |
Billing Rates Pop-up |
Bill Rate field is populated and Transaction creator is member of listed role |
16 |
Project Maintenance > Activity |
Billing Rates Pop-up |
Bill Rate field is populated and Transaction creator not in Employee field or Role field |
17 |
Bill Rate field is populated |