This form is available only when interfaced with Dynamics GP Project Series. This form allows a user to view and/or update the billing rates based on the selected employee, project, cost category and pay code.
The "Billing Rate" field is modifiable only when the security setting Update Employee Billing Rate on Projects is enabled and when the following is true:
If an Employee Rate Table is defined for the Project Budget and an entry for the employee and pay code is found.
If an Employee Rate Table is defined for the Project and an entry for the employee and pay code is found.
The "Billing Rate" field is NOT modifiable if the security setting View Employee Billing Rate on Projects is enabled or if the Billing Rate is being pulled from the following locations:
If Project and Cost category are specified and Default Profit Types is set to Budget type and no Employee Rate Table is found for the employee and pay code then pull from Project Budget.
If Default Profit Types is set to Cost Category type and no Employee Rate Table is found for the employee and pay code then pull from Cost Category.
If no rate has yet to be found pull from Employee.
Identifies where the billing rate was pulled from. Valid values are: Budget, Project/Cost Category, Project, Cost Category and Employee. Only rates found at the Project and Project/Cost Category are available to be edited if security is enabled to do so.
Update & Close
Updates the Billing Rate within Dynamics GP
Close
Closes the window.