Rates per Customer (v8.xx)

Rates per Customer (v8.xx)

In the [Resources] module under "Company rates" setup you can define default rates as well as standard rates by activity type, when "Multi-rates management" has been enabled in the "General" setup document.




  1. Definition of "Company/Customers Rates"


Customer rates are defined in the setup of the resource db. We call those rates, "Company rates", as opposed to "Resource rates," which are designed to define default rates plans when no customer rates plans applies. Don’t be confused since "Resource default rate" can be defined by companies.


To add a new company rates, select "Create\Rate". Fill in the form:

First set the "Rate type" to "Company".

Select the customer, location (if applicable), then the currency Fill in the table rate by period and activity type (if enabled)



Fields

Use

Rate type

Company or resource rate definition, select "Companies."

Company

The company the rates will be applied to. Mandatory

If the field is left blank the rates will apply to all resources not associated to a specific company, and to resources associated to companies without a specific 'Rates' document. Single selection field.

Location

The company location the rates will be applied to. An empty value means the rates will apply to all. Single selection field.

Note: Be sure to save the document before proceeding to the next fields to insure the proper options are inherited from the selected company profile documents.

Resource types

If the company specified in the Company and Location fields have ‘Resource type’ set in the rates management section of their company profile document, this field will be displayed

The list of resource types comes from the General setup document.

Cost center

If the company specified in the Company and Location fields have ‘Cost center’ set in the rates management section of their company profile document, this field will be displayed

The list cost centers is defined in the 'General' setup document.

If 'By default', then it will apply to all resources without cost center or with a cost center for which no 'Rates' document does exist. Mono selection' field.

Currency

The currency for the rates. Single selection field. The list of choices comes from the list of other currencies defined in the 'General' setup document.

Period

Start date of the period. Rate definition will be in force at starting date, until next period, meaning starting date of the next row in the table.

Forever if no next row exists.

By default Cost

Default internal cost.

By default Billed at

Default billing rate.

Activity Type X Cost

Appears only if multi-rate management is set to yes, definition of the internal cost of each activity type. If blank, default Cost will apply.

Activity Type X Billed

Appears only if multi-rate management is set to yes, definition of the billing rate of each activity type. If blank, default billing rate will apply.


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