Rates per Customer (v10.xx)

Rates per Customer (v10.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.


Definition of "Company/Customers Rates"


Customer-specific rates are defined in the setup of the Resource database. They are referred to as "Company rates" in contrast to "Resource rates," which define default rates plans when no customer rate plans apply. "Resource default rate" can still be defined for companies when no company-specific rate applies.




Steps to add a new company rate:

  1. Select "Create\Rate"
  2. Fill in the form:
    1. First set the "Rate type" to "Company"
    2. Select the customer and location (if applicable)
    3. Choose the currency
    4. Fill in the table for 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 apply to. Mandatory. If left blank, rates apply to all resources not associated with a company, or without a 'Rates' document. Single selection field.

Location

The company location the rates will apply to. If blank, rates will apply to all. Single selection field.

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

Resource types

Visible only if Resource type is enabled in the rates management section of their company profile document.

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

Cost center

Visible only if Cost center is enables in the rates management section of their company profile document.

The list of cost centers comes from the 'General' setup document.

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

Currency

Specifies the currency for the rates. The list of options comes from Other Currencies in the 'General' setup document. Single selection field.

Period

Start date of the rate period. The rate remains active until the start of the next period or indefinitely if no new period exists.

By default Cost

Default internal cost.

By default Billed at

Default billing rate.

Activity Type X Cost

Visible only if multi-rate management is enabled. Defines the internal cost of each activity type. If blank, the default cost will apply.

Activity Type X Billed

Visible only if multi-rate management is enabled. Defines the billing rate of each activity type. If blank, the default billing rate will apply.



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