Rate Table Sequences

Form ID: (PM205000)

By using this form, you can specify the sequences in which MYOB Acumatica searches the rate in rate tables, as well as the type of factors that affect rate selection for each sequence. For details on defining rates and rate tables, see Billing Rates: General Information.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Selection Area

You use the elements in this area to select a rate table and a specific rate type. You can then view or modify the sequences for the rate table when used with this rate type.


Element	Description
Rate Table Code	The rate table code for which you want to view or specify sequences.
Rate Type	The rate type for which you want to view or specify sequences. By using these rate types, which are defined on the Rate Types (PM204100) form, you can use different rates in different steps of billing and allocation rules.

Table

In this table, you create rate sequences that the system will use to find the rate in the rate table. Each sequence specifies the types of factors to which the rate is applicable. You can select specific factors of these types by using the Rate Tables (PM206000) form. For instance, if you want to use different rates for different tasks (that is, if the task is a factor), you can select the Project Task check box in a sequence and then use the Rate Tables form to define the rate and specify particular tasks to which this rate is applicable.

Attention:

A rate application condition is defined as follows: Conditions on particular projects, tasks, items, employees, or account groups are joined by OR operators, while conditions on different types of factors are joined by AND operators. For instance, suppose that a special rate is valid for tasks 1, 2, and 3 of Project 1 and Project 2 if employee JOHN or JACK is involved. The resulting condition is expressed as follows.

((Project=Project1) OR (Project=Project2))AND  
((Employee=JOHN) OR (Employee=JACK))AND
((Task=Task1) OR (Task=Task2)OR(Task=Task3))

The sequence number defines the priority of the factors for searching for the rate. The sequences are used for searching in the order of their numbers.

Table 1. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
View Rates	Navigates to the Rate Tables (PM206000) form, from which you can view and modify the rate for the selected sequence.

Table 2. Table Columns
Column	Description
Rate Table Sequence	The sequence number of the rate table sequence for the selected rate table code and rate type. The system processes rate sequences in the order of their numbers.
Description	A short description of the rate sequence.
Project	A check box that indicate (if selected) that projects are a type of factor that can affect rate selection. If you select this check box, the Rate Tables (PM206000) form will show the Projects tab for this rate sequence. On this tab, you select the projects to which the rate will be applied.
Project Task	A check box that indicate (if selected) that project tasks are a type of factor that can affect rate selection. If you select this check box, the Rate Tables (PM206000) form will show the Tasks tab for this rate sequence. On this tab, you select the tasks to which the rate will be applied.
Account Group	A check box that indicate (if selected) that account groups are a type of factor that can affect rate selection. If you select this check box, the Rate Tables (PM206000) form will show the Account Groups tab for this sequence. On this tab, you select the account groups to which the rate will be applied.
Inventory	A check box that indicate (if selected) that inventory items are a type of factor that can affect rate selection. If you select this check box, the Rate Tables (PM206000) form will show the Inventory tab for this sequence. On this tab, you select the inventory items to which the rate will be applied.
Employee	A check box that indicate (if selected) that employees are a type of factor that can affect rate selection. If you select this check box, the Rate Tables (PM206000) form will show the Employee tab for this sequence. On this tab, you select the employees to which the rate will be applied.