Rate Lookup Rules

Form ID: (PM205000)

By using this form, you can specify the sequences in which MYOB Advanced searches the rate in rate tables, as well as the 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	The rate table 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 allocation rules.

Table

In this table, you can create 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 an 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.

Note: Rate application condition is defined as follows: Conditions on each type of factors (such as particular projects, items, employees, or account groups) are joined by OR operators, while conditions on different types of factors are joined by AND operators. For instance, 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
Sequence	The sequence number. The system automatically generates this number, but you can change it manually. Note that sequences are processed in the order of their numbers. By clicking the arrow next to the Sequence column header you can change the order in which the sequences are displayed from descending to ascending order and back.
Description	A description of this sequence. This is a required value.
Project	A check box that you use to indicate whether the project is a factor that affects rate selection. If you select this check box, the Rate Tables (PM206000) form includes the Projects tab for this sequence; on this tab, you can select the projects to which the rate (specified on the Rate tab of the same form) will be applied.
Project Task	A check box that you use to indicate whether the task is a factor that affects rate selection. If you select this check box, the Rate Tables form includes the Tasks tab for this sequence; on this tab, you can select the tasks to which the rate will be applied.
Account Group	A check box that you use to indicate whether the account group is a factor that affects rate selection. If you select this check box, the Rate Tables form includes the Account Groups tab for this sequence; on this tab, you can select the account groups to which the rate will be applied.
Inventory	A check box that you use to indicate whether the inventory item is a factor that affects rate selection. If you select this check box, the Rate Tables form include the Inventory tab for this sequence; on this tab, you can select the inventory items to which the rate will be applied.
Employee	A check box that you use to indicate whether the employee is a factor that affects rate selection. If you select this check box, the Rate Tables form includes the Employee tab for this sequence; on this tab, you can select the employees to which the rate (specified on the Rate tab of the same form) will be applied.