Rate Tables

Form ID: (PM206000)

You use this form to specify particular rates for different sequences of rate tables. For details on using rates, see Billing Rules: General Information. For details on configuring rate tables, see Billing Rates: General Information.

Tip:

Do not confuse the term rate as it applies to rate tables with other rates in MYOB Acumatica, such as employee hourly rates or equipment run rates. In the context of rate tables, a rate is a parameter (@Rate) that you can use in billing and allocation rules as a multiplier, addend, or constant.

Form Toolbar

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

Selection Area

In this area, you can select a rate table code, rate type, and sequence, as well as the applicable rate code, so that you can specify particular rates on the Rate tab.


Element	Description
Rate Table Code	The rate table code, which is initially created on the Rate Table Codes (PM204200) form.
Rate Type	The rate type for which you want to define rates. Rate types, which are defined on the Rate Types (PM204100) form, are associated with particular steps of the billing or allocation rules.
Sequence	The sequence of the rate table code for which you want to define rates. Sequences are created on the Rate Lookup Rules (PM205000) form.
Rate Code	The rate code for which you want to define rates. You can create a new rate code by typing its identifier in this box. By using multiple rate codes with one sequence, you can specify for this sequence as many different rates (for different sets of particular factors defined by the sequence) as there are rate codes. For more information, see Billing Rates: General Information.
Description	The description of the rate code.

Rate Tab

On this tab, you add lines for the specific rates to be used as a @Rate parameter value, as well as the date ranges when these rates are effective. You can specify multiple date ranges for a single rate.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Start Date	The start date of the range when the rate is valid.
End Date	The end date of the range when the rate is valid.
Rate	The value of the rate for the selected sequence, rate code, and price class. When you run allocations, this value is assigned to the @Rate variable, which you can use in formulas to calculate the allocation amount, quantity, and other values. The value can be used as a multiplier, a constant, or an addend.

Projects Tab

On this tab, you add lines for the projects for which the particular rate value is applied. This tab appears only if the sequence includes the project as a rate factor (that is, a type of factor to which this rate is applied); the types of factors are specified on the Rate Lookup Rules (PM205000) form.

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 table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Project	The project for which you want to apply the rate specified on the Rate tab.
Description	The description of the project, as specified in the project’s settings.

Tasks Tab

On this tab, you add lines for the project tasks for which the particular rate value is applied. This tab appears only if the sequence includes the task as a rate factor; rate factors are specified on the Rate Lookup Rules (PM205000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Project Task	The task for which you want to apply the rate specified on the Rate tab.

Account Groups Tab

On this tab, you add lines for the account groups for which the particular rate value is applied. This tab appears only if the sequence includes the account group as a rate factor; rate factors are specified on the Rate Lookup Rules (PM205000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Account Group	The account group for which you want to apply the rate specified on the Rate tab.
Description	The description of the account group, as specified in the account group’s settings.

Inventory Tab

On this tab, you add lines for the inventory items for which the particular rate value is applied. This tab appears only if the sequence includes the inventory item as a rate factor; rate factors are specified on the Rate Lookup Rules (PM205000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Inventory ID	The inventory item for which you want to apply the rate specified on the Rate tab.
Description	The description of the inventory item, as specified in the inventory item’s settings.

Employee Tab

On this tab, you add lines for the employees for which the particular rate value is applied. This tab appears only if the sequence includes the employee as a rate factor; rate factors are specified by using the Rate Lookup Rules (PM205000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Employee ID	The employee for which you want to apply the rate specified on the Rate tab.
Employee Name	The name of the employee, as specified in the settings of the employee account.