The Intercompany Billing tab is available in the Projects hub if you track multiple companies in
DPS. You use Intercompany Billing to process labor and expense costs between companies when an employee from one company charges time or expenses to a project that belongs to another company.
You specify global intercompany billing options in
. You can use this tab to override these global settings for individual projects.
Contents
Intercompany Labor
| Field | Description |
|---|
| Apply Rate Method at this Level
|
Specify how you want to handle intercompany billing for labor charges for this project:
-
Global: Select this option to apply global intercompany rate methods.
DPS checks the Intercompany Billing tab on
to see if a rate is specified at the organization level. If not,
DPS processes intercompany labor charges for the project using the settings in
.
-
Project: Select this option to specify a rate method or multiplier for the project different from those set up at the organization or company level.
|
| Rate Method
|
If you select
Project in
Apply Rate Method at this Level, select one of the following rate methods to process intercompany labor charges for the project:
-
Multiplier: Select this option to calculate intercompany labor charges based on cost and a cost multiplier.
-
Billing Terms: Select this option to calculate intercompany labor charges based on the project's billing terms. If no billing terms exist for the project,
DPS uses the reporting default billing terms specified in
. Specify a multiplier for this method if you want to apply a discount or premium to the normal billing rate defined in the billing terms.
-
Rate Table: Select this option to calculate intercompany labor charges based on a labor rate table. Specify the billing rate table in
Rate Table. You can specify a multiplier for this method if you want to apply a discount or premium to the normal billing rates defined in the rate table.
-
By Category: Select this option to calculate intercompany labor charges based on a labor category table. Specify the billing rate table in
Rate Table. You can specify a multiplier for this method if you want to apply a discount or premium to the normal billing rates defined in the rate table.
-
By Labor Code: Select this option to calculate intercompany labor charges based on a labor code table. Specify the billing rate table in
Rate Table. You can specify a multiplier for this method if you want to apply a discount or premium to the normal billing rates defined in the rate table. (If
DPS is not configured to use labor codes, this option is not available.)
All of these options are available regardless of the project's charge type. However, you should not select the
Billing Terms option for an overhead or promotional project.
|
| Rate Table
|
If you select
Rate Table,
By Category, or
By Labor Code as the
Rate Method, select the labor rate, labor category, or labor code table in this field. If you do not have access to all billing rate tables in
, only the rate tables to which your role has access are available for selection.
|
| Multiplier
|
Enter the multiplier that you want to apply to labor charges. You can apply a multiplier regardless of the rate method you select. Enter
1.00 if you do not want to apply a multiplier. (A 0.00 multiplier means that the cost or billing amount will be multiplied by 0.)
|
Intercompany Expense
| Field | Description |
|---|
| Apply Rate Method at this Level
|
Specify how you want to handle intercompany billing for expense charges for this project:
|
| Rate Method
|
If you select
Project in
Apply Rate Method at this Level, select one of the following rate methods to use to process intercompany expense charges for the project:
-
Multiplier: Select this option to calculate intercompany charges for expenses based on cost and a cost multiplier.
-
Billing Terms: Select this option to calculate intercompany charges for expenses based on the project's billing terms. If no billing terms exist for the project,
DPS uses the reporting default billing terms specified in
. Specify a multiplier for this method if you want to apply a discount or premium to the normal billing rate defined in the billing terms.
-
By Account: Select this option to calculate intercompany charges for expenses based on an expense account billing rate table. Specify the billing rate table in
Rate Table. You can specify a multiplier for this method if you want to apply a discount or premium to the normal billing rates defined in the rate table.
-
By Category: Select this option to calculate intercompany charges for expenses based on an expense category billing rate table. Specify the billing rate table in
Rate Table. You can specify a multiplier for this method if you want to apply a discount or premium to the normal billing rates defined in the rate table.
-
By Vendor: Select this option to calculate intercompany charges for expenses based on an expense by vendor code billing rate table. Specify the billing rate table in
Rate Table. You can specify a multiplier for this method if you want to apply a discount or premium to the normal billing rates defined in the rate table.
All of these options are available regardless of the project's charge type. Select the
Multiplier option only if the project is an overhead or promotional project.
|
| Rate Table
|
If you select
By Account,
By Category, or
By Vendor as the
Rate Method, select the expense account, expense category, or expense by vendor table in this field.
If you do not have access to all billing rate tables in
, only the rate tables to which your role has access are available for selection.
|
| Multiplier
|
Enter the multiplier that you want to apply to labor charges. You can apply a multiplier regardless of the rate method you select. Enter
1.00 if you do not want to apply a multiplier. A multiplier of 0.00 means that the cost or billing amount will be multiplied by 0.
|
