Billing Labor Code Tables Form

Use the Billing Labor Code Rate Tables form to assign billing rates to the labor code to which employees post time.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Billing > Billing Rate Tables > Labor Rates.

Contents

Toolbar Options

Field	Description
Save	Click this option after you create or modify labor category tables.
New	After you click this option, select one of the following: Click New Labor Code Table to open a blank table form. Use the blank table form to create a new labor code table. Click Copy Current Labor Code Table to copy the current table information to a blank table form. You can then edit the copied table to create a new table. Click Select Labor Code Table to Copy to open the Labor Code Tables Lookup and select a table to copy. You can then edit the copied table to create a new table.
Delete	Open a Labor Category table and click this option to delete the table. To delete a category from a table, click the gray box next to the line in the Categories grid and click Delete on the Categories grid.
Print	After you click this option, select one of the following: Click Print Current Labor Code Table to print the table currently displayed in your browser window. Click Print Active Group to print the table currently displayed in your browser window and all other tables currently open. Click Select Labor Code Table to Print to open the Labor Code Tables Lookup and select the tables that you want to print.
Help	Click this option for information about Labor Code tables.

Header Information

Field	Description
Table Number	Enter a number by which to identify this table. Assign sequential numbers to help identify tables quickly.
Table Name	Enter a name for the table. The name appears in place of the table number on all drop-down lists for labor code tables in Billing Terms Setup.
Currency	If you use Multicurrency, select the currency to use for all labor codes in the table. The drop-down list for this option contains all currencies enabled for use by your company. The default is the functional currency of the active company. You can change the selection in this field unless the rate table is currently selected for a project in Billing Terms. If you try to change the currency for a table that is in use, Vision displays a prompt to indicate that you cannot change the currency.
Available for Planning	Select this option to make the table available as an option from the Labor Billing Rates Rate Table field on the Project Planning Rates tab, if From Labor Code Table is selected from the Labor Billing Rates Rate Method field. This option is only available if your company uses the Planning application.

Labor Code Grid

Field	Description
Insert	Click this option to add a labor code to the labor code table.
Copy	Select a mask and then click this option to add a new row with the copied information. All information except the effective date is copied to the new row. Make changes to the copied row and save the record.
Delete	Select a labor code from the grid and click this option to remove the item.
Labor Code Mask	Enter a labor code, or combination of valid labor code characters and wildcard characters. For example, if your company uses four-digit labor codes, and you want to charge a specific rate to all labor codes with a 2 as the second level, enter _2__.
Description	Enter a description for the labor code. When you sort by labor code on an invoice, any labor with this labor code sorts within this description.
Effective Date	Enter the date to begin using this rate. You can enter multiple rates for the same labor code, with different effective dates, to create a schedule of rates. To create a default rate for a labor code with multiple rates, leave this field blank for one of the labor code's entries. This field is available only if Enable effective dates for labor billing rates is selected from the Miscellaneous tab of the Billing Setup form.
Rate	Enter the rate you want to bill for work performed under this labor code, up to four decimal places.

Lookups

Field

Description

Organization, Principal, Project Manager, Supervisor, Code

Use these Lookup fields to associate an organization, principal, project manager, supervisor, or billing rate table code with the selected billing rate table. Only users with record access rights have access to the selected table in the Billing Terms, Project Planning, and Opportunity Service Estimates applications. You can limit the tables available to a particular user with the following lookup criteria: Organization — Select an organization on the lookup. If you do not have Organizations enabled, this field does not display. Principal — Select a principal on the employee lookup. Project Manager — Select a project manager on the employee lookup. Supervisor — Select a supervisor on the employee lookup. Code — Select a code from the drop-down list. Code are defined in the Billing Rate Table Code Table (Configuration > General > Code Tables).