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Cost and charge rate hierarchy
Author: David Stevenson Reference Number: AA-00327 Views: 4976 Created: 16-09-2010 03:32 pm Last Updated: 18-09-2017 02:07 pm 0 Rating/ Voters

Issue:

Understanding the hierarchy structure of cost and charge rates.

Resolution:

When an estimate line is created or a timesheet is submitted the cost/charge rate is determined as follows, with the value taken from the top of the list, unless the subsequent field(s) has been input to override this.
All these tables can be found in the file maintenance area, within tools and settings, with the exception of those marked:

Cost:
  • Department
  • Charge code
  • Team (v10.2 onward)
  • Team Skill (v10.2 onward)
  • Staff
  • Staff Skill
  • Client price*
Charge:
  • Charge code
  • Staff
  • Staff Skill
  • Client price*
  • Estimate* *
*Client prices can be added in the following area :
  • Clients & jobs
  • Clients
  • Double click on client
  • Prices tab
  • Actions button at the bottom of the page

**A company setting determines whether this job specific estimated charge rate is used for timesheets or not, the following boxed needs to be ticked for this to apply:

  • Tools & settings
  • Company settings
  • Double click on company
  • Timesheets tab
  • Third tick box in top left 'Timesheets use job estimate charge rates'
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