Maintain Rate Card – A Summary of the Activity
The “Maintain Rate Card” activity enables you to maintain the rate card details of the customer such as fixed rate, slab based rate and role based hourly rates.
Getting familiar with the pages inside
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Go to page… |
To carry out the task… |
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Select Maintain Rate Card |
Selecting ‘Maintain Rate Card’ to maintain rate card details of the customer. |
Maintain Rate Card
ØSelect the “Maintain Rate Card” activity under “Time sheet Billing and Administration”.
The “Maintain Rate Card” page appears.
ØEnter the following field details in the header:
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Organization Unit |
From the drop-down list box, select the required option. The combo is defaulted with the login OU for you to choose. Mandatory. Note: The organization unit decides where the rate card id has been defined. |
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Rate Card ID |
Enter a relevant rate card id. Mandatory. Help facility available |
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Rate Card Description |
On entering the rate card id, the description for rate card is displayed. You are also allowed to enter the rate card description. |
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Rate Card Type |
From the drop-down list box, select the required rate card type. The combo is loaded with the values “Employee Specific”, “Flat Fee Apportioned”, “Fixed Monthly”, “Output Based”, “Role Based” and “Slab Based” for you to choose. The system displays “Select” by default on launch of the page. Mandatory. |
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Currency |
The currency type is displayed on entering the Rate Card ID. You are also allowed to select the required currency type from the drop-down list box. The combo is loaded with various currency types for you to choose. |
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Effective Period |
From the drop-down list box, select the effective period from the listed rate card ids. The system displays “Select” by default on launch of the page. |
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Rate Card Status |
On entering the rate card id, the status of the rate card gets defaulted. |
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Modification Option |
From the drop-down list box, select the required modification option. The combo is loaded with the values “Correct”, “New” and “Update” for you to choose. The system displays “Select” by default on launch of the page. |
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New Effective From |
Enter the New Effective From date. |
The “Maintain Rate Card” page consists of the following tabs:
4 Onsite/General
4 Offshore
4 Onshore
Employee Specific
On selecting the “Employee Specific” option from “Rate Card Type” combo, the multiline for “Employee Based Rate Card” appears in all the respective tabs.
ØEnter the following field details under “Employee Based Rate Card” multiline:
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Employee Code |
Enter a relevant employee code. Help facility available |
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Employee Name |
On entering the employee code, the name of the employee gets defaulted. |
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Rate per Unit |
Enter a value for the rate per unit. |
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UOM |
From the drop-down list box, select the required option. The combo is loaded with the values “Days”, “Hour” and “Months” for you to choose. The system displays “Select” by default on launch of the page. |
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Billing Type |
From the drop-down list box, select the required billing type. The combo is loaded with the values “Fixed” and “Prorated”. The system displays “Select” by default on launch of the page. |
ØClick “Save” pushbutton to save the details entered.
ØClick “Confirm” pushbutton to confirm the saved details.
Flat Fee Apportioned
On selecting the “Flat Fee Apportioned” option from “Rate Card Type” combo, the multiline based on “Fixed Billing Details” appears in all the respective tabs.
ØEnter the following field details in “Fixed Billing Details” multiline:
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Role |
From the drop-down list box, select the required role. |
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Amount Per Month |
Enter a value for amount per month. |
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Remarks |
Key in any remarks or feedback, if any. |
ØClick “Save” pushbutton to save the details entered.
ØClick “Confirm” pushbutton to confirm the saved details.
Fixed Monthly
On selecting the “Fixed Monthly” option from “Rate Card Type” combo, the multiline for “Fixed Billing Details” appears in all the respective tabs.
ØEnter the following field details in “Fixed Billing Details” multiline:
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Role |
This field is defaulted with “Not Applicable”. |
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Amount Per Month |
Enter a value for amount per month. |
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Remarks |
Key in any remarks or feedback, if any. |
ØClick “Save” pushbutton to save the details entered.
ØClick “Confirm” pushbutton to confirm the saved details.
Output Based
On selecting the “Output Based” option from “Rate Card Type” combo, the multiline for “Output Based” appears in all the respective tabs.
ØEnter the following field details in "Output Based” multiline:
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Process/Transaction Unit |
From the drop-down list box, select the required option. The combo is loaded with various options for you to choose. The system displays “Select” by default on launch of the page. |
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Quantity |
Enter a value for quantity. |
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UOM |
From the drop-down list box, select the required option. The combo is loaded with various options for you to choose. The system displays “Select” by default on launch of the page. |
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Rate per Quantity |
Enter a value for rate per quantity. |
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Remarks |
Key in any remarks or feedback, if any. |
ØClick “Save” pushbutton to save the details entered.
ØClick “Confirm” pushbutton to confirm the saved details.
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Role Based
On selecting the “Role Based” option from “Rate Card Type” combo, the multiline for “Role Based” appears in all the respective tabs.
ØEnter the following field details in “Role Based” multiline:
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Role |
From the drop-down list box, select the required role. |
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Rate per Unit |
Enter a value for the rate per unit. |
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UOM |
From the drop-down list select the required option. The combo is loaded with various options for you to choose. The system displays “Select” by default on launch of the page. |
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Remarks |
Key in any remarks or feedback, if any. |
ØClick “Save” pushbutton to save the details entered.
ØClick “Confirm” pushbutton to confirm the saved details.
Slab Based
On selecting the “Slab Based” option from “Rate Card Type” combo, the multiline for “Slab Based Rate Details” appears in all the respective tabs.
ØEnter the following field details in the header of the “Slab Based Rate Details” multiline:
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Minimum Units |
Enter a value for minimum units. |
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UOM |
From the drop-down list box, select the required option. The combo is loaded with the values “Days”, “Hour” and “Week” for you to choose. The system displays “Select” by default on launch of the page. |
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Slab Type |
From the drop-down list box, select the required option. The combo is loaded with various options for you to choose. The system displays “Select” by default on launch of the page. |
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Minimum Value |
Enter a value for minimum value. |
ØEnter the following field details in “Slab Based Rate Details” multiline:
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From Units |
Enter a value for From Units. |
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To Units |
Enter a value for To Units. |
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Rate per Unit |
Enter a value for rate per unit. |
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Remarks |
Key in any remarks or feedback, if any. |
ØClick “Save” pushbutton to save the details entered.
ØClick “Confirm” pushbutton to confirm the saved details.
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