Maintain Rate Card Details

Select the “Maintain Rate Card Details” activity under the “Time Sheet Billing and Administration” business component.

The “Maintain Rate Card Details” page appears.

To maintain the rate card details

Enter the following field details in the header:

Timesheet Unit

From the drop-down list, select the logged in OU of the timesheet. The system loads the combo with the self interacting timesheet units.

The system displays the following in the header:

Date Format

The date format that is applicable to the login user.

Enter the following field details in the header:

SOW ID

The system work identifier.

Help Facility Available

Rate Applicability

From the drop-down list box, select the rate applicability of the organization unit. The system loads the combo with the self interacting timesheet units and across organization units.

Location

From the drop-down list box, select the work location of the employee. The combo is loaded with “Not Applicable”, “Offshore”, “Onshore” and “Onsite” as options.

Enter the following field details in the “Fixed Billing Details” multiline:

Role	From the drop-down list box, select the role of the employee. The combo is loaded with the roles mapped to the organization units. These are user defined roles that are defined using quick codes.
Amount Per Month	The billing amount specified for each month. This is applicable only when the billing rule is “Fixed Monthly”.
Remarks	Any remarks or additional information regarding the billing details.

Enter the following field details in the “Slab Based Rate Details” group box:

Minimum Hours	The minimum worked hours considered for the project.
Slab Type	From the drop-down list box, select the slab type. The combo is loaded with the options as “First Fit” and “Reducing Balance”.

Enter the following field details in the “Slab Based Rate Details” multiline:

From Hours	The hours from which the rate is specified.
To Hours	The hours until which the rate is specified.
Rate Per Hour	The rate specified for hours against the slab type.
Minimum Rate	The minimum rate specified for the slab. This is optional but if it is provided in the first row then this overrides the range of hours / rate / hour.
Remarks	Any remarks or additional information regarding the slab based rate details.

Enter the following field details in the “Role Based” multiline:

Role	From the drop-down list box, select the role of the employee. The combo is loaded with the roles mapped to the organization units.
Rate Per Month	The rate specified for each month against the role.
Remarks	Any remarks or additional information regarding the rate details.

Select the “Save” pushbutton to save the project rate card details.

The system saves the rate card details.

To edit or modify the existing rate card details

Enter the SOW ID to be edited. Help facility available

The system displays the following:

SOW Currency	The currency of the system work.
Customer Code	The code identifying the customer.
Customer Name	The name of the customer.

Select the rate applicability and location.
Click the “Get” pushbutton to retrieve the effective project date details.

The system displays the following details:

Effective From Date	The date from which the project is effective.
Effective To Date	The date until which the project is effective.

Select the “Previous” pushbutton to view the effective dates of the previous version of the record.
Select the “Next” pushbutton to view the effective dates of the next version of the record.

The system displays the following in the “Fixed Billing Details” multiline:

Fixed Billing Type

The type of the fixed billing. This is displayed as either “Fixed Monthly” or “Flat Fee Apportioned”.

You can edit the details in the “Fixed Billing Details”, “Slab Based Rate Details” and “Role Based” multilines and select the “Save” pushbutton to save the modified rate card details.

The system updates the rate card details for the project.

Enter the following field details:

Modification Option

From the drop-down list box, select any one of the following modification option.

§ “Correct” is to edit the record without changing the effective dates.

§ “Update” is to edit the record and change the effective dates.

New Effective From Date

The new date from which the changes should come into effect. System accepts always the first date of a month only.

Select the “Save” pushbutton to save the rate card details.

The system updates the rate card details.

6 Hyperlinked topics below

Page Objective

Use this page to create and modify the rate card details of the project.