Labour Rates

This screen allows you to define multiple Charge Rates for a Labour Code.   This is achieved through the use of ‘Charge Levels’.   A selected ‘Charge Level’ - and therefore a Charge Rate - can be linked to a Customer whenever this Labour Code is used.

 

List Tab

 

Display fields

 

The displayed fields are taken from the Labour Code master record.   The selection of which fields to display is at the user’s discretion.   To select the fields to display simply ‘right mouse’ in the main panel and select ‘Customize List Fields’.   On the displayed panel you can:

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Click on the ‘Show field’ checkbox to display the field

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Amend the column heading by changing the content of ‘Display Label’

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Define the sort sequence of the records by going to the lower panel and dragging the field from ‘Available Fields’ to ‘Sort By’.

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Click the ‘Save’ Button when done.

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Include Inactive Status - If this is checked then the displayed list will include those Labour Codes whose status is ‘Inactive’

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close the Labour Rates screen.

 

Related: This will bring up a list of functions that are related to Labour Rates.  You may open and maintain information in those screens whilst still remaining in the Labour Rates screen.

 

Reports: This will bring up a list of Reports that are related to the Labour Rates.  You can immediately run the report whilst still remaining in the Labour Rates screen.

 

 

Detail Tab

 

Entry and Display fields

 

Labour Code: Display only field showing the selected Labour Code

 

Unit: Display only field showing the unit of charge unit for the Labour Code

 

Description: Display only field showing a brief description of the Labour Code.  

 

Analysis Group: Display only field showing the Analysis Group to which the Labour Code belongs

 

Status: Display only field showing the current status of the Labour Code

 

Standard Rate: Display only field showing the current Standard Charge Rate for the Labour Code

 

Standard Cost: Display only field showing the current Standard Cost for the Labour Code

 

Rate Level: From the dropdown list select the Rate Level at which the Charge Rates are to apply.  Rate Levels are maintained via the ‘Related’ Button or can be found under the ‘Pricing’ Menu.

 

Price Calculation Method: From the dropdown list select the Price Calculation Method.  The Options are:

               Std Labour Rate + $ Value

               Std Labour Rate - $ Value

               Std Labour Rate + % Value

               Std Labour Rate - % Value

               Std Labour Cost + $ Value

               Std Labour Cost - $ Value

               Std Labour Cost + % Value

               Std Labour Cost - % Value

               Rate $ Value

 

Value: Enter a Value relating to the Price Calculation Method selected.  For example:- if the Std Labour Rate is $200 and

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If Std Labour Rate + $ Value is selected and the Value is 50 then total will be $250

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If Std Labour Rate + % Value is selected and the Value is 50% then total will be $300

 

Note: The Value is in the currency held against the Rate level (As maintained via Labour>Settings>Rate levels)

 

New Rate: Display only field showing the final Charge Rate based on the above calculation

 

Currency: Display only field showing the Currency of this Rate level

 

Buttons

 

Close: This will close the Labour Rates screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will bring up a blank line for entry of a new Labour Rate.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made to the current Labour Rate record or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This will delete the current Labour Rate Line

 

Related: This will bring up a list of functions that are related to Labour Rates.  You may open and maintain information in those screens whilst still remaining in the Labour Rates screen.

 

Reports: This will bring up a list of Reports that are related to the Labour Rates.  You can immediately run the report whilst still remaining in the Labour Rates screen.