Setup

Description

Rate Matrix Setup

Use this setup to create Rate Matrix records used to compute rates based on one or two order attributes.  Link defined matrices to Rate Plan Setup records.

Item Code Setup

Establish the codes that determine which general ledger accounts affected during account transaction generation.  Item codes link to an order by direct assignment, through Revenue Group Setup, through Service Code Setup, and through Rate Plan Setup records.

Rate Plan Setup

Define the actual rate percentage applied in rate calculations with this setup, which includes setting an overtime rate, a Rate Plan, a Rate Matrix, and effective dates. The Rate Plan is assigned to orders and determines the rates applied to revenue items (Item Codes).

Rate Type Setup

Use this setup to define the values available within the Rate Type field.  Rate Type records determine rate quantity labels within the application and on invoices, along with setting a divisor value used to reduce an amount prior to rate computation.