Exact Synergy Enterprise

Overview of customer rates

Introduction

This page displays a list of customer rates that has been created for a specific account. A customer rate is the amount of money that is charged to your customers for services rendered by your consultants. From here, you can also create customer rates or modify existing ones.

Menu paths

Go to Customers à Reports à Accounts à Search, define the relevant criteria, and then click Show. Click the hyperlink under the Account name column, and then click Customer rates.
Go to Projects à Reports à Search à Projects, define the relevant criteria, and then click Show. Click the hyperlink under the Project column, and then click Project rates.

Roles & rights

To view and create customer rates, you will require module YA1401 — Hour entry role or the Hour entry role, security level of 10, users with the Project controller role or users with the Project manager role (with projects assigned) will be able to access the Customer rates page, and a specific user-defined role that is linked to the relevant field on the Project hours: Settings page. For more information, see Defining Professional services automation settings.

Notes:

Employee Self-service or Business users will require the license YA1401 — Hour entry role before they can be assigned with the Hour entry role.
For more details on function rights, go to System à Security à Function rights.
For more details on roles, got to System à Security à Setup à Roles.

Buttons

Apply rates

Click this to apply the current and correct customer rates to replace outdated rates that are already used in hour planning. A message will be displayed to ask if you want to apply the updated rates. Click Yes to continue or No to cancel the update. If invoices with the outdated rates have been processed, you will need to create credit notes manually to correct the invoices. See Overview of credit notes for Professional services automation.

End date

Click this to change the existing end date for customer rates in bulk. This allows price agreements to be prolonged.

Close

Click this to exit.

Description

General section

Customer

This displays the name of the account that the rate is created for. You can click the hyperlink to view the account card.

Currency

This displays the currency used for transactions related to this account. If the account does not have a currency defined, the currency specified at Financial à Setup à General à Settings will be used.

End date section

Note: This section is available when you click the End date button.

Current end date

This displays the current end date of the validity of the customer rate.

New end date

Type and select a new end date for the validity of the customer rate.

Note: The change will only be made for customer rates that comply with the end date that is specified at Current end date.

Customer rates section

This section displays existing rates for the account and related information such as the code and description of the hour category used and the validity of the rates specified. You can also create a rate for the selected account by clicking New. To make changes to the hour category, start and end dates, and quantity of an existing budget, click the hyperlink under the Action column. For more information, see Creating and modifying customer rates.