Exact Synergy Enterprise

Creating and maintaining personal rates

Introduction

Rates are the cost prices of hour items per hour used in a project. In businesses, it is common that a company define several rates for the same item so that it can use different rates if the item is used in different projects and/or realized by different people. Realizations are the registrations of the actual time and materials spent on a project by your people.

Menu paths

To create rates, go to HRM à Reports à People à Search or HRM à Reports à People à People, define the relevant criteria, and click Show. Click the name of the person under the Name column and then click Rates. Next, click New.
To modify an existing budget, go to HRM à Reports à People à Search or HRM à Reports à People à People, define the relevant criteria, and click Show. Click the name of the person under the Name column and then click Personal rates. Next, click Edit under the Action column.

Roles & rights

To create and modify invoice term rates, you will require module YA1401 - Hour entry role or the Hour entry role, security level 10 and above, 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

Save

Click this to save the details of the rate.

Close

Click this to exit.

Description

General section

Hour category

Type or select an hour item to be linked to the personal rate. You can only select items linked to the assortment defined in the Assortments section of the Professional services automation: Settings page. For more information, see Defining Professional services automation settings.

Start date – End date

Type or select the start and end dates for the rate. This is mandatory.

Cost

Type a value to specify the cost for the account for the specified period of time. This is mandatory.

Sales price

Select or type the currency and value to specify the sales price for the account for the specified period of time. This is mandatory.