Overview of internal rates
Introduction
This page allows you to create internal rates or make changes to an existing one. These rates will not be used for transactions and are solely used for reporting purposes.
Menu paths
Go to HRM à Reports à People à Search or HRM à Reports à People à People, define the relevant criteria, and click Show. Then, click the name of the person under the Name column. Next, click Internal rates.
Roles & rights
To create project 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.
Button
Close
Click this to exit.
Description
General section
Person
This displays the person that the internal rate is created for. You can click the hyperlink to view the personal card.
Job Title
This displays the job title of the person that the internal rate is created for.
Division
This displays the division of the person that the internal rate is created for. You can click the hyperlink to view the personal card.
Cost center
This displays the cost center of the person that the internal rate is created for. You can click the hyperlink to view the personal card.
Manager
This displays the manager of the person that the internal rate is created for. You can click the hyperlink to view the personal card.
Personal rates section
This section displays the personal rates of the person. To create a new personal rate, click New. For more information, see Creating and maintaining personal rates.
Project
This column displays the descriptions of the projects linked to the personal rates. Click the hyperlink to view the corresponding project cards.
Account
This column displays the names of the accounts linked to the respective projects and personal rates. Click the hyperlink to view the corresponding account cards.
Hour category
This column displays the codes of the hour items linked to the personal rates. Click the hyperlink to view the corresponding item cards.
Description
This column displays the descriptions of the hour items linked to the personal rates.
Start date
This column displays the start dates of the personal rates.
End date
This column displays the end dates of the personal rates.
Rate
This column displays the personal rates in the currencies defined in the corresponding project cards.
Action
Click the Edit hyperlink to maintain the respective personal rates.
Internal rate section
This section displays information about internal rates, such as the start and end dates and the rate used. You can also create internal rates for the relevant person by clicking New. To make changes to the start and end dates to an existing internal rate, click the hyperlink under the Action column. For more information, see Creating and modifying internal rates.
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
20.514.059 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
11-01-2012 |
| Release: |
|
Attachment: |
|
| Disclaimer |