Labor Rate Table Viewer


Create and maintain the labor billing rate exception tables for each year or other time period, and/or to set up various classes of tables (standard, preferred, etc.).


Create a Labor Rate Table for 1997, 1998, etc. Multiple tables may also be made to accommodate standard, preferred, or other rates (e.g., 1998p, 1998s, 1999p, 1999s).


You must create your standard Labor Rates before creating your Labor Rate tables. A Labor Rate Table should be specified in each Rate Schedule that you create.

Foreign Currency Note:
If you will be billing your foreign customers in their own currency, separate Labor Rate tables must be created. These tables must specify the Labor revenue in terms of the foreign currency – as you wish it to appear on the invoices.

Note: Typically, you would not need to create a whole new set of individual labor rates. Instead, simply use the Labor Rate Table to provide appropriate revenue rates for the foreign currency.

Referenced in Records: Rate Schedule, Job, and Work Order.

Important Fields: Upper Section

This screen is divided into two sections. The upper section of the screen consists of the data-entry fields that identify this table. The lower section of the screen contains the rate table itself.

Labor Rate Table Id: (15 character, only . and - special characters)
A unique Id for this table. This field is required.

Labor Rate Table Name: (30 character)
A brief description of this table. This field is optional.

Security Id:
If multiple location security is implemented on your centralized database system, this informational field displays the Security Id of the local user that created this record. If multiple location security is not implemented on your system, or if this record was created by a global user, this field will be blank.

Cost Plus Overhead %
Cost Plus Profit %
These fields are used only in conjunction with the Cost Plus invoicing formats, and specify the percentages agreed upon with a client's customers.

When these fields are used for Cost Plus invoicing, the Labor Rates in the table should be the agreed upon billing rates. The Cost Plus Overhead % and Cost Plus Profit % fields will be used to "back out" the overhead and profit markups and calculate the costing fields appearing on the invoice (these cost fields are for invoicing only: the actual job costing information will still be saved in the usual manner to job history).

If this field is checked, the record is considered Obsolete, and it may not be directly specified during data-entry (either by entering the Id or selecting it from a list). Obsoleted records can be edited and the Obsolete option can be un-done when necessary. When you check the Obsolete field, the following message box will be displayed:

“You have elected to obsolete this record. Would you like to see existing references to this record?”

If you click Yes, the system will display a viewer that provides click-through access to all tables referencing this record: see References List for details.

Important Fields: Lower Section

Labor Rate Id:
A valid Labor Rate Id. Double-click on this field to select from a list of Labor Rates. You may include as many Labor Rates in this table as needed (e.g., engineer, technician, assembler, etc.)

Rate: (numeric format 0000.00)
The billing rate to be applied for this Labor Rate. This field defaults from the Labor Rate record standard rate, but may be adjusted as needed for this table.

Foreign Currency Note:
If your Bill Type Id is set to Unit Price, your Rate must be specified in terms of the foreign currency, as it will appear on the invoice.

If you are marking up labor based on costs (for Bill Types of Margin, Markup or Multiplier), remember that the costs will be maintained in your local currency. The Rate must include the adjustment from the local cost to the foreign revenue.

Bill Type Id
This field defaults from the Labor Rate record. Enter a valid Id or double-click on this field to select from a list. In most cases, Unit Price will be selected for Labor entries. The system will use the Rate specified in the appropriate Labor Rate Table to default the Revenue Rate in this tab.

If Markup (added to cost) is selected, a 120% markup to labor costing $10/hour would generate a unit price of $22/hour. A 30% markup applied to $20 labor would generate a unit price of $26.

Margin enables the user to set the desired profit margin ((Unit Price - Unit Cost)/Unit Price)in the Revenue Rate field.

If you select Multiplier, the system will multiply the figure in Revenue Rate X Unit Cost to obtain the Unit Price. For example, a multiplier of 1.2 applied to labor costing $100 would yield a unit price of $120.

Select the Billing Type of n/a if the Amount Revenue should always be entered manually by the user instead of being calculated by the system.

Note on Entering Labor Lines with a Billing Rate Type of n/a:
If the billing type is n/a, the system will not calculate the Amount Revenue when entering labor lines, even if the Revenue Rate is completed! Typically, you would leave the Revenue Rate field blank, and enter the Amount Revenue field directly when billing for labor. Note that if you edit a labor line, selecting a labor rate with a Billing Type of n/a, the Amount Revenue on the labor line will NOT be changed.