Other Rate Table Viewer


Create, maintain or select the Other Rate Table billing rates.


Create a special rate table for preferred customers for 1997, 1998, etc.


You must create your other rate records before creating your Other Rate Tables. Other Rate Tables are referenced in the Rate Schedule record.

Foreign Currency Note:
If you bill your foreign customers in their own currency, separate Other Rate tables must be created for them. These tables must specify the Other revenue in terms of the foreign currency – as you wish it to appear on the invoices. Typically, you would not need to create a whole new set of individual other rates. Instead, simply use the Other Rate Table to provide appropriate revenue rates for the foreign currency.

Important Configuration Tip for Tables used with Subcontractors

If a Subcontractor PO is generated without an Other Rate Id, and you try to partially voucher it in the AP Journal it will change the Bill Type ID to n/a and remove the Revenue Rate. To avoid this problem, add a line to Other Rate tables related to Subcontractors to define how the Bill Type Id and Revenue Rate should be set if an Other Rate was NOT specified.

Example: Set the Revenue Based on the Amount:

Other Rate Table Child Tab

Other Rate Id:  (blank)

Level: 99,999,999.99

Rate: 1.00

Bill Type: Multiplier

Important Fields: Upper Section

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

Other Rate Table Id:
A unique Id for this table. This field is required.

Other Rate Table Name:
A brief description of this table. This field is optional.

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.

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.

Important Fields: Lower Section

Other Rate Id:
A valid Other Rate Id. Double-click on this field to select from a list of Other Rates. You may include as many Other Rates in this table as needed.

This field may be used to implement sliding markup capabilities to Other Rate calculations, working in a similar fashion to the Material Mark-up table. You may now enter multiple lines for the same other rate id (i.e. Sub Materials) with increasing Levels and specified percentage mark-ups.

If specified, the Level is the highest unit cost level to which the markup applies. If the Level is specified, the Rate must be set to Markup.

Suppose that you wanted to markup SubM (subcontractor materials - an other rate) costing $100.00 or less by 100%, between $100.00 and $200.00 by 75%, and over $200 by 50%. To do so, you would set up the Level and Rate fields as follows:
 Other Rate Level   Rate  Bill Type Id
 SubM  100.00   100.00  Markup
 SubM  200.00   75.00  Markup
 SubM  999999.99  50.00  Markup

The exception billing rate for the specified Other Rate.

Foreign Currency Notes:

Level: If used, levels are specified in terms of local costs.

Rate: Bill Type Id: 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 other items 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.

Billing Type Id:
This field determines how the rate will be applied during invoicing. Enter a valid Billing Type Id or double-click on this field to select from a list of Id's.

Unit Price multiplies the units billed times the rate (in dollars).

If Markup Added to Cost is selected the rate defines the markup that is added to the cost. For example, a 100% markup applied to an item costing $100 would generate a unit price of $200. A 30% markup applied to an item costing $100 would generate a unit price of $130.

Margin enables the user to set the desired profit margin ((Unit Price - Unit Cost)/Unit Price) for this item in the Revenue Rate field (entered as a percentage). For a given Unit Cost, Unit Price=Unit Cost / (100 - Margin). For example, if the Margin was set to 50%, an item with a cost of $7.00 would be priced at $14.00. A margin of 30% would yield a price of $10 for the same $7 cost ($10=$7/(100 - 30).

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 a special price has been agreed on for this customer. In this case, you will leave the Revenue Rate field blank, and enter the Amnt Revenue field directly.