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31.2 Charge Rate override using Schedules and Task Types

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31.2.1 Allows you to set a single charge rate for each Task Type for a given Job.

 

31.2.2 How to create a Task Type override?

 

From the Home screen, click "Lookup Tables" and click "Task Type"

Select “JobNoteType” and enter Task Types

 

From the Home screen, click "Lookup Tables" and click "Rate Schedule"

In the Rate Schedule table, enter a Schedule code or name

In the Work Type column, select Work Types and set their Charge Rates

 

31.2.3 Set Charge override

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Go to a Job -> click Charge tab -> select “Task Type” as Override Charge Rate Type -> select Task Type and Rate Schedule to use

 

31.2.4 The Rate Schedule assigned to a specific Task Type overrides the employee's Work Type charge rates. Consequently, if a Work Type is not on the Schedule, the employee's Charge Rate is used.