Rate lookup rules (PM205000)
By using this window, you can specify the sequences in which the system will search for rates in rate tables, as well as the factors that affect rate selection for each series.
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.
For information about how to create rate lookup rules, see: Create rate lookup rules
The top part
You use the elements in this area to select a rate table and a specific rate type.
You can then view or modify the sequences for the rate table when used with this rate type.
| Element | Description |
|---|---|
| Rate table | The rate table for which you want to view or specify sequences. |
| Rate type | The rate type for which you want to view or specify sequences. By using these rate types, you can use different rates in different steps of allocation rules. |
The table
In this table, you can create sequences that the system will use to find the rate in the rate table.
| Column | Description |
|---|---|
| View rates | This button opens the Rate table maintenance (PM206000) window, where you can view and modify the rate for the selected sequence. |
| Sequence | The sequence number. This number is automatically generated by the system, but you can change it manually. by clicking the arrow next to it. |
| Description | A description of the sequence. |
| Project | A check box that you use to indicate whether the project is a factor that affects rate selection. |
| Project task | A check box that you use to indicate whether the project task is a factor that affects rate selection. |
| Account group | A check box that you use to indicate whether the account group is a factor that affects rate selection. |
| Item | A check box that you use to indicate whether the item is a factor that affects rate selection. |
| Employee | A check box that you use to indicate whether the employee is a factor that affects rate selection. |