How to Define a Bill Rate Rule

How to Define a Rate Rule

1.

If not already open, open a bill agreement in the Edit Bill Agreement screen.

2.

In the navigation pane on the left-hand side of the screen, click Bill Rate Rules.
The Bill Rate Rules section of the pane expands, as shown in the example below.

3.

Click .
The Bill Rate Rule Entry pane opens on the right-hand side of the screen, thereby allowing you to define the properties of the new rate rule.

4.

In the Bill Rate Rule Entry pane, type or select the rule name, validity dates, hierarchy level, pay code condition, rounding type, rounding value and, if necessary, the bill code.
Click here to see descriptions of the fields on the Bill Rate Rule Entry pane.
Name
Name of the rate rule. This must be unique within the bill agreement.
Start Date
Date from which the rate rule is valid. Click and use
the calendar control to select a valid date.
Note that the date must be within the validity period of the bill agreement, as defined in the agreement header. The date cannot fall within the validity period of another rate rule for the same pay code condition that is assigned to the same hierarchy level and hierarchy value.
End Date
Date after which the rate rule expires. Click and use
the calendar control to select a valid date. Alternatively, leave this field blank if the rate rule is to remain valid indefinitely.
Note that the date must be within the validity period of the bill agreement, as defined in the agreement header. The date cannot fall within the validity period of another rate rule for the same code condition that is assigned to the same hierarchy level and hierarchy value.
Hierarchy Level
Agreement hierarchy level to which the rate rule belongs. This defaults to Country but you can select another hierarchy level as required.

Hierarchy Value
Agreement hierarchy value to which the rate rule belongs. For example, if the rate rule is assigned to the Country level of the agreement hierarchy, the hierarchy value defines the country to which the rule applies. Click
to display a dialog box that allows you to search for the relevant hierarchy value.
Hierarchy Group
Hierarchy group to which the bill rate rule belongs. If bill rate rules are assigned to a hierarchy group, when bill interpretation occurs the system will first attempt to apply a bill rate rule my matching on a combination of hierarchy level, hierarchy value and hierarchy group. If no such bill rate rule exists, the system will attempt to find an applicable bill rate rule by matching on a combination of hierarchy level and hierarchy value only.

Note:
This field is available from v11.37 onward (not available in initial Beta release).
It is not mandatory to assign a bill rate rule to a hierarchy group and you can only assign a bill rate rule to a hierarchy group if hierarchy group functionality is enabled in Agency Portal > Maintenance> Portal Maintenance > Country Settings > Hierarchy Group.
Hierarchy group functionality can be labelled to suit the terminology required by your business and the country to which it applies. This can be configured in Agency Portal > Maintenance> Portal Maintenance > Country Settings > Hierarchy Group.



Pay Code Conditions
Determines the pay code or pay codes to which the bill rate rule applies. The options are as follows:
All Conditions – the rule applies to any pay code against which time/items are allocated by the pay interpretation process Pay Code Type Only – the rule applies to a specific type of pay code against which time/items are allocated by the pay interpretation process
Pay Code Only – the rule applies to a specific pay code against which time/items are allocated by the pay interpretation process.
Pay Code/Pay Code Type
If the Pay Code Type Only pay code condition is selected, this field is labelled Pay Code Type and requires you to select the pay code type to which the rule will apply.
If the Pay Code Only pay code condition is selected, this field is labelled Pay Code and requires the pay code, to which the rule is to apply, to be selected.
This field is disabled if the All Conditions pay code condition is selected.
Rounding Type
Determines if the rate is to be rounded or truncated. Select Round if the rate is to be rounded up or down to a specific number of decimal places. Select Truncate if the rate is to be shortened to a specific number of decimal places without rounding up or down.
Rounding Value
The number of decimal places to which the rate will be rounded or truncated, depending on the option selected in the Rounding Type field. For example, a value of 2 results in the rate being rounded or truncated to two decimal places.
Bill Code
The bill code under which time/items billed according to the rules of this bill rate rule will be itemised.
This field is enabled only if the Pay Code Only pay code condition is selected and defaults to the bill code to which the pay code selected in the Pay Code fields is linked. A different bill code can be selected manually if required in this field. If the pay code selected in the Pay Code fields is not linked to a bill code, this field will be blank by default, in which case a bill code has to be selected manually in this field.

5.

In the bottom part of the Pay Rate Rule Entry pane/Bill Rate Rule Entry pane, define the required margin/markup type(s) and corresponding rates.

6.

In the navigation pane on the left-hand side of the screen, click
.
A confirmation message opens, indicating the agreement has been saved successfully.

7.

Inside the confirmation message, click .
The confirmation message closes and the rate rule is saved.