How to Define a Bill Rate Rule

Name

Name of the rate rule. This must be unique within the bill agreement.

Validity From Date

Date from which the rate rule is valid. Click the calendar button 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.

Validity To Date

Date after which the rate rule expires. Click the calendar button 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 the select button 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.

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 Maintenance > Hierarchy > Country > 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 Maintenance > Hierarchy > Country > 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 result of the rate calculation is to be rounded or truncated. Select Round if the result 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

Number of decimal places to which the result of the rate calculation is to be rounded or truncated. For example, a value of 2 will round the rate calculation result up to two decimal places or will truncate the result of the rate calculation at two decimal places, depending on whether the Round or Truncate is selected in the Rounding Type field respectively.

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.