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Project Controller's Project Charge Entry (PA.CHG.00), the Project Allocator's Allocation Processor (PA.PRO.00), Time and Expense for Project's Timecard with Rate/Amount Entry (TM.TEA.00),Time and Expense for Project's Time Review and Approval (TM.TRA.00) and Flexible Billing's Invoice Adjustment and Maintenance (BI.BAM.00) currently look up Rates from the Rate table (PJRATE). The basic method for looking up Rates is as follows:

  1. The Rate Table ID is combined with the Rate Type to retrieve the Rate Table Definition record from table PJRTAB. This record contains the Rate Keys (up to two) for each level. There are nine levels numbered 1 through 9. The Rate Keys indicate which fields are to be used as Lookup Keys.

    Notes 
    • For Microsoft Dynamics SL 6.5 and later versions, there are now three Rate Keys in Rate Table Definition (AL.RTD.00).
    • When you set up a Rate table to be used for Invoice Adjustment and Maintenance, the Rate Keys used must not reference the Transaction Table fields in the Database Source value. The Rate Keys must reference the Billing Detail fields or one of the Master tables. Conversely, Rate Keys that are used by the Allocation Processor and Project Charge Entry must not reference Billing Detail fields. Additionally, the keys that are specified in Rate Table Definition (AL.RTD.00) must be from the same table if they are on the same level. For example, you cannot specify key 1 from the transaction table and key 2 from billing detail on the same level
  2. Starting with Level 1, the appropriate Rate Key values are retrieved based on the transaction record and are combined with the Rate Table ID, Rate Type, and Level Number. The Rate Table is then searched for the record with the most recent Effective Date less than or equal to the Transaction Date.
  3. If a record is found, the Rate is retrieved and the Lookup is complete. If one is not found, the next level is searched.
  4. If no record has been found after all nine levels have been tried, a search is attempted with a level of zero, which is known as the default in Multi-Level Rate Entry (AL.RAT.00) Rate Keys set to blanks. If this does not result in a record being found, an error message (i.e 0281) is written to both the screen and the Allocation Audit Report.
  5. In the Allocation Processor, the Rate Table ID comes from the Project Master and the Rate Type comes from the Step record in the Allocation Method. In Project Charge Entry, both the Rate Table ID and Rate Type come from the Project Charge Header (PJCHARGH) record. In Invoice Adjustment and Maintenance, the Rate Table ID is a system-wide entry maintained in Billings Setup (BI.SET.00) with Project-specific override in Billing Information Maintenance (BI.BMM.00), while Rate Type is entered for each line item in Invoice Adjustment and Maintenance.

     
Keywords: papro,0281