As soon as the Purchase order is associated to a task, the Billing Rates can be used to identify the Revenue Rate values to be used (by job classification) for calculating revenues.
Log in to the HTML5 client.
Select the Work workspace, Billing tab.
Select a Project in the Project Data Selector.
Select the Purchase Orders mode (
).In the Purchase Orders List panel, select the Purchase Order.
In the Purchase Order Details view, select the Billing Rates sub-tab.
Click on the New (
) button to add a row to the spreadsheet.Select the Job Classification for which Billing Rates need to be defined.
The Job Classification Revenue Rate will be fulfilled automatically with the value that have been entered by the Administrator in the System Data workspace, Job Classifications tab.
If you want to modify the Job Classification Revenue Rate, enter a new value in the Rate field.
The Job Classification Revenue Rate must first be set in the Administration workspace, Setup tab, Work features section, Billing Advanced Attributes (
).
Click on the Initiate (
) button and choose one of the following option:Purchase Order: Allows the user to copy the Job Classification Rates from another Purchase Order.
Project Revenue Rate: Allows the user to copy the Job Classification Rates from the project.
The Initiate command is only available when the project Revenue Rate Source is set to “Project.Job Classification” in the Billing Advanced Attributes popup.