Create Bill Rate Overrides
The Bill Rate Overrides Integrator has one section:
· Bill Rate Overrides: This section manages the creation of Bill Rate Overrides for Contracts.
When you define a Bill Rate override, you can optionally include a person or job, but not both. You can maintain Bill Rate overrides at the following levels:
· Person
· Job
· Expenditure Type
· Person and Expenditure Type
· Job and Expenditure Type
To create a new Bill Rate Override, the ‘Bill Rate Overrides Upload Action’ column value must be Create. Refer to the Uploading section for more information on how to use the Create action.
There are two methods for entering values: direct input on the sheet or via a Data Form. Each method has its own advantages.
Direct Input on the Sheet
● You can manually enter values directly onto the sheet.
● This method allows you to copy and paste values from a different source.
● Please note that when uploading, a validation process will run to ensure the correctness of all entered values.
Data Form
● The Data Form provides an alternative way to enter values.
● It allows you to search or select values from pre-defined List of Values.
● This can be useful when you don’t know the exact value to enter on the sheet.
The following fields have list of values and the value you enter on the sheet must match the option in Oracle. Columns marked required are to be populated to create Bill Rate overrides. Use the Data Form to assist:
· Contract Number (required): Select a contract to define the Bill Rate Override against
· Contract Line Number: Select a contract line number to define the Bill Rate Override against
· Contract Line Name: Select a contract line name to define the Bill Rate Override against
Note: If a contract line number is entered, the corresponding name will default. If no number is entered, and a name is selected, the contract line number will not default.
· Bill Plan Name (required): Select a bill plan to define the Bill Rate Override against
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Project Number: Select an associated project number to define the Bill Rate Override against.
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Task Number: Select a project task number to define the Bill Rate Override against
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Task Name: Select a project task name to define the Bill Rate Override against.
Note: If a task number is entered, the corresponding name will default. If no number is entered, and a name is selected, the task number will not default.
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Person Name: Person name to define the Bill Rate Override against.
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Person Number: Defaults from Person Name. If the Person Name is a duplicate, person number must be selected.
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Job Name: Select a job name to define the Bill Rate Override against.
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Job Code: Defaults from Job Name. If the Job Name is a duplicate, job code must be selected.
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Expenditure Type: Expenditure Type to define the Bill Rate Override against.
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From Date (required): The start date of the Bill Rate override.
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To Date: The end date of the Bill Rate override.
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Rate (required): The rate used for the Bill Rate Override.
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Currency (required): The currency used for the Bill Rate Override.
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Rate Override Reason: The reason for the Bill Rate Override.
Note: You must enter a value for a person, a job, a project role, or an expenditure type for the rate override
Note: Some columns have been removed to display the required columns on the form
When Bill Rate Overrides are uploaded to Oracle, the ‘Bill Rate Overrides Status’ will be set to an ‘Accepted’ status.
Note: The generated Rate Override Id for the record will be returned to the sheet after successful upload, as this is required for any updates to the record.
Sections:
