Create Cost Rate Overrides
The Cost Rate Overrides Integrator has one section:
· Cost Rate Overrides: This section manages the creation of Cost Rate Overrides for Financial Projects.
When you define a cost rate override, you can optionally include a person or job, but not both. You can maintain cost rate overrides at the following levels:
· Person
· Job
· Expenditure Type
· Person and Expenditure Type
· Job and Expenditure Type
To create a new Cost Rate Override, the ‘Cost 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 cost rate overrides. Use the Data Form to assist:
Project Name: Select a project name to define the Cost Rate Override against
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Project Number (required): Select a project number to define the Cost Rate Override against.
Note: If a project name is entered, the corresponding number will default. If no name is entered, and a number is selected, the project name will not default.
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Task Number: Select a project task number to define the Cost Rate Override against
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Task Name: Select a project task name to define the Cost 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 Cost 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 Cost 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 Cost Rate Override against.
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From Date (required): The start date of the cost rate override.
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To Date: The end date of the cost rate override.
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Rate (required): The rate used for the Cost Rate Override.
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Currency (required): The currency used for the Cost Rate Override.
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Rate Override Reason: The reason for the Cost Rate Override.
Note: Some columns have been removed to display the required columns on the form
When Cost Rate Overrides are uploaded to Oracle, the ‘Cost 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:
