ERP Cloud Projects Module User Guide

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Create Job Rates

 
The Job Rates Integrator has two key sections:
 
·         Job Rate Schedules: This section manages the creation and organization of rate schedules for jobs.
·         Job Rates: This section sets or updates the specific rates for each job within a schedule.
 
Job rate schedules contain rates used to calculate labor transaction amounts.
When creating a job schedule, you must select a job set from Oracle Fusion Human Capital Management, which serves as the source for jobs in the schedule. Rates are then assigned to the jobs within the schedule.
 
To create a new Job Rate Schedule, the ‘Job Rate Schedules Upload Action’ column value must be Create or Create records. Refer to the Uploading section for more information on how to use the Create action.
 
To create new Job Rates against a Schedule, the ‘Job Rates Upload Action’ column value must be Create or Create records. 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 rate schedules. Use the Data Form to assist:
 
·         Rate Schedule Name (required): Enter a unique name for the Rate Schedule.
·         Project Rates Set (required): Specifies which Project Rate Set the Rate Schedule will be available for.
·         Currency (required): The currency used for the rates in the schedule.
·         Job Set Code (required): The source for jobs in the schedule.
·         From Date (required): The start date of the rate.
·         Job Name (required): Job name for a rate to be created.
·         Job Code: Defaults from Job Name.
 
The following fields can be entered manually on the sheet or on the Data Form:
 
·         Rate: A Rate or Markup Percent must be entered against a Job Rate.
 
When Job Rate Schedule and Job Rates are uploaded to Oracle, the ‘Job Rate Schedules Status’ and ‘Job Rates Status’ will be set to an ‘Accepted’ status.
 
You can create a Job Rate Schedule without adding Job Rates initially and return later to add rates if needed.
 
 
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