The Non Labor Rates Integrator has two key sections:
· Non Labor Rate Schedules: This section manages the creation and organization of rate schedules for jobs.
· Non Labor Rates: This section sets or updates the specific rates for each job within a schedule.
Non Labor rate schedules include rates or markup percentages used to calculate costs, billing, revenue, planning, budgeting, forecasting, or transfer prices for non labor resources.
For expenditure types with the Rate Required option enabled, enter a rate or markup percentage. Otherwise, only a markup percentage is needed. Assign rates to non labor resources and optionally to non labor resource organizations.
To create a new Non Labor Rate Schedule, the ‘Non Labor 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 Non Labor Rates against a Schedule, the ‘Non Labor 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.
· From Date (required): The start date of the rate.
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To Date: The end date of the rate.
· Expenditure Type (required): Job name for a rate to be created.
· Nonlabor Resource: Dependent on Expenditure Type selected.
· Nonlabor Resource Organization: Dependent on Nonlabor Resource selected.
The following fields can be entered manually on the sheet or on the Data Form:
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Description: Rate Schedule description.
· Rate: Enter a rate or markup percentage for expenditure types with the Rate Required option enabled.
· Markup Percent: Enter a markup percentage for expenditure types with the Rate Required option disabled.
When Non Labor Rate Schedule and Non Labor Rates are uploaded to Oracle, the ‘Non Labor Rate Schedules Status’ and ‘Non Labor Rates Status’ will be set to an ‘Accepted’ status.
You can create a Non Labor Rate Schedule without adding Non Labor Rates initially and return later to add rates if needed.
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