Advanced Helpdesk - Schedule of Rates

If a Schedule of Rates is being used for financial calculations and invoicing , the required number of Schedule of Rate Items must be added to the Task.

Available from 6.0.1.0

The Schedule Of Rates sub navigation will be hidden if the current Task's Contract has no Schedule Of Rate Items defined with a non-Historic status.

Task Management > Advanced Helpdesk - Schedule of Rates

The link will open the Task / Schedule of Rates grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Schedule of Rates click New , to edit an existing Schedule of Rates click Edit . A pop up window will appear which will allow the creation or amendment of a Task Schedule of Rates.

Click to view - Schedule of Rates Fields and Descriptions

Field Name	Description
Task Category	When a Task Category value is selected it will filter the SOR field to show matching records. This filter works in conjunction with the other filter fields on the page. Available from 6.0.1.0 Depending on the values defined in the Schedule Of Rates Preferences for the Task Category Filter, this field may be hidden and no filter applied or displayed and possibly auto-populated with the Task's Category, this can be manually altered if required. Available from 5.8.1.0 The field label is a hyperlink to open the populated record directly.
Task Discipline	When a Task Discipline value is selected it will filter the SOR field to show matching records. This filter works in conjunction with the other filter fields on the page. Available from 6.0.1.0 Depending on the values defined in the Schedule Of Rates Preferences for the Task Discipline Filter, this field may be hidden and no filter applied or displayed and possibly auto-populated with the Task's Discipline, this can be manually altered if required. Available from 5.8.1.0 The field label is a hyperlink to open the populated record directly.
Location Type	When a Location Type value is selected it will filter the SOR field to show matching records. This filter works in conjunction with the other filter fields on the page. Available from 6.0.1.0 Depending on the values defined in the Schedule Of Rates Preferences for the Task Location Type Filter, this field may be hidden and no filter applied or displayed and possibly auto-populated with the Location Type associated with the Task's Location, this can be manually altered if required. Available from 5.8.1.0 The field label is a hyperlink to open the populated record directly.
SOR Category	When a Schedule Of Rates Category value is selected it will filter the SOR field to show matching records. This filter works in conjunction with the other filter fields on the page. Available from 5.8.1.0 The field label is a hyperlink to open the populated record directly.
SOR Sub Category	When a Schedule Of Rates Sub Category value is selected it will filter the SOR field to show matching records. This filter works in conjunction with the other filter fields on the page. Available from 5.8.1.0 The field label is a hyperlink to open the populated record directly. Note: Where the Unit Type is Required / Not Required, a tick box will be displayed. It will be ticked by default. When ticked, the Quantity field will be set to the Default Quantity defined in the selected SOR. All Labour, Stock and Plant cost calculations will be based on costs x Quantity (i.e. the Default Quantity of the associated Schedule Of Rate). When unchecked, the Quantity will be set to 0.
SOR	From the drop down select the Schedule of Rates - for more information see Schedule Of Rates Master Groups. Available from 5.8.1.0 Schedule Of Rate records with a status of Suspended or History will not be shown in the drop down. The field label is a hyperlink to open the populated record directly.
Short Description	Auto-populated from the selection of the SOR, this can be manually altered if required.
Priority	Read only field that is auto-populated from the selected SOR.
Other Ref	Available from 5.8.1.0 Read only field that is auto-populated from the selected SOR.
Due Date	The date the selected SOR. is due.
Minimum Qty	Available from 5.8.1.0 Read only field that is auto-populated from the selected SOR.
Unit Desc	Read only field that is auto-populated from the selected SOR.
Unit Type	Read only field that is auto-populated from the selected SOR, possible values as follows: Quantity Quantity - Decimal Squared Cubed Hours Required / Not Required Available from 5.8.1.0
Unit data entry fields	Dependant on the Unit Type of the selected SOR, data entry boxes will appear to allow the relevant Unit values to be added e.g. if the Unit Type has been set to squared meterage, the necessary fields will appear, if the Unit Type has been set to decimal a number box will appear. Note: Where the Unit Type is Required / Not Required, a tick box will be displayed. It will be ticked by default. When ticked, the Quantity field will be set to the Default Quantity defined in the selected SOR. All Labour, Stock and Plant cost calculations will be based on costs x Quantity (i.e. the Default Quantity of the associated Schedule Of Rate). When unchecked, the Quantity will be set to 0.
Unit Time	Auto-populated from the selected SOR, this can be manually altered if required.
Completion Date	The date the selected SOR is completed.
Labour	Calculated field based on the Quantity x the Labour Cost of the selected SOR.
Stock	Calculated field based on the Quantity x the Stock Cost of the selected SOR.
Plant	Calculated field based on the Quantity x the Plant Cost of the selected SOR.
Labour Total	Read only calculated field based upon the Unit Qty, Unit Type and Unit values.
Stock Total	Read only calculated field based upon the Unit Qty, Unit Type and Unit values.
Plant Total	Read only calculated field based upon the Unit Qty, Unit Type and Unit values.
Total Cost	Read only calculated field based upon the Labour Total, Stock Total and Plant Total values.
Sale Price	Available from 5.8.1.0 Read only field auto-populated from the selected SOR.
Long Description	Read only field auto-populated from the selected SOR.

Complete the fields and click Save and Close . If additional SORs need to be added repeat the process until all costs have been recorded.