41 Set Up Fee Rate Codes

You can use Fee Rate Codes to maintain fee rates associated with fee billing lines. During invoice generation, the system compares the billing date against the date ranges in the Rate Code table to determine which fee markup percent to use for a fee line if the indicated rate code is assigned.

Setting up fee rate codes includes the following topics:

  • Defining a fee rate code

  • Assigning a fee rate code to a fee billing line

Navigation

From Contract Billing Processing (G52), enter 29

From Contract Billing System Setup (G5241), choose Table Information

From Table Information (G5243), choose Fee Rate Code Table (P52131)

To define a fee rate code

On Fee Rate Code Table.

Figure 41-1 Fee Rate Code Table screen

Description of Figure 41-1 follows
Description of ''Figure 41-1 Fee Rate Code Table screen''

  1. To identify the fee rate code, complete the following fields:

    • Rate Code

    • Description

  2. Complete the following fields for one or more detail lines:

    • Effective From

    • Effective Through

    • Fee Percent

    • From date (optional)

    • Through date (required)

To assign a fee rate code to a fee billing line

On Contract Billing Line Details.

  1. To locate a contract, complete the Contract Number field.

  2. For a Fee billing line, choose Cross Reference (Option 2).

    Figure 41-2 Cross Reference for a Fee Billing Line screen

    Description of Figure 41-2 follows
    Description of ''Figure 41-2 Cross Reference for a Fee Billing Line screen''

  3. On Fee Cross Reference, enter the Rate Code.