Setting Up Job Code Margin Indicators

The margin represents the amount of money that you make for every hour that a person works. Set up margin indicators by job code to indicate at what percentages the system triggers caution and critical warning indicators on the Assignment page. The margin calculation on the Assignment page subtracts costs from the bill rate, divides by the bill rate, and then multiplies by 100. Costs take into account pay rate, overhead costs, and workers' compensation premiums.

This topic discusses how to set up job code margin indicators.

Page Name

Definition Name

Usage

Billing Calculation Page

FO_JOB_BILLING

Set up percentages for the caution and critical margin indicators that appear on the Assignment page.

Use the Billing Calculation page (FO_JOB_BILLING) to set up percentages for the caution and critical margin indicators that appear on the Assignment page.

Navigation:

Set Up Financials/Supply Chain > Common Definitions > Resources Data > Jobcodes > Billing Calculation

Standard Margins

Field or Control

Description

Caution

Enter a margin percentage at which the system triggers a caution warning for an assignment. This indicates that the margin is below normal levels and changes the status of the rate row in the assignment to Yellow.

For example, to designate the caution margin at 25 percent, enter 25.

Critical

Enter a margin percentage at which the system triggers a critical warning for an assignment. This indicates that the margin is at an unacceptable level and changes status of the rate row in the assignment to Red.

For example, to designate the critical margin at 15 percent, enter 15.