Defining a Cross-Reference for a Fee
Access the Fee Cross Reference Details form.
To define a cross-reference for a fee:
Enter a markup percentage or a rate code, but not both.
Rate codes are set up for incremental fee markup percentages that are date-sensitive.
Click either Invoice/Revenue or Cost in the Fee Basis group box.
If the Inv/Rev Amounts Must Equal option is selected on the Service Billing Constants form, you must select Invoice/Revenue as the fee basis.
If the fee basis is cost, the fee billing line must cross-reference T and M billing lines only.
Select Select Lines from the Form menu to access the Select Cross Reference Lines form.
Select one or more of the contract billing lines, and then select Select Records from the Row menu.
When a contract billing line is selected, it is removed from the form.
Click Cancel to return to the Fee Cross Reference Details form.
Click Find on the Fee Cross Reference Details form.
The system displays the contract billing lines that you have selected as the basis for the fee billing line calculation.
- Markup
Specify the percent of markup that you want the system to use when it calculates the billing amounts for fee lines for owner pay items. You enter either a percent in this field or a rate code in the Rate Code field. Enter the percentage as a whole number. For example, you enter 10 percent as 10.
- Rate Code
Enter the rate code used in Contract Billing for owner pay items that are fee-based lines. By defining a specific rate code, you have the ability to set up date sensitive fee percentages.
- Invoice/Revenue
Select this option to use the invoice amount as the fee basis to derive the billing amount for the fee line.
- Cost
Select this option to use the cost amount as the fee basis to derive the billing amount for the fee line.