Generation Types of Billing Rate and Markup Tables

Markup tables specify how transactions are marked up for the billing cycle to account for overhead and profits. The system calculates markup amounts when accumulating costs or when revising transactions from the Billing Workfile table (F4812).

Markup rules and component calculations are applied based on the Generation Type field (GTYP) from the markup table. Markup tables are read in reverse order of the generation types: generation type 3 (component default) tables are read first; generation type 2 (revenue override) tables, if applicable, are read second; and generation type 1 (invoice, revenue, and component) tables are read last.

Note: If the Billing Constants (P48091) enable independent revenue and invoice amounts, you can use generation types 1, 2, and 3.

See Understanding Independent Revenue and Invoice Amounts.

This table lists generation types and how they affect markups:

Generation Type	Markups
1	Generation type 1 tables are default tables that are read last, but are used most commonly. These tables can create markups of both invoice and revenue amounts, and can create components based on cost, revenue, and invoice amounts. If a generation type 2 table is defined, the generation type 1 table applies only to invoice amounts and invoice components. If no generation type 2 or generation type 3 tables are defined, all markup and component information is derived from the generation type 1 tables. If no generation type 1 table exists, the system used the default markup percentage (PERT) specified in the Billing Constants program (P48091).
2	If the billing constants do not enable independent revenue and invoice amounts, only generation type 1 and 3 tables can be used. Generation type 2 tables can be used only if the billing constants enable independent revenue and invoice amounts. Generation type 2 tables are not applicable when the billing constants are set up for revenue recognition only (Journal Generation Control [PRRR] = 2). You define a generation type 2 table to calculate revenue and revenue component amounts independent from the invoice amounts and components. Define the markup rules for the revenue amount using generation type 2 tables and the markup rules for the invoice amount using generation type 1 tables. If no generation type 2 table is found, the calculations found on the generation type 1 table are used for the revenue amounts.
3	Generation type 3 tables are used only to create components. Component information specified in a generation type 3 table overrides component information in generation type 1 and generation type 2 tables. Markups specified in a generation type 3 table are ignored; the system uses the component information from the generation type 3 table and markup rules from generation type 1 and 2 tables. If a component field in a generation type 3 table is left blank, the system reads the generation type 2 tables, then the generation type 1 tables to determine the component calculation, if any.
P	Generation type P tables are available only in JD Edwards EnterpriseOne and are used exclusively for multicurrency time accounting. These tables are used by the Time Entry program (P051121) to determine bill and recharge rates. The system ignores values that are entered into the component fields of these markup tables.