Examples of Transfer Price Rates
Use these examples to understand how to configure cross-charge options on bill plans and revenue plans to achieve various interproject and intercompany billing scenarios.
One Cross-charge Rule or Rate, One Provider Business Unit, Any Receiver Business Unit, All Projects
The following table explains how to configure your contract billing information to share one cross-charge rule or rate between one provider business unit and any receiver business unit, and all projects associated with the contract.
Bill Plan |
Bill Rate Schedule |
---|---|
Bill Plan 1 |
Assign the bill rate schedule you want to use for the contract (provider) business unit to this bill plan. |
One Cross-charge Rule or Rate, One Provider Business Unit, One Receiver Business Unit, All Projects
The following table explains how to configure your contract billing information to share one cross-charge rule or rate between one provider and receiver business unit, and all projects associated with the contract.
Bill Plan |
Bill Rate Schedule |
---|---|
Bill Plan 1 |
Assign the bill rate schedule you want to use for the provider business unit to this bill plan. |
Bill Plan 2 All contract lines associated with the receiver projects can use this bill plan. |
Assign the bill rate schedule you want to use for the receiver business unit to this bill plan. |
Override a Cross-charge Rule or Rate, One Provider Business Unit, One Receiver Business Unit, One Project
The following table explains how to configure your contract billing information to override a cross-charge rule or rate between a provider and receiver business unit for one project.
Bill Plan |
Schedules and Overrides |
Associated Projects |
---|---|---|
Bill Plan 1 |
Create a rate override for the contract line associated with the receiver project. |
Project level |
Override a Cross-charge Rule or Rate, One Provider Business Unit, One Receiver Business Unit, Task
If a resource is assigned to multiple roles and has more than one rate on a project, you may need to create an override at the project task level. The following table explains how to configure your contract billing and contract line details to override a cross-charge rule or rate between a provider and receiver business unit, for the task on a specific project.
Bill Plan |
Schedules and Overrides |
Associated Projects |
---|---|---|
Bill Plan 1 |
Create a job rate override for the contract line associated with the receiver project. |
Task level |
Override a Cross-charge Rule or Rate, One Provider Business Unit, One Receiver Business Unit, Resource
If you are invoicing for a contractor, you may want to create an override at the resource level. The following table explains how to configure your contract billing and contract line details to override a cross-charge rule or rate between a provider and receiver business unit, for a specific resource on a project.
Bill Plan |
Schedules and Overrides |
Associated Projects |
---|---|---|
Bill Plan 1 |
Create a person rate override for the contract line associated with the receiver project. |
Task level |