Set up your Rush Type Master list of rush charges before setting up your billing rate and pay rate tables.
Continued from Setting up rush charge types.
In the New Rush Type/Edit Rush Type window, enter/update the entries:
Required. Short notation to be displayed in the drop-down.
Specify whether the base billing rate is increased by a flat amount ($) or a percentage (%).
Default amount or percentage by which the base billing rate is increased, unless it varies for each billing rate group, then leave as zero (0).
Required. Description to be printed on resource pay reports.
Specify whether the base pay rate is increased by a flat amount ($) or a percentage (%).
Default amount or percentage by which the base pay rate is increased, unless it varies for each billing rate group, then leave as zero (0).
Click to select Yes to print the Bill Rush Name when an invoice is printed with “no details.”
Click to select Yes to print the amount when an invoice is printed with “no details.”
Default is Yes. Click to select No to have the rush rate not appear as a choice when billing.
If using a flat amount for Bill Rate or Pay Rate, enter the expedite portion only of each rush charge (the difference between your O&1 base rate and the rush charge’s total expedite amount). When billing, RB9 calculates the rush charge amount by adding the expedite amount entered in these fields to the O&1 base rate.
To save the rush charge type:
Save & New: To add the rush type to the Rush Type Master and continue adding rush charge types.
Save & Close: When you are finished adding rush charge types.
Set up your Rush Type Master before setting up individual billing and pay rate tables. That way, your default rush rates from this master template automatically fill in when you create an individual rate table. You can override rush defaults in individual rate tables to accommodate any special pricing or pay arrangements that should be included in a particular rate table.
Set up Billing Rate Groups, basic categories of billing rates, such as Standard, Preferred, and specific cases. Billing Rate Groups are similar to Service Subgroups. (in Setup > Lists > Accounting menu)