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Microsoft Dynamics SL (Archived)

Different allocation rate by task

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I'm trying to set up an allocation method that will apply an extra fee for labor transactions that are posted to a specific task.  Does anyone have any guidance on how to do that?

 

 

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  • Jana Glaser-MacDonald Profile Picture
    on at

    Dear Angi,

    You can setup a Multilevel rate table to apply a fee for a specific task.

    For instance, You have two transactions Emp1 under Labor class Admin Charges to Project 01, Task 01

    Emp2 under Labor class Admin Charges to Project 01, Task 02

    In the allocation method

    step 1 can mark up the Labor by Employeeid/Labor class using a rate lookup

    step 2 can task the transactions marked up in step 1 and apply a fee.

    The rate table can caclulate the fee by task. For task 1 they can have no fee, so the rate would b 1.0

    Task02  on its lookup would have the fee and the rate would be applied.

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