Fee Charges Exceed Agreed Rates

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If rates for timekeepers are set at any level, this rule ensures that all fee charges on an invoice are less than or equal to a timekeeper's set rates for the appropriate time period. This rule will validate that charges do not exceed the "lowest" level rates available for each timekeeper. Rates for timekeepers can be defined at various levels (timekeeper Contact, Vendor, or Global).

Concept:

Timekeeper rates can be defined at various levels in TeamConnect and CSM. This rule looks for the timekeeper rate in the following order of priority (if the rate is not defined or set to 0, the rule will use the next timekeeper rate definition):

Timekeeper Invoice Task Rate (from TeamConnect contact, Rates page) where the rate for a specific line item task code would be used first. If not found, the rate for the parent of a specific line item task code would be used*.
Timekeeper Default Rate (from TeamConnect contact, Rates page).
Vendor's rate (for associated timekeepers; from CSM Vendor account, Rates page). Depending on settings, the rate for a specific line item task code would be used first. If not found, the rate for the parent of a specific line item task code would be used. Otherwise, the rate for a timekeeper category would be used.
CSM Settings Default rate (for timekeepers; from CSM Settings, Default Rates page). Depending on settings, the rate for a specific line item task code would be used first. If not found, the rate for the parent of a specific line item task code would be used. Otherwise, the rate for a timekeeper category would be used.

Note: For this rule description, the timekeeper's default currency is defined from the TeamConnect contact record, Rates page, Default Currency.

This validation rule is triggered on invoice creation, and on invoice update.

If an invoice is submitted in a currency that is different from the timekeeper's default currency, this rule will not apply to the invoice.

Note: This is an optional rule; do not set this rule if you do not wish to validate fee charges.

Field Descriptions:

This Rule is Active—Select this check box to activate the rule. If fee charges exceed agreed rates on invoice line item creation/update, the rule will be triggered. This means that a warning message will be inserted into each incompliant line item charge, unless the Auto-adjust incompliant charges option is checked.
Warning Message—Type a warning message to display when this rule is triggered. If the fee charge exceeds the timekeeper's lowest level rate, this warning will be inserted into the line item. The default warning message is: "Timekeeper rate exceeds the negotiated rate of %s /hr", where "%s" is used to display the specified rate per hour.
Auto-adjust incompliant charges—If this option is checked, the fee line item that exceeds your company's specified rate will be auto-adjusted to timekeepers lowest level available rate. The adjustment reason will be defined in the rule parameter "Adjustment reason", if one exists. The Adjusted By value will be System.