Advanced Helpdesk - Schedule of Rates

If a Schedule of Rates is being used for financial calculations and invoicing , the required Schedule of Rates must be added to the Task.

Task Management > Advanced Helpdesk - Schedule of Rates

The link will open the Task / Schedule of Rates grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Schedule of Rates click New , to edit an existing Schedule of Rates click Edit . A pop up window will appear which will allow the creation or amendment of a Task Schedule of Rates.

Click to view - Schedule of Rates Fields and Descriptions

Field Name	Description
Task Category	Auto populated from the Task, this can be manually altered if required.
SOR Category	From the drop down select the Schedule Of Rates Category
SOR Sub Category	From the drop down select the Schedule Of Rates Sub Category
SOR	From the drop down select the Schedule of Rates - for more information see Schedule Of Rates Master Groups
Short description	Auto populated from the selection of the SOR, this can be manually altered if required.
Priority	Auto populated from the SOR.
Unit Desc	Auto populated from the SOR
Unit Type	Auto populated from the SOR.
SOR data entry boxes	Dependant on the type of SOR selected data entry boxes will appear to allow the relevant units to be added e.g. if an SOR has been set to squared meterage fields will appear, if the SOR has been set to decimal a number box will appear.
Due Date	The date the SOR is due.
Completion Date	The date the SOR is completed.

Complete the fields and click Save and Close . If additional SOR's need to be added repeat the process until all costs have been recorded.