The Rates item of the Temp Order section displays the rates at which this order will be billed and paid. The Rates sub tree item under the Order main tree section allows users to add, edit, and delete pay and bill rates.
Add a Rate
Navigate to the Order main tree section and search for the customer associated with the order.
Access rates by navigating to the Rates sub-tree item, or by double-clicking on an entry from the Order Rates table on the Order Summary page.
Click the drop-down arrow from the bottom-most row of the Type column on the Rates grid and select the type of rate you plan to enter.
Enter the rate of pay in the corresponding field in the adjacent PayRate column. Press Tab to save and move to BillRate column.
In the BillRate column, enter the bill rate. After completing your data entry press the Tab key on your keyboard to save and move on. A confirmation window will appear asking if you would like to update the assignment.
Click Yes to generate the Assignment Rate Change window.
Click No on the Confirm Changes message to return to the Rates grid.
Click Finish to save data and return to the Rates grid.
A newly added rate can be set to appear when a new rate is created from the Admin Tools Transaction Type section.
Edit a Rate
After entering rates into the grid, changes can be made by doing the following:
Click on the field in the grid you wish to edit and enter your changes.
Press tab to move across the fields and to save your data entry.
Once you have completed your data entry you'll see the Confirm Changes message as described above. Make the selection that is appropriate for your circumstance. You can repeat these steps as necessary.
Delete a Rate
To delete a rate from the grid complete the following:
Select an entry from the Rates that you would like to delete.
After making a selection, right-click anywhere on the row that will be deleted. Right-clicking will produce the Delete Rate(s) option.
Click on the Delete Rate(s) option. This will open the Rate Deletion confirmation message that asks if you are sure that you want to delete the rate entry.
Click Yes to remove the rate from the table.
Create a Default Order Rate in a New Order
Version 16.1 and Newer
Navigate to Start Page > Actions Menu > Admin Tools > Category = System > Transaction Type
Find the ConfigTransactionTypeID for the Transaction Type that will be used as default.
Make a note of this ID.
Navigate to Start Page > Actions Menu > Admin Tools > Category = System > Config Choice > ChoiceProperty Tab.
From the Category drop-down menu, filter for “Order_TempType” for Temp Orders or “Order_DHType” for Direct Hire Orders.
Place a check mark in the Apply Changes to all Branches box if the change is applicable to all branches. If not, be prepared to adjust each branch individually.
Make the applicable update to each order type.
In this case, the user is adding Double-Time as a default pay code to every Temp and Temp-To-Perm order, by adding “7” to DefaultOrderRate, and “DT” to DefaultOrderRateSystemName.
Restart the Avionté application and create a new order to view the changes.