Summary

The Admin Fee Rate Maintenance window is used to apply an additional administrative fee to any billable work order LEMS activity processed through the Additional Billings process. Because this menu item is only applicable to Wisconsin users, this item will only be available if WI is selected in the System Setup Window (SS> Utilities> Setup).

Step by Step

1     Open the Admin Fee Rate Maintenance window (WO> Maintenance> Admin Fee Rate).

• The Admin Fee Rate Maintenance window will display all of the admin fee rates created in the application.
• Highlight an admin fee rate in the left section of the window and the rate details will populate in the Maintenance section to the right.
• Highlight an admin fee rate and click the Delete icon to delete the selected rate.
• Click the Create icon to create a new admin fee rate. This will create a new line item on the left and activate the details fields in the Maintenance section to the right.

2     Create a new Admin Fee Rate.

• Select an Effective Date for the new rate. This will default to today's date.
  • Only one admin fee rate can be specified for any given Effective Date. If you attempt to add a second rate to the same effective date, you will receive an error message.
• Enter an optional Description for the new rate. This field can be up to 24 characters long.
• Specify a Rate for the new admin fee rate.
  • The specified fee will be applied to all billable LEMS activity on the work order. If a work order includes $1000 in labor activity and $3500 in materials activity, and the admin fee Rate is set to 7.5, the admin fee that would be applied to the work order would be $337.50 (($1000 + $3500) x 7.5%).
  • This admin rate value must be greater than zero in order to save the new admin fee rate.
• Click the Save icon   when complete to save the new admin fee rate.
• When the admin fee is applied through the Additional Billings process, a new line item will appear on the Work Order Maintenance window (WO> Work Orders> Work Orders> open a work order> Activity tab> LEMS: O line item).