Task Base Rate

This activity allows you to create basis for a work group or a set of work group. Basis are created for an effective period. Task belonging to the specified work group can be mapped and co efficient details can be recorded at Basis/Work Group/Task Group /Task Level. Material, Resource and Total cost can be viewed at the work group level. You can copy and create new basis with existing basis as reference.

Select the “Task Base Rate” activity under the “Masters” business component.

The “Task Base Rate” page appears.

Select the following field from the header:

Mode

Use the drop-down list box to select the mode. The combo is loaded with “Search Existing’, “Create New’ and “Copy”. The system displays ‘Search Existing” by default on launch of the page.

When the Mode is “Create New”

Enter the following details:

Status	The status of the basis. (Display Only). The status can be "Draft", "Fresh", "Deleted", "Authorized", "Under Amendment" and "Shortclosed"
Basis	A unique number identifying the basis for the task. Mandatory

Select the following from the field:

Amendment No	Use the drop-down list box to select the amendment number for the basis. The combo is loaded with all amendment number defined for the basis.
Numbering Type	Use the drop-down list box to select the numbering type for the basis. The combo is loaded with numbering types as defined in the “Numbering Class” component.

Note: If numbering type is manual, then basis must not be left blank. Enter the following details:

Description	The description of the task basis.
Effective From	The date from which the task basis is effective. Mandatory.
Effective To	The date till which the task basis is effective. Mandatory.

Select the following from the field

Currency

Use the drop-down list box to select the currency for the basis. The combo is loaded with the base currency.

Enter the following details.

Remarks

Any remarks pertaining to the basis.

Click the “Maintain” pushbutton to create the basis.

The system creates the new basis and updates the status as “Fresh”.

Click the “Authorize” pushbutton to authorize the basis.

The system authorizes the basis details and updates the status as “Authorized”.

Click the “Delete” pushbutton to delete the basis.

The system deletes the basis details and updates the status as “Deleted”.

Click the “Amend” pushbutton to amend the basis.

The system amends the basis details and updates the status as “Under Amendment”.

Click the “Short Close” pushbutton to short close the basis.

The system short closes the basis details and updates the status as “Short Closed”.

To proceed, carry out the following

Select the “Task Mapping” link at the bottom of the page to map the task.
Select the “Specify Co-Efficient” link at the bottom of the page to specify the co efficient details.
Select the “Attach Notes” link at the bottom of the page to specify the note details.

When the Mode is “Copy” and “Search Existing”

Enter the following details in the header:

Basis

A unique basis number.

Note: This field is visible when the Mode is selected as “Search Existing”.

Enter the following details in the “Search Criteria” group box:

Basis From	The starting range of the basis number from which the details are to be retrieved. You can specify
Basis To	The ending range of the basis number until which the details are to be retrieved.
Status	Use the drop-down list box to select the status of the basis to retrieve the details. The combo is loaded with "Draft", "Fresh", "Deleted", "Authorized", "Under Amendment" and "Shortclosed".
Effective From	The starting effective date range from which the details of basis have to be retrieved.
Effective To	The ending effective date range until which the details of basis have to be retrieved.
Copy To OU	Use the drop-down list box to select the Organization Unit (OU) to which the Basis details are to be copied.

Click the “Search’ pushbutton.

The system retrieves and displays the following details in the “Search Results” multiline.

Basis	The unique number of the basis.
Amendment No.	The unique amendment number for the basis.
Status	The status of the basis.
Effective From	The date from which the basis is effective.
Effective To	The date till which the basis is effective.

Enter the following details in the “Search Results” multiline:

To Basis	A unique basis number to which the selected basis details have to be copied.
Effective From	The starting effective date range from which the details of basis are effective.
Effective To	The ending effective date range until which the details of basis are effective.

Note: The fields “To Basis”, “Effective From” and “Effective To” are visible when the Mode is selected as “Copy”.

Click the “Copy” pushbutton.
Click the “Transfer” pushbutton.

Note: The “Transfer” pushbutton is visible when the Mode is selected as “Search Existing”