(Beta) Rate Card Matching When Using Dated Resource Rates

Warning:

The dated resource rates feature is Beta functionality in this release of PSA. Do not adopt it except in sandbox environments. Further development is required to deliver a fully functional solution.

Rate cards are automatically matched to resource requests and assignments in the same way regardless of whether the rate cards have dated resource rates or static rates. Setting up Rate Cards explains the criteria for matching rate cards to resource requests and assignments, and Rate Card Settings describes fields that control the rate card matching process.

The only difference when matching rate cards that have dated resource rates is if multiple equally viable matches are found. When this happens, matching the rate card by comparing bill rate or margin is not supported. Instead, the rate card that's selected is the one with the highest auto-number when sorted in alphabetical order in the same manner as the Salesforce list page. For example, a rate card with the auto-number RC-4 will be selected over both RC-3 and RC-20.

When using dated resource rates:

  • The Bill Rate Card field on a resource request or assignment is populated automatically if the record's Use Dated Resource Bill Rates checkbox is selected.
  • The Cost Rate Card field on a resource request is populated automatically if the record's (Beta) Use Dated Resource Cost Rates checkbox is selected.

Automatic matching of rate cards that have dated resource rates happens when you:

  • Save a new resource request or assignment.
  • Update the resource role on a resource request or assignment.
  • Update the Use Dated Resource Bill Rates checkbox on a resource request or assignment.
  • Update the Use Dated Resource Cost Rates checkbox on a resource request.

You can make automatic rate card matching run when other fields are updated on resource requests or assignments by adding the relevant fields to a custom field set for the Resource Request or Assignment object. Enter the API name of your custom field set in the Resource Request Rate Card Field Set or Assignment Rate Card Matching Field Set field in the Rate Card Settings custom setting.

Notes:

If a rate card's Dated Resource Rate Type field is set to "Bill Rate" or "Cost Rate" but no dated resource rates exist, the rate card is excluded from matching.

When rate cards have different values in their Dated Resource Rate Type field, they are not considered duplicates even if their values in the following fields are the same: Currency, Resource Role, Account, Region, Practice, Group, Start Date, and End Date.

Rate Card Matching API

A global API is available for performing rate card matching synchronously on resource requests and assignments. For information about the RateCardMatchingService, see the PSA Apex API Developer Reference in the Certinia Technical Pack.