Rate Card Matching When Using Dated Resource Rates

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.

Dated Resource Rates

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 or assignment is populated automatically if the record's Use Dated Resource Cost Rates checkbox is selected.

You can only use two of either dated bill rates, dated cost rates, or static rates at the same time, but you cannot use all three. For information about dated resource rates, see Dated Resource Rates Overview.

Automatic Rate Card Matching

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 an assignment.
  • Update the account, region, practice, group, or resource role on a resource request.
  • Update the Use Dated Resource Bill Rates checkbox on a resource request or assignment. If the checkbox is selected, the matching process runs for dated bill rate cards only.
  • Update the Use Dated Resource Cost Rates checkbox on a resource request or assignment. If the checkbox is selected, the matching process runs for dated cost rate cards only.
  • Update the Use Contract Bill Rate Card checkbox on a resource request. If the checkbox is deselected, the matching process runs for rate cards in the Bill Rate Card field only.
  • Update the Use Contract Cost Rate Card checkbox on a resource request. If the checkbox is deselected, the matching process runs for rate cards in the Cost Rate Card field only.
  • Update the Use Contract Rate Card checkbox on a resource request. If the checkbox is deselected, the matching process runs for rate cards in the Rate Card field only.

Automatic rate card matching runs for different types of rate cards depending on the fields updated on the resource request or assignment. Updates to any of the following checkboxes triggers matching for rate cards that now match the record:

  • Use Contract Bill Rate Card
  • Use Contract Cost Rate Card
  • Use Contract Rate Card
  • Use Dated Resource Bill Rate
  • Use Dated Resource Cost Rate

If multiple fields change, the process combines all applicable rate card types for the matching process.

If the Use Dated Resource Bill Rates and Use Dated Resource Cost Rates checkboxes are both selected on a resource request or assignment, and you deselect one of them, the process checks that a static rate card is assigned in the Rate Card field. If the field is blank, a static rate card is automatically matched.

When the Use Contract Bill Rate Card, Use Contract Cost Rate Card, or Use Contract Rate Card checkbox is selected on a resource request or assignment, automatic rate card matching does not update the corresponding rate card. The existing rate card is preserved. For more information, see Rate Card Sets.

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. To do this, 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.
  • Make automatic rate card matching run for all rate card types when the Use Dated Resource Bill Rates or Use Dated Resource Cost Rates checkbox is selected on a resource request or assignment. To do this, create a custom field set that includes the Use Dated Resource Cost Rates and Use Dated Resource Bill Rates fields, and 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.