In the information view Resulting Rates, you get details about which rates are valid on a specific date.
Rates can be set firm-wide, or linked to a contact or a case. A rate set at the case level is more specific than one set at the contact level, which in turn is more specific than the general firm-wide rate. This view is intended to clarify which rates are specifically applicable on a given date, considering the many configuration options available.
Rate List
If you jump to the Resulting Rates from a case via Agreed Rates, the case is pre-selected in the rate list. The same applies to contact-related rates. In the Currency row, you can select the currency context for the view.
By default, no currency is selected here, which corresponds to your system's base currency.
Using the Show Only Case Responsible checkbox, the rate list is limited to the rates of those employees assigned as responsible for the selected case. The checkbox is active by default and can be excluded from use through a functional right.
Example
You are in the case view for the case "Sample Case Consultation." Click on the Agreed Rates button. In this view, the rates specifically set for this case are displayed. However, since rates can also be set firm-wide and/or contact-related, it is necessary to know in an information view which rates are specifically valid on a certain date. You get this information by clicking on the Resulting Rates button. A view opens listing the rates valid on the date. The Origin column shows whether the rate was set firm-wide (Standard), at the contact (Recipient), or at the case (Case). If you haven't set any specific rates, for example, at the case level, the list includes the standard rates of the employees assigned as responsible for the case and who have been assigned a firm-wide external rate. You can then use the Show Only Case Responsible checkbox to expand the list to all employees.
The Resulting Rates view shows the rates on a specific date. To view a rate history over a certain period, please switch to the related Agreed Rates views (firm-wide, contact, case).
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