Defining a burden rate (AC/BR/GM)

Burden pool rates are percentages you identify for a given burden code and burden pool. During burden calculation, the amount in the source transaction is multiplied by this percentage to determine the amount of the burden transaction. Use this procedure to assign burden rates to burden pools.

Ensure that you define burden codes, burden pools, and burden types before you define burden rates.

  1. Access Burden Pool Rates (AC63.1).
  2. Select the burden code and pool number combination for which you want to define rates.
  3. In the Type field, select the burden type for which you want to define rates: Cost, Revenue, or a user-defined type.
  4. Define burden rates for the burden code and pool. You can have multiple rates with different effective dates. Use these guidelines to specify the field values:
    Effective Date

    Specify the date the burden rate is effective. During Activity Posting (AC190), this rate is applied to eligible transactions with transaction dates or post dates on or after the effective date (but before subsequent effective dates).

    The Date field on Activity Group (AC00.1) determines the transaction dates or post dates.

    Entered Date

    Specify the date the burden rate was entered.

    Rate

    Specify the burden rate. For example, if the burden rate is 7.5%, then specify 7.50.

    Status

    Select the burden status. The default setting is Active.

    Note: Define billing burden rates using Pool Burden Rates (BR04.1).

Related reports and inquiries

To Use
List provisional rates defined on Burden Pool Rates (AC63.1) Provisional Rate Listing (AC263)
Related topics