Financial Administration › Financial Matrices › How to Set Up Cost/Rate Matrices › Copy Cost/Rate Matrix Rows

Copy Cost/Rate Matrix Rows

Rates are date sensitive. You cannot overlap the dates when you copy matrix rows.

To copy a cost/rate matrix row

1. Select Manage Matrix from the Finance menu.
2. Click the name of the matrix.
3. Select the check box next to the row you want to copy.
4. Enter or change the following:

   From Date

   Defines the beginning of the effective date range for this row.

   To Date

   Defines the end of the effective date range for this row.

5. Select matrix criteria. The fields available for selection will vary based on the columns you assigned. For example, if you selected Location as the assigned column, select a location to define matrix criteria.
6. Enter or change the following:

   Rate

   Defines the billing rate to apply to the transaction.

   Standard Cost

   Defines the standard cost associated with any transaction matching the criteria established in the matrix.

   Actual Cost

   Defines the actual cost associated with a transaction matches the criteria established in the matrix.

   Currency

   Specifies the currency for the row in the matrix. This value can be different for each row in the matrix and is assigned when a transaction match occurs. This field displays only when multi-currency is enabled.

   Default: Matrix Default Currency

   Cost Plus Code

   Specifies the cost plus code (and rule) used when a transaction matches the criteria established in the matrix. Click the Browse icon to select the cost plus code.

7. Click Submit.