Create Rules Using Calculation Engine

Rules define a set of conditions that apply the specified formula configuration when the criteria has been met. Example: You can create a rule to automatically apply the formula group to the workers in Texas using the

Subdivisions

criteria.

Rules can be overridden on the job or work order by users with the correct permissions.

From the header, select

Company Settings

Under

Accounting

, select

Calculation Engine

Select the

Rules

tab and click

Create.

Complete the required fields:

Option	Description
Add Criteria	Criteria define the scenarios where you want to apply your configuration. All criteria must be met for the rule to apply. You may only add 1 option from each criteria family in a given rule. VNDLY requires you to add a pay type and program rate type, but other criteria are optional.
Pay Type	The pay type that can use this rule. Because the calculations and checks performed can vary by pay type, each type must have its own set of formulas.
Program Rate Type	Designates if this rule is Bill Rate based or Pay Rate based. Pay Rate based formulas must align to a pay rate rate card. If using Bill Rate based, calculations start from the Work Order Bill Rate. If using Pay Rate based, calculations can start from the Work Order Pay Rate and Markup. This value cannot be changed after save. Bill Rate Based : Calculations for billable amounts start from the bill rate. Pay Rate and Markup are collected and stored for reference purposes, but are not used in calculations for billing on entered time. Pay Rate Based : Calculations for billable amounts start from the pay rate. These calculations must align to a Pay Rate Rate Card, and users are allowed to enter the pay rate and markup and the bill rate is calculated. Values can be entered between the pay rate and the bill rate in any order.
Formula Group	The formula group that should default when the criteria match the fields completed on the job form.