Create a task rate card in Enterprise Asset Workspace

Create a task rate card to capture costs per task type in the Enterprise Asset Workspace.

Avant de commencer

Role required: sn_eam.enterprise_asset_manager

Pourquoi et quand exécuter cette tâche

Task rate cards are included in the base system. Except for the Number field, all other fields on the default task rate cards are editable. You can't delete any of the base system task rate cards. The following steps are to create a task rate card.

To use task rate cards, you must activate the ServiceNow® Cost Management (com.snc.cost_management) plugin.

Procédure

1. Navigate to Enterprise Asset Workspace > Admin center > TCO configuration > Task rate card.
2. Select New.
3. On the form, fill in the fields.

   Tableau 1. Create New Task Rate Card

   Field	Description
   Number	A unique number automatically created for each task rate card.
   Name	Name of the task rate card.
   Table	The table this rate card is created for.
   Order	Order in which the task rate card applies to the same task. When more than one task rate card applies to the same task, the one with the lowest order is used.
   Summary type	Select a summary that relates to the task rate card.
   Active	Indicates if the task rate card is being used or not. By default, this check box is selected.
   Short description	Short description of the task rate card.
   Use time worked	By default, this check box isn’t selected. This denotes that the task rate is used for capturing costs. If you want to use the labor rate option where cost is captured based on the time worked, select this check box.
   Task rate	Rate of the task along with the currency code.
   Default labor rate	The hourly rate to apply to the time worked entries if the worker doesn’t have a labor rate card. This field appears only when the Use time worked check box is selected.
   Set conditions	Filter to run on the table selected to determine whether this rate card applies to a given task. This field uses the Condition Count Widget to preview what records would be returned by the conditions.
   Description	Detailed description of the task rate card.

4. Select Save.
   After a task rate card is created, expense lines are created based on the value in the Use time worked field.