E1: 13: Prorate Code N to Prorate Once Weekly Rate is Reached

(Doc ID 1638481.1)

Last updated on JULY 15, 2016

Applies to:

JD Edwards EnterpriseOne Capital Asset Management - Version 9.1 and later
Information in this document applies to any platform.

Symptoms

E1 9.1 version

Equipment Billing.

ACTUAL BEHAVIOR
---------------
Equipment Location Billing/R1304.

Prorate code N to prorate once weekly rate is reached.

The Location Billing Prorate Code, N, Prorate until Monthly Rate is reached, is being used to bill partial months consisting of Days, Weeks, and Months. Currently, the system is billing as per billing prorate code H, until the monthly rate is reached. Then the monthly rate is prorated into a daily rate for partial months after the first month.

The expectation is that when the charge for a piece of equipment is at a weekly rate, the billing rate code hierarchy includes only hourly and daily rates. Client business case is such that if they have assigned a monthly rate to a job, the hierarchy should also include a weekly rate.

For example, if you charge a piece of equipment for 10 days using a monthly rate, the expectation is that the system is to prorate the weekly rate because it is lower than the sum of the daily rates and lower than the monthly rate. Currently, the daily rate and then the weekly rate is used until the monthly rate is reached.

EXPECTED BEHAVIOR
-----------------------
Client has a business need to bill days until the weekly rate is reached and then prorate the weekly rate for excess days. Then to bill weeks until the monthly rate is reached and then prorate the monthly rate for excess days.

STEPS
-----------------------
The issue can be reproduced at will with the following steps:
1. Create Rental Rate Codes for Monthly, Weekly, and Daily. Set the Monthly rate code to use Monthly, Weekly, and Daily rate codes.
2. Create Location Rental Rules for the Monthly Rate code and set the Prorate code to vary H and N.
3. Create an Equipment Asset Record setup for location billing by the above rental rules and establish equipment billing rates for Monthly, Weekly, and Daily Rates. Set the rate amounts such that the weekly rate is lower than the sum of the daily rates and lower than the monthly rate. For example, used 1600, 450, and 75 for Monthly, Weekly, and Daily Rates, respectively.
4. Transfer the asset to a location billable by the above rental rules, such that the start and end dates for the H history records each vary by unique combinations of Days, Weeks, and Months.
5. Run R1304 such that expect location billing of the history locations are for combinations of days, weeks, months to show the hierarchy is correctly calculated.
6. Review the equipment billing PDF and note that the billings are not prorating the rate until the monthly rate is reached.

BUSINESS IMPACT
-----------------------
The issue has the following business impact:
Due to this issue, users cannot prorate billings for partial Days, Weeks, Months.

Cause

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