The Rates (Matter) is a new related list on the Matter record (See: What is the "Rates (Matter)' related list and how do I use it to filter Rate Table lookup on Billing?). This related list has been added to assist in being able to search for a rate table on the billing creation form.
Prior to this change if you chose 'Rate Table' on a billing form there used to be a huge difficulty to navigate a large unfilterable list --> previously in the rate table look-up window.
Using the Rates (Matter) related list to 'Apply Rate Groups' allows you to be able to filter your search better when billing and choosing rate table.
Once you set a Rate Group to the specific matter it will create a duplicate rate in your rate table with an association to that specific matter. Then when looking up Rate Tables on a billing for that same matter - the table will be able to sort (filter) them by the Matter if you choose no not check Show All Matter checkbox.
Set Rate Table & Type
Once you have chosen Rates (Matter) rates then you can create a Billing with a Rate Type of Rate Table. Create a Billing (see: Create a Billing from a Matter) or Create a Billing from Billing Tab)
- Choose Rate Table form the Rate Type drop down
- Click Lookup to find desired Rate table
Default Lookup
Shows all available Matters and all available Timekeepers.
Choose the desired rate here if you wish pr proceed to next step.
Uncheck 'Show All Matters'
The lookup shows only the associated rate table rates for the Divorce case matter.
Choose the desired rate her if you wish or proceed to next step.
Uncheck 'Show All Time Keepers'
The Lookup shows only the associated rate Table rates for the Divorce case matter that have an assigned Timekeeper. Choose the desired rate her if you wish.
Returned to the Billing Creation Page
Shows Rate table rate you have chosen in lookup.