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Person Matter Rates

This view is used to enter Billing Rates for a Person for a particular Client-Matter. This view is activated from the Matter Information. The Person Matter Rates records will be constrained to the Selected Matter Information Record.

Fields
Create Rate
Edit
Searching
Delete
Return

Entering Person Matter Rates

1. Enter the Client/Matter/Sub Matter. Clicking on the Selection List Button at the end of each window will display a list of valid choices.

2. Enter a valid Person Code. Clicking on the Selection List Button at the end of the window will display a list of valid choices. The person name will automatically be displayed in the Person name field.

3. Enter the Rate.

4. Press F2 or Click on the Save Button to save.

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Editing Person Matter Rates

1. Search for the record.

2. Change the fields to be edited.

3. Click on the Save Button or press F2 to save your changes.

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Searching for Person Matter Rates

To Search using the Function Keys

1. Place the cursor in the Client/Matter/Sub Matter fields. Enter the desired information and press F9. Use F8 to go to the next record and F7 to go to the previous.

To Search Using a Selection List

1. Click on the Selection List Button located at the end of either the Client/Matter/Sub Matter or Person field.

Do one of the following:

a. Click on the desired record and then click on the OK button.
b. Click on the Search button, enter the data and click on OK. Click on OK a second time to select the record.

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Deleting Person Matter Rates

1. Find the Person Matter Rate for that matter.

2. Press Shift+F2.

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Person Matter Rates View Fields

Field	Size	Description
Person Rate	4 Char	Person charge rate amount
Person Code	40 Char	Character field containing the Person's System ID
Person Name	6 Char	Character field containing the Person's full name
Client	5 Char	Character field for the Client Number
Matter	2 Char	Character field for the Matter Number
Sub matter	5 Char	Character field for the Sub Matter Number

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