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SOSS-ChrisSOSS-Chris 

Different multiplier for different case owners

My question is what formula I needed to enter into the custom field calculation section so that I can have a field calculating at a different rate for a different salesforce user or case owner.

 

E.g. My rate is $130 per hour but another consultant’s rate is $140 per hour. I do not wish to setup to different fields to accommodate this as it will make modifying my existing reports a nightmare!

 

The current calculation as it stands works for everyone (All case owners) and it calculates at 130.00

 

This is the code:

 

Total_Time_Normal__c * 130.00

 

This is the custom codes already setup so we can enter our hours worked on a case which automatically calculates the chargeout to the client:


 
Field Label
Data TypeControlling Field

  Case ChargableFormula (Currency)    
  Case Chargable OT1.5Formula (Currency)    
  Case Chargable OT2.0Formula (Currency)    
  Case Chargable Total
Formula (Currency)    
  Date/Time Required
Date/Time    
  
    
  Invoiced Value (ex Tax)Currency(15, 2)    
  Invoice Number
Text(15) (External ID) (Unique Case Insensitive)   
  
    
  Support MethodPicklist    
  Total Time (After Hrs) Number(2, 2)    
  Total Time (Late AH)Number(2, 2)    
  Total Time (Normal Hrs)
Number(2, 2)    
  Total Time (Total Hrs)Formula (Number)    
  
    

 

This is what it looks like in a case:

 

Case Detail

 
Error: Invalid Data.
Review all error messages below to correct your data.
Account Name StatusClosed
Case Number00003693 PriorityHigh
Contact Name TypeAttache 7
Contact Phone Case ReasonOther
Contact Email Case OriginPhone
Case OwnerChris Support MethodRemote
Date/Time Required1/02/2009 18:43Parent Case 
Invoice No   
Invoiced Value (ex Tax)   
User   
Hide Section - Description Information

Description Information:

SubjectTimesheet 01/02/09
Description 
Total Time (Normal Hrs) 3.40
Total Time (After Hrs) 
Total Time (Late AH) 
Total Time (Total Hrs)3.40
Hide Section - Additional Information

Additional Information:

Date/Time Opened17/02/2009 18:44Date/Time Closed17/02/2009 18:44
Created ByChris, 17/02/2009 18:44Last Modified ByChris, 19/02/2009 10:54
Case Chargable$442.00Case Chargable OT1.5$0.00
Case Chargable Total$442.00Case Chargable OT2.0$0.00

 

 

Any assistance would be greatly appreciated. Thank you.

 

Chris

Dan_LichtmanDan_Lichtman
Hi,
1.Create a new field under Users : "Hourly rate"
Populate the rate accordingly.
2.Create a new field under Cases: "Consultant" Lookup to Users object
Modify your formula to Total_Time_Normal__c * Consultant.Hourly_Rate__c"
 
*** If the creator of the case is the consultant you can eliminate the new consultant field and use the created by  field.
There is another solution with workflows if you use EE edition.
 
 
SOSS-ChrisSOSS-Chris

Thank you Dan,

 

I'll give that a try tonight! ... I can't believe the salesforce support couldn't help me at all when what you have suggested makes so much sense!!

 

Kind Regards,

 

Chris