Troubleshooting: A Fee Matrix is Calculating More or Less Than it Should

• Overview
• The Fee Matrix is Calculating More Than it Should
• The Fee Matrix is Calculating Less Than it Should

Overview

This troubleshooting article will guide you through the various settings and fields that you should check when a fee matrix is calculating more or less than it should.

The Fee Matrix is Calculating More Than it Should

• Are the fee matrix percentages entered correctly?
  A fee matrix relies on accurate information to be set. If percentages aren't set correctly, then the amount the fee matrix calculates can be off by quite a bit.
  • Solution: Open the fee matrix that is calculating more than it should (see Editing a Fee Matrix). Check all the percentages and verify they are entered correctly. If any updates are required, make the update then click OK.
• Is the fee matrix using the correct Calculation Mode and Basis?
  A fee matrix can be set to calculate before or after discounts, and result in a price or a cost. If these settings aren't set correctly it can result in the fee matrix calculating more than it should.
  • Solution: Review the Add, Edit, and Delete a Fee Matrix article to better understand what the Calculation Mode and Basis settings do. Make adjustments if needed.
• Does the fee matrix have anything "doubled-up?" 
  There are quite a few places you can put percentages in a fee matrix, and some of them can result in double calculations. This means the fee matrix will calculate more than it should.
  • Solution: Open the fee matrix that is calculating more than it should (see Editing a Fee Matrix). Check for any settings that typically result in double calculations, then remove the setting that isn't required:
    • A Default Percentage AND Line Item Type exists on the same fee matrix. Remove one.
    • A Default Percentage AND Resource Type exists on the same fee matrix. Remove one.
    • A Line Item Type AND Resource Type exists on the same fee matrix. Remove one.
• Is the fee matrix being used on more than one custom row for an element?
  A fee matrix calculates and adds an amount to an element when the fee matrix is set up on a custom row for that element. If the same fee matrix is being used on multiple custom rows it can result in the fee matrix calculating and adding twice.
  • Solution: Open the element definition settings for the element and delete the extra custom row (see Removing a Fee Matrix from an Element)

The Fee Matrix is Calculating Less Than it Should

• Are the fee matrix percentages entered correctly?
  A fee matrix relies on accurate information to be set. If percentages aren't set correctly, then the amount the fee matrix calculates can be off by quite a bit.
  • Solution: Open the fee matrix that is calculating more than it should (see Editing a Fee Matrix). Check all the percentages and verify they are entered correctly. If any updates are required, make the update then click OK.
• Is the fee matrix using the correct Calculation Mode and Basis?
  A fee matrix can be set to calculate before or after discounts, and result in a price or a cost. If these settings aren't set correctly it can result in the fee matrix calculating less than it should.
  • Solution: Review the Add, Edit, and Delete a Fee Matrix article to better understand what the Calculation Mode and Basis settings do. Make adjustments if needed.
• If the fee matrix is using them, does it include ALL line item types or resource types?
  If you are using line item types or resource types in the fee matrix, it is easy to forget one or two of the necessary types. The result is that some line items might not be included in the fee matrix calculation.
  • Solution: Review the Line Item Types and Resource Types tabs of the fee matrix. Common issues might include:
    • On the Line Item Types tab, you only have a percentage calculating for "Resource Line" and didn't include "Miscellaneous Line." This means Misc lines won't be included.
    • On the Resource Types tab, you entered percentages for some resource types but forgot to add one or more other resource type(s) that you want to be included in the fee matrix calculation.
• Is the fee matrix being used on a custom row that is set to transient?
  The transient setting on a custom row means the calculation won't add to the total of the element. 
  • Solution: Open the custom row that the fee matrix is applied to and verify that Transient = No.