Pricing Administration Guide > Creating and Assigning Rate Lists > Process of Creating Rate Lists >

Creating Rate List Line Items

A rate list line item contains rate data for a specific resource. It includes the resource name and information about the rates charged for that resource.

A rate list may have multiple line items for a resource, with different start and end dates. Effective dates for rate lists work in the same way as price lists, as described in Giving a Product Multiple Prices with Different Effective Dates.

If you have multiple rate lists, the same resource can have a line item in each rate list. For example, your United States rate list might have a line item for the rate charged for a resource in the United States. The Canadian rate list may have the rate charged for the resource in Canada, and so on.

This task is a step in Process of Creating Rate Lists.

NOTE:  Alternatively, you can add a resource to multiple rate lists using the Administration - Product screen > Rate List view.

To create a rate list line item

1. Navigate to the Administration - Pricing screen > Rate Lists view.
2. In the Rate List, select the rate list for which you want to add a line item.
3. Click the Rate List Line Items view tab.
4. In the Rate List Line Items list, click New.

   The Add Position Types dialog box appears.

5. Use the Add Position Types dialog box to add the type of resource to the rate list.
6. Complete the fields of the Rate List Item record, as described in the following table.

   Field	Comments
   Resource	This field displays the type of resource that you selected from the Add Position Types dialog box. A rate list line item uses this product name as its unique ID.
   Rate Per Hour	Enter the standard hourly rate you charge for this resource.
   Overtime Rate Per Hour	Enter the hourly overtime rate you charge for this resource.
   Extended Overtime Rate Per Hour	Enter the hourly extended overtime rate you charge for this employee, if applicable.
   Material Mark-Up	Enter the percentage of markup charged for materials used by this resource.
   Expense Mark-Up	Enter the percentage mark-up charged for expenses incurred by this resource.
   Description	Enter a description of this resource for your own use.