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Siebel Professional Services Automation Guide > Project Management >
Creating a Rate List (Administrator)
Rate lists are like price lists, but they refer to services and the people who provide those services. Instead of a price for a hard drive, for instance, you specify an hourly rate for a consultant. You can create multiple rate lists to charge different rates or use different currencies in different geographical areas or to provide special rates on particular projects or for favored customers. Each rate list must be associated with exactly one cost list.
To set up a rate list, you must first create a rate list record and then associate charge rates with the rate list.
To create a rate list record
- From the application-level menu, choose View > Site Map > Pricing Administration > Rate List.
- In the Rate Lists More Info form, add a new record.
- Complete the necessary fields. Some fields are described in the following table.
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Siebel Professional Services Automation Guide Published: 18 April 2003 |