Siebel 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
- Navigate to the Administration - Pricing screen > Rate Lists view.
- In the Rate List, select the rate list for which you want to add a line item.
- Click the Rate List Line Items view tab.
- In the Rate List Line Items list, click New.
The Add Position Types dialog box appears.
- Use the Add Position Types dialog box to add the type of resource to the rate list.
- Complete the fields of the Rate List Item record, as described in the following table.
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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. |
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