Creating Rate List Line Items

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

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.

If you have multiple rate lists, then 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.

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

Note: Because rate list line items do not have fields for their start and end dates, you cannot have more than one line item for a given resource.

To create a rate list line item

Navigate to the Administration - Pricing screen, then 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.

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.