Defining the Markup or Markdown Billing Information for the Line Items

Procedure

To define the markup or markdown billing information for the line items:

  1. Ensure that the Markup or Markdown Billing Information section is expanded when you are defining, editing, or copying a line item.

    The Markup or Markdown Billing Information section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Rate Type Used to indicate the rate type. Yes (Conditional)
    Note: This field is required when you select a billable charge line type from the Billable Charge Line Type field.
    Billable Charge Line Type Used to specify the billable charge line type.
    Note:

    On clicking the Search (The Search Icon) icon, the Billable Charge Line Type Search window appears.

    On specifying the billable charge line type, the description of the billable charge line type appears corresponding to the Billable Charge Line Type field.

    Yes (Conditional)
    Note: This field is required when you select an option from the Rate Type field.
  2. Enter the required details in the Markup or Markdown Billing Information section.
  3. If you want to add more than one markup or markdown billing information for the line item, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a markup or markdown billing information from the line item, click the Delete (The Delete Icon) icon corresponding to the line item.
  4. Click Save.
    The markup or markdown billing information is defined for the line items.

Related Topics

For more information on... See...
How to define a line item Defining a Line Item
How to edit a line item Copying a Line Item
How to copy a line item Editing a Line Item