Manually add a contract rate

You can add rates to a contract by manually creating them or by importing an Excel document containing the contract setup data (see Import contract setup data).

When you manually add a new rate, the specified rate per unit becomes the first rate version. Its Valid From date is set to the current date, and its Valid To is left blank. See Rate versions for more information.

• Contract Owner

• Contract Administrator

• Company Representative

To manually add a rate to a contract:

1. Navigate to the Contract Configuration page.

2. Click the Rates tab to display any line items already added to the contract.

3. From the Actions menu, select Create Rate.

   The Create Rate window is displayed.

4. Enter information as required in the relevant fields.

   Note Fields marked with an asterisk are required.

   Column	Description
   Rate Code	The code of the rate. Unique to the contract.
   Title	The name of the rate.
   Supplementary Code	An additional code which can be used to identify the rate.
   Unit of Measure	The unit of measure of the rate - see Units of measure for details of the default values.
   Rate	The rate per unit.
   Currency	The currency of the rate - this can be any of the currencies available for use in the contract.

5. Click Save and Continue to add the rate and clear the fields so you can add another one.

   Alternatively, click Save and Close to add the line item and close the window.

   The Rates tab is refreshed.