Manage rates for Reimbursable line items

Contract rates can be associated with Reimbursable line items for use when claiming against the line items in expenditure communications. The rates are defined for each contract - see Contract rates.

Rates can be added to a Reimbursable line item at any time. They cannot be removed if the line item has been used in a communication.

The number of rates associated with a Reimbursable line item is displayed in the Related Items column on the Contract Breakdown tab. You can see the rates associated with the Reimbursable line item by selecting Manage Rates from its drop-down menu. See View the contract breakdown.

You can also manage the rates associated with Reimbursable line items in the Contract Setup spreadsheet to be imported. See Import contract setup data.

To manage rates for a Reimbursable line item:

1. On the Contract Breakdown tab, click the drop-down arrow for the Reimbursable line item, and select Manage Rates from the menu.

   The Manage Rates dialog box is displayed.

   Rates that have already been associated with the line item are shown as selected.

   You can use the drop-down list to display the Linked, Unlinked or All rates.

   Filter the rates by typing part of the code, title, supplementary code or unit of measure. Click the button to expand the search box, and type the search text.

2. Select the rates that you want to associate with the Reimbursable line item.

3. Clear the check boxes for any rates you want to unlink from the line item.

4. Click Save.

   The Contract Breakdown tab is displayed with a confirmation message.