Assigning Rate Cards to Line Item Codes

You can link a rate card to a line item code's Custom Prices section:

  1. Navigate to Order Setup > Line Item Codes.
  2. Select the desired line item code and click the Edit button.
    RateCards04.Assigning_edit_mode.png
  3. Click the Custom Prices tab.
    RateCards04.Assigning_custom_prices_section.png
  4. Specify the desired rate card:
  • Click in the Rate Card field and type the rate card code.
  • Click the single-line selector RateCards04.Assigning_single_selector.png to select and link a single rate card.
  • Click the group-level selector RateCards04.Assigning_group-level_selector.png to select and link multiple rate cards at one time.
  1. Click Save.