Contents IT Business Management Previous Topic Next Topic Add a CI rate card cost Subscribe Log in to subscribe to topics and get notified when content changes. ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Share Add a CI rate card cost You can add a rate card cost to the CI rate card. Navigate to Cost > Costs > CI Rate Cards. Select a rate card. In the Rate Card Costs related list, click New. Enter a Start date. Fill in the fields, as appropriate. Field Description Number [Read-only] The rate card cost identification number. Automatically assigned. Rate card The identification number of the rate card to which this rate card cost is associated. Name The rate card cost name. Active Check box that indicates whether to enable cost processing for this cost. Short description A brief description of the rate card cost. The description is used to identify the processed cost on an expense line record. Start date The date the cost should start being processed. End date The date the cost should stop being processed. Interval The frequency at which the rate card cost recurs. Recurring Check box that indicates whether the cost is a repeating cost. Also sets generated expense lines to show as recurring. If this check box is cleared, no further expenses are generated automatically. Sales tax Check box that indicates whether to apply sales tax to the cost. Tax rate The tax rate to apply to the cost. Order Used by task rate cards. Last processed [Read-only] The date and time this cost was last processed. Next process The next date on which new expenses will be processed based on the Process FM Costs scheduled job. Base cost The amount that must be paid before taxes. Tax cost Total cost of the tax. Total cost Total rate card cost, including taxes. Description Detailed description of the rate card cost. On this page Send Feedback Previous Topic Next Topic
Add a CI rate card cost You can add a rate card cost to the CI rate card. Navigate to Cost > Costs > CI Rate Cards. Select a rate card. In the Rate Card Costs related list, click New. Enter a Start date. Fill in the fields, as appropriate. Field Description Number [Read-only] The rate card cost identification number. Automatically assigned. Rate card The identification number of the rate card to which this rate card cost is associated. Name The rate card cost name. Active Check box that indicates whether to enable cost processing for this cost. Short description A brief description of the rate card cost. The description is used to identify the processed cost on an expense line record. Start date The date the cost should start being processed. End date The date the cost should stop being processed. Interval The frequency at which the rate card cost recurs. Recurring Check box that indicates whether the cost is a repeating cost. Also sets generated expense lines to show as recurring. If this check box is cleared, no further expenses are generated automatically. Sales tax Check box that indicates whether to apply sales tax to the cost. Tax rate The tax rate to apply to the cost. Order Used by task rate cards. Last processed [Read-only] The date and time this cost was last processed. Next process The next date on which new expenses will be processed based on the Process FM Costs scheduled job. Base cost The amount that must be paid before taxes. Tax cost Total cost of the tax. Total cost Total rate card cost, including taxes. Description Detailed description of the rate card cost.
Add a CI rate card cost You can add a rate card cost to the CI rate card. Navigate to Cost > Costs > CI Rate Cards. Select a rate card. In the Rate Card Costs related list, click New. Enter a Start date. Fill in the fields, as appropriate. Field Description Number [Read-only] The rate card cost identification number. Automatically assigned. Rate card The identification number of the rate card to which this rate card cost is associated. Name The rate card cost name. Active Check box that indicates whether to enable cost processing for this cost. Short description A brief description of the rate card cost. The description is used to identify the processed cost on an expense line record. Start date The date the cost should start being processed. End date The date the cost should stop being processed. Interval The frequency at which the rate card cost recurs. Recurring Check box that indicates whether the cost is a repeating cost. Also sets generated expense lines to show as recurring. If this check box is cleared, no further expenses are generated automatically. Sales tax Check box that indicates whether to apply sales tax to the cost. Tax rate The tax rate to apply to the cost. Order Used by task rate cards. Last processed [Read-only] The date and time this cost was last processed. Next process The next date on which new expenses will be processed based on the Process FM Costs scheduled job. Base cost The amount that must be paid before taxes. Tax cost Total cost of the tax. Total cost Total rate card cost, including taxes. Description Detailed description of the rate card cost.
