Create Contract Rate Sheet | Scribe

    Create Contract Rate Sheet

    • Andrea Jaroslawski |
    • 19 steps |
    • 38 seconds

    Create New Contract Rate Sheet

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    - New Rate Sheets can be created during the Contract creation process. - This reference guide will start on the **Create Contract Record** event, under **Projects** tab > **Line Details** sub tab
    1
    - On the **Contract Rate Sheet** column, select [[Create]]
    2
    - Select [[Create Contract Rate Sheet]]
    3
    - Enter the Rate Sheet **Name** - It is recommended to list the LE0# at the beginning of the name and the words 'Rate Sheet' at the end - Example: **LE036** - Test Name **Rate Sheet**
    4
    - The **Effective Date** will default to the Effective Date on the Contract Header

    Contract Rates Tab (Project Billing Rate Sheet)

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    If you do not have a Project Billing Rate Sheet, skip to the: **Contract Rates Tab (Manual Entry) Section**
    5
    - Select [[Project Billing Rate Sheet]]
    6
    - The **Contract Currency** will autofill - Leave the following fields blank: - Adjustment % - Mutually Exclusive Rules - Revenue Adjustment Reason
    7
    - Click [[Update Contract Rates]]
    8
    - The **Project Billing Rate Sheet** will autofill with: - Project Roles and Contract Rates - Make necessary adjustments

    Contract Rates Tab (Manual Entry)

    9
    - Leave **Project Billing Rate Sheet** field blank - The **Contract Currency** will autofill - Leave the following fields blank: - Adjustment % - Mutually Exclusive Rules - Revenue Adjustment Reason
    10
    - Click [[(+)]] to add a row
    11
    - Select [[Project Role]] - Enter [[Contract Rate]] - Enter [[Currency]] (**must** match currency on Contract Record)
    12
    - Continue process for additional [[Project Roles]]

    Billing Rate Rules Tab

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    **Billing Rate Rule Types:** - Expense Caps (Expense - Override Rate (Expense) - Override Rate (Misc Expense) - Override Rate (Supplier Invoice) - Override Rate (Time) - Project Cap (Time) - Tiered Rate (Time)
    13
    - Click [[Add Billing Rate Rule Type]]