Add rate cards to the new contract

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add rate card details to the new contract by using the Rate cards task to track contract expenses.

    Antes de Iniciar

    The Cost Management (com.snc.cost_management) plugin must be active.

    Role required: asset, contract_manager

    Por Que e Quando Desempenhar Esta Tarefa

    The rate card details aren't carried over to the new contract.

    Adding rate card details to a contract isn't a required procedure. You can close this task if you do not need to add a rate card to the draft contract.

    Procedimento

    1. On the Contract Renewal Request Line form, select the Rate cards task number.
    2. On the Contract Renewal Task form, select the Renewal rate cards tab.
    3. Select New.
    4. On the Contract Rate Card form, fill in the financial details.
      For a description of the field values, see Contract Rate Card form.
    5. Select Submit.
    6. Select Close Task.

    Resultado

    The rate card is attached to the draft contract.

    O que Fazer Depois

    Review contract renewal details