You can assign a rate schedule for opportunities or quotes from the Rate Schedule screen by following the steps below. You can navigate to the Rate Schedule screen by clicking Opportunities > select opportunity > Add/Modify Plans > Rate Schedule for opportunities or by clicking Opportunities > select opportunity > Quotes > select quote > Add/Modify Plans > Rate Schedule for quotes.
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Assign a Rate Schedule
Assign a Rate Schedule
Table of contents
Overview
Assigning a Rate Schedule
- If you would like to assign an alternate rate schedule to the plan (optional), click Set Custom Rates.
The currently assigned rate schedule is marked with a green check.
Note: When you assign a master plan to an account, the currency of the default rate schedule for the plan becomes the assigned currency for the account. The supplemental plans associated with a master plan are only the ones available in the master plan’s currency. Therefore, if you select a rate schedule for a different currency, any supplemental plans that you chose will be deselected. You will then need to click Plans at the bottom of the screen to select the supplemental plans that are available in the selected currency.
- Click Next to select your billing options.
Editing a Rate Schedule
- If you want to assign a different rate schedule to a plan, do either of the following:
- Click Select to assign an alternate rate schedule to the plan. The currently assigned rate schedule is marked with a green check. The name of the plan to which you are assigning a rate schedule is displayed in orange. Click on a different plan at the top of the screen to change the rate schedule for that plan.
- Click Set Custom Rates, enter the new rate schedule, and click Save Rates.
- Click Next to make more changes, Review Summary and Checkout to complete the process, or Save as Draft to save.
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