CSM determines hourly rates depending on the types of rates that exist. Refer to the following flowchart for the order that CSM checks for rates:
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Timekeeper rates •Invoice task rates •Default rates |
Set on the Default Rates page of the timekeeper's contact record. See Setting Contact Rates for more information. |
Vendor rates |
Set on the Rates page of the vendor record. Default rates apply to all vendors unless a vendor rate exists. See Setting Vendor Rates for more information. |
Default rates |
Set on the Default Rates page of CSM Settings. See Setting Default Rates for more information. |
Note: Vendors can request timekeeper default rates, timekeeper task rates, and vendor task or category rates. If you approve a request, approved rates replace existing rates of the same type. See Applying Vendor Requested Rates for more information.
