Enter data to the General tab:
|
Code |
is the unique identifier for the price. You will enter an unused code when adding a record and then cannot change the code once it is saved. |
|
Name |
provides a title for the price to identify it. |
|
Active |
is checked for those prices that are in use. You can uncheck the box if you want to make a price unavailable without deleting it (you will not be able to delete it if it is referenced by other records). It is also possible to set up prices in advance of them being needed and so make them inactive initially. You should set all non-current records to inactive status to prevent them being used. This removes these categories from pick lists so that users only see those that are genuinely available. |
|
Currency |
applies only for multi-currency operations. In these cases, choose the currency to apply or, if not available, create a record. |
|
Unit Price |
is the price, in the specified currency, to be applied to each unit charged for a related invoice line. |
|
Notes |
provide any useful information. |
|
Adjust existing non-Invoiced Timesheets |
only applies when amending a price and allows existing timesheets to be charged at the new rate when invoicing. If enabled, indicate the dates between which timesheets are to be changed. |
The Audit tab shows changes made to a price since it was created:
