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Add a rate line

In this article we guide you on how to add a rate line.

Neha Joshi avatar
Written by Neha Joshi
Updated over 3 months ago

Add new rate line

When you need to add a new or future rate line, you can do it by creating a change order.

To do this, follow these simple steps:

  1. Click the Search button, then search for your service agreement number.

  2. Click the green Actions button, then click New Change Order.

  3. Under Change Order Type, click Rates, then click Next.

  4. Click New, then complete the required fields, including Date Effective.

  5. Click Save.


Past rate line additions

If you’ve added rate lines in the past, we’ll need to manually adjust any service receipts affected by this new rate line. Please raise a new case online and reference the title of this article, including the following information:

  • Service agreement number.

  • The new change order number.

  • The effective date for the new rate line.

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