FAQ: QuoteX Ratecard Field Visibility and Editability

Q: Under which models can I view and edit the "Discount %" field?

A: You can only view and edit the Discount % field when using the Resource Level Only or Both Levels models. This field is hidden and non-editable if your timeline is set to the Timeline Level Only model.

Q: Is the "Discount Rate" always available for modification?

A: Yes. The Discount Rate field remains both visible and editable across all three discount models: Timeline Level Only, Resource Level Only, and Both Levels.

Q: Why is the "Discount Amt %" field missing from my timeline view?

A: The Discount Amt % field is specifically disabled (not visible and not editable) when the Resource Level Only model is active. To access this field, the timeline must be configured for either Timeline Level Only or Both Levels.

Q: What fields are restricted when my organization uses the "Timeline Level Only" model?

A: In the Timeline Level Only model, the Discount % field is restricted and will not be visible or editable on the resource line item row. However, you will still have full access to view and edit the Discount Rate and Discount Amt % fields on header/overview tab.

Q: Which model provides the most flexibility for managing all discount-related fields?

A: The Both Levels model provides the highest level of access, as it is the only configuration where Discount %, Discount Rate, and Discount Amt % are all simultaneously visible and editable.

Q: Are there any scenarios where the "Discount Rate" is hidden?

A: No. According to the field properties, the Discount Rate is visible and editable in every supported QuoteX discount configuration.