FAQ: Understanding QuoteX Ratecard and Discount Model Functionality

Q: Which discount model should I use if I want the "Sell Price" to directly define the "Adjusted Rate" of my timeline?

A: You should select the Timeline Level Only model. In this specific configuration, the Sell Price is what sets the 'Adjusted Rate' for the entire timeline. This field is marked as N/A (not applicable) for the Resource Level or Both Levels models.

Q: Why can't I see or edit the "Discount %" field in my current timeline's resource rows?

A: If the 'Discount %' field is unavailable, your organization is likely using the Timeline Level Only discount model. According to the QuoteX configuration rules, the 'Discount %' is only applicable and editable on resource line items, when the system is set to Resource Level Only or Both Levels.,

Q: Is the "List Price" affected by the discount model I choose?

A: No. The List Price functionality remains consistent across all levels. Whether you are working at the Timeline Level, Resource Level, or Both, the system will always set the 'List Price' of the timeline based on your ratecard values.

Q: How do I ensure the "Adjusted Rate" is calculated based on individual resource settings?

A: To have the 'Adjusted Rate' driven by specific resource allocations, you must use either the Resource Level Only or Both Levels discount models. In the Timeline Level Only model, this field is not used because the rate is instead derived from the Sell Price from the Rate Cards.

Q: Which models allow me to manage both "Discount %" and "Adjusted Rate" simultaneously?

A: You can manage both fields if your timeline is configured for Resource Level Only or Both Levels. In these modes, both the 'Discount %' and the 'Adjusted Rate' are active and will update the timeline accordingly.

Q: What is the main difference between "Timeline Level Only" and "Resource Level Only" for pricing adjustments?

A: The primary difference lies in which field drives the final price:

• Timeline Level Only: Driven by the Sell Price (sets Adjusted Rate); Discount % and Adjusted Rate fields are N/A.
• Resource Level Only: Driven by Discount % and Adjusted Rate; the Sell Price field is N/A.