Rate Class

 

The Rate Class maintenance document is used to establish and maintain numeric codes and textual description values which are stored in database tables.  This data serves as reference information that is made available for display and selection in various areas of the system, including other e-docs.  It exists to facilitate the establishment and updating of rate classes that are to be made available for lookup and selection from within the proposal development module, more specifically as related to research project budget preparation.

Document Layout

Figure 1753 Rate Class Maintenance Document Example Layout

Edit Rate Class Section

The Edit Rate Class section of the Rate Class maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.

Table 739 Rate Class Maintenance Document - Edit Rate Class Section Field Descriptions

Field

Description

Rate Class Code

Required.  The numeric value that the system uses to reference this rate class.

Rate Class Type

Required.  Enter the alphanumeric type of rate class this code is a part of.  Type the suspected value in the box and click the direct inquiry icon or click the lookupsearchicon icon to search for and return the value to populate the box automatically.

Description

Required.  The name you use to refer to the rate class verbally or in writing that also uniquely identifies it from others.  Enter text as appropriate (any character or spacing is acceptable).  Click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.

ICR type code

Required.  Enter the appropriate numeric value for the applicable Indirect Cost Recovery type code.

Examples

Figure 1754 Rate Class Maintenance Document Example Values