Add supplier-specific rate cards

Configure supplier-specific rate structures when rates vary across suppliers

A supplier-specific rate card is a rate card that applies to a specific supplier. Supplier-specific rate cards allow you to define different rates for the same position based on the supplier providing the resource.

Supplier-specific rate cards use the same core configuration as standard rate cards, with the addition of a supplier association. This article focuses on supplier-specific settings and considerations that differ from those in a standard rate card. If you're unfamiliar with the standard rate card configuration, see Add a rate card before completing this task.

After creating the necessary Job Classes, Job Titles, Rate Card Classes, and Rate Card Categories, you can create supplier-specific rate cards to support negotiated supplier rates.

Why it matters

• Supports negotiated supplier-specific pricing.
• Allows different suppliers to use different approved rates for the same position.
• Provides greater control over supplier-specific rate structures.

Who it's for

• Program Office users
• System Admins

How it helps

• Create supplier-specific rate cards.
• Associate rates with a specific supplier.
• Manage supplier-specific pricing within an Industry.

Additional considerations

• Verify that a standard rate card already exists before creating supplier-specific variations.
• Use supplier-specific rate cards only when supplier rates differ from the standard rate structure.
• Maintain consistent earning code ordering across related rate cards.

Availability and setup

• Access to Admin > Procurement is required.
• The supplier must already be associated with the Industry.
• Job Classes, Job Titles, Rate Card Classes, and Rate Card Categories must already exist.

Before you begin

• Determine the supplier that requires a specific rate card.
• Gather the supplier-specific rates and earning code information.
• Verify that the applicable procurement structure already exists.

Create the supplier-specific rate card

1. Select Admin > Procurement. The Procurement Administration page displays.

2. From the left Navigation, expand the Procurement Geography folder.
3. Expand the Procurement Geography folder.
4. Locate and expand the applicable geographic location.
5. Locate and expand the applicable Industry.
6. From the left Navigation, select Rate Cards. The Rate Cards page displays.
7. Select Add New. The Add Rate Card page displays.
8. Complete the required rate card fields:
   • Procurement Type
   • Job Class
   • Rate Card Class
   • Category 1
   • Category 2
   • Effective Date
   • Currency
   • Overtime Rule
9. Select Supplier ⚠️

   What this does: Associates the rate card with a specific supplier.

   Why this matters: The rate card becomes available only for the selected supplier.

   In simple terms: You're creating a supplier-specific rate card instead of using the default rate structure shared across suppliers.

10. Complete any remaining rate card fields that apply to your organization's configuration.
11. In the Rates section, select Add Item.
12. Select Regular Time as the first Earning Code. ⚠️

    Why this matters: Regular Time (RT) must always be entered first.

    In simple terms: Regular Time serves as the foundation for the other earning code rates on the rate card.

13. Complete the rate fields.
14. Create additional earning code entries as needed.

    Caution: Create an Add Item entry for every Earning Code variation associated with the rate card.

15. Review the Min Rate and Rate values.

    What this does: Defines the supplier pay rate and client bill rate.

    Why this matters: These values represent different billing relationships.

    In simple terms: Min Rate is the pay rate to the resource. Rate is the bill rate charged to the client.

16. Select OK to save and exit.

    OR

    Select Save and Add New to create multiple supplier-specific rate cards during the same session.

Result

The supplier-specific rate card is saved and becomes available for the selected supplier.

What's next

After creating a supplier-specific rate card, you can:

• Create additional supplier-specific rate cards for other suppliers.
• Update request templates that rely on the associated rate structure.
• Review supplier-specific pricing as rates change over time.
• Continue configuring procurement structures for the selected Industry.