Default Owner Rate to AC Rate Type

Default Owner Rate to AC Rate Type

An owner rate can be set to auto populate when an AC Rate Type is used. To set an Owner Rate to always be displayed anytime an AC Rate is used, make the proper selection in the Owner Rate drop-down within the AC Rate Code screen.


When building a quote and the Rate Type is selected, either by drop-down or automatically populated if set in the client record, the set Owner Rate will fill in as well.