Validating Line Items against Rate Agreements

Line Item validation is crafted to improve decision-making and accelerate approvals. It confirms the origin of each line item and its associated rate, allowing approvers to make swift, informed decisions. This process also streamlines the overall approval workflow and facilitates automated approvals.

This guide will walk you through the key features and steps of the workflow to help you maximize its benefits.

How Rate Agreements Are Validated on Jobs

When evaluating jobs, the system determines if a rate agreement is in place and checks if the line items conform to that agreement.

If a rate agreement is in place: When the line item aligns with the agreement (name, rate, dates, locations, resource, service provider), the line item is deemed valid under the agreement. A green icon signifying a complete match will be shown.

If the line item does not align: If the line item is not consistent with the agreement. A grey icon indicating the discrepancy will be shown.

In the absence of a rate agreement: The system bypasses the matching evaluation and no indication is generated.

Using Job Signatures

The validation of line items also involves verifying whether the quantity and price at the time of job signature remain unchanged when presented for approval. If they match, a green indicator will be shown.

However, if the quantity or price has been altered after the job was signed, or if there is no Job signature, a grey indicator will be displayed. 

Now, based on these two checks, approvers will be able to quickly determine if the line items match, if the job was signed, and if the line item remained unchanged after the job was signed. This information will also be included in the Job PDFs.