Add a payable

1. Click the Add Payable button. The Job Payable pop-up window appears.

   Open

   

2. Select the Payable Type.

3. Select the Calculation Unit that will be used to calculate the total value of the job.
   If the provided data matches the vendor’s price profile, the Rate Value and Minimum Charge sections will be filled automatically. Otherwise, you have to fill them in manually. To learn how to set up the vendor’s price profiles, see the https://help.xtm.cloud/xtrf/home-portal/modules/en/competencies---rates-tab.html article.

4. Provide the Quantity of the selected calculation units. You can import the quantity if other receivables or payables are already defined.

5. In the Rate Origin section, check if the rates were taken from the correct source.

6. (Optional) Provide additional information about the payable in the Description field.

7. Check the sum in the Total Value section.

8. Click the Save button to add the payable.

To learn how to add CAT payables, see the Use CAT analyses to define payables and receivables guide.