Scheduled Rates Available in BOE Pro

Feature Request: Scheduled Rate Tables in BOE Pro Proposals

Summary:
Enable proposal-specific use of scheduled rate tables in BOE Pro by allowing users to select a scheduled rate table in proposal settings and assign scheduled rate IDs to resources (both manually and via import). Ensure that when the Proposal Fee Base is set to “Sell,” all pricing calculations follow the scheduled rates algorithms consistently.

Problem Statement:
Today, proposals cannot reliably leverage scheduled rate tables in a controlled, proposal-specific way. Users are unable to formally select a scheduled rate table at the proposal level or systematically assign scheduled rate IDs to resources, especially in bulk via import. As a result, pricing may not reflect the intended scheduled rates, and when the Proposal Fee Base is set to “Sell,” calculations can diverge from the expected scheduled rate algorithms, creating inconsistencies, confusion, and potential pricing errors.

Proposed Solution:

• Add a configuration option in proposal settings to select and “lock in” a scheduled rate table for that proposal.

• Support manual assignment of scheduled rate IDs to individual resources within the proposal.

• Support bulk assignment of scheduled rate IDs to resources via import, ensuring IDs map correctly to the selected scheduled rate table.

• When the Proposal Fee Base is set to “Sell,” enforce that all pricing calculations use the defined scheduled rate algorithms for the chosen rate table.

• Provide validation and error handling if assigned scheduled rate IDs are invalid, missing, or inconsistent with the selected scheduled rate table.

• Display clear indicators within the proposal that a scheduled rate table is active and which scheduled rate IDs are applied to each resource.

Benefits:

• Ensures proposal pricing accurately reflects scheduled rate structures, especially when using a “Sell” fee base.

• Reduces manual work and errors by enabling both manual and import-based assignment of scheduled rate IDs.

• Improves pricing consistency and transparency across proposals that rely on scheduled rates.

• Enhances control and auditability by clearly tying each proposal to a specific scheduled rate table and resource-level rate assignments.