Rate Table Maintenance

Use Rate table Maintenance to maintain information about billing rates used to calculate customer charges.  Rate Tables contain the usage levels that are often referred to as "steps" and rates for each usage level or step (generally, above the Transaction Code's Minimum Usage).  You can have just one Rate Table or you can have several Rate Tables if you have multiple rate structures.

Notes:  

Directions:

To open from Quick Launch enter Rate Table and then double-click Rate Table Maintenance from the list.

Or click Daily Work from the menu.  Then click File Maintenance, Code Maintenance and Rate Table Maintenance.

Or, use the keyboard shortcut:  [ALT] [y] [m] [c] [r].

 

Rate Table Maintenance Window Example:

 

Rate Table Maintenance Prompts

 

Rate ID

Enter the number that identifies this rate structure, press [ENTER] or click Retrieve .  (3.0 numeric)

To build a new rate table enter the new Rate ID and click Retrieve, or press [ENTER].  Keyboard shortcut:  [ALT + t]

To view all of the rate tables, click Search .  From the Search list you can select the record to change or delete.

Keyboard shortcut:  [ALT + r]

To update the new or changed information, click Save or press [ENTER].

Keyboard shortcut:  [ALT + s]

CAUTION

To avoid losing data, you must save new or changed records.

Title

Enter the title for this rate table. (up to 14 characters)

Description

Enter an expanded description for this rate table. (up to 40 characters)

Rows 1 - 24

Notes:  

Enter as many rows as needed for the rate structure.

Each row represents a usage level or a "step".  Each time the usage level changes or breaks, enter a new row in the table.

If you only charge one rate (one usage level), enter the Usage Level as 0 and enter the rate in the first Rate field.  

Usage Level

If different rates are charged, enter the break level for this "step" of the rate. (11.0 numeric)

Rate

Enter the billing rate to charge per 100 units of usage. (7.7 numeric)

Editing a Rate Table

CAUTION:  To avoid losing data, you must save new or changed records.

1.  Enter the Rate ID and click Retrieve , or press [ENTER].
Keyboard shortcut
:  [ALT + t]

Tip
:  If you do not know the Rate ID, you can click Search  to see a list of rate tables.

2.  Position the pointer to the information that you want to change.

3.  Enter the data changes.

4.  To complete the edit process, click Save , or press [ENTER].
Keyboard shortcut:  [ALT + s]

Deleting a Rate Table

 

1.  Enter the Rate ID to delete and click Retrieve , or press [ENTER].
Keyboard shortcut
:  [ALT + t]
Tip
:  If you do not know the Rate ID, you can click Search  to see a list of Rate Tables.

2.  Click File from the menu, and next click Delete.
Keyboard shortcut:  [ALT] [f] [d]

3.  At the Delete prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.

Example
:



Note:
 After you click Proceed, you will see the following message on the Status Bar.

 

Other Codes