Manually Enter Rates
Once a rate group has been created rates can be manually entered. This process is typically used for rates used in valuation routines. To edit the data or enter rates manually, right-click on the appropriate rates.xml file from the Rate Groups folder in Admin Explorer. Check-out the XML file.
For special occasions when rates will fluctuate based on external factors, rates can be entered using an activity.
Rate Group Right-Click Options
Steps to Manually Enter Rates
-
Check-out a rate group from the Admin Explorer in the Administration | Rate Groups folder.
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Click Add Rates in the Rates section of the screen.
- Double-click in the new row and enter the Rate Group Name, Date, Initial Criteria, Rate and any other Criteria.
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Check-in the file to save the changes to the database.
Rates Entered Manually in Rules Palette
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