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:  

• Minimum Usage and Minimum Charge amounts are not contained on rate tables.  Those amounts are maintained during Transaction Code Maintenance.

• If you only charge one rate (one usage level), enter the Usage Level as 0 and enter the rate in the first Rate field.  If you charge different rates depending on the level of usage, enter the break level for each rate in the Usage Level fields and the rate for up to that break level in the Rate field.

• You assign Rate Tables to the appropriate Transaction Codes during Transaction Code Maintenance.

• For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Opening Rate Table Maintenance, click More.

   

  1.  Click Daily Work from the Menu Bar.

  2.  Click File Maintenance.

  3.  Click Code Maintenance.

  4.  Click Rate Table Maintenance.
  
  Or, use the keyboard shortcut:  [ALT] [y] [m] [c] [r].

   

  Rate Table Maintenance Window Example:

  

   

• Creating a new Rate Table, click More.

   

  To create a new table choose one of these methods:

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

  • Or, enter the new Rate ID and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

  Tip:  To indicate that you are building a new rate table, New  displays near the Rate ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

  Rate Table Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Rate ID	Enter the number that identifies this rate structure. (3.0 numeric)
  	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.
  	To view all of the existing rate tables, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing rate table, enter the Rate ID and click Retrieve, or press [ENTER]. Keyboard shortcut:  [ALT + t]
  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 an existing Rate Table, click More.

   

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

  1. To display the table to be changed, 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. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3. Enter the data changes.

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

   

• Deleting an existing Rate Table, click More.

   

  1. To display the table to be deleted, 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. Click File from the Menu Bar, and next click Delete.
     Keyboard shortcut:  [ALT] [f] [d]

  3. At the Delete Records 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.