Setting Up Rate Quantity (RQ) Rules

To set up Rate Quantity (RQ) rules, choose Admin Menu > Rate Quantity Rule .

Description of Page

Enter a unique RQ Rule ID and a Description for the RQ rule.

Enter a Long Description that describes, in detail, what the rule does.

Indicate the UOM, TOU and RQI to be output by the rule.

Every rate quantity supplied to a rate has two quantities - the quantity as it was initially captured, and the quantity that rate calculation will use. Most of the time, these two amounts will be the same. They will only differ when another RQ Rule has executed and caused the billable quantity to change (an RQ Rule NEVER changes initially captured quantities). Because these two amounts may differ, an RQ Rule needs to know if it should use the quantity as initially captured OR if it should use the quantity that rate calculation will use. You use the RQ Quantity to Use field to indicate such. Valid values are Use Initial Quantity and Use Billable Quantity.

Indicate whether the system should Create Billing Error if the RQ Rule is not able to execute successfully. For most RQ Rules you would turn this option on. However, if the rule is linked to a rate where the rule is only applicable to a subset of the taxpayer base using the rate, you may not want a billing error to be issued if the rule cannot execute.

Use RQ Rule Processing to indicate if the RQ rule is Always executed by rate application, even if the billable details on the original bill segment are to be used when the system recalculates a bill segment (refer to Rebill (Bill Segment)). If the RQ rule should not be executed when the billable details on the original bill segment are used, indicate that the RQ rule should only be executed on the Initial RQ Calculation. RQ rules that create a characteristic type / value (in the characteristic collection) used by one or more rate factors referenced in a rate component should typically be always executed. Refer to Base Package RQ Rules for examples of RQ rules that create a characteristic type / value.

Select the RQ Algorithm Type that controls how the system manipulates the quantity supplied to the rate. Define the Parameters to be used by the RQ algorithm.