You are here: Admin Explorer > Rates > Manually Enter Rates

 

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 folder in Admin Explorer

Rate Group Right-Click Options

 

Steps to Manually Enter Rates

  1. Check-out a rate group from the Admin Explorer in the Administration | Rate Groups folder.

  2. Click Add Rates in the Rates section of the screen.

  3. Double-click in the new row and enter the Rate Group Name, Date, Initial Criteria, Rate and any other Criteria.

  4. Check-in the file to save the changes to the database.

 

Add rates to rate group

Rates Entered Manually in Rules Palette

 

 

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