Creating a Rate List Record

This task is a step in Process of Creating Rate Lists.

The Rate List record includes general information about the rate list as a whole, such as its name, description, and effective time period.

To create a rate list record

1. Navigate to the Administration - Pricing screen, then Rate Lists view.

2. In the Rate Lists list, add a new record and complete the necessary fields, as described in the following table.

   Field	Comments
   Name	Enter a unique, meaningful name for this rate list.
   Description	Enter a description of the rate list for your own use.
   Cost List	Select the cost list you want to associate with this rate list.
   Currency	Select the currency for this rate list.
   Effective From	Enter the date and time when this rate list will become effective. By default, the application assigns the current system date and time when you first create the Rate List record.
   Effective To	Enter the date and time when this rate list will become ineffective. After this time, Siebel applications will not use this rate list. If no value is entered here, then the rate list remains in effect indefinitely.
   Updated By	By default, the application assigns the user name used to log in to the current session in which this Rate List record is created.
   Last Updated	By default, the application assigns the current system date and time when you most recently saved this Rate List record.
   Organization	Select all the organization that may have rates controlled by this rate list. For more information, see Assigning a Rate List to a User.