Defining Fees and Rates

The Fees and Conditions view in the Product Administration screen allows administrators to set fees and rates and define conditions for products.

To set fees and conditions for a product

  1. Navigate to the Administration - Product screen, and then the Products view.

  2. Drill down on the product for which you want to set fees.

  3. Click the More Info view tab.

  4. On the More Info link bar, click the Fees and Conditions view link.

  5. In the Fees and Conditions list, add a record, and complete the necessary fields.

  6. Scroll down to the Conditions list, add a record, and complete the necessary fields as described in the following table.

    Field Description

    Condition

    Condition for the product.

    Maximum Credit Line

    Maximum amount allowed for the credit line.

    Minimum Deposit Amount

    Minimum amount required in the account for the condition to apply.