1. Administering Financial Consolidation and Close
  2. Working with Rules
  3. Working with Override Translation Rules
  4. Editing User-Defined Rate Accounts

Editing User-Defined Rate Accounts

Note:

You must be a Service Administrator to create, edit, or delete user-defined Rate accounts.

  1. On the Home page, click Application and then click Consolidation.

  2. From the Consolidation Process page, select the Translated tab.

  3. From the list of rules, select Translation Overrides.

  4. Click Manage Rate Accounts.

    The system opens a popup box listing all available user-defined Rate accounts.

  5. Select a Rate account and click the Edit icon.

  6. Edit the account as needed. and click OK.

  7. Click Close to close the Manage Rate Accounts dialog box.

    If you made changes to the account, the system displays this message:

    "To apply Rate account changes to the application, you must refresh the database. Would you like the System to perform Database Refresh upon close?"

    • If you select Close and Refresh, the system opens the Refresh Database popup.

    • If you select Close (without a Database Refresh), the system displays this warning message: "You must manually perform Database Refresh so that Rate account changes can take effect". Click OK to exit the message box.