Contract and Rate Management

Rate Record Actions and SmartLinks

This page is accessed via Contract and Rate Management > Contract Management > Rate Record > Actions.

Option

Sub-option

Action

Business Process Automation

Documents

Attach Documents

Upload Document

Contract and Rate

Change Rates

Create Another Rate Record on Same Offering

Expire Rate Record

Mark for Expiration

 

Utilities

Copy Rate Record

Send Interface Transmission

View

 

Audit Trail

SmartLinks

Right-click on any ID to launch the following SmartLinks.

SmartLink

Displays

Documents

This opens the Documents results page showing the Document IDs that are linked to this rate record.

View Tiered Rating Historical Time Periods

Shows all the time periods associated with the tiered rating.

Related Topics