Searching and Maintaining Calculation Groups
Use this procedure to search for and view a calculation group.
- Select
- Enter your search criteria.
You can search by Calculation Group name or Description.
- Click Refresh.
- In the search results list, click the Description link
for the calculation group you want to view or edit.
The selected calculation group is displayed in the Calculation Group portal. You use this portal to maintain calculation groups. This portal includes the following zones:
- Calculation Group: Defines basic information about calculation group
- Calculation Rules List: lists the calculation rules belonging to the group. Eligibility criteria referenced by a calculation rule are listed indented beneath each rule. If a calculation rule in turn references a calculation group, the calculation group executed by the rule is displayed.
- Referencing Rates Schedules List: lists the rates schedules that reference the group
- Referencing Calculation Rules List: lists the calculation rules that reference the group
Use this procedure to maintain a calculation group:
- Select to navigate to the Calculation Group Query portal.
- Search for and select the appropriate calculation group.
- Click Edit, Delete, or Duplicate as appropriate.
- To add a calculation rule to the calculation group, click the Add Rule link in the Calculation Rules List zone title bar. See Defining Calculation Rules for more information about creating calculation rules.
- To update the sequence values for all calculation rules in the
group, click the Resequence All Rules link in the Calculation
Rules List zone title bar.
- Edit the sequence values for all rules by specifying new Start Sequence and Increment By values.
- Click OK to update the calculation rules with new sequence numbers.
- To Edit or Delete a specific calculation rule in the group, select the Edit or Delete icon in the Calculation Rules List zone as appropriate.
- To Delete one or more of the calculation rules in the group:
- Select one or more of the calculation rules you want to delete.
- Click Delete Calc Rules.
- Click OK to delete the selected calculation rules
- To update the bill print details for one or more of the calculation
rules in the group:
- Select one or more of the calculation rules for which you want to change the bill print details.
- Click Update Bill Print.
- Edit the bill print details for the selected calculation rules.
- Click Save to update the selected calculation rules with the new bill print details.
- To change the sequence values for one or more of the calculation
rules in the group:
- Select one or more of the calculation rules for which you want to change the sequence values.
- Click Resequence Rules.
- Edit the sequence values for all the selected calculation rules.
- Click Save to update the selected calculation rules with the new sequence values.
See About Calculation Groups for more information about calculation groups.