2.5 Standard Process with only Transfer Rate Calculations

This preference helps you with a guided path to perform the Transfer Rate, All-in-TP Rate and corresponding Charge Credit Calculations.

This preference also gives you an option to migrate transfer rates/charge credits to Management Ledger. If you have already loaded Rates for any of the Accounts, you have the option to skip those Accounts by selecting Skip Non-Zero option.

After you select Would you like to perform only Transfer Rate Calculations? and click Let’s Start, a Guided process set up will get initiated and the Process Details Screen will be displayed.

1. Enter the relevant details. For more information, see the Process Details Section.
2. Click Apply to display the Calculation Selection Screen.
3. Select the relevant details for the Calculation. For more information, see the Calculation Selection Section.
4. Click Apply to save selected calculations and navigate next to the following Product Selection Screen.
5. Enter the relevant details. For more information, see the Product Selection Section.
6. Click Save to come back to the Product Selection Screen.
7. Click Apply to display the Transfer Pricing Rule Selection Screen.
8. Select the relevant Transfer Pricing Rule. For more information, see the Transfer Pricing Rule Selection Section.
9. Click Apply to display the Alternate Rate Output Mapping if applicable. For more information, see the Alternate Rate Output Mapping Section.
10. Select the relevant Alternate Rate Output Mapping Rule.
11. Click Apply to display the Migration Screen. For more information, see the Migration Section.
12. Click Apply to display the Audit Option Screen. For more information, see the Audit Option Section.
13. Click Apply to display the Finalize Process Screen. For more information, see the Finalize Process Section.
14. After reviewing or editing the selected tile, click Freeze Process to finalize the selections made in the Process Definition Flow.