Copying a Rate Option
Instead of creating a rate option from scratch, you can create a new rate option using an existing rate option. This is possible through copying a rate option. On copying a rate option, the pricing and transaction aggregation details are copied to the new rate option. You can then edit the details, if required.
Prerequisites
To copy a rate option, you should have:
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Rate option (whose copy you want to create) defined in the application
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Rate schedules, currencies, and aggregation schedules defined in the application
Procedure
To copy a rate option:
- Search for the Rate Option extendable lookup in the Extendable Lookup Query screen.
-
In the Search Results section, click
the link in the Description column corresponding
to the extendable lookup business object whose details you
want to view.
The Extendable Lookup screen appears.
-
In the Extendable Lookup Value List zone, click the Duplicate () icon in the Duplicate column corresponding to the rate option whose copy you want to create.
The Rate Option screen appears. It contains the following section:
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Main – Used to specify basic details about the rate option. It contains the following fields:
Field Name Field Description Mandatory (Yes or No) Rate Option Used to specify the rate option. Yes Description Used to specify the description for the rate option. Yes Override Description Used when you want to override the description of the rate option. No Detailed Description Used to specify additional information about the rate option. No Status Used to indicate the status of the rate option. The valid values are: -
Active
-
Inactive
Yes Rate Schedule Used to indicate the rate schedule that you want to use while defining the price item pricing. It is the rate schedule which helps the system to create calculation lines for a transaction leg. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Rate Schedule Search window appears.Yes Pricing Currency Used to indicate the currency in which you want to define the price item pricing. Yes Print Zero Used to indicate whether zero pricing should be displayed in the bill. The valid values are: -
Yes
-
No
Yes Ignore Transaction Used to indicate whether the transactions mapped to the price item should be ignored for billing. The valid values are: -
Yes
-
No
Yes Aggregate Transaction Used to indicate whether the transactions mapped to the price item should be aggregated for billing. The valid values are: -
Yes
-
No
Note: This field is disabled when the Ignore Transaction field is set to Yes.Yes Aggregation Schedule Used to indicate the aggregation schedule using which the transactions should be aggregated for billing. Note: This field is disabled when the Ignore Transaction field is set to Yes.Yes (Conditional) Note: This field is required when the Aggregate Transaction field is set to Yes.Transaction Rating Criteria Used to indicate how and when you want to rate the transaction legs which are mapped to the price item. The valid values are: -
Aggregate Transactions and Then Rate SQs
Note: This value appears in the list when the Ignore Transaction field is set to No and the Aggregate Transaction field is set to Yes. -
Do Not Rate Transactions
-
Rate Transaction and Aggregate Calc Lines
Note: This value appears in the list when the Ignore Transaction field is set to No and the Aggregate Transaction field is set to Yes. -
Rate Transactions
Note: This value appears in the list only when the Ignore Transaction field is set to either Yes or No and the Aggregate Transaction field is set to No.
Yes Apply To Used to indicate whether you want the price item pricing to be applied to all customers or only to the new customers. The valid values are: -
All Customers
-
New Customers
Yes -
Tip: Alternatively, you can copy a rate option by clicking the Duplicate button in the Extendable Lookup Value zone. -
- Enter the required details in the Main section.
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Click Save.
The new rate option is added in the C1-ExtLookRetTypeRateOpt extendable lookup.
Related Topics
For more information on... | See... |
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How to search for the Rate Option extendable lookup | Searching for the Rate Option Extendable Lookup |
Extendable Lookup screen | Extendable Lookup (Rate Option) |
Extendable Lookup Value List zone | Extendable Lookup Value List |
Extendable Lookup Value zone | Extendable Lookup Value |