Rate Component Cross Reference Information

All information related to a rate component, including general ledger information, characteristics and eligibility rules, will be copied.

Special logic exists for merged rate components that reference other rate components. This includes the cross-reference collection and the eligibility criteria.

This logic is difficult to explain succinctly, so we'll use an example. Imagine that the Merge From rate components look as follows:

The figure illustrates how data appears in the Rate Version Merge screen.

The Rate Component - Cross Reference tab for the merge from rate version shows the following cross-reference information for sequence 210:

The figure illustrates how the data appears in the Apply This Rate Component To section.

Assume that only rate components 10, 20 and 210 are copied to the new rate version and assume that the Original rate version already contains a rate component with sequence number 10 that is moved to the second position.

The figure illustrates how the data appears when you copy and move the rate components from one rate version to another.

After saving, the second service quantity rate component is renumbered and the State tax rate component will reflect the renumbering in the cross-reference and will not include the rate components that were not copied.

Here is the view on the merge page after saving:

The figure indicates that the rate components are automatically renumbered when you save the data in the Rate Version Merge screen.

If you navigate to the Rate Component - Cross Reference tab for the original rate version for sequence 40- State tax, it will look as follows:

If any rate component refers to another rate component in the eligibility criteria, the sequence number of the eligibility criteria is also adjusted accordingly.

Note: You will be warned by the system when you copy a rate component that has cross-references to other rate components that are not being copied.