Copying a Rate Type

Instead of creating a rate type from scratch, you can create a new rate type using an existing rate type. This is possible through copying a rate type. On copying a rate type, the line specific calculation, billable charge type, and usage detailed are copied to the new rate type. You can then edit the details, if required.

Prerequisites

To copy a rate type, you should have:

  • Rate type (whose copy you want to create) defined in the application.

  • Billable charge line type and rate type usage defined in the application.

Procedure

To copy a rate type:

  1. Search for the Rate Type extendable lookup in the Extendable Lookup Query screen.
  2. 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.
  3. In the Extendable Lookup Value List zone, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the rate type whose copy you want to create.

    The Rate Type screen appears. It contains the following section:

    • Main - Used to specify basic details about the rate type. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Rate Type Used to specify the rate type. Yes
      Description Used to specify the description for the rate type. Yes
      Override Description Used when you want to override the description of the rate type. No
      Detailed Description Used to specify additional information about the rate type. No
      Status Used to indicate the status of the rate type. The valid values are:

      • Active

      • Inactive

      		 No
      Line-Specific Calculation Used to indicate whether the calculation of fees, percentage, or markup and markdown should take place for each and every claim charge or not. The valid values are:

      • Yes

      • No

      		 Yes
      Billable Charge Line Type Used to indicate the billable charge line type using which you want to create the calculation line for the charge (i.e. line item).
      Note:

      The Search (The Search Icon) icon appears corresponding to the Billable Charge Line Type field. On clicking the Search icon, the Billable Charge Line Type Search window appears.

      On specifying the value for a billable charge line type, the description of the billable charge line type appears corresponding to the Billable Charge Line Type field.

      		 No

    • Rate Type Usage - Used to specify the usage of a rate type. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Applicable To Used to indicate whether the rate type can be used while adding fees, default markup or markdown, or claim line items. Yes
    Tip: Alternatively, you can copy a rate type by clicking the Duplicate button in the Extendable Lookup Value zone.
  4. Enter the required details in the Main section, if required.
  5. Select the required rate type usage (for the rate type) from the Rate Type Usage section.
  6. If you want to define more than one rate type usage for the rate type, click the Add (The Add Icon) icon and then repeat step 5.
    Note: However, if you want to remove a rate type usage from the rate type, click the Delete (The Delete Icon) icon corresponding to the Applicable To field.
  7. Click Save.
    The new rate type is added in the C1-ExtLookRateType extendable lookup.

Related Topics

For more information on... See...
How to search for the Rate Type extendable lookup Searching for the Rate Type Extendable Lookup
Extendable Lookup screen Extendable Lookup (Rate Type)
Extendable Lookup Value List zone Extendable Lookup Value List
Extendable Lookup Value zone Extendable Lookup Value