Configuring Rate Code Package Inclusions
Adding Packages to a Rate Code
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From the Administration menu, select Financial, select Rate Management, and then select Rate Codes.
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Enter search criteria and click Search.
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From search results, select the rate code and click vertical ellipsis, select Edit.
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On the Rate Code presentation page click the Rate Code Packages details link.
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Click New and complete the following
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Enter search criteria and click Search.
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Select one or more package items.
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Click Attach.
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Editing Packages on a Rate Code
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From the Administration menu, select Financial, select Rate Management, and then select Rate Codes.
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Enter search criteria and click Search.
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From search results, select the rate code and click vertical ellipsis, select Edit.
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On the Rate Code presentation page click the Rate Code Packages details link.
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Select the package item, click the vertical ellipsis and select Edit.
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Begin Sell Date. Enter or select the start date for the rate code package item
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End Sell Date. Enter or select the end date for the rate code package item
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Description. Enter a description of the package item
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Posting Attributes
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Package Pricing Exceptions
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Click New and complete the following
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Start Date. Enter or select a start date for the pricing.
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End Date. Enter or select an end date for the pricing.
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Price. Enter an item price (add to rate or included in rate).
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Click Save.
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Click Save.
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Deleting Packages on a Rate Code
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From the Administration menu, select Financial, select Rate Management, and then select Rate Codes.
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Enter search criteria and click Search.
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From search results, select the rate code and click vertical ellipsis, select Edit.
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On the Rate Code presentation page click the Rate Code Packages details link.
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Select the package item, click the vertical ellipsis and select Delete.
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Click Delete to confirm
Parent topic: Configuring Rate Codes