Atlas Knowledge Base
Dashboard
Rate Change Configuration

Rate Change Configuration

Rate Change Configuration

1530
1534
1537
1588
1658

Rate Change Configuration

Program #:   1658

Module:    Accounting

Overview

Use Rate Change Configuration (program #1658) to set up rate change configurations that SBN uses when a user selects the Use Incr Config check box in Global Rate Changes (program #1588).

To access this program, select Rate Change Configuration (program #1658) from the main menu of SBN.

The Rate Change Configuration Window

The following graphic shows the Rate Change Configuration window as the program opens. The window displays previously defined rate change configurations.

Field/Column Descriptions

The following table describes the fields and columns used in the Rate Change Configuration window.

Field/Column

Description

Index

SBN-assigned index number.

Dealer ID

Dealer ID to which the rate change configuration applies. (This menu originates from program #1537.)

Branch

Branch to which the rate change configuration applies. (This menu originates from program #1530.)

Sub Type

Subscriber type to which the rate change configuration applies. (This menu originates from program #1534.)

Minimum Rate

Minimum rate to which the rate change configuration applies.

Maximum Rate

Maximum rate to which the rate change configuration applies.

Increase

Percentage by which to increase rates that fall within the defined minimum and maximum range. (SBN allows an entry in only one of the following fields: Increase, Difference, or Amount.)

Difference

Percentage of the difference between the minimum and maximum by which to increase rates that fall within the defined minimum and maximum range. (SBN allows an entry in only one of the following fields: Increase, Difference, or Amount.)

Amount

Fixed amount by which to increase rates that fall within the defined minimum and maximum range. (SBN allows an entry in only one of the following fields: Increase, Difference, or Amount.)

Creating a Rate Change Configuration

You may create rate change configurations.

Use the following steps to create a rate change configuration:

   1.    In Rate Change Configuration, choose New Record.

‰    The fields in the lower pane open to allow you to enter details.

   2.    Enter information, as needed.

Note: SBN allows an entry in only one of the following fields: Increase, Difference, or Amount.

   3.    Choose Save.

‰    SBN displays the rate change configuration in the list in the upper pane.

Updating a Rate Change Configuration

Use the following steps to update a rate change configuration:

   1.    In the upper pane, select the rate change configuration that you want to update.

   2.    Choose Change.

‰    The fields in the lower pane open for changes.

   3.    Enter changes, as needed.

Note: SBN allows an entry in only one of the following fields: Increase, Difference, or Amount.

   4.    Choose Save.

‰    SBN displays the updated rate change configuration in the list in the upper pane.

Deleting a Rate Change Configuration

Use the following steps to delete a rate change configuration:

   1.    In the upper pane, select the rate change configuration that you want to delete.

   2.    Choose Delete.

‰    A Confirm dialog box appears: "Are you sure?"

   3.    Choose Yes.

‰    SBN removes the rate change configuration from the list in the upper pane.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button

Name

Shortcut Key

Action

Description

Get Record

alt+f1

1658/ 1

View details of selected rate change configuration.

Change Record

f2

1658/ 2

Change details of selected rate change configuration.

New Record

f3

1658/ 3

Create a rate change configuration.

Delete Record

shift+f10

1658/ 4

Delete selected rate change configuration.

Print

cTRL+F8

1658/ 6

Print displayed rate change configuration.

Previous

F4

1658/ 1

Go to previous record.

Next

F5

1658/ 1

Go to next record.

Modifications and Updates to Rate Change Configuration

The following table lists modifications and updates to the Rate Change Configuration document.

Mod Number

Date

Description

n/a

8/06/14

Images updated.



Was this helpful?