QRG Rate Calculators - Preview, Clone & Save as Template

​

Purpose

​

Steps

1. Click on the App Launcher icon (see Figure 1).

2. Go to the Rate Calculators object by using the Search function (see Figure 2).

3. Open an existing Rate Calculator record (see Figure 3).

​

Preview Rate Calculators

1. Click on the Edit button (see Figure 4).

2. Click on the Preview button located at the top of the Rate Calculator (see Figure 5).

3. In the window that appears, ensure the Save as Preview Name field is populated with a unique identifier for the Preview, and click on the Continue button (see Figure 6).

4. Click on the new Preview tab along the top of the screen and make the necessary changes to the record (see Figure 7).

5. Once all the necessary updates have been made to the Preview, select one of the following actions available (see Figure 8):
   1. Click on the Save Rate Calculator button to transfer the changes made in the Preview tab.
   2. Click on the Preview button to create a new Preview which will be populated with the values of the current Preview.
   3. Click on the Undo button to undo the most recent change made in the Preview tab.
   4. Click on the Clone button to create a new Rate Calculator record populated with the values of the current Preview.
   5. Click on the Delete button to discard the Preview and all changes made.

1. Click on the Clone button located at the top of the Rate Calculator (see Figure 9).

2. To access the new cloned Rate Calculator, click on the Cloned Rate Calculator link that is displayed in the notification banner (see Figure 10).

​

Save as Template

1. Click on the Edit button available on the top right side of the page (see Figure 11).

2. Click on the Save as Template button (see Figure 12).

3. Follow this step in the sequence given below:
   1. In the window that appears, ensure the following required fields are populated with the appropriate values (see Figure 13):
      1. Rate Calculator Name
      2. Effective Date
   2. Populate the following optional fields, as required:
      1. Expiry Date
      2. Status
      3. To allow the Rate Calculator Template to be related to an Assignment regardless of whether the same related Client Account or Payment Entity records are shared, check the Global Template checkbox. OR To determine that the Rate Calculator Template should only be available for the Client/Payment Entity applied to the existing record, check the Create the same Client/Payment Entity checkbox.
      4. To automatically open the Rate Calculator Template upon creation of the new record, check the Navigate to the new rate calculator template once created checkbox.
4. Click on the Continue button (see Figure 13).

​

Field descriptions

​

Further information