Rate book status and available actions

Draft

Initial status of new rate books. This status is the default status when you add or create a new version from another rate book.

Draft is the only status in which a rate book can be updated, including changes to included rate tables.

Available actions: Edit, Delete, Promote to Stage (if the rate book includes at least one rate table), and Export to Spreadsheet.

You cannot export a rate book to XML that is in this status.

Stage

Data entry is complete and the rate book is ready for testing.

Available actions: Approve Rate Book, Return to Draft, Export to Spreadsheet, and Export to XML.

Approved

Testing is complete and the rate book is approved and ready to be moved to production.

Available actions: Return to Draft, Activate Rate Book, Export to Spreadsheet, and Export to XML.

Active

The rate book is available for production use.

Available actions: Create New Edition, Export to Spreadsheet, Export to XML.