Rate book actions and permissions

Availability of rate book actions depends on the status of the rate book and user permissions.

The actions provided in the base configuration are:

Action

Description

View

View the Administration > Rating menu items.

On the rate book Search Results, click the rate book code hypertext link to view the rate book.

You must have the ratebookview permission.

New Rate Book

In Administration > Rating > Rate Books, click New Rate Book in Search Result to add a new rate book.

You must have the ratebookedit permission.

Rate Book Details

Edit

On the Rate Book screen, click Edit to edit the current rate book.

The rate book must be in Draft status and you must have the ratebookedit permission.

Delete

On the Rate Book screen, click Delete to delete the current rate book.

The rate book must be in Draft status and you must have the ratebookedit permission.

Promote to Stage

On the Rate Book screen, click Promote to Stage to change the status from Draft to Stage.

The rate book must be in Draft status, must have at least one included rate table, and you must have the ratebookedit permission.

Before changing the status, the system verifies that none of the included rate tables are empty.

Approve Rate Book

On the Rate Book screen, click Approve Rate Book to change the status from Stage to Approved.

The rate book must be in Stage status and you must have the ratebookapprove permission.

Return to Draft

On the Rate Book screen, click Return to Draft to change the status back to Draft to make changes to the rate book or included rate tables and rate routines.

The rate book must be in Stage or Approved status and the user must have the ratebookedit permission.

Activate Rate Book

On the Rate Book screen, click Activate Rate Book to change the status from Approved to Active.

The rate book must be in Approved status and user must have ratebookapprove permission.

The system asks for a confirmation of this action before proceeding.

Create New Edition

On the Rate Book screen, click Create New Edition to create a new edition of the current rate book.

This action:

  • Creates a new rate book.
  • Copies all of the rate book fields except version and effective and expiration dates.
  • Creates referencing relationships to all included rate table versions.

See Managing rate books and rate tables for details on referencing relationships and versions.

The rate book must be in Active status and you must have the ratebookedit permission.

See also