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 menu items. On the rate book Search Results, click the rate book code hypertext link to view the rate book. You must have the |
New Rate Book |
In , click New Rate Book in Search Result to add a new rate book. You must have the |
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 |
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 |
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 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 |
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 |
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 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:
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 |
See also
