Adding steps to a rate routine

You can add steps to a new rate routine. You can add steps to an existing rate routine if it is not in use by a promoted rate book. The Steps panel of the rate routine screen has the following buttons:

Field

Description

Append

Select Add 1 Row or Add 10 Rows from the drop-down list to add rows to the end of the steps.

Insert

This drop-down list is active if you select one or more rows. Select from the following choices on the list:

  • Duplicate – Inserts a copy of the selected step immediately after the selected step. If you select multiple steps, inserts a copy of the selected steps immediately after the last step in the selection.
  • Insert Before – Inserts a blank step before each selected step.
  • Insert After – Inserts a blank step after each selected step.

Remove Row

This button is active if you select one or more rows. Removes the selected rows.

This button is active if you select one or more rows. Moves each selected row up one position.

This button is active if you select one or more rows. Moves each selected row down one position.

Validate

This button is active in edit mode. Validates each step and the rate routine as a whole.