Actions on rate routines

You must have the ratebookview and ratebookedit permissions to perform these actions.

In PolicyCenter, you can take the following actions on rate routines on the Edit Rate Routine screen:

Edit – Edit the current rate routine. Unlike rate tables, PolicyCenter does not validate rate routines on Update. To validate a rate routine, click Validate. If the rate routine is in an active rate book, you can only change the name and description.
Important: Validate all rate routines before promoting a rate book. PolicyCenter displays validation errors and warnings as appropriate. Errors prevent rate book promotion to Stage status. Warnings do not prevent promotion. This behavior is intentional because validation warnings do not necessarily indicate a problem with the rate routine. Test rate routines thoroughly – some warnings can cause run-time errors when rating a policy transaction.
New Version – Increment the version and open it for editing. For more information, see Rate routine versions.
Create Jurisdiction Variant – Create a copy of the current rate routine for a particular jurisdiction. The copy is set to version 1 and has the same Code which you cannot change. Set the Jurisdiction to the new jurisdiction. Make other changes to the new rate routine. For more information, see Rate routine variant identifiers.
Copy – Copy the current rate routine version to a new rate routine. You must specify a new rate routine code.

Rate routines are imported or exported to XML when you import or export a rate book.