Delete rate routine

Before you begin

You must have the ratebookview and ratebookedit permissions to delete a rate routine.

Procedure

  1. To delete a rate routine, navigate to Administration > Rating > Rate Routines.

    Rate routines that you can delete have a check box in the first column of the Search Results. You cannot delete a rate routine if a rate book with Status of Active, Approved, or Stage includes it.

  2. To delete a rate routine version, select the check box next to the rate routine and click Delete.