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Multi Dimensional Rate Lookup

2 views 0 June 15, 2021 kbadmin

  1. Click The Dimension Structure window is displayed.
  2. Click the drop down list adjacent to Rate Type field and select the rate type. Available options are the following:
  • Basic Commission Rate
  • Simple Commission Amount
  • Simple Commission Rate
  • Tier Rate Calculation
  1. Enter the Dimension Levels in the text fields under Dimension Level
  2. Enter the Dimension Names in the text fields under Dimension Name
  3. Click the drop down lists under Source column and select the required source.
  4. Click the drop down lists under Comparison Type column and select the type of comparison. Available options are the following:
  • Discrete
  • List
  • Range Alpha
  • Range Date
  • Range Numeric
  1. Enter the Associated Values in the text fields under Associated Value
  2. Enter the Sort Orders in the text fields under Sort Order
  3. Click button to save the Dimension details.

The saved Dimension details are displayed under Multi Dimensional Rate Lookup grid.

 

  1. Use the text field provided under Plan Documentation field to provide details about the Rate Lookup definition.

You can use the Flexible Fields to define new fields for the definition.

  1. Use the text field provided under Notes field to provide notes about the Rate Lookup definition.
  2. Enter the owner name. By default this is populated with the logged in user name.
  3. Click button to save the Rate Lookup details.

You can also click  button to save the Rate Lookup and add another one.

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Popular Search:Getting Started