How to Add a New Base Rate Chart

1. Click the arrow next to the New button, or press the N key. 

   

2. Click Rate Charts. 

   

3. Select Base Rate.

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How to Edit a Base Rate Chart

1. Go to Maintenance > Rate Charts.
2. Double click Base Rates, or click the + next to Base Rates.
3. Click the "+" next to the chart ID, or double-click chart ID.
4. Double click on the base rate you want to edit.

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How to Copy a Base Rate Chart

1. Go to Maintenance > Rate Charts.
2. Double click Base Rates, or click the + next to Base Rates.
3. Click the "+" next to the chart ID, or double-click chart ID.
4. Right click on the base rate you want to copy.
5. Select Copy Rate Chart...

See Rate Chart - Copy Rate Chart.

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How to Deactivate a Base Rate Chart

1. Go to Maintenance > Rate Charts.
2. Double click Base Rates, or click the + next to Base Rates.
3. Click the "+" next to the chart ID, or double-click chart ID.
4. Double click on the base rate you want to delete.
5. Click the Deactivate button at the bottom right of the form.

Alternate Steps

1. Go to Maintenance > Rate Charts.
2. Double click Base Rates, or click the + next to Base Rates.
3. Click the "+" next to the chart ID, or double-click chart ID.
4. Right-click on the base rate you want to deactivate and select Deactivate Rate Chart.

Deactivate All Charts In a Chart ID

1. Go to Maintenance > Rate Charts.
2. Double click Base Rates, or click the + next to Base Rates.
3. Right-click on the chart ID you want to deactivate and select Deactivate Rate Chart.

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How to Activate a Base Rate Chart

1. Go to Maintenance > Rate Charts.
2. Make sure Show All in the main toolbar is checked.
3. Double click Base Rates, or click the + next to Base Rates.
4. Click the "+" next to the chart ID, or double-click chart ID.
5. Double click on the base rate you want to activate.
6. Click the Activate button at the bottom right of the form.

Alternate Steps

1. Go to Maintenance > Rate Charts.
2. Make sure Show All in the main toolbar is checked.
3. Double click Base Rates, or click the + next to Base Rates.
4. Click the "+" next to the chart ID, or double-click chart ID.
5. Right-click on the base rate you want to activate and select Activate Rate Chart.

Activate All Charts in Chart ID

1. Go to Maintenance > Rate Charts.
2. Make sure Show All in the main toolbar is checked.
3. Double click Base Rates, or click the + next to Base Rates.
4. Right-click on the chart ID you want to activate and select Activate Rate Chart.

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Base Rate Chart Form

Base Rate Header

Base Rate Details

Geographic Adjustments

Geographic adjustments can only be made for on demand orders.

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