The Run Rates Process uses a rule to display the Rates Management Values for the selected period.
The Rates Execute Results rule is automatically created the first time the Run Rates Process is run. This rule contains a query that generates the assigned rate value records to be displayed when the Run Rates Process had finished.
Note: The Run Rates Process will automatically create the Rates Execute Results rule if it does not exist with the default query. Any changes made to the default query after the rule has been created will need to be redone.
The table below details the contents of the Rates Execute Results rule. Refer to the Rules topic for information on how to manage rules.
| Rule | Description |
|---|---|
|
Name |
The name must be set to Rates Execute Results. |
|
Module |
The module must be set to RatesManagement. |
|
XLM Query |
The XLM Query will be set to the default query, which is describe in the below table. |
The table below details the structure of the default query assigned to the Rates Execute Results rule. Use Query Builder to preview the rule and make any required changes.
Note: The query must contain the mandatory named filters as they are used to filter the results, however the outputs may be changed to suit your requirements.
| Rates Execute Results | Description |
|---|---|
|
Table |
This must be set to Rates Management Values table. |
|
Filters |
|
|
Rate Category |
The filter must be named Category. |
|
Rate Period Code |
The filter must be named Period. |
|
Outputs (Suggestions only) |
|
|
Rate Category |
1st sort field with grouping enabled. |
|
Rate Type |
2nd sort field with grouping enabled. |
|
Rate Code |
3rd sort field with grouping enabled. |
|
Rate |
Average is set as the aggregation for this field. |
|
Value |
Sum is set as the aggregation for this field. |
|
Total Value |
Sum is set as the aggregation for this field. |
|
Locked |
Defines whether the rate value has been locked. Rate values are not able to be changed when locked. |
|
Comments |
Any comments relating to the rate values. |