Create rate lookup rules

  1. Go to the Rate lookup rules (PM205000) window.
  2. In the Rate table field, select the rate table you want to specify sequences for.
  3. In the Rate type field, select the rate type you want to specify sequences for.
    You define these rate types in the Rate types (PM204100) window.
  4. For each planned sequence, do the following:
    1. Click to add a new sequence line to the table.
    2. In the Sequence column, enter the sequence reference number. You can only use digits. If you do not enter a number, the system automatically generates the number of the new sequence.
      Leave a gap between reference numbers if you want to be able to insert additional sequences if needed, without having to renumber existing sequences.
    3. In the Description column, write the description of the new sequence.
    4. In the remaining fields, select the check box for the factors that affect the rate selection.
  5. Review the reference numbers of sequences and adjust them if needed, keeping in mind that the numbers define the order in which the system will be applying the sequences to find the rate.
  6. Click .
  7. If you plan to use the rate table with more than one rate type (that is, in more than one allocation step), repeat step 3 - 5 for each rate type.