Maintain Rates

This activity allows you to maintain the rates for component/rebate/charges at a property level. Based on the entered property filter criteria, the system displays the property, component, and pay plan details in the multiline where you can map the components.

Select the “Maintain Rates” activity under the “Scheme Details - Sales” business component.

The “Maintain Rates” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following details in the “Property filter” group box:

Scheme Code

The code identifying the scheme for which the login user/company is mapped.

The system displays the following in the “Property filter” group box:

Scheme Name	The name of the scheme.
Category	The category of the scheme.

Enter the following details in the “Property filter” group box:

Block	Use the drop-down list box to select the block name of the property.
Tower	Use the drop-down list box to select the tower name of the property.
Floor	Use the drop-down list box to select the floor name of the property.
Unit	Use the drop-down list box to select the unit of measurement of the area.
Configuration	Use the drop-down list box to select the configuration of the property.

Click the “Fetch” button to retrieve the details in the multiline for the entered property filter.

Tab: Property Details

The system displays the following in the “Property Details” multiline:

Property No	The number identifying the property for which the scheme is mapped.
Block	The block name of the property.
Tower	The tower name of the property.
Floor	The floor name of the property.
Unit	The unit of measurement of the area.
Configuration	The configuration of the property.

Tab: Component Details

The system displays the following in the “Component Details” multiline:

Code	The code identifying the component to which the scheme is mapped.
Description	The textual description of the component.
Type	The type of the component to which the scheme is mapped.
A/c code (Principal)	The code identifying the principal account where the revenue posting of the component occurs.

Enter the following details in the “Component Details” multiline:

A/c code (Interest)	The code identifying the interest account where the revenue posting of the component occurs.
Interest Included	Use the drop-down list box to specify whether the interest is included or not. The combo is loaded with the options “Blank”, “No” and “Yes”.

Tab: Rate Details

Enter the following details in the “Rate Details” multiline:

Rate (Principal)	The principal rate applied for the component.
Rate (Interest)	The interest rate applied for the component.
Basis	Use the drop-down list box to specify the basis of the rate. The combo is loaded with the options “Blank”, “%” and “Amount”.
Effective From	The date from which the rate is effective.
Effective To	The date until which the rate is effective.
Area from	The area from which the rate is applicable.
Area to	The area until which the rate is applicable.

Tab: Pay Plan Details

The system displays the following in the “Pay Plan Details” multiline:

Code	The code identifying the pay plan to which the scheme is mapped.
Description	The textual description of the pay plan.
Type	The type of the pay plan to which the scheme is mapped.

Click the “Map” button to map the component, rate and pay plan details to the property.
Click the “View Report” button to view the rates report.

To proceed, carry out the following

Select the “Charge – Component Mapping” link to map the charge and component details.