Rate: Rate tracking tab

This tab displays the Save Date, User Name, and Notes when you use the Rate Model Request XML to import updates to a rate. The updates appear in descending order.

Note: This tab does not display or track the Save Date, User Name or Notes when you manually update charges on a rate.

Manually Tracking Update Charges on a Rate

1. Select the rate you want to save.

2. Go to Action > Save Current Rate Schedule or click the button.

3. In the Rate Update Comment dialog, enter the update charges made to the rate.

4. Click Save.

5. The Rate Tracking tab now displays the Save Date, User Name and Notes of the manual update charges on the rate.