This section describes the process of creating Mass Update Rates.

 

Set up Mass Update Rates

To set up the Mass Update Rates:

1.Select Administration and then System.

2.Select Manage Countries and type the Countries Rates.

3.Select Manage Currencies and type the Currencies Rates.

4.Select Manage States, then States and type the States Rates.

 

Mass Update Rate Parameters

To set up the Mass Update Rate Parameters:

1.In the My Datasets, select a Provision dataset.

2.Select More and then Dataset Parameters.

a.Type the Parameter Name.

List of Parameter Names:

1)CountryRates

2)CurrencyRates

3)StateRates

b.Select Alphanumeric for the Parameter Type.

c.Type Y for the Parameter Value.

 

Rate Population

There are two ways to initially complete the State, Country, and Currency with Mass Update Rates:

 

1)The rates are transferred from Administration to populate the lists:

1.In My Datasets, select a Provision dataset.

2.Select More and then select Currency Rates, Country Rates or State Rates.

3.Click Populate All to transfer all rates.

 

2)The alternative method is to add individual rates at the Dataset level:

1.In the My Datasets, select the Provision dataset.

2.Select More and then select Currency Rates, Country Rates or State Rates.

3.Click Add and then select a code from the list.

4.Click Save. The application automatically transfers the rates to the units for this Symbol/Code along with the existing Mass Update Rates.

 

To refresh the Dataset level rates with the updated rates in the Administration area, click Copy From Admin.