About Rate Setup

This section outlines how account and subscriber rates are set up in the Graphical Setup module.

In Graphical Setup, existing rates are listed in a “tree” that has “branches” to show the relationships among rules or other rates. When you select a rate in the tree, details about that rate are shown in the right pane of the window. The toolbar allows you to find and filter rates, as well as launch the Rate Setup Wizard. New rates are added by completing the Rate Setup Wizards, which take you step-by-step through the entire rate setup process.

Rate Trees

The rate trees show all of the existing rates in the system. If you choose, you can use the filter to show only the rates that meet certain criteria (see 364 for more information). The default view shows all rates. The subscription and account rate trees are shown below.

Different subscription rate types are represented by different icons, which are described in the following table.

Icon	Description
	Indicates a Normal rate.
	Indicates a Promotional rate.
	Indicates a Reduced rate.
	Indicates a Retail rate.

For account rates, different rules are represented by different icons, which are described below.

Icon	Description
	Indicates a Product rule.
	Indicates a Delivery rule.
	Indicates a Route rule.
	Indicates an Account rule.
	Indicates a Copy rate associated with this rule.
	Indicates a Period rate associated with this rule.

Within the rate tree, a plus sign (+) next to an icon signifies that there is more information within an icon (such as the “next rate” for a promotional subscription rate). Click the plus sign to expand the rate tree.

Note: If more than one next rate appears under a subscription rate, that means the rates are connected in a “rate chain”. See Creating Rate Chains to learn how to create rate chains.

Click the minus sign (-) to collapse the rate tree.

Subscription Rate Tree Filter

The subscription rate tree has a filter function that allows you to show only the rate codes that meet certain criteria. To open the filter, click the Filter icon () on the tool bar. The filter window is shown below.

You can show All, Active or Inactive rate codes, and also narrow down your selection by choosing a specific publication, rate type, delivery method, reason, delivery schedule, or combination of criteria. Make the selections you want, and click Filter to apply them.

Tool Bar

Some options are available on the tool bar rather than the menu. These options are described below.

Button	Name	Use it to...
	Find	Search for a rate code using a text string. If you can’t remember the name of a rate code, but you know it contains the text “DM”, for example, you can locate it by using Find. After finding a match, you can locate the next match by pressing F3. You can also press Alt-F to activate this button.
	Filter	Subscription rates only. Show only certain subscription rate codes based on criteria you specify. See Subscription Rate Tree Filter for more information about the filter. You can also press Alt-Q to activate this button.
	Subscription Rate Setup Wizard	Create a new rate by completing the wizard. See Adding Subscription Rates or Adding Account Rates for more information. You can also press Alt-W to activate this button.
	Subscription Rate Increase Wizard	You can also press Alt-S to activate this button.
	Refresh	Refreshes the rate tree to show the most recent changes. You can also press Alt-R to activate this button.