Rate Class Type

 

The Rate Class Type maintenance document is used to establish and maintain numeric codes and textual description values which are stored in database tables.  This data serves as reference information that is made available for display and selection in various areas of the system, including other e-docs.  This maintenance document is available for defining different types of rate classes to be used in proposal and budget development.

Document Layout

Figure 1072 Rate Class Type Maintenance Document Example Layout

Edit Rate Class Types Section

The Edit Rate Class Types section of the Rate Class Type maintenance document is a unique section that allows you to specify and maintain the details associated with the reference table record in fields.

Table 543 Rate Class Type Maintenance Document - Edit Rate Class Types Section Field Descriptions

Field

Description

Rate Class Type

Required.  Enter the alphanumeric type of rate class this code is a part of.  Type the suspected value in the box and click the direct inquiry icon or click the lookupsearchicon icon to search for and return the value to populate the box automatically.

Description

Required.  The actual familiar name or title of the rate class type that will correspond to the code value.  Click the add note  icon to view/edit/paste text in a new browser window, then click the continue button to return to the text entry field in the document.

Prefix Activity Type?

Required.  Check to add this rate class type as a prefix to the associated activity type, or clear to not prefix the activity type.  Activity Type is a major institution function.  Click within the checkbox to select the item.  A check mark appears within the checkbox to indicate the item is selected.  Click within the checkbox again to clear the mark and deselect the item.

Sort Id

A numeric value used to identify the way in which the rate class type is sorted (sequential order in which it is displayed in a list) in a database or user interface that displays data in a table format.

Examples

Figure 1073 Rate Class Type Maintenance Document Example Values

Common Features

This maintenance document includes the following features that are common to most KC maintenance documents:

Table 544 Links to Common Maintenance Document Component Instructions

Common Maintenance E-Doc Component

Cross-Reference Links To Usage Instructions

Document Header

link.png  For more information, see “Header Area in E-Doc Fundamentals.

Document Overview Section

link.png  For more information, see “Document Overview” on page 93 in Common E-Doc Tabbed Sections.

Notes and Attachments Section

link.png  For more information, see “Notes and Attachments” on page 94 in Common E-Doc Tabbed Sections.

Ad Hoc Recipients Section

link.png  For more information, see “Ad Hoc Recipients” on page 96 in Common E-Doc Tabbed Sections.

Route Log Section

link.png  For more information, see “Route Log” on page 97 in Common E-Doc Tabbed Sections.

Action Buttons

link.png  For more information, see  “Action Buttons” on page 71 in Selection, Entry and Action Tools.

Process

link.png

For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” in the Overview section.