Setup: Branches - Rate Gen Settings

How to get there: Set Up | Branches | Rate Gen Settings Tab

The Rate Gen Settings Tab is for information purposes only, the values cannot be altered on this screen.

see the Desktop Client Maintenance | Branches | Rate Generation Settings Tab for setting up the Branch Level Settings.

see System: Rate Generation in order to set up the System Level Settings for Rate Generation.

Screen Layout and Fields

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Use System
Level Settings

By selecting this option, the system uses the default system level settings

Use Branch
Level Settings

If this setting is chosen, Branch Level Settings will be used by the system. These will need to be configured through the Desktop Client. see the Desktop Client Maintenance | Branches | Rate Generation Settings Tab for more information

Screen Actions

Save

Select to Save the Branch record

Branch View

Select to launch Branch View

Delete Branch

Select to Delete the Branch record. Before being able to Delete the content, the user will presented to a screen similar to the one below detailing how many records are linked to the Branch record. To Delete, select the OK button to confirm, otherwise press the Cancel button

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Refresh

Select to Refresh the screen and discard any unsaved changes