Add Link RateGroup Capability to OIPA Rates Functionality

This feature implements the ability to create RateGroup relationships with entities such as Company, Group Customer, Product, Plan, Class etc.

Prerequisites

Provide Security for SearchRates and CreateRates CompanyPages.

New Items

BusinessRule: Screen: LinkRateGroupSearchScreen(Prototype)

Changes to Existing Items

NA

Configuration Details

  • LinkRateGroupSearchScreen is created and overridden at Prototype Company level. The screen rule is configured to search and link an entity to the RateGroup and display the results of linked entities for the RateGroup through SearchRates or CreateRates Screens.
  • Entities Plan and Customer are configured with following fields in Search and Result section:

    • Plan: Plan Name and Product Name

    Customer: Customer Number