Associating a Variable Rate Profile with a Standard Contribution/Distribution Calculation

If a standard contribution or distribution can vary based on a derived factor or a discrete piece of data, you can use the Variable Rates window, accessed from a button on the Standard Rates window, to associate a variable rate profile or rule with the activity rate calculation to specify how the result can vary.

To associate multiple conditions that must all be satisfied, you must attach all the conditions to a single variable rate profile. Specifying them in a sequence in the Variable Rates window instructs the application to find only the first satisfying condition and then stop.

Attention: You must define a variable rate profile or rule before you define a standard contribution or distribution that uses a variable rate.

arrow icon   To associate a variable rate profile or rule with a standard contribution/distribution calculation:

  1. Enter a Seq (Sequence) number to specify the order in which the system processes this variable rate profile relative to any other profiles you associate with this standard contribution/distribution calculation.

  2. Select the Name of a variable rate profile you are associating with this standard contribution/distribution calculation.

  3. Choose the Rules tab if you are associating a variable rate rule with this calculation. Enter the Seq (sequence) number and select the name of this variable rate rule.

  4. Save your work.