Archive a Reference Data Record

The following types of reference data records can be archived:

• Exchange Rate records
• Terms & Conditions records

To archive a reference data record, do the following:

1. Go to the appropriate reference data management tab.
   
   
2. Open the record.
   
   
3. At the bottom of the screen, click Archive.
   
   
4. Read the archival warning message and continue by clicking Yes.

Copy a Reference Data Record

The following types of reference data records can be copied:

• Fee records
• Commission records

To copy a reference data record, do the following:

1. Go to the appropriate reference data management tab.
   
   
2. Open the record.
   
   
3. At the bottom of the screen, click Duplicate. This opens the Create Record widget.
   
   

4. Change values as desired.
   
   

5. Choose one of the following options:
   
   
   • Click the Save button: Save the record and close the Create Record widget.
     
     
   • Click the Save And Create Another button: Save the record, immediately copy the newly created record, and edit the newly created copy.

Deactivate or Reactivate a Reference Data Record

There are two ways that a reference data record can be deactivated or reactivated:

• Directly, by clicking a button.
  • Fee records, Commission records, and Cost Category records can be deactivated/reactivated directly.
• Indirectly, by changing its valid-to date.
  • Client Tax and Vendor Tax records can be deactivated/reactivated indirectly.

Deactivate a Fee, Commission, or Cost Category Record

To deactivate a Fee, Commission, or Cost Category record, do the following:

1. Go to the appropriate reference data management tab.
   
   
2. Open the record.
   
   
3. At the bottom of the screen, click Deactivate.
   
   
4. Read the deactivation warning message and continue by clicking Yes.

Reactivate a Fee, Commission, or Cost Category Record

To reactivate a deactivated Fee, Commission, or Cost Category record, do the following:

1. Go to the appropriate reference data management tab.
   
   
2. By default, only active records are displayed. Remove filters and display all records by clicking Clear All in the Applied Filters bar.
   
   
3. Open the record.
   
   
4. At the bottom of the screen, click Activate.

Deactivate a Client Tax or Vendor Tax Record

To deactivate a Client Tax or Vendor Tax record, do the following:

1. Go the Client Taxes or Vendor Taxes page.
   
   
2. Open the record.
   
   
3. For Valid To, select a date that is before today.
   
   
4. Click Save.

Reactivate a Client Tax or Vendor Tax Record

To reactivate a deactivated Client Tax or Vendor Tax record, do the following:

1. Go to the Client Taxes or Vendor Taxes page.
   
   
2. Open the record.
   
   
3. For Valid To, do one of the following:
   
   
   • Clear the date field. This will reactivate the tax until the record is manually deactivated again.
     
     
   • Select a new valid-to date that is in the future. This will temporarily reactivate the tax; the record will be automatically deactivated after the selected valid-to date.
     
     
4. Click Save.

Open a Reference Data Record

To open a reference data record, do the following:

1. Depending on the type of the reference data record:
   

   Reference Data Record Type	Steps
   Fee & Tech Rate Record	Go to the Admin > Reference Data > Fees & Tech Rates tab. Optional: By default, only active records are displayed. Remove filters and display all records by clicking Clear All in the Applied Filters bar. In the Name column of the Fees grid, click the name of the record.
   Tax Record	To open a tax category: Go to the Admin > Reference Data > Taxes tab. Click Tax Category. All tax categories are displayed.
   	To open an Alternate Tax Option: Go to the Admin > Reference Data > Taxes tab. Click Alternate Tax Option. All Alternate Tax Options are displayed.
   	To open a Client Tax or Vendor Tax record: Go to the Admin > Reference Data > Taxes tab. Click Client Taxes or Vendor Taxes. In the ID column of the Client Taxes or Vendor Taxes grid, click the identifier of the record.
   Commission Record	Go to the Admin > Reference Data > Commissions tab. Optional: By default, only active records are displayed. Remove filters and display all records by clicking Clear All in the Applied Filters bar. In the Name column of the Commissions grid, click the name of the record.
   Exchange Rate Record	Go to the Admin > Reference Data > Exchange Rates tab. In the ID column of the Commissions grid, click the identifier of the record.
   Terms & Conditions Record	Go to the Admin > Reference Data > Terms & Conditions tab. In the Name column of the Terms & Conditions grid, click the name of the record.
   Media Type Record	Go to the Admin > Reference Data > Medias tab. All Media Types are displayed.
   Cost Category Record	Go to the Admin > Reference Data > Cost Categories tab. Optional: By default, only active records are displayed. Remove filters and display all records by clicking Clear All in the Applied Filters bar. In the Name / ID column of the Cost Categories grid, click the name of the record.