---
title: "Manage Reference Data Records"
canonical: "https://hub.freewheel.tv/space/OS/113901589/Manage%20Reference%20Data%20Records"
format: markdown
---
Archive a Reference Data Record Reference data records that are archived cannot be unarchived; once archived, the record will no longer be accessible. 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: Go to the appropriate reference data management tab. Open the record. At the bottom of the screen, click  Archive . 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: Go to the appropriate reference data management tab. Open the record. At the bottom of the screen, click  Duplicate . This opens the  Create Record  widget. Change values as desired. 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: Go to the appropriate reference data management tab. Open the record. At the bottom of the screen, click  Deactivate . 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: Go to the appropriate reference data management tab. By default, only active records are displayed. Remove filters and display all records by clicking  Clear All  in the Applied Filters bar. Open the record. 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: Go the Client Taxes or Vendor Taxes page. Open the record. For  Valid To , select a date that is before today. Click  Save . Reactivate a Client Tax or Vendor Tax Record To reactivate a deactivated Client Tax or Vendor Tax record, do the following: Go to the Client Taxes or Vendor Taxes page. Open the record. 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. Click  Save . Open a Reference Data Record To open a reference data record, do the following: 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.