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Modifying a Rate Using the Rate Wizard

EnergyCAP recommends using the Rate Wizard when modifying an existing rate. If a rate is modified using the Simple rate functionality, the rate is designated as a custom rate.

NOTE: Modifying a rate is not the same as creating a new version of the rate. If the existing rate is changing, use the New Version option (see Creating a Rate Version).

To modify a rate using the Rate Wizard:

  1. Select the Accounting | Rates. The Rate Manager appears.

  2. Click rate_lst.gif to navigate to the vendor under which the rate exists.

  3. Select the appropriate rate.

  4. Right-click and select Properties | Wizard. The Rate Wizard window appears.

  5. Modify the rate by replacing existing information with updated information. When done, click the Finish button.

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