How do I link a rate to a service?

Rates

When you set up a rate, you assign the rate to a service. The service will use the rate to calculate a billing amount.

Linking a rate to a service

1. Open Connect Utility Management > Organization > Rates.

2. Use the Service menu to select a service.

What if the service isn't listed in the menu? If the service is not included in the menu, the service is not saved in the Services table. Open the Services table (Organization > Services) and then add a new service. More

Rates, Service box

Changing a service on a rate

1. Open Connect Utility Management > Organization > Rates.

2. Click Restricted Fields.

The Service field is a restricted field. A restricted field has a gray background and the field is locked so you can't make any changes to it.

Service field that's restricted

3. Enter a field access password to unlock the Service field.

Linking a rate to more than one service

You can link one rate to one service. If you need to link the rate to another service, you can copy the rate and create a new rate that you can link to the service. To copy a rate, click Copy (SHIFT+F7).

202205, 2022Jun29