Search for a Proration Schedule Template

Use the following procedure to search for a proration schedule template:

1.  From the Financial Transactions section of the Setup menu, select Billing > Charge/Proration Templates. The Charge Schedule Templates page is displayed.

2.  If necessary, search for a charge schedule template.

3.  Click View next to a charge schedule template. The List of Proration Schedule Templates grid will be displayed.

4.  Click Show Search Criteria.

5.  In the Search Criteria fields, enter any or all of the following information:

      Name: Enter the name of a proration schedule template.

      Valid Date Rate: Enter or select dates in which the proration schedule template is valid.

6.  Click Search. Search results will be displayed in the List of Proration Schedule Templates grid.