Duplicating Rates
If you need to add a new interest rate table entry that is very similar in detail to an existing rate entry, you can duplicate it, assign a new name, and modify any details for it.
- In the administration navigation pane, click Rates.
- (Optional) In the search area field, enter search filter criteria and click Search.
-
Select the rate entry to duplicate and perform one of the following steps:
- Click Duplicate.
- Click the Edit Rate icon for that row and then on the Rates > Edit <Rate Name> page, click Duplicate.
- To make changes to the rate table entry name, base index rate, or margin percentage, place your cursor in the field and enter the new information. To make changes to the base index name, select a new name from the drop-down list.
- Click Create.