Code Fields Page of the New Rate File Wizard

Use this page to assign code files to the new rate file.

Assigning codes to a rate file is optional. You can skip this page if you do not want to assign codes files to the rate file that you are creating.

Contents

Field Description
Number This column displays the number of code files assigned to the rate file that you are creating. You can assign a maximum of two codes to the rate file.
Prompt

Use this field to assign a label that Cobra will use as a prompt for the code field. This prompt appears as a column header in all the grids where it is used. You must enter a label in this field if you selected Code (optional), Code (required), or Text in the Code Field Type column.

Code Field Type

This field provides you with five options:

  • <none> — Select this option if you do not want to assign code files to the rate file that you are creating.
  • Code (optional) — Select this option to choose a valid code assignment from the code file specified in the Code File column or to leave the code assignments blank. Codes assignments may be left blank. However, when assigning codes, Cobra will validate that the assigned codes exist in the code file.
  • Code (required) — Select this option to require that a valid code assignment be selected from the code file specified in the Code File column. When assigning codes, Cobra will validate if the assigned codes exist in the code file. This option only allows you to assign valid codes from a code file and does not allow blank code assignments. Cobra does not validate existing assignments until individual records are selected. Previously blank or invalid assignments will not be updated automatically.
  • Text — Select this option to enter any text in the code field.
  • User Field — Select this option to choose a user for the code field from the list of users defined in the EPM Security Administrator.
Code File

Use this column to assign code files to the rate file that you are creating. Click to open the Code File Lookup dialog box, where you can select the code file that you want to use. You can only select a code file in this field if you selected the Code (optional) or Code (required) option in the Code Field Type column.

Note: You can modify code field assignments afterwards on the Code Fields Tab of the Rate File Properties dialog box.