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## 17.5.2 View Charge Preferential Pricing

This topic describes the systematic instructions to view a list of configured charge preferential pricing.

The user can configure charge preferential pricing using Create Charge Preferential Pricing screen.

1. On Home screen, click Liquidity Management. Under Liquidity Management, click Maintenance.
2. Under Maintenance, click Charges. Under Charges, click Charge Preferential Pricing.
3. Under Charge Preferential Pricing, click View Charge Preferential Pricing.
   The View Charge Preferential Pricing screen displays.

   Figure 17-14 View Charge Preferential Pricing

   Description of "Figure 17-14 View Charge Preferential Pricing"
   For more information on fields, refer to the field description table.

   Table 17-19 View Charge Preferential Pricing - Field Description

   Field | Description
   --- | ---
   Customer ID | Displays the customer ID.
   Charge Type | Displays the charge type.
   Application Code | Displays the application code.
   Authorization Status | Displays the authorization status of the record. The available options are: Authorized Rejected Unauthorized
   Record Status | Displays the status of the record. The available options are: Open Closed
   Modification Number | Displays the number of modification performed on the record.

4. Click and then select any of the following options:
   - Unlock – To modify the record details. Refer to the Create Charge Preferential Pricing screen for the field level details.
     - Click Audit to view the maker details, checker details of the record.
     - Click Show History hyperlink to view the historical data of the record.
   - Delete/Close – To remove the record.
     - Optional: In the confirmation pop-up window, click View to view the record details.
     - Click Proceed to delete the record.
   - Authorize – To authorize or reject the record. Authorizing/Rejecting requires necessary access rights.
     - Optional: Click View to view the record details.
     - If there are more than one modifications, Click Compare to view the comparison through the field values of old record and the current record.
     - Select the record and click Approve to approve the record.
     - Select the record and click Reject to reject the record. Specify the relevant comments in the pop-up window that appears, and click Confirm.
   - View – To view the record details.

     The Charge Preferential Decisioning Maintenance screen displays.

     Figure 17-15 Charge Preferential Decisioning Maintenance

     Description of "Figure 17-15 Charge Preferential Decisioning Maintenance"

     Table 17-20 Charge Preferential Decisioning Maintenance - Field Description

     Field | Description
     --- | ---
     Customer ID | Displays the customer for which the preferential pricing has to be setup.
     Customer Name | Displays the customer name based on selected customer ID.
     Charge Type | Displays the type of the charge. The available options are: Customer Structure
     Structure Type | Displays the type of the structure. The available options are: Sweep Hybrid Pool
     Charge Code | Displays the charge code for preferential pricing configuration.
     Charge Code Description | Displays the description of the selected charge code.
     Charge Pricing Rule ID | Displays the charge pricing to be applied.
     Charge Pricing Description | Displays the description of the selected Charge Pricing Rule.
     Charge Criteria | Displays the criteria to be considered based on which the charges are calculated. The options are: One Time Setup Charge Structure Setup Charge Count of Accounts Count of Sweeps Flat Maintenance Charge Parent Charge Code Note: The taxes will be applicable based on the tax configured for the charge code in charge decisioning.
     Effective Date | Displays the date from when the preferential pricing validity is effective.
     Expiry Date | Displays the date from when the preferential pricing validity is effective.

   - Reopen – To reopen the closed record.

Parent topic: Charge Preferential Pricing