Working with Basic Decay Tables
Use this information to edit, delete, and export basic decay tables and scenarios.
Any setup change to a table affects all
accounts that are linked to the table. If you delete a table, then the Decay
Rates setting for any affected accounts in the Chart of
Accounts is changed from Decay Tables to
None.
- Navigate to .
- Select a What If scenario.
-
Select a situation and follow the corresponding steps.
Situation Steps Edit a Table - Change the Table Name of the table.
- Select or clear Scenarios to determine which rate shocks the table uses.
- Update rate shocks as needed.
- Select Save.
Delete a Table or Scenario - Select or clear Scenarios to remove shock rates for a table.
- Select
Delete for the decay table that you want to remove. - Select Delete to confirm the deletion.
If you try to delete a table that is referenced in the Chart of Accounts, then the application informs you but allows you to continue.
You cannot delete the Flat Rate scenario column.
Export Table Setup Information - Select Export.
- Select the type of file that you want to export:
- CSV
- Excel
When you select one of these options, the system sends you a notification, and the exported file appears in the grid.