Expense Rate Group Search

To perform an Expense Rate Group search:

1. Select Actions, and then under Pricing, select Expense Rate Group Search.

   

   The Expense Rate Group Search page opens.

   

2. Enter the search criteria, and then select Search.

   Criteria Notes

   • Where a list icon or lookup icon is provided, click it to open a box where you can search for and select the criterion you want to search or report on.
   • In the Group ID and Association ID fields, you can specify a range of values by using a dash (-) between the low and high end values, and search on multiple values by using a comma (,) between each value.
   • These special characters cannot be used: : ` ^ = " < > [ ] |
   • Do not enter spaces before or after text entires.

   • ERG ID
   • Group
   • Association
   • View

     From the drop-down list, select the hierarchy level you want to search on:

     • All
     • Client Hierarchy
     • Bank Hierarchy
     • Group Hierarchy
     • Association Hierarchy
   • From Start Date
   • To Start Date
   • From Stop Date
   • To Stop Date
   • Fee Category
   • From Percent Rate (%)
   • To Percent Rate (%)
   • From Per Item Rate ($)
   • To Per Item Rate ($)
   • Fee Name
   • GL Item Code
   • User Data Code
   • Volume Tier

     Select this check box to search on profiles/fee items that have Volume Tier pricing (or expense method) in place.

   -or-

   To run the report as an Offline Report, select an Offline Export Format, and then select Search.

   The report generates in the background and you will be able to retrieve it from the Offline Repository when it becomes available.

   The screen displays a list of ERGs that met the search criteria, along with a snapshot of the types of fees set up within the ERG. Select the Expense Rate Group (ERG) to view the template.