Initiate and/or Update FCR Documents in Bulk from the Rate Schedule Library

Select Initiate FCR Docs button
- This button should be available to all users with the “FCR Composer” entitlement
A module will open to continue
- Only rate schedules in a published state should be available for selection
Select Rate Schedule within the library
- Only one rate schedule can be selected.
- Once a schedule is selected, the option to Continue will become active
Once a rate schedule has been selected, at the top of the modal, the Charge Type and Service type of the selected rate schedule will be displayed. As well as the initiating party and document type.
- Only “Client managed Rates” or “Broker managed Rates” documents can be initiated from here, Broker managed 3 party documents are not available.
- If the selected party acts as both a Client and Broker role, a radio button selector will be available to assign. By default “Broker managed rates” is selected.
If the selected document type is “Broker managed Rates”, add an additional step in the workflow - “Sales Contact” between “Counterparties” and “Confirm”
Selecting the counterparties with whom to initiate a document - “Counterparties”
- A list of counterparties for existing documents will be displayed in the grid
- A new counterparty, resulting in a new Document, can be added using the Search bar
  - Enter the party name & select +Add
- Based on selections, a summary is provided for # of New Documents and # of Updates to current Documents
Broker Managed Documents will require Sales Contact set up in next step
- These are the Sales Contacts set up in the Broker Party’s Manage Party page
- If desired contacts are not available in the drop down, navigate to Manage Party page to add contacts
In the last step to Initiate, user can review all details and make selections for approval on FCR Documents
- Summary of New Documents and Updates for current Documents displayed
- Approval on eligible FCR Documents
  - Send for approval will move the Document to Internal Review and require and approval on the FCR Document
  - Automatically approve will approve on behalf of the initiating party and move the document to Counterparty Review
After selecting Initiate the updates will begin to process
Once complete a notification will be available

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