Once you have created or modified a charge plan, and then verified its structure, you are ready to save it.
To save a new charge plan to the database
From the menu bar in the main window, select File > Save > In The Database. The Save in the catalog dialog box opens.
Select the name of the catalog.
Click Save. The Charge Plan Creation dialog box opens.
Click OK.
To save a new version of an existing charge plan to the database
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Note: If a Warning dialog box opens to inform you that the charge plan has been modified since you opened it, you can:
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From the menu bar in the main window, select File > Save > In the Database. A dialog box opens to ask if you want to save the charge plan.
Click Yes. The Save Version window opens.
In this window, select one of the following options:
Create a new version: The Start Date is automatically filled in with the current date while the End Date is automatically filled in with No End Date. You can however replace these dates by selecting them with the calendar or the arrow at the right of the field. Clicking the arrow displays the dates related to existing versions. In this list, No Start Date represents an undetermined date in the past while No End Date represents an undetermined date in the future. A message informs you when overwriting versions.
Replace Versions: The existing versions are displayed from the latest to the oldest. If the list contains one version, this version is displayed as "Unique Version". You can replace one or more consecutive versions. A message informs you when overwriting versions. Note that the list can display identical versions whose periods are different.
Click Save. The Charge Plan Modification dialog box opens to inform you that the charge plan has been successfully created.
Click OK.
To save a charge plan as an XML file
From the menu bar in the main window, select File > Save > In a File. A confirmation dialog box opens.
Click OK. The Save dialog box opens.
Select a directory to save the charge plan.
In the File name field, type the name of the file.
Click Save. The charge plan is saved as an XML file in your selected directory.