Override Rate Option

When you create a new unit, the system uses the
Rates
set at the dataset level as the default. You can enter a rate and then select the
Override Rate
option in the Unit page for the Unit Rates and State Tax Rates pages. The rate you enter at the Unit or State level becomes the rate for that Unit, not for the entire dataset.
There are three views of the Override functionality in the Unit and State pages.
  1. Before parameters and rates are set up, the new units created are populated with default rates. No override rate functionality is available. All rates set up for the unit and state details pages are available for the Unit level only.
  2. Units created after States, Countries, and/or Currencies are populated use dataset level rates and have override rate functionality available.
  3. Units created after parameters are set, but before States, Countries, and/or Currencies are populated, use default rates. Override rate functionality is available in read-only mode.