Content Comparison

Pathway: Sales > Rate Update Batch

This tool sets up a one time charge batch for a customer. Note to Isabel - Description implies this tool will create a one time charge and apply it to all sites the batch includes. This is not the caseUse this too to apply an updated rate to a service batch .

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Site Service Charge Filter Fields

Note to Isabel - for these descriptions, consider adding “Filters to the type…..” then you are providing clarity to what the selections will do.

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Filter Fields	Descriptions
Account Class	The Filters by the type of account of the batches.
Site Class	The Filters by the type of customer the batch is for.
Division	The Filters by the area the batch is for.
Bill Group	The Filters by the group this batch will be billed too.
Service Region	The Filters by the region for the batch of services.
Line Of Business	The Filters by the type of service for this new batch.
Charge Code	Add Select and apply additional services to this batch.
Effective Date	The Apply the date would like this batch of services to begin.
Months At Current Rate	Displays how many months an account has been charged at the current rate.

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Modifications	Descriptions
Change Type	Modify the amount by percentage or amount . Modify what amount?to change the rate to apply once the batch has updated.
Amount	Modify the amount by adding a new amount based on selected Change Type. This sentence needs clarity Example: The adjusted rate amount. If percentage is selected for the Change Type, enter the % the rates should be increased…continue on for the other option in the Change Type field so they understand how these two fields work together.
Export	This is to Use this export this batch into excel to make necessary changes . This is a very passive sentence structure. Looking for active when writing descriptions. and prepare to Import and then Post.
Import	This allows toimport matching information back into the batch . What does this mean? Why would they import? What’s the purpose of this option? These are questions you need to be asking as you write to provide the reader a full understanding of how to use features of a toolto Post and apply the Rate Change to the batch or batches.
Post	Once the updates have been exported and imported back in again, select to post . - you are providing a process here, the process is in your section below. In this you need to capture exactly what that Post button doesto apply the batch update rates for the selected batches.
Void	This is for Select this option to voiding a matching percentage or amount . - Don’t start a description off with “this is for”. This description is also unclearto update.
Close	This is to you Select to apply necessary adjustments to close the batch for a specific amount. Don’t start a description off with “this is for”

Applying Rate Change to Batch

1. Select batch and double click.

2. Select which accounts you would like to apply the rate change for.

3. Select the Change Type and then enter the amount or percentage of the adjusted rate and select Apply.

4. Export to Excel spreadsheet to make proper adjustments. - is this required or optional - call that out otherwise you may be telling the reader to do something they don’t need to do.

5. Import spreadsheet back in to apply changes. Same as comment above

6. Select post batch Post with applied changes. Capitalize Post. Also, the button is only called Post and not ‘Post Batch’. You have to be exact here.

Manual

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Changes

Click the New Rate field to manually add in new rates and variants or work order minimums. - Revise this sentence structure so you’re not starting out with “You can also”

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