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Isabel Navarro

Isabel Navarro

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Pathway: Sales > Rate Update Batch

This tool is used to modify a batch by amount or percentage, . Use export to excel to modify that way, then import back in, and then post the new batch. You can also void or close an account or a batch. - Update the description

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Field Descriptions

Modifications

Descriptions

Change Type

Increase or decrease Modify the amount rates by percentage or amount. to change the rate to apply once the batch has updated.

Amount

Indicates the amount rates will be adjusted by. If rates are being decreased, place a minus sign before entering a numeric value.

Export

Select and anything displayed on the screen will be exported to Excel. Use this export this batch into excel to make changes.

Import

Select to import an excel document into the Site Service Rate Update Batch tool.

Post

Select Post once all rate changes are complete and the batch will change from an Open to a Posted status. Once a batch is in a posted status it can not be updated.

Void

Select this option to void a matching percentage or amount to update the batch that way.

Close

Select to close the tool.

Applying Rate Change

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  1. Double click selected batch. Is this any batch? This needs to be specific.

  2. Select the accounts you would like to apply the rate change to. From where?

  3. Select the Change Type and enter an amount or percentage of the adjusted rate and select Apply. What happens after Apply is selected?

  4. Select Post with applied changes. This does more than simply post the changes, it posts the entire batch. Make sure your documentation is clear that once posted they can’t make any additional changes.

Manual Changes

  1. Click within the New Rate or Variance field. Only one of these can be manually adjusted - go to this tool in a test environment and test the fields.

  2. Add in the new rate either add amount or new variant. Only one of these can be manually adjusted - go to this tool in a test environment and test the fields.

    • If they would like to decrease the rate, how should they enter the value?

    Post to apply the changes. This does more than simply post the changes, it posts the entire batch. Make sure your documentation is clear that once posted they can’t make any additional discount.

  3. Post to apply the permanent changes.

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