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 case.
...
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.
**All the same notes from the section above can be applied to these descriptions as well. **
...
Filter Fields
...
Descriptions
...
Account Class
...
The type of account of the batches.
...
Site Class
...
The type of customer the batch is for.
...
Division
...
The area the batch is for.
...
Bill Group
...
The group this batch will be billed too.
...
Service Region
...
The region for the batch of services.
...
Line Of Business
...
The type of service for this new batch.
...
Charge Code
...
Add additional services to this batch.
...
Effective Date
...
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.
Site Service Rate Update Batch
This tool is used to modify a batch by amount or percentage, export to excel, import back in, and then post the new batch. You can also void or close an account or batch.The Rate Update Batches tool is used to mass update rates for sites by either a percentage or an entered value amount. This tool offers two options to create a batch rates are updated in: Site Service Batch or Site Service Charge Batch. Site Service Batch is used to create a batch for sites receiving recurring services. Site Service Charge Batch is used to create a batch for sites receiving one-time charges. After a batch has been created it will display on the Rate Update Batches screen with an 'Open' status. Color coding is used to identify batch status using the following colors:
Open = White
Green = Posted
Red = Voided
| Info |
|---|
This article details the process of updating rates after a batch has been created. |
...
Field Descriptions
Modifications | Descriptions |
|---|---|
Change Type | Modify the amount Increase or decrease rates by percentage or amount. Modify what amount? |
Amount | Modify Indicates 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 export this batch into excel to make necessary changes. This is a very passive sentence structure. Looking for active when writing descriptions. |
Import | This allows to import 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 tool. |
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 does. |
Void | This is for voiding a matching percentage or amount. - Don’t start a description off with “this is for”. This description is also unclear. |
Close | This is to you to close the batch for a specific amount. Don’t start a description off with “this is for” |
Applying Rate Change to Batch
Select batch and double click.
Select which accounts you would like to apply the rate change for.
Select the Change Type and
thenenter the amount or percentage of the adjusted rate and select Apply.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.
Import spreadsheet back in to apply changes. Same as comment above
Select post batch with applied changes. Capitalize Post. Also, the button is only called Post and not ‘Post Batch’. You have to be exact here.
Manual Entry
You can also 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”
...
to adjust rates by. If rates are being decreased, place a minus sign in front of the numeric value. | |
Export | Option to export what is currently displayed to Excel. |
Import | Option to import an Excel document into the tool. |
Post | Posts the new rates to the accounts and updates the batch status to Posted. |
Void | Select Void to void the batch. Rates will not be updated for voided batches. |
Close | Select Close to close the Rate Update Batches tool. |
Apply a Rate Change to Multiple Accounts
...
Double click selected service in the batch.
Select the services you would like to apply rate changes to in the batch.
Select the Change Type rates will be adjusted by. Options are either: .
Amount - Dollar amount
Percentage - Percentage of current dollar amount
Enter the Amount of the change.
Increase Rate: Enter a positive value in the Amount field
Reduce Rate: Enter a negative value in the Amount field
Select Apply when finished.
Select Post and the new rates will be posted to the accounts.
Apply a Rate Change to Individual Accounts
...
Click within the New Rate field.
Enter the new rate.
Select Post and the new rates will be posted to the accounts.
...
Related Articles
Rate Update Batches - Includes field descriptions and functionality of Rate Update Batches.