Pathway: Sales > Rate Update 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:
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Modifications | Descriptions |
|---|---|
Change Type | Increase or decrease rates by percentage or amount. |
Amount | Indicates the amount to adjust rates will be adjusted by. If rates are being decreased, place a minus sign before entering a in front of the numeric value. |
Export | Select and anything displayed on the screen will be exported Option to export what is currently displayed to Excel. |
Import | Select Option to import an excel Excel document into the Site Service Rate Update Batch tool. |
Post | Select Post after all rate changes are complete to post Posts the new rates to the affected accounts. The status of the batch will be placed in a Posted statusaccounts and updates the batch status to Posted. |
Void | Select Void to void the batch. Rates will not be updated for voided batches. this option to void a matching percentage or amount to update the batch that way. |
Close | Select Close to close the Rate Update Batches tool. |
Once a batch is in a posted status it can not be updated. ...
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.
Briefly detail what they will see after Apply is selected this should include the New Rate field and Variance fieldSelect Post and the new rates will be posted to the included accounts.
Apply a Rate Change to Individual Accounts
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Click within the New Rate field.
Enter the new rate.
Select Post and the new rates will be posted to the affected accounts.
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