Pathway: Sales > Rate Update Batch
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 batchThe 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
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This article details the process of updating rates after a batch has been created. |
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Field Descriptions
Modifications | Descriptions |
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Change Type | Modify the amount Increase or decrease rates by percentage or amount to change the rate to apply once the batch has updated. |
Amount | Modify Indicates the amount by adding a new amount based on selected Change Type. This is wordy and needs revision. Remember, you are wanting to be clear and concise in these descriptions. 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. - this was a note I had previously added, you can use this if you would like, but it was just an example to help you and wasn’t fully flushed out, hence the …. in the sentence. |
Export | Use this export this batch into excel to make necessary changes and prepare to Import and then Post. This is not clear and does not make sense. | Import | This allows toimport matching information back into the batch to Post and apply the Rate Change to the batch or batches. This is wordy and unclear.
Post | Once the updates have been exported and imported back in again, select to post to apply the batch update rates for the selected batches. So….Post only works if Export and Import are used? |
Void | Select this option to voiding a matching percentage or amount to update. This is not clear and does not make sense. |
Close | Select to apply necessary adjustments to close the batch for a specific amount. So if I make any changes and select Close instead of Post my changes will take affect? |
Applying Rate Change to Batch
Select batch and double click. You’re giving them two actions here..rewrite this so the sentence starts “Double click….”
Select the accounts you would like to apply the rate change for. - Replace ‘for’ with ‘to’ because you are not applying it for them, you are applying it to them.
Select the Change Type and enter an amount or percentage of the adjusted rate and select Apply.
Select Post with applied changes.
Manual Changes
Click within the New Rate field to manually add in new rates and variants or work order minimums - these are all separate fields that your description combined into one.
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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
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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
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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 accounts.
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Related Articles
Rate Update Batches - Includes field descriptions and functionality of Rate Update Batches.