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 by adding a new amount based on selected Change Type. You can select to change by a percentage or dollar amount to apply changes to the batchIndicates the amount to adjust rates by. If rates are being decreased, place a minus sign in front of the numeric value. |
Export | Use this export this batch into excel to make changesOption to export what is currently displayed to Excel. |
Import | This allows toImport matching information back into the batch to Post and apply changesOption to import an Excel document into the tool. |
Post | Once the updates have been made select to post to apply the batch update rates for the selected batchesPosts the new rates to the accounts and updates the batch status to Posted. |
Void | Select this option Void to void a matching percentage or amount to update the batch that waythe batch. Rates will not be updated for voided batches. |
Close | Select Close to close the Rate Update Batches tool. |
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Apply a Rate Change to
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Multiple Accounts
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Double click selected service in the batch.
Select the accounts services you would like to apply the rate change changes to in the batch.
Select the Change Type and enter an amount or percentage of the adjusted rate and select Apply.
Select Post with applied changes.
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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 or Variance field.
Add in Enter the new rate or new variant.
Select Post and the new rates will be posted to apply the changesaccounts.
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Related Articles
Rate Update Batches - Includes field descriptions and functionality of Rate Update Batches.