Pathway: Sales > Rate Update Batch
This The Rate Update Batches 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. - Update the descriptionto 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 | Increase or decrease |
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 to Excel. Use this export this batch into excel to make changesOption 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 once all rate changes are complete and the batch will change from an Open to a Posted status. Posts 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
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to Multiple Accounts
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Double click selected batch. Is this any batch? This needs to be specificservice in the batch.
Select the accounts services you would like to apply the rate change changes to in the batch. From where?
Select the Change Type and enter an amount or percentage of the adjusted rate and select Apply. What happens after Apply is selected?
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.
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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. Only one of these can be manually adjusted - go to this tool in a test environment and test the fields.
Add in the new rate 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 changes.
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field.
Enter the new rate.
Select Post and the new rates will be posted to the accounts.
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Rate Update Batches - Includes field descriptions and functionality of Rate Update Batches.