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 batch.
Field Descriptions
Modifications | Descriptions |
|---|---|
Change Type | Modify the amount 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 batch. |
Export | Use this export this batch into excel to make changes. |
Import | This allows to Import matching information back into the batch to Post and apply changes. |
Post | Once the updates have been made select to post to apply the batch update rates for the selected batches. |
Void | Select this option to void a matching percentage or amount to update the batch that way. |
Close | Select to close the tool. |
Applying Rate Change to Batch
Double click selected batch.
Select the accounts you would like to apply the rate change to.
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 or Variance field.
Add in the new rate or new variant.
Post to apply the changes.
