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:
Open = White
Green = Posted
Red = Voided
This article details the process of updating rates after a batch has been created.
Field Descriptions
Modifications | Descriptions |
|---|---|
Change Type | Increase or decrease rates by percentage or amount. |
Amount | Indicates the amount 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. |
Once a batch is in a posted status it can not be updated.
Apply a Rate Change to Multiple Accounts
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 field
Select Post and the new rates will be posted to the included accounts.
Apply a Rate Change to Individual Accounts
Click within the New Rate field.
Enter the new rate.
Select Post and the new rates will be posted to the accounts.
Related Articles
Rate Update Batches - Includes field descriptions and functionality of Rate Update Batches.