This rate utility can be used to export all product and group
rates to a spreadsheet.
After the updated spreadsheet information is saved in
Tab-Delimited Text File format, it can then be imported to
update the corresponding rate structures with any changes that are
made.
Values other than Rates that are output on the export spreadsheet
such as Class, Group, etc are not imported and are listed for
reference only.
The process sequence is:
Col B = Rate Code within that products rate structure
Col C = Rate description within that products rate structure
Col D = To Hours for this Rate Code
Col E = Rate Hours
Col F = Rate
Col G = Base Amount
Col H = Meter count included in the rate charge
Col I = Charge per Meter Unit after the Meter Included
Col J = Meter Base Hours
Col K = Alternate Language Rate Description
Col L = Delete action - enter Y to remove a rate record on
import
Col M = Description of Group or Product (information only &
changes are not imported)
Col N = Class associated with Group or Product (information only
& changes are not imported)
Col O = Description of Class (information only & changes are
not imported)
Col P = Group associated with Group or Product (information only
& changes are not imported)
Col Q = Description of Group (information only & changes are
not imported)
Note: This export/import process includes 'Alt Language Rate Descriptions' regardless of whether the Alt Language feature is enabled in the Company Miscellaneous Parameters.
Update Rate Information in Preparation for Import:
The spreadsheet can be modified to reflect the updated rate
structure for products and groups.
Flag any Rate records that should be removed from that item's rate
structure with a 'Y' in Col L to cause the record to be deleted on
import.
Save the Data on the Client updating the Format:
When the spreadsheet is complete, save the updated spreadsheet on
the Client machine in a tab-delimited format giving it a
.txt extension.
Move the Txt file to the Server in Preparation for
Import:
Click the IMPORT option from the radio group to open the
Select a File to Upload utility that can be
used to transfer the import .txt file from the Client to the
Server.
Update Rate Information:
Accept the system assigned path and txt file name.
Reports:
The Import action will generate an error list in the
Information Log format if there are any
records that cannot be updated such as an invalid product or
group.
Confirmation is required to abort or process the rate
changes.
If accepted, valid records will be processed over-writing existing
records and deleting records flagged for removal.
Any errors or unchanged records will not be updated.
If aborted a forced roll-over occurs.
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