System Maintenance Menu -> Configure System Settings -> Operations Tab -> Rental Rates & Pricing -> Special Rate Codes -> UPDATE button -> Rate Increase/Decrease Utility
This utility can be used to increase or decrease the existing
Rental Rates or Meter Rates, on Standard or Special Product and
Group Rates.
When rates are changed, they are rounded up to the nearest amount
according to the defined rounding factor.
Note: This Rate Level update respects the Division Special Rates security defined for the operator in the Security Role Permissions.
After the process is finished, fine tune the rates on individual
products in Rental Inventory or using
Product Special Rates.
To check your work, print out the rates using Special Rates Report.
If the operator has Security Role Permissions to update only Special Rates for his Division, the Special Rate Code as set in Division Parameters is displayed and cannot be changed.
Note: When updating Special Rates change one Special Rate Level at a time. Only the existing rates for the selected Special Rate Level will be changed.
Check this box to delete any existing worksheet records for the selected Rate Level, either Standard Rates or the Special Rate Level, and to reselect the products to be updated.
This becomes the default in the worksheet where the rate for specific products or Groups can be changed as required before processing.
This becomes the default in the worksheet where the rate for specific products or Groups can be changed as required before processing.
This becomes the default in the worksheet that can be changed
for specific products or Groups before processing.
e.g. Enter .50 to round up to the nearest 50 cents, or for the
nearest dollar, enter 1.00
Worksheet Product/Group Rate Update Details:
The resulting worksheet lists the Products and Groups selected for
this Rate Level, with the Type to indicate Product or Group, the
Product or Group number, description, default rate change percent,
and default round-up value.
The worksheet rate calculation fields can be modified as
follows:
If a Products or Group should not have a rate increase, blank out or enter zero for the rate in the Change % column, as records cannot be deleted.
If a Products or Group should not have a rate increase, blank out or enter zero for the rate in the Change $ column, as records cannot be deleted.
Type ALL to update the non-bulk rental equipment regardless of the Owning Division on the Fixed Asset Tag, or enter a specific Division, or select one from the drop-down list.
If a future date is entered, this effective date and the new
rates can be viewed in the rate records in expand mode.
At this effective date, the new rates replace the expired rates in
the rate file, and any Contracts, Quotations, Reservations, etc.,
using the rate or special rate and with a date out that is later
than this date will be billed at the new rate.
If any future dated rates exist for the product in either the meter or rental rate structure, an error report will be generated and the existing future dated rates must be cleared in order to process the new rate information.
Note: When a future date is entered for the Effective Date for Increase, the program RSRF16A should be included to run daily from the Automatic Job Scheduling to ensure that the new rates update the "old" rates as of that future date.
Be advised that once executed, this operation cannot be
undone.
Hence, prior to running this request, verify in the play
environment that the results obtained from running this operation
are as expected.
Note: The rate information for rental products on invoices that
originate from a source contract reflect the rates defined on the
contract.
The rate information for rental products that is printed on posted
Miscellaneous Invoices that are re-printed from History in Print Invoices reflects the rates that are
captured at the time the invoice is posted in the Daily Close 2: Generate Postings.
This means that when rates are changed any unposted Miscellaneous
Invoices in Current status for these products will not print the
correct rates per the rental invoice, instead they will print the
new updated rates as of the time of posting the invoice.
ACTIONS:
Additional actions provided by buttons on the Update Rate
Utility screen include:
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