Export/Import Product/Group Rates

Utilities Menu -> Data Export/Import Utilities -> Export/Import Product/Group Rates

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:

•Generate Spreadsheet with All Existing Rates:
 Click the EXPORT option from the radio group to create a spreadsheet of all existing Group and product.
 The spreadsheet lists the data in the columns as defined by the following column letters:

Col A = Product or Group number

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.
 

Finished?

Click ACCEPT to initiate the import or CANCEL to abort.

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.

Topic Keyword: RSRF88 (5806)