This function allows rates to be deleted from the Product database and will delete rates entered in the Rate Period - Rates Tab for the services filtered. (It is not deleting the Product Option. A typical use would be to remove expired rates from the system.

Deleting Rates

1. Select menu Home > Product > Product Utilities > Rate Maintenance > Delete Rates.

   1. From Products click the Product Utilities menu to expand it:

      

   2. Select the Rate Maintenance menu to expand it:

      

   3. Select the Delete Rates option to run the report and display results on screen:

      

2. In the Delete Rates screen the Filter Tab will open, enter a date range for Rates Based On and Based To, select required filter fields to narrow search results.

   

3. Select the Analysis Tab, expand the Analysis Fields to select required Analysis Code checkboxes.

   

4. Check the completed screens.
5. View returned results either:
   1. Click on the Results Tab, or

      

   2. Select Search.

      

6. Click Save to keep the changes.

   

7. A confirmation dialogue displays asking if you wish to delete rates from the number of products selected.
   If yes is selected, the rates will be permanently deleted from the system and will not be retrievable.

   This example shows that there were 1 products in the example filtered results.

   

8. To keep the changes, click Yes.

   

9. To discard any changes, click No.

   

Product options can be updated in bulk by selecting the required filters. Below are the filter selections available when using Delete Rates in Rate Maintenance.

Reset Selections (Button)

The reset selections button will clear field entries on the Filter tab and the Analysis Tab.

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This section is for selecting specific rates within the services.

The following selection fields are available:

Based On - Based To

A From Date / To Date selection. The date ranges of the rates to be deleted.

As an example, if rates up to 31 December 2022 need to be deleted, the Based On date would be the earliest possible date in the system (this field can not be left blank) and the Based To date would be 31/12/2022.

Cost Currency

Rates with the selected Cost Currency.

NOTE: Leave blank to select all Cost Currencies

Sell Currency

Rates with the selected Sell Currency.

NOTE: Leave blank to select all Sell Currencies

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Product

This section is for selecting the services that are going to have rate maintenance performed.

With the exception of the Service Code (which is a Multi List Select).

Selection Fields Available	All selections are From/To (Alphabetically)
Location Code (From/To)	To select locations, users can use the dropdown selection, providing a full list of locations, or manual entry of the three character location code can be used. Using this field will filter all products/services that are from/to the specified location.
Supplier Code (From/To)	Selection of Suppliers can be done by using the dropdown selection, typing the Supplier Code, or by searching for the Supplier using the search button.
(Option) Code (From/To)	A specific option code for the product option.

Service Type

All service types or selected service types.

Rate Status

All or selected rate statuses.

Price Code

Selected price code.

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The 6 Product Analysis fields and 6 Supplier Analysis fields are grouped in this section. By default, all analysis codes within each heading are checked. To select specific analysis codes, click on the + next to the analysis code name and select / unselect codes as required.

The Results tab displays rates that have matched the search criteria from the Filter tab and the Analysis tab.

A list of Rates Found will display on entry into the Results tab, or when the Search button is used.

Listed rates cannot be altered from the Results tab. To remove a Found Rate the Filter tab field criteria will need to be updated.