Split Rates

Split Rates is a which allows separation of an existing rate period, splitting the rate period into two. It can only work with rates that exist. A filter selection screen is used to choose which product options and rates to split, a date is defined for the system to split the rate - forming two rate periods.

An example may be when a supplier has reduced rates for a specified period. There is a requirement to update multiple product, splitting the rate periods for all products attached to the supplier.

Split Rates

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

    2. Select the Rate Maintenance menu to expand it:

    3. Select the Split Rates option to filter selection and display results on screen:

  2. On the Split Rates screen the will open, enter a Split At date for rates to split on, select required filter fields to narrow search results.

  3. Select the , expand the Analysis field headings to select required Analysis Code checkboxes.

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

    2. Select the button.

  6. Click to keep the changes.

  7. A confirmation dialogue displays asking if you wish to split rates from the number of products selected.
    If yes is selected, the rates will be separated into two rate periods, the first rate period ends on the date before the 'Split At' date and the (new) split rate period begins on the 'Split At' date.
  8. To keep the changes, click .

  9. To discard any changes, click .

About Split Rates Filter Options

Product rates can be split in bulk by selecting the required filters. Below are the filter selections available when using Split Rates in Rate Maintenance. This provides a convenient solution to splitting rates in bulk.

Reset Selections (Button)

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

Filter Tab

Rates

This section is for selecting specific rates within the services selected.

The following selection fields are available:

Split At

A Date selection. The date rates are to be split on. Creating two date ranges once split. This field must have a date defined.

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

Tax

Retrieves rates with the selected Tax applied.

NOTE: Leave blank to select all applied taxes.

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) Insertion of specific option codes can be entered. These must be known as there is no dropdown available at the (Option) Code level.

Service

All Service types or selected Service types.

Rate Status

All or selected Rate statuses.

Price Code

All or selected Price codes.

Analysis Tab

The 6 product analysis codes and 6 supplier analysis codes 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.

Results Tab

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.