Duplicate Rates

This function allows rates to be duplicated – most commonly from one Date Range/Price Code to another Price Code.

In this example, the service only has a Nett Rates Price Code for the date periods 01 June 16 to 31 September 16. This is in fact the Nett rate price code which has no markup at the database level. The task is to add price codes T1 (which has a 12.50% Markup), T2 (17.50% markup) and T3 (22.50% markup) to each of the three date ranges.

Duplicating 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 Duplicate Rates option to filter selection and display results on screen:

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

  3. Select the , expand the Analysis Fields 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 further Duplicate Rates screen will show, fields can be selected controlling how the rate is to be duplicated.
  8. Make the required amendments, refer to Duplicate Rates Second Screen for information of fields.
  9. Click to keep the changes.

 

About Duplicate Rates Filter Options

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

Rates

This section is for selecting specific rates within the services select in

The following selection fields are available:

Based on (Date)

As an example, if rates up to 31/December 2019 need to be duplicated, the From Date would be the earliest possible date in the system (this field can not be left blank) and the To Date would be 31/12/2019.

Cost Currency (Drop-down)

Rates with the selected Cost Currency.

NOTE: Leave blank to select all Cost Currencies

Sell Currency (Drop-down)

Rates with the selected Sell Currency.

NOTE: Leave blank to select all Sell Currencies

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 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

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 A specific option code for the product option.

Service Type (Check boxes)

All service types or selected service types.

Rate Status (Check boxes)

All or selected rate statuses.

Price Code (Check boxes)

All or selected price codes.

Analysis Tab

The 6 service analysis codes 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 aquires red.

Duplicate Rates Second Selection Screen

Duplicate Rates, has a second selection screen which controlls how the duplicated rate is to be applied and settings include currencies, cost/sell changes and rounding, price codes, exchange rates and taxes, and how the mark up is to be set. The description of all fields in this screen are given below.

New Price Code (Drop-down)

Select the New Price Code (the one being copied to) from the drop down list.

Cost Currency (Radio Button/Drop-down)

Choices are to Retain Existing Currency or Change To. If change to is checked, the new cost currency can be selected from the drop down.

FIT Cost

Change By (Numeric 5.2)

This field refers to the FIT Cost Rate field in the Service Rates screen. A numeric value can be entered into this field

%

The two choices available from the drop-down indicate whether the value in the Change FIT Cost field is a percentage (%) or a currency amount (Flat Rate). The combination of these two fields will adjust the values of the FIT Cost column in the Service Rates screen.

Round To Nearest (Drop-down)

There are 6 choices available from the drop down. They are: No rounding, Nearest 0.10, Nearest 0.50, Nearest 1.00, Nearest 5.00 or Nearest 10.00. Rounding is on the basis of up to .5 round down; over .5 round up.

Groups Cost

Change By (Numeric 5.2)

This field refers to the Group Cost Rate field in the Service Rates screen and can have a numeric value entered.

%

The two choices available from this drop-down, indicates whether the value in the Change Groups Cost field is a percentage (%) or a currency amount (Flat Rate). The combination of these two fields will adjust the values in the Group column in the Service Rates screen.

Round To Nearest (Drop-down)

There are 6 choices available from the drop down. They are: No rounding, Nearest 0.10, Nearest 0.50, Nearest 1.00, Nearest 5.00 or Nearest 10.00. Rounding is on the basis of up to .5 round down; over .5 round up.

Sell Currency (Radio Button/Drop-down)

Choices are to Retain Existing Currency or Change To. If "Change To" is checked, the new cost currency can be selected from the drop down.

FIT Sell

Change By (Numeric 5.2)

This field refers to the FIT sell rate and can have a numeric value entered.

%

This drop-down determines how the value in Change FIT Sell value will be applied:

%

The value will be applied as percentage to existing FIT Sell Rates.

MUP%

The value will be applied as a markup % to the FIT Costs

Flat Rate

The value will be applied as a flat rate (currency amount)

Round To Nearest (Drop-down)

There are 6 choices available from the drop down. They are: No rounding, Nearest 0.10, Nearest 0.50, Nearest 1.00, Nearest 5.00 or Nearest 10.00. Rounding is on the basis of up to .5 round down; over .5 round up.

Groups Sell

Change By (Numeric 5.2)

This field refers to the Group Sell rate and can have a numeric value entered.

%

This drop-down determines how the value in Change Groups Sell value will be applied:

%

The value will be applied as percentage to existing Group Sell Rates.

MUP%

The value will be applied as a markup % to the Group Costs

Flat Rate

The value will be applied as a flat rate (currency amount)

Round To Nearest (Drop-down)

There are 6 choices available from the drop down. They are: No rounding, Nearest 0.10, Nearest 0.50, Nearest 1.00, Nearest 5.00 or Nearest 10.00. Rounding is on the basis of up to .5 round down; over .5 round up.

Exchange Rate (Radio Button/Numeric)

If the buy and sell currencies in the service are different, then the exchange rate used to calculate the rate can be updated here.

Rate Status (Button/Drop-down)

If retain existing is selected no further selections are required for this field, the existing rate status of the price code/date range will be retained. However if 'change to' is selected there are 5 choices from the drop-down enabling the rate status to be changed to:

Closed

The Rate Status will be changed to Closed

Confirmed

The Rate Status will be changed to Confirmed

Manual

The Rate Status will be changed to Manual

Provisional

The Rate Status will be changed to Provisional

Terminal

The Rate Status will be changed to Terminal

 

Options

Set Apply Markup (Drop-down)

This choice can update the ‘Sell With Markup’ flag. The options are Retain Existing Value, Yes (will set the Sell With Markup Flag ‘On’), or No (will set the ‘Sell With Markup Flag ‘Off’)

Update Pax Breaks (Check box)

Checking this box ensures that all rates that are against any existing Pax Breaks are also updated.

Overwrite Existing Rates (Check box, Duplicate Rates only)

If rates already exist for some of the Service Option and Rate Selections made, then the existing rates will not be overwritten unless this box is checked. If the box is not checked and the system detects existing rates, the processing will not continue until the box is checked.

Always Round Up (Check box)

When checked, any rounding will always be up.

Attach Taxes (Radio Button)

This field gives the choice of either retaining any existing taxes that have already been attached, have no taxes attached (None) or Attach Taxes selected.

Taxes (Radio Button/Check boxes)

When the ‘Selected’ radio button (in Attach Taxes above) is checked, the list of available taxes displays and the applicable tax(es) can be checked.