Copy Rates

This utility can be used to copy rates from one service option to a range of service options based on the selections offered.

Copy Rates - Source Service Selection

In this example, new seasons rates for "Run Of House’ style accommodation is going to be copied from a ‘source’ service option, to those services that have the correct Database Analysis Code identifying them as the same 'Deluxe' rate as the source option.

Copy 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 Copy Rates option to filter selection and display results on screen:

  2. On the Copy 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 , select required filter fields to narrow search for the rate to be copied to.

  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 Copy Rates screen will show, fields can be selected controlling how the rate is to be modified. See Copy Rates Second Screen for field selections.
  8. Click to keep the changes.

About Copy Rates Filter Options

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

From Tab

Location

The Location Code of the option being copied from – the ‘source’ option.

Service

The Service Code of the option being copied from – the ‘source’ option.

Supplier

The Supplier Code of the option being copied from – the ‘source’ option.

Option

The Option Code of the option being copied from – the ‘source’ option.

Select Rates By

Based On & Based To

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

Cost Currency

Rates with the selected Cost Currency. Leave blank to select all Cost Currencies.

Sell Currency

Rates with the selected Sell Currency. Leave blank to select all Sell Currencies.

Rate Status

All or selected Rate Statuses.

Price Code

Selected price code.

To Tab

In this screen, the service options to be copied to can be selected based on:

  • Location From/To
  • Service Code – All or Selected
  • Supplier From/To
  • Option Code From/To
  • Product Analysis Codes 1 - 6, all or selected
  • Supplier Analysis Codes 1-6, all or selected

Copy Rates Second Screen Selection

The rates to be copied can be modified via the second selection screen, but no modification is required in this example.

 

Cost Currency

Select the required Cost Currency, if no change keep the field blank.

FIT Cost

Change By

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

There are 6 choices available from the drop down. They are: None-No rounding, One Tenth-Nearest 0.10, One Half-Nearest 0.50, One-Nearest 1.00, Five-Nearest 5.00 or 10-Nearest 10.00. Rounding is on the basis of up to .5 round down; over .5 round up.

Groups Cost

Change By

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

There are 6 choices available from the drop down. They are: None-No rounding, One Tenth-Nearest 0.10, One Half-Nearest 0.50, One-Nearest 1.00, Five-Nearest 5.00 or 10-Nearest 10.00. Rounding is on the basis of up to .5 round down; over .5 round up.

Sell Currency

Select the required Sell Currency, if no change keep the field blank.

FIT Sell

Change By

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:

Percentage

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

Mark up%

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

There are 6 choices available from the drop down. They are: None-No rounding, One Tenth-Nearest 0.10, One Half-Nearest 0.50, One-Nearest 1.00, Five-Nearest 5.00 or 10-Nearest 10.00. Rounding is on the basis of up to .5 round down; over .5 round up.

Groups Sell

Change By

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:

Percentage

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

Mark up%

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

There are 6 choices available from the drop down. They are: None-No rounding, One Tenth-Nearest 0.10, One Half-Nearest 0.50, One-Nearest 1.00, Five-Nearest 5.00 or 10-Nearest 10.00. Rounding is on the basis of up to .5 round down; over .5 round up.

Exchange Rate

If the buy and sell currencies in the service are different, then the exchange rate used to calculate the rate can be updated here (see Maintaining Exchange Rates).

Rate Status

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

This choice can update the ‘Sell With Markup’ flag. The options are Retain Flag, Set Flag or Clear Flag.

Retain will keep the Mark up flag as set in the existing rate, Set Flag will set the Sell With Markup Flag ‘On’, or Clear Flag will set the ‘Sell With Markup Flag ‘Off’

Update Pax Breaks

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

Always Round Up

When checked, any rounding will always be up.

Attach Taxes

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

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