Add to Batch

This form works in conjunction with the Ratesbook Batch process. It is used to enter a unique ratesbook filename, selecting a timed operation calculation period (e.g. Once Only) and date, and finally selecting the blue icon to add the ratesbook to the timed operations batch.

To access the Add to Batch form:

1. From the Master Menu, select the Fleet Quotations option and Company required.

   The Quotations Main Menu is displayed.

2. Select the Ratesbooks option.

   The Ratesbook formis displayed but currently disabled.

3. Select the icon.

   The Ratesbook form is now enabled.

4. Select the Add to ratesbook batch option from the Tools menu (or equivalent icon made available on the Toolbar).

Add to Batch form

This form is divided into four parts that are as follows:

Title Bar

In addition to displaying the form name the Title Bar displays other useful identification criteria and buttons.

Menubar and Toolbar

• File

• Help

Menu	Icon	Description
File > Exit		Exits the comments form without saving any edits that have been made. The ALT F4 shortcut is an alternative way of exiting the comment.
File > Add		Adds the current ratesbook to the Timed Operation batch so that it is calculated at the appropriate period (typically Once Only overnight).
Help >		Provides online access to context sensitive help for the current application using the default browser.

Add to Batch Dialogue Box

The following fields are displayed:

Ratesbook Number: Displays the unique ratesbook quotation number of the currently selected ratesbook.

User ID: The user id of the person who created the currently selected ratesbook.

Ratesbook Date: Displays the date the currently selected ratesbook was created.

Ratesbook Filename: Allows entry of a unique user-defined filename for the ratesbook to be batched and calculated. If the ratesbook filename entered already exists in the ratesbook batch then the user is warned and asked to rename before being allowed to continue.

Schedule Information Period: Allows selection from one of the mutually exclusive scheduling periods for the timed operations batch (Once Only, Daily, Weekly or Monthly) The default, and typically used selection value, is Once Only.

Schedule Period Date: The date for which the timed operation calculation period is first scheduled.