A standard global edit form allowing entries in the ratesbook batch to be shown in columnar or grid format and amended as required. Users with permission to access this option are able to add/amend/delete the records in the batch.
To access Review/Edit Ratesbook Batch:
From the Master Menu, select the Fleet Quotations option and Company required.
The Fleet Quotations menu is displayed.
Select Miscellaneous Options option.
The Miscellaneous Options menu is displayed.
Select the Review/Edit Ratesbook Batch option.
The Review/Edit Ratesbook Batch form is displayed.
The Review/Edit Ratesbook Batch form is displayed when the Review/Edit Ratesbook Batch option is selected from the Miscellaneous Options menu.
The form displays a number of fields which hold all the data for the ratesbook batch record. The required field must be located (by using the scroll bar if necessary) and updated if required.
Sequence Number: A system generated field to ensure unique id allocated to each record in the ratesbook batch file.
Ratesbook Number: Displays the unique ratesbook quotation number of the ratesbook.
Ratesbook User ID: The user id of the person who created the ratesbook.
Ratesbook Created: Displays the date the ratesbook was created.
Ratesbook Filename: Aa unique user-defined filename for the ratesbook to be batched and calculated.
Ratesbook Frequency: 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.
Ratesbook Date: The date for which the timed operation calculation period is first scheduled.
Ratesbook Day Identifier: The day on which the timed operation calculation period is scheduled.
COMMAND BUTTONS:
Exit: Returns to the Miscellaneous Options menu without saving any changes.
Help: Displays online context-sensitive help using the default browser.
Cancel: Returns to the Miscellaneous Options menu without saving any changes.
Save: Exits the form and saves any edited values back to the file.
