Rate Update Batch (Sales) - Enhancements and Additions to Screen and Batch Creation (18480)
Last Modified on 06/02/2025 10:39 am PDT
The following enhancements have been made to the Rate Update batch screen:
Rate Update Batch (Main Screen)- Removal of Columns:
- Division
- Service Region
- Line of Business
- Addition of Columns:
- Updated Columns
- Created Date / Created User
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Create a New Batch |
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| Both batch creation options require using the "Add Filter" feature to narrow the batch to a specific set of sites. While this filter functions similarly to the Database Query filter, it does not support grouping conditions with AND/OR logic.
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Reverse a Batch |
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An option to reverse a batch has been added, along with the following logic to prevent a reversal in certain cases:
- The service change has a work order marked as "Completed" or "Posted."
- The service has already been billed.
- The service has been edited since the batch was created.
- The service has a future-dated change.
The Reverse button is only displayed when the batch is in a Posted status. |
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Total Count Updates |
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| The total count has been moved to display at the top of the grid, whereas it was previously shown below it.
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Pathway: Sales > Rate Update Batches
