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Global Rate Changes

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Global Rate Changes

Program #: 1588

Module: Accounting

Overview

Use Global Rate Changes (program #1588) to create batches of global rate changes to existing cycle fees. Once you create a batch of global rate changes, you can define those branches, dealers, contracts, or installations to which the global rate change applies. When a batch has been approved, the increases to cycle fees appear on the next cycle billing.

Note: The system only displays batches with dealers that match the user's Dealer profile.

To access this program, select Global Rate Changes (program #1588) from the main menu of SBN.

The Global Rate Changes Window

The following graphic shows the Global Rate Changes window as the program opens. The window displays previously defined batches of global rate changes.

Column Descriptions â€” Search Results

The following table describes the columns used in the search results pane of Global Rate Changes.

Column	Description
Search Parameters
Dealer Start Search Mask	You may search for batches of global rate changes by the first dealer ID of the range of dealers attached to those batches. O You may use the % wildcard in this field. For more information on using wildcards. O This menu contains only those dealers included in the userâ€™s access profile.
Last Rate Change Date (Start)	You may search for batches by a range of Effective Dates on which the rates were last changed. Enter the beginning date of the range.
Last Rate Change Date (End)	You may search for batches by a range of Effective Dates on which the rates were last changed. Enter the ending date of the range.
Installation Range (Start)	You may search for batches by a range of installations included in the batches. Enter the beginning installation number of the range.
Installation Range (End)	You may search for batches by a range of installations included in the batches. Enter the ending installation number of the range.
Ctr No Range (Start)	You may search for batches by a range of contracts included in the batches. Enter the beginning contract number of the range.
Ctr No Range (End)	You may search for batches by a range of contracts included in the batches. Enter the ending contract number of the range.
Batch No	SBN-assigned batch number.
Approved	If this column displays an X, the batch has been approved. O Once approved, you cannot change, unapprove, or delete a batch of global rate changes.
System Date	Date on which the global rate change was calculated.
Effective Date	Date on which the global rate change becomes effective.
Total Count	Total number of cycle fees affected by the global rate change, as calculated in the original batch.
Edited Count	Total number of cycle fees affected by the global rate change, after editing.
Total Change	Total amount of change, based on original calculation.
Edited Change	Total amount of change, after editing.
User	ID of the user who created the batch of global rate changes.
Description	Text description of the batch of global rate changes.
Dealer Start	The first dealer ID of the range of dealer IDs attached to the selected batch of global rate changes.
Dealer End	The last dealer ID of the range of dealer IDs attached to the selected batch of global rate changes.

Field Descriptions â€” Details

The following table describes the fields used in the Detail pane of Global Rate Changes.

Field	Description
Batch No	SBN-assigned batch number.
Description	Text description of the batch of global rate changes.
Effective Date	Date on which the global rate change becomes effective.
Minimum Cycle Control Date	Select a date that is less than or equal to the cycle control date selected on the invoice batch.
Retroactive	Enter a check mark in this box to flag the batch of global rate changes as retroactive. O If you enter a check mark in this box, SBN removes the Rate Change Within Cycle Period field from the pane.
Rate Change Within Cycle Period	Enter a check mark in this box to flag the global rate changes as effective within a cycle period. O This box does not appear in the pane when the Retroactive box displays a check mark.
Invoice Text	You may type text that appears on the first invoice that displays the global rate change.
Current Rate Range(s)
Current Rate (Start)	Type the minimum cycle fee of a range of cycle fees to include in the global rate change. O You may enter up to three ranges of cycle fees by using the scroll buttons at the right of the grid.
Current Rate (End)	Type the maximum cycle fee of a range of cycle fees to include in the global rate change. O You may enter up to three ranges of cycle fees by using the scroll buttons at the right of the grid.
Current Rate (% of Change)	You can type a percent of change in this field or specific dollar amount in the Current Rate field. O You may type a % of change for up to three ranges of cycle fees by using the scroll buttons at the right of the grid.
Current Rate (Amount of Change)	You can type a specific dollar amount in this field or a percent of change in the % of Change field. O You may type an amount of change for up to three ranges of cycle fees by using the scroll buttons at the right of the grid.
Minimum Change	Type the minimum amount that the global rate changes.
Maximum Change	Type the maximum amount that the global rate changes.
Use Incr Config	Select this check box to increase rates according to the configuration defined for the selected dealer, branch, and/or subscriber type in Rate Change Configuration (program #1658).
Maximum Rate	Type an amount that the new global rate cannot exceed.
Rounding Active	Enter a check mark in this box if you want to round the global rate change.
Round off to Nearest	If you entered a check mark in the Rounding Active box, type a rounding amount.
Branch Range
Branch â€” From (No label)	You may select a beginning branch of a range of branches to include in the global rate change. This menu originates in program #1530.
Branch â€” To (No label)	You may select an ending branch of a range of branches to include in the global rate change. This menu originates in program #1530.
Dealer Range
Dealer â€” From (No label)	You may select a beginning dealer of a range of dealers to include in the global rate change. This menu originates from program #1537.
Dealer â€” To (No label)	You may select an ending dealer of a range of dealers to include in the global rate change. This menu originates from program #1537.
Item Code Range
Item Code â€” From (No label)	You may select a beginning item code of a range of item codes to include in the global rate change. This menu originates from program #1535.
Item Code â€” To (No label)	You may select an ending item code of a range of item codes to include in the global rate change. This menu originates from program #1535.
Revenue Type Range
Revenue Type â€” From (No label)	You may select a beginning revenue type of a range of revenue types to include in the global rate change. This menu originates from program #1512.
Revenue Type â€” To (No label)	You may select an ending revenue type of a range of revenue types to include in the global rate change. This menu originates from program #1512.
Price List Group	You may select a price list group to be affected by the rate change. This menu originates from program #1771.
Revenue Group	You may select a revenue group to be affected by the rate change. This menu originates from program #1513.
Classes	You may select up to fifteen codes from the drop-down menus for tracking services provided or other customer specific information. (Define installation classes in program #1555.)
Last Rate Change Date	If this field is blank, SBN only includes cycle fees that have never been adjusted by the global rate change program. If this field contains a date prior to the current date, SBN excludes any accounts that have had a rate increase since that date. If this field contains the current date, SBN includes all accounts.
Fee was active before	Enter a date in this field to include only contracts that had cycle fees active prior to that date.
Contract Range
Contract - From	Beginning contract number.
Contract - To	Ending contract number.
Escalation	You may select a fixed escalation rate at which the batch of global rate changes will increase annually. (This menu originates from program #1636.)
Currency	You may select a currency type to apply the rate change to all cycle fees of that particular currency. Leave this field blank to apply the rate change to cycle fees of any currency. (This menu originates from program #1635.)
Group Masks
Group 1 Mask	Mask to include only cycle fees for contracts matching the selected mask in Group 1. (This menu originates from program #1868.)
Exclude	Check to exclude cycle fees that match the Group 1 Mask.
Installation	Check to compare the mask to Installation level. Uncheck to compare mask at Contract basic level.
Group 2 Mask	Mask to include only cycle fees for contracts matching the selected mask in Group 1. (This menu originates from program #1868.)
Exclude	Check to exclude cycle fees that match the Group 2 Mask.
Installation	Check to compare the mask to Installation level. Uncheck to compare mask at Contract basic level.
Min Score	Minimum score value allowed is .0000
Max Score	Maximum score value allowed 9.9999

Searching for Batches of Global Rate Changes

You may search for batches of global rate changes using various parameters. SBN displays the search results by

Batch (in descending order)
Dealer start
Dealer end

Use the following steps to search for batches of global rate changes:

1. Enter your search parameters.

2. Choose Search.

â€° SBN displays the search results in the columns in the Global Rate Changes window.

Note: To match search parameters with Contract instead of Installation, turn on option bl153.

Using Common Functions

See the reference document Common Functions in SBN for more information.

Note: You may only delete unapproved batches of global rate changes.

Creating a Batch of Global Rate Changes

You may create a batch of global rate changes. SBN uses the definition of the batch highlighted in the List pane as a template for the new batch.

Use the following steps to create a batch of global rate changes:

1. In Global Rate Changes, choose New Record.

The fields in the lower pane fill with the details of the batch of global rate changes highlighted in the List pane. The fields are open for new information.

2. Change or enter information, as needed.

3. Choose Save.

â€° SBN asks if you want to start the rate change calculation.

4. Choose Yes.

â€° SBN displays the Rate Calculation window as the process runs and assigns a batch number to the new batch of Global Rate Changes.

Note: Global Rate Change calculator uses parameters found in contract branch instead of installation branch.

Approving a Batch of Global Rate Changes

After you have created a batch of global rate changes and made any changes necessary, you need to approve the batch.

Note: Once you approve a batch, you cannot change, unapprove, or delete it.

Use the following steps to approve a batch of global rate changes:

1. In Global Rate Changes, select the batch of global rate changes that you want to approve.

2. Choose Approve Batch.

â€° SBN asks you to confirm that you want to approve the selected batch.

3. Choose Yes.

â€° The Approval window appears and displays the approval process.

Accessing the Global Rate Change Summary Report

From Global Rate Changes (program #1588) you can access Global Rate Change Summary (report #1197) by choosing Run Report. For more information on running and viewing this report, see Global Rate Change Summary.

Exporting Batches

From Global Rate Changes you can export batch data out of SBN in the template specified for your company.

Use the following steps to export a batch:

1. In Global Rate Changes, select the batch of global rate changes you want to export.

2. Choose Export.

The Export window appears.

3. Select the type of export you want to run.

Note: You may only have one export, depending on your system configuration.

4. Double-click your selection or choose Select Export.

The Select Export dialog box appears.

5. Complete the fields.

Note: You must type a name for the Output File that SBN creates when you run this program.

6. Choose Run Export.

â€° SBN shows the export events as the program processes.

7. Choose Exit to return to the main window.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button	Name	Shortcut Key	Action	Description
	Search	shift+f5	1588/ 1	Search for batches of global rate changes.
	Get Record	alt+f1	1588/ 2	View details of selected batch.
	Change Record	f2	1588/ 3	Change details of selected batch.
	New Record	f3	1588/ 4	Create a batch of global rate changes.
	Approve Batch	f4	1588/ 5	Approve a batch of global rate changes.
	List Details	f6	1588/ 6	Access Rate Change Batch List.
	Run Report	f7	1588/10	Access Global Rate Change Summary (report #1197).
	Export	f6	1588/11	Export batch data out of SBN in the template specified for your company.
	Delete Record	shift+f10	1588/12	Delete selected batch.
	Exit without saving	esc		Exit without saving changes to selected record.
	Save Existing Record	enter		Save changes to selected record.

Modifications and Updates to Global Rate Changes

The following table lists modifications and updates to the Global Rate Changes document.

Mod Number	Date	Description
n/a	8/04/14	Images updated.
07.87.25369, 08.87.11015, 07.87.25324, 07.87.25323, 07.87.25322	06/05/17	Added new import 187 for company 105.

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Global Rate Changes

Overview