Difference between revisions of "How do I Create a Rate Table?"

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{{Review}}
 
 
== Summary ==
 
== Summary ==
 
The following article explains how to create a rate table.
 
The following article explains how to create a rate table.
  
 
== More Information ==
 
== More Information ==
Go to "Logistics Management" -> "Maintenance Options" -> "Rate Table Amendments"
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Go to {{Menu|{{TI}}|Maintenance Options|Rate Table Amendments}}.
*In the Table: field, enter in a code for the new table and then {{KeyPress|press}} Shift-F10 to enable you to add a description to the code.
 
*Select the Parameters tab.
 
  
Rate tables may if desired be automated. If automated, the table may itself select the appropriate line or column used dependent on information entered. Depending on the particular needs of an individual company this seeking to line or column may be linked to each one of three aspects of a logistics job (area, text or quantity) or in the case of stock carriage charges to quantity only.
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*In the {{DataPrompt|Table}} field, enter in a code for the new table and then {{KeyPress|press}} Shift-F10 to enable you to add a description to the code.
 +
*Select the {{Tab|Parameters}} tab.
  
*If automation is required, select the appropriate drop down box in Line: and Column:
+
Rate tables can be automated. If automated, the table may itself select the appropriate line or column used dependent on information entered. This selection to line or column may be linked to any of three aspects of a logistics job (area, text or quantity) or to carriage charges for quantity only in stock control.
 +
 
 +
*If automation is required, select the appropriate drop down box in {{DataPrompt|Line}} and {{DataPrompt|Column}}.
 
*Select the appropriate block and line for the text in the drop down boxes.
 
*Select the appropriate block and line for the text in the drop down boxes.
*When finished, press {{KeyPress|Escape}} and {{KeyPress|Accept}}
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*When finished, press {{KeyPress|Escape}} and {{KeyPress|Accept}}.
  
 
Now the table is created, Line and Column details need adding to make up the table.
 
Now the table is created, Line and Column details need adding to make up the table.
  
*Press {{KeyPress|F5}} to amend line details.
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*Press {{KeyPress|F5}} to amend Line Details.
In the line descriptions box that pops up, enter the required information:
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In the {{DataPrompt|Line Descriptions}} box that pops up, enter the required information:
  
*Brief Description : Give a brief description for the information in the cell.
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*{{DataPrompt|Brief Description}} : Give a brief description for the information in the cell.
*Detailed Description : Give a more detailed description for the cell.
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*{{DataPrompt|Detailed Description}} : Give a more detailed description for the cell.
*Upper Limit : This is concerned with the automatic operation of the table. Enter here the amount that is the upper quantity limit to be valid in this cell. This may be a quantity (e.g. Kilo's for carriage charges) or a distance depending on how your business operates.  
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*{{DataPrompt|Upper Limit}} : This is concerned with the automatic operation of the table. Enter the amount that is the upper quantity limit to be valid in this cell. This may be a quantity (e.g. Kilos for carriage charges) or a distance depending on how your business operates.  
*Value Type : Each cell in the rate table contains a value. This value may either represent the rate for the job or the total price of the job. You may enter either "R" or "T" here as appropriate for your needs.  
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*{{DataPrompt|Value Type}} : Each cell in the rate table contains a value. This value may either represent the rate for the job or the total price of the job. You may enter either {{DataValue|R}} or {{DataValue|T}} here as appropriate for your needs.  
*When finished, press {{KeyPress|Escape}} and {{KeyPress|Accept}}
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*When finished, press {{KeyPress|Escape}} and {{KeyPress|Accept}}.
  
*Press {{KeyPress|F6}} to amend column details.
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*Press {{KeyPress|F6}} to amend Column Details.
In the line descriptions box that pops up, enter the required information:
+
In the {{DataPrompt|Line Descriptions}} box that pops up, enter the required information:
  
*Brief Description : Give a brief description for the information in the cell.
+
*{{DataPrompt|Brief Description}} : Give a brief description for the information in the cell.
*Detailed Description : Give a more detailed description for the cell.
+
*{{DataPrompt|Detailed Description}} : Give a more detailed description for the cell.
*Upper Limit : This is concerned with the automatic operation of the table. Enter here the amount that is the upper quantity limit to be valid in this cell. This may be a quantity (e.g. Kilo's for carriage charges) or a distance depending on how your business operates.  
+
*{{DataPrompt|Upper Limit}} : This is concerned with the automatic operation of the table. Enter here the amount that is the upper quantity limit to be valid in this cell. This may be a quantity (e.g. Kilos for carriage charges) or a distance depending on how your business operates.  
*Value Type : Each cell in the rate table contains a value. This value may either represent the rate for the job or the total price of the job. You may enter either "R" or "T" here as appropriate for your needs.  
+
*{{DataPrompt|Value Type}} : Each cell in the rate table contains a value. This value may either represent the rate for the job or the total price of the job. You may enter either {{DataValue|R}} or {{DataValue|T}} here as appropriate for your needs.  
*When finished, press {{KeyPress|Escape}} and {{KeyPress|Accept}}
+
*When finished, press {{KeyPress|Escape}} and {{KeyPress|Accept}}.
  
Once you have finished amending the line and column details,press {{KeyPress|Escape}} and {{KeyPress|Accept}} to save the table.
+
Once you have finished amending the Line and Column details, press {{KeyPress|Escape}} and {{KeyPress|Accept}} to save the table.
  
 
== See Also ==
 
== See Also ==

Revision as of 14:52, 2 November 2010

Summary

The following article explains how to create a rate table.

More Information

Go to " Logistics Management Maintenance Options Rate Table Amendments".

  • In the "Table" field, enter in a code for the new table and then <press> Shift-F10 to enable you to add a description to the code.
  • Select the [Parameters] tab.

Rate tables can be automated. If automated, the table may itself select the appropriate line or column used dependent on information entered. This selection to line or column may be linked to any of three aspects of a logistics job (area, text or quantity) or to carriage charges for quantity only in stock control.

  • If automation is required, select the appropriate drop down box in "Line" and "Column".
  • Select the appropriate block and line for the text in the drop down boxes.
  • When finished, press <Esc> and <Accept>.

Now the table is created, Line and Column details need adding to make up the table.

  • Press <F5> to amend Line Details.

In the "Line Descriptions" box that pops up, enter the required information:

  • "Brief Description" : Give a brief description for the information in the cell.
  • "Detailed Description" : Give a more detailed description for the cell.
  • "Upper Limit" : This is concerned with the automatic operation of the table. Enter the amount that is the upper quantity limit to be valid in this cell. This may be a quantity (e.g. Kilos for carriage charges) or a distance depending on how your business operates.
  • "Value Type" : Each cell in the rate table contains a value. This value may either represent the rate for the job or the total price of the job. You may enter either 'R' or 'T' here as appropriate for your needs.
  • When finished, press <Esc> and <Accept>.
  • Press <F6> to amend Column Details.

In the "Line Descriptions" box that pops up, enter the required information:

  • "Brief Description" : Give a brief description for the information in the cell.
  • "Detailed Description" : Give a more detailed description for the cell.
  • "Upper Limit" : This is concerned with the automatic operation of the table. Enter here the amount that is the upper quantity limit to be valid in this cell. This may be a quantity (e.g. Kilos for carriage charges) or a distance depending on how your business operates.
  • "Value Type" : Each cell in the rate table contains a value. This value may either represent the rate for the job or the total price of the job. You may enter either 'R' or 'T' here as appropriate for your needs.
  • When finished, press <Esc> and <Accept>.

Once you have finished amending the Line and Column details, press <Esc> and <Accept> to save the table.

See Also

How do I Edit a Rate Table?

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Keywords AND Misspellings
rate, table, create