Rate Chart - Copy Rate Chart

The Operations App has the ability to copy all of the details of one rate chart in order to create another rate chart.

To Copy a Rate Chart

  1. Navigate to Maintenance -> Rate Charts and then Select the Rate Chart you would like to copy.  

  2. Go to Action - > Rate Chart -> Copy Rate Chart

You can also right-click on the selected rate chart and select Copy Rate Chart from the menu.

Field Name

Description

Field Name

Description

New Chart Description

Enter a Description for the new rate chart you would like to create.

Copy From Chart

Enter the Chart ID of the chart you would like to copy.

Copy To Chart

Enter a Unique Chart ID for the new rate chart you would like to create.  Note:  Chart ID's must be numeric.

Duplicate All Order Types

When this option is selected, all of the order types on the rate chart you are copying will be transferred to the new rate chart.

Duplicate A Single Order Type

When this option is selected, only one order type on the rate chart you are copying will be transferred to the new rate chart.  

The Copy From Order Type and Copy To Order Type option will become available when this option is selected.

Duplicate Route Stamps Only

When this option is selected, only the Route Stamps Rate Chart on the rate chart you are copying will be transferred to the new rate chart.  

Copy From Order Type

If you are only copying a single order type, select the order type you would like to copy.

Copy To Order Type

If you are only copying a single order type, select the order type you would like to copy into. 

Duplicate Rate Details

Select this option to copy all of the rate detail information of the order type.

OK

Click OK to create a new rate chart based on the options you selected.

Cancel

Click Cancel to cancel your options and close the Copy Rate Chart form.