Base Rate Charts - New / Edit Base Rate Chart

Base Rate Charts - New / Edit Base Rate Chart

Base rate charts are the foundation rate charts. All orders in the Operations App require a base rate chart, even if it has a rate value of 0. 

 See Base Rate Charts - New / Edit Stamp Rate Charts.

How to Add a New Base Rate Chart

  1. Click the arrow next to the New button, or press the N key. 

  2. Click Rate Charts

  3. Select Base Rate.

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How to Edit a Base Rate Chart

  1. Go to MaintenanceRate Charts.

  2. Double click Base Rates, or click the + next to Base Rates.

  3. Click the "+" next to the chart ID, or double-click chart ID.

  4. Double click on the base rate you want to edit.

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How to Copy a Base Rate Chart

  1. Go to MaintenanceRate Charts.

  2. Double click Base Rates, or click the + next to Base Rates.

  3. Click the "+" next to the chart ID, or double-click chart ID.

  4. Right click on the base rate you want to copy.

  5. Select Copy Rate Chart...

See Rate Chart - Copy Rate Chart.

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How to Deactivate a Base Rate Chart

  1. Go to MaintenanceRate Charts.

  2. Double click Base Rates, or click the + next to Base Rates.

  3. Click the "+" next to the chart ID, or double-click chart ID.

  4. Double click on the base rate you want to delete.

  5. Click the Deactivate button at the bottom right of the form.

Alternate Steps

  1. Go to MaintenanceRate Charts.

  2. Double click Base Rates, or click the + next to Base Rates.

  3. Click the "+" next to the chart ID, or double-click chart ID.

  4. Right-click on the base rate you want to deactivate and select Deactivate Rate Chart.

Deactivate All Charts In a Chart ID

  1. Go to MaintenanceRate Charts.

  2. Double click Base Rates, or click the + next to Base Rates.

  3. Right-click on the chart ID you want to deactivate and select Deactivate Rate Chart.

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How to Activate a Base Rate Chart

  1. Go to MaintenanceRate Charts.

  2. Make sure Show All in the main toolbar is checked.

  3. Double click Base Rates, or click the + next to Base Rates.

  4. Click the "+" next to the chart ID, or double-click chart ID.

  5. Double click on the base rate you want to activate.

  6. Click the Activate button at the bottom right of the form.

Alternate Steps

  1. Go to MaintenanceRate Charts.

  2. Make sure Show All in the main toolbar is checked.

  3. Double click Base Rates, or click the + next to Base Rates.

  4. Click the "+" next to the chart ID, or double-click chart ID.

  5. Right-click on the base rate you want to activate and select Activate Rate Chart.

Activate All Charts in Chart ID

  1. Go to MaintenanceRate Charts.

  2. Make sure Show All in the main toolbar is checked.

  3. Double click Base Rates, or click the + next to Base Rates.

  4. Right-click on the chart ID you want to activate and select Activate Rate Chart.

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Base Rate Chart Form

Field Name

Description

Field Name

Description

Chart ID

Unique numeric ID.

Order Type

Order type the base rate will be applied to. 

Quick Tip: When editing or viewing a surcharge rate chart, you can click "Order Type" to view or edit the order type form.

Description

Description, or name, of the rate chart. 

Editing this field will change the description of the main chart ID and all rate charts associated with it.