Transaction Rate Sheets

11 articles

About Transaction Rate Sheets

A Transaction Rate Sheet defines the parameters, or terms, and set of rental rates and selling prices for some or all part numbers. Each rate sheet can be assigned to multiple employers or non-stocking locations.

Updated by Cheryl Wallace

Details tab for Transaction Rate Sheet

Fields on this tab include: Part Number Rates are set for each part number, not each item, to ensure consistency. Description Displays the read-only description of the part. Locked If not checked, ma…

Updated by Cheryl Wallace

Employers tab for Transaction Rate Sheet

Fields on this tab include: Employer Displays the Employer of the entities that will be issued the items to be charged rent. Billing Location Displays the Stocking Location charging rent to the Emplo…

Updated by Cheryl Wallace

Locations tab - Transaction Rate Sheet

Fields on this tab include: Location Displays the Location of the entities that will be issued the items to be charged rent. Billing Location Displays the Stocking Location chosen for Billing. Charge…

Updated by Cheryl Wallace

Creating a Transaction Rate Sheet

Click Transaction Rentals in the left side menu, then Transaction Rate Sheets. Click to add a new rate sheet. The rate sheet will be set to Active and the Currency will be populated based on the Sett…

Updated by Cheryl Wallace

Adding Part Numbers to a Transaction Rate Sheet

Updating a transaction rate sheet with additional or new part numbers can be done one at a time or all at once. To add a single part number to the rate sheet: If the rate sheet is not already display…

Updated by Cheryl Wallace

Looking Up a Transaction Rate Sheet

Click Transaction Rentals on the left side menu bar, then click Transaction Rate Sheets. Enter data in one or more fields as a pre-filter then click on the edit tool bar. A list of rate sheets matchi…

Updated by Cheryl Wallace

Editing a Transaction Rate Sheet

The most common reason to edit a rate sheet is to add new part numbers as they are created. Look up the rate sheet under Transaction Rental > Transaction Rate Sheets. Make the required changes. Make…

Updated by Cheryl Wallace

Deleting a Transaction Rate Sheet

A rate sheet cannot be deleted if it is in use. Look up the rate sheet to delete under Transaction Rental > Transaction Rate Sheets. Click in the edit tool bar. Click OK to delete. Clicking Cancel in…

Updated by Cheryl Wallace

Adding Renters to a Transaction Rate Sheet

Use this process to determine who will be charged rent. Add an employer to a rate sheet to ensure that employer will be charged rent for all issues to their personnel for all parts on the rate sheet.…

Updated by Cheryl Wallace

Updating Rates on a Transaction Rate Sheet

Any part number on the rate sheet set as Locked will not be updated. Look up the rate sheet to edit under Transaction Rentals > Transaction Rate Sheets. Click Update Rates. Select either of the options available: ...

Updated by Cheryl Wallace