Export/Import Product/Group Rates


Utilities Menu -> Data Export/Import Utilities -> Export/Import Product/Group Rates

This rate utility can be used to export all product and group rates to a spreadsheet.
After the updated spreadsheet information is saved in Tab-Delimited Text File format, it can then be imported to update the corresponding rate structures with any changes that are made.
Values other than Rates that are output on the export spreadsheet such as Class, Group, etc are not imported and are listed for reference only.

The process sequence is:

Finished?
Click ACCEPT to initiate the import or CANCEL to abort.

Reports:
The Import action will generate an error list in the Information Log format if there are any records that cannot be updated such as an invalid product or group.

Confirmation is required to abort or process the rate changes.
If accepted, valid records will be processed over-writing existing records and deleting records flagged for removal.
Any errors or unchanged records will not be updated.
If aborted a forced roll-over occurs.


Topic Keyword: RSRF88 (5806)
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