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When the procedure has been executed, you will be forwarded to the Rates tab section where all imported rates will be displayed. They are divided into the following types: Unchanged, Increased, Decreased, New. By clicking on the respective buttons in the top right corner of the tab, you can filter rates by type (see screenshot).
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Imported rates will be marked as Unchanged, Increased, or Decreased only if their Effective Date value (e.g., 04.25.2018) is higher than Effective Date of a current rate (e.g., 04.10.2018) |
If Auto-Confirm option is disabled, you need to click the Confirm Filtered Rates button (see screenshot) to change rates status from stashed to active.
Screenshot: Confirming Rates
Import History Tab
The tab contains information about all executed imports to this rate table. You can access it in the Rate Tables → Import History. It is presented in a form of table with the following columns:
Screenshot: Import History output
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Date
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User Login
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File
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Import file. By clicking on the
icon, the file will be downloaded
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File that contains a description of all errors occurred during import. By clicking on the icon, the file will be downloaded
If the Auto-Confirm option was disabled during the import process, you need to Mass Edit the rates' status from stashed to active.
Screenshot: Confirming Rates
Import History Tab
The tab contains information about all executed imports to this rate table. You can access it in the Rate Tables → {Specific Rate Table} → Import History. It is presented in the form of a table with the following columns:
Screenshot: Import History output
| Column | Description | |
|---|---|---|
Date | Time and date of import execution | |
User Login | Login of a user who executed the import | |
File | Import file. By clicking on the | |
| Total | Total amount of imported rates | |
| New | Total amount of rates with New type | |
| Increased | Total amount of rates with Increased type | |
| Decreased | Total amount of rates with Decreased type | |
| Unchanged | Total amount of rates with Unchanged type | |
| A-Z Closed | Number of rates, closed by A-Z import | |
| A-Z Stashed | Number of rates, stashed by A-Z import | |
| Status | Status of import procedure (success/failed) | |
| Error File | File that contains a description of all errors that occurred during import. By clicking on the | |
| When clicked on, deletes respective import data from the system | |
The imported rates are divided into the following types: Unchanged, Increased, Decreased, New. By clicking on the respective numbers of rates, you can see filtered rates by type (see screenshot above) in the Rates section.
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
Imported rates will be marked as Unchanged, Increased, or Decreased only if their Effective Date value (e.g., 04.25.2018) is higher than Effective Date of a current rate (e.g., 04.10.2018) and they don't have an End Date value. If the End Date value is present in a previous rate, the fresh one will be marked as New. |
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