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- Rates type - an equivalent to an importing page from earlier versions. While importing, at least 1 sheet must be of Rates type. For this type, the following columns are mandatory:
- Dst Code/Code Name - indicate at least one of them
- Rate
- Effective Date - if you don't indicate this column, the Effective Date, specified in the Code Rules information block, will be applied to imported rates.
- Src Codes type - this type allows a user to perform the import to the code deck attached to the rate table. For this, indicate source codes/code names in the two columns: Src Code and Src Code Name. If selected, both columns must be specified.
- Codes type - this type allows a user to perform the import to the code deck attached to the rate table. For this, indicate destination codes/code names in the two columns: Code and Code Name. If selected, both columns must be specified.
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Starting from JeraSoft Billing v3.18.0, the user has an option to select the Skip this sheet option for the system to ignore the respective sheet during import. More about sheet types configuration here.
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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 rows | ||||||
| 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) | ||||||
| When clicked on, deletes respective import data from the system
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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.
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