From Another Application

From Another Application

1. Select the records you want to add to the Rate Details in another application. (We are using MS Excel as an example.)

   

2. Copy the selected records (CTRL+C).

3. From the Applications menu select Product Management > Rates. The Rates window is displayed.

4. Double-click the “import to” Rate plan. The Rate Details window is displayed.

5. Right-click in the table (grid) in the Rate Details window and select Import. An empty Import/Export Rate Details window for the associated Rate Plan is displayed.

   

6. Click the Paste from Clipboard link. The Import/Export window is populated with the records from the other application.

7. Select Append to add the imported records to the rate plan (if the Distance Type, Rating Method, and Location are the same as an existing record, you will get an error).

   OR

   Select Overwrite to replace existing records (the RateDetailIDs of the new rate details must be the same as the existing rate details, if they are not, the records are added with new RateDetailIDs).

8. Click Import to update the Rate Details window and close the Import/Export window.