Procedures

To access the rate utilities function select S-R-U from the main menu. The most commonly used choices are as follows:

• R to Replace - This function takes an existing date range such as 06/01/95 - 09/04/95 and replaces this date range with next summer's dates, i.e. 06/01/96 - 09/04/96. Do not use the replace function if you still need the existing date range.

• C to Copy - This function leaves the existing date range intact, and creates a new set of records for the new period.

• D to Delete - Takes a specified date range and deletes these records from your rate tables. This function is useful if you old date ranges, i.e. 1992 or 1993.

• For record type, it is safest to use E for everything, so that no add-on records, extra person, etc. are missed.

• I to Increase - Used to increase by a percentage and rounded according to your specifications.

  Example: For a nightly rate record you would enter the following:
  rate times 1.00 result times 1.10 rnd 1.00 div. 1.00 rounding method U.

  The results of this would be a 10% increase on the nightly rate, rounding up to the nearest dollar amount.

• B to Build - DO NOT USE THIS FUNCTION. This was designed to add the rate group field to existing rate records in an earlier version of avmain. If this function is selected in error, the rate group field will disappear unless you indicate Y (yes) to use new rate indexing.

You may want to make a copy of your existing rate file before making any major changes to your records. To do this, exist out of First Resort, and get to a DOS prompt. You will need to get into the accounts directory, typically, F:\ACCOUNTS. At the DOS prompt type: COPY SYLBBB.* SYLSAV.* where BBB represents your business code. If your business code consists of only 2 letters, the command would be: COPY SYLBB0.* SYLSAV.* (the number zero represents the third character).

Prior to using the rate utility function, you will need to determine the actual date ranges that exist in your rate table. To do this, select S-R-E from the main menu. At the Rate, Deposit and Tax Table Editing screen, leave the default R and F10. If you get the message Entry does not exist, press return, and try pulling up a rate by unit type or Property code. Once you have pulled up a rate record, go forward through the file, noting down the date ranges you wish to delete, copy, replace, and increase. These date ranges must be noted exactly as they appear, with the "from" month, day and year and the "to" month, day and year.

Prior to starting the procedure, you will also want to note the exact dates for the upcoming calendar year.