RB User Guide > Setup > Service Items Master > Updating service items

Updating rates in batches

If you have multiple tables that need the same rate or option changed, use Mass Update for either billing or pay rates.

1. Setup > Service Item Master

2. Click to see all service items or select options in Search By to limit the results before clicking :

   • Service Group

     Default is ALL. Select a group in the drop-down to only see items in a single group.

   • Service Subgroup

     Default is ALL. To restrict results, first select a group in Service Group, then select a subgroup in this drop-down. (See Organizing service items.)

   • Service Item

     Enter part of a service item name.

   • Show Active Only

     Default is Yes. Leave as the default if you only want to see service items that you have designated as Active (see Entering billing & pay rates). If you want to see all service items, click to select No.

3. Click a hyperlinked service item.

4. In the View Service Item window, click Edit.

5. Update the information if needed.
6. Click More >
• Mass Update for Billing Rates: To update rates and options in billing rate tables in more than one Billing Rate Group.
• Mass Update for Pay Rates: To update rates and options in pay rate tables in more than one Pay Rate Group.
7. In the Mass Update for Billing Rates/Pay Rates – Step 1 panel, check box(es) for information that should be copied from the service item.
8. Click Next.
9. In the Mass Update for Billing Rates/Pay Rates – Step 2 panel, check box(es) for which group(s) should be updated.
10. Click Update.
11. If you made any changes to the Service Item, a popup will appear. Click Yes.

Reference

• Service Items
• Billing Rates
• Pay Rates
• Billing Rate Group
• Pay Rate Group

Step-by-step instructions

• Organizing service items
• Entering billing & pay rates