Create rate schedules with a spreadsheet

Setup Spreadsheets Overview

Setup spreadsheets help you save time by creating multiple items at once.

  • The menu shows only spreadsheets you have permission to use.
  • Always download a new spreadsheet before adding data—it’s populated with information from your database.
  • Follow the required upload order when creating related objects to avoid errors.
  • To save time, select a value from the drop-down and copy it into other rows as needed.

Formatting Rules

  • Enter all information as text or dates.
  • Only the sheet named DataEntry is processed—you can add other sheets, but they are ignored.
  • Do not rename, delete, or rearrange columns.

Download the rate setup create spreadsheet

In the Create dialog, click Setup Spreadsheets.

  1. From the Setup Spreadsheets Log, click Download.
  2. Under Create Spreadsheet, choose Rate Schedules.
  3. Download the spreadsheet.
  4. The file name format is yyyymmdd-CREATE_RateSchedules.xlsx.
  5. Add your information and save.
  6. Use Import to upload your spreadsheet.
  7. The Setup Spreadsheets Log reports the results and any errors. You can download the error (kickout) spreadsheet from the hyperlink, fix any errors, and upload the error sheet.

Permissions

The ability to create objects is determined by user role and any limits placed on the user's topmost place or topmost cost center.

Prerequisites

Before creating a rate schedule the vendor must exist.

Upload order for objects when using spreadsheets

Upload setup spreadsheets in the following order.

For example, if you want to create a meter,  search to find the vendor, rate schedule, and building. If these items already exist, create the account and meter. If not, you need to create the vendor, rate schedule, and building (in that order) and then the account and meter.

  1. Vendors
  2. Rates
  3. Organizations and Buildings
  4. Cost Centers
  5. Accounts and Meters

Create rate schedules spreadsheet details

Column Rules

Vendor Code

Choose the vendor from the drop-down. The vendor must be created before you can create the rate schedule.

Commodity Name

Choose from the drop-down.

Rate Schedule

Enter the name of the rate schedule used by the vendor.

 

Allowed characters for codes

  1. A-Z, no lower case letters
  2. 0-9
  3. &
  4. _
  5. /
  6. -

Example

example spreadsheet