To clone a PSL rate element

<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>

As the variations in required PSL rate elements may be only minimal, it is possible to clone existing records, retaining all the attributes and configuration settings for applicable account and agreement types, mapped rates, notification periods for incremental increases, etc. and apply the required changes to the new copy, thus saving time and effort.

The procedure to clone a PSL rate element is as follows:

1. Navigate to Quick Menu > Rents > Configuration > Rent Element. The Element Details window is displayed.
2. Expand a classification heading from the alphabetical list and select an associated PSL rate element, or type its name into the Search Elements field. By default the list is filtered to show Current elements. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Clone Element. The Elements Details window is populated with all the attributes of the source PSL rate element.
4. Enter an Element code into the field provided i.e. the unique identifier for the cloned PSL rate element 2.
5. Enter a Description for the cloned PSL rate element into the field provided.
6. Using the Classification, Category, VAT code, Applicable account types, Applicable agreement types, New rate notice units, New rate notice period, Increase notice units, Increase notice period and Companies drop-down fields, ensure that the selected parameter values are still valid for this cloned PSL rate element and apply any required changes.
7. Ensure that all attributes of the PSL rate element are still valid and apply any required changes using the tick boxes provided. An explanation of each available attribute is summarised in the table below.
8. Amend the Effective from date for this cloned PSL rate element, as required i.e. the date on which it came into effect 3.
9. Amend the Effective to date for this cloned PSL rate element, as required i.e. to specify the valid duration; a blank field means the element will be continually valid.
10. Click on Save. The cloned PSL rate element appears in the alphabetical list, underneath the associated classification heading.

Note

1 The Search Elements field will match against any component of the PSL rate element description.

2 System validation rules ensure that the code entered for each new PSL rate element is unique.

3 The Effective from date defaults to the current system date and cannot be left blank.

See related topics...

PSL rate element maintenance overview

To create a new PSL rate element

To define the rate attributes of a PSL element