How to Bulk Apply a Fee
RecTrac 3.1.10.31.00
Table of Contents
Problem
Is it possible to bulk add a fee to a number of our passes? We're running a promotion to discount our enrollment fee.
Solution
Fees can be applied in bulk when linked to a set.
Notes:
This solution assumes you have an existing Fee Set ready to apply in bulk.
Bulk Change for Fee Sets is available for Passes, Activities, Facilities, etc.
Steps For Solution
- From the RecTrac main menu, go to Pass Management or the appropriate management screen.
- Click More > Bulk Change.
- From the DataGrid at the top of the screen, select the applicable records or Use Item Range.
- Under Fee/Rule/Question Move Settings, set the Process Option to either Fee Set - Apply as Template or Fee Set - Link Set
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Fee Set - Apply as Template - Select this option to link a Set of Fees as a Template
- (When linked as a Template any Fees in the set can be modified on a case-by-case basis but changes made to the Set in Set Maintenance will not filter down.)
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Fee Set - Link Set - Select this option to link a Set of Fees as unchangeable.
- (When linked as a Set Fees in the set cannot be changed from a Module screen but changes made to Fees in the Set in Set Maintenance will take effect immediately.)
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Fee Set - Apply as Template - Select this option to link a Set of Fees as a Template
- Click the Fee Sets pick list
- From the DataGrid, highlight the fee set you wish to bulk apply.
- Click Select
- Click Process Fee/Rule/Question Move.
- Click Yes on the Are you sure pop-up message.
Once the process completes your Fee Set will now be linked to your chosen passes/records.