Flat Rate Exchange

An overview of the Flat Rate Exchange page in Service Agreement Quoter.

Quick Reference

• The Flat Rate Exchange page allows you to manage the Flat Rate (FR) Exchange Events available in Service Agreement Quoter. To access this page, navigate to the Admin section of SAQ (click the gear icon in the top-right corner of the screen), then select “Flat Rate Exchange” from the left navigation menu.
• When first accessed, this page will contain a list of Flat Rate Exchanges present in your system. Click on a Flat Rate Exchange to view its available Events.
• Click on an Event to edit it.
• Check the “Enabled” checkbox to the left of an Event to enable it for the selected Flat Rate Exchange. Uncheck this box to disable it.

Introduction

The Flat Rate Exchange page allows you to manage the Flat Rate (FR) Exchange Events available in Service Agreement Quoter.

When an event type is added, the system matches the FR exchange jobs from ERP based on the event type SMCS codes.

To access this page, navigate to the Admin section of SAQ (click the gear icon in the top-right corner of the screen), then select “Flat Rate Exchange” from the left navigation menu.

Flat Rate Exchange

When first accessed, this page will contain a list of Flat Rate Exchanges present in your system. Click on a Flat Rate Exchange to view its available Events.

1. Flat Rate Exchange Table
   This table contains a list of the Flat Rate Exchanges in your system. Click on a column header to sort the table by that column. Click and drag the column headers to change the order of columns. Click and drag the vertical bars between the columns to resize the columns.
2. Flat Rate Exchange
   Click on a Flat Rate Exchange to view its available Events.
3. Collapse Bar
   Click the bar with the left arrow to the left of the Flat Rate Exchange table to collapse it, giving more room to the other screen elements. Click the right arrow to expand the table again.
4. Events Table
   This table contains a list of the Events available for the selected Flat Rate Exchange.
5. Back Button
   Click to close the Events table.
6. Save Button
   Click to save your changes.
7. Enabled Checkbox
   Check this checkbox to enable an Event for the selected Flat Rate Exchange. Uncheck this checkbox to disable it.
8. Event
   Click on an Event to edit it. See “Edit an Event in Service Agreement Quoter” for more information.

Flat Rate Exchange Table - Columns

The Flat Rate Exchange table comprises the following columns:

• Description: A description of the Flat Rate Exchange.

• Events: The total number of Events (enabled and disabled) available for the Flat Rate Exchange.
• Enabled Events: The total number of Events enabled for the Flat Rate Exchange.

Events Table - Columns

The Events table comprises the following columns:

• Enabled: Contains the Enabled checkbox.

• Event Name: The name of the Event.
• Category: The Event’s category. Categories are managed via the “Categories” page.
• Cost Per Occurrence: The cost of the Event when added to a Quote.
• Frequency: The Event’s Start Frequency, used to calculate the target start date for Contracts that include the Event. For more information, see “Event Frequency”.
• Next Frequency: The Event’s Next Frequency, used alongside the Start Frequency to calculate future target start dates for Contracts that include the Event. For more information, see “Event Frequency”.
• Job Code: The Event’s three-digit Job Code (Caterpillar SMCS code).
• Comp Code: The Event’s four-digit Component Code (Caterpillar SMCS code).
• Modifier: The Event’s modifier SMCS code.
• Qty: The Event’s quantity SMCS code.
• Location: The Event’s job location SMCS code.
• Work Application: The Event’s work application SMCS code.
• Job Condition: The Event’s job condition SMCS code.
• Cab Type: The Event’s cab type SMCS code.
• Changed By: The name of the user who last edited the Event.