Description
In the 11.37 this release, we made changes to allow rates to be assigned at Country and Parent Job Templates. As such, we have made some changes to the Copy Job Template workflow to reduce the risk of assigning rates that will not be compatible at other levels in the hierarchy.
For example, a Job Template at the Country level, with Country Agreement Rates assigned, where copied if the user changes the Country, the rates will no longer be compatible. The same incompatibility could also exist when copying a Job Template at a lower level, to a higher level for example a template at the Client level with client specific agreement rates, will not be relevant at a higher level.
The changes made include:
When copying a Job Template with Agreement Rates:
...
Where the Template Type is Country, and the Country is changed, the Copy Rates action is not editable.
Where the Template Type is changed to a higher or lower level, the Copy Rates action is still editable.
Where the Template Type is not Country, however the hierarchy entity is changed, (for example changing from one Client to another Client), the Copy Rates action is editable and:
All entity lookups list items are limited to the same Country as the hierarchy level item.
Benefits
These changes reduce the risk of rates being copied onto a new Job Template, where the rates will not be compatible once assigned to a Job Order. Minimising the risk at the Job Template level, reduces the need to re-assign rates once the template has been assigned to a job.
Configuration
No configuration is required.