Edit and Update Cost Table in Cost Related Correspondence

Edit and Update Cost Table in Cost Related Correspondence


When you have sent out cost-related emails such as Variations, Back Charge Notice, or Back Charge Confirmation and need to apply changes to cost information such as new activity rates, create new costs, or change quantities, you can edit the existing cost table and resend the email.

This way there will be a record and trail of all cost-related communication giving you complete transparency.

You can edit the cost table in 2 ways.

  1. Edit via Email - Changes to Cost Table will only be saved once an email sent.
  2. Edit via Inbox Cost Management Filter - Changes can be saved without further correspondence.

1. Edit via Email

Open the email associated with the cost table.

Navigate to the top right and you will have the options to Reply, Reply All, Forward or Resend.

Any of these options will allow you to edit the cost table before sending the email.


Click on the Edit button next to the Cost Table heading to open the original table.



Once the Cost Table is open, click on the pen icon next to the line you want to edit.




Update details accordingly, and click on the tick icon to apply changes.



To Delete a Cost simply click on the Trash icon.



To Add a New Cost, complete the fields accordingly then click the plus icon.


Once you have made your changes, click on Add to return to your email and Send.

Please note changes will only be saved, once you send an email with the updated cost table.

2. Edit via Cost Management Filter in Inbox

From the main menu in your Inbox window, click on Cost Mgt Filter.



The following filter screen will appear to locate the cost table in a specific email.

First, select the Inbox (Category) Folder, any email that contains a cost table in that category will be available for selection in the Doc No/ Subject drop-down menu. Select your email and the cost table will appear for editing.



Once the Cost Table is open you can edit each cost individually as per previous steps.

1. Click on the pen icon next to the line you want to edit as per previous steps
2. Click on the tick icon to apply changes
3. Click on the Trash icon to delete a cost
4. Click on the Plus Icon to add a cost



3. Bulk Actions via Cost Management Filter 

You are able to update the Status or Delete all Cost Lines via Bulk Actions.

Change Status

1. Click on the checkbox in line with the cost.
2. Click on Update Status
3. Select Status
4. Click Submit



Delete
 
1. Select by clicking in the checkbox in line with the cost
2. Click Delete Items
3. Click Yes to confirm Delete



Click on Save as Draft to come to it later, this will be highlighted in the Cost reports as per the below example.



Click Save, if you would like to Save Changes with no follow up required with correspondence.

To send the updated cost table via Email click Submit Changes to Recipient.


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