Screen: Additional charges
How to copy to all sites
Before you start
- The company has more than one site.
- You are the Central manager, or a Site manager at every site of the company. Otherwise the button does not show, and the server refuses the copy.
- What can be copied: the site's charges, the site's default terms, or a producer's terms to the same producer at the other sites.
Steps
- Open the source: Charges, or Agreements for the default terms, or a producer's agreement.
- Press Copy to all sites….
- Give Effective from (today or later). The text says what will happen at how many sites.
- Press the button that names the copy, e.g. Copy the charges to 2 sites from ….
- If asked, sign in again. The same request is sent once and the same screen opens again.
- The Result per site table shows for each site "Created", "New version", "Unchanged (same terms)" or, for the charges, how many were created, versioned or skipped (retired).
What if…
- …it says "The copy is not allowed…". You do not hold the role at every site. Nothing changed: the copy happens at all sites or at none.
- …it says "The date is not accepted…". A site already has a version from that date or later. Give a later one.
- …it says "The company has a single site…". There is nowhere to copy to.