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How to Create a Shift Rate - Advanced

To be added.(create more advanced Shift Rates, complete the above.

But when creating a formula you can use the following:

Number: 123.456 or -123.456 or 123.456E10 number with exponent
String: “ABCDEF”

Basic expression: 1 + 2
Assign to a variable: VARIABLE = 1
Variables start with a letter or underscores followed by letters, numbers or underscores.
Ie:
A_Variable_Number_99

Variable Expression: VARIABLE + 1
Special Variable RESULT: Assignment to this variable stops all further processing and returns the assigned value.
Ie:
X = 2
Y = 3
RESULT = X * Y (Returns 6) Processing stops here.
Z = 10 Does not reach here.

Operators: (,),+,-,*,/,^ (Power),%(Modulo)

Relational Operators
Equals ==,
Less Than <
Greater Than >
Less Than Or Equal To <=
Greater Than Or Equal To >=
Not Equal !=

Special String Equals Operator ?= Trims spaces from start and end and ignores case.

Functions: Cos, Sin, Tan, Acos, Asin, Atan, Log10, Log, Sqrt, Round, Min, Max, Floor, Ceiling
ie:
Sqrt( 2 ) Square root of 2
Round( X, 2 ) Round X to 2 decimal places
Min( X, Y )
Max( X, Y )

String Functions: ToUpper, ToLower, TrimRight, TrimLeft, TrimStart, TrimEnd, Trim, Contains.

If Conditional Expression then
else (if)
endif

X = 10
Y = 12

if X < Y then
R = 9999
else
R = 1111
endif

Result = R

Ternary: Conditional Expression ? Value : Value
X < Y ? 9999 : 1111

Boolean Operators: ‘and’, &&
‘or’. ||

if A > B and B < C then
D = 9999
else
E = 1111
endif

TOTAL = 0
TRAVELED = KILOMETRES

if TRAVELED > 150 then
TOTAL = ( TRAVELED - 150 ) * 11
TRAVELED = 150
endif
if TRAVELED > 100 then
TOTAL = TOTAL + ( TRAVELED - 100 ) * 10
TRAVELED = 100
endif
if TRAVELED > 50 then
TOTAL = TOTAL + ( TRAVELED - 50 ) * 7
TRAVELED = 50
endif

Result = TOTAL + TRAVELED * 5
(Back to the Top)

How to Assign a Shift Rate to a Customer Account

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  1. In the IDS Core’s main menu, click on Customers, then click on Account Details

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  2. This will open up the Customer Accounts Detail Tab.

  3. Once that tab is open, locate the Customer Account you wish to add the Shift Rate to.
    (for more information on how to find a Customer Account, please see this article: How to Manage Customer Accounts

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  4. Then double click on the Account.

  5. This will populate the right hand side of the screen with this account’s saved details

  6. Now click on “Staff” button in the “Pricing” section in the Toolbar located across the top of the screen

  7. You will now see the Shift Rates table on the screen

  8. In the “Selected” column, tick the boxes for the Shift Rates you wish to assign to this Customer Account

  9. When done, click on the “Save” button located in the Toolbar

  10. You will now see the confirmation pop up

  11. Click on “Ok”

  12. Your Shift Rates are now saved to this Customer Account

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