M&IE Per Diem Rates List - Icon Controls

-- the add icon can be used to insert a new record of this type.

-- the delete icon can be used to remove all rates for a particular location.  These rate entries can be deleted regardless of whether they have been referenced on existing expense line items (that is, any rates referenced on the expense line items were copied to the expense report and thus you can remove rates from this screen without impacting any existing rate entries).  For performance reasons, you may be interested in deleting any locations that will not be used in your Unanet system.  You can either not load them in the first place, delete them via this screen, or you could also consider simply disabling them (via the edit icon).  

It is also important to note that deleting a location’s rates will allow them to be enabled if re-imported.  If a location’s rates are disabled, they will not be re-enabled by subsequent imports for the same location.  New or modified rates for the disabled location will still be correctly imported, they will just not be available for use when reporting per diem expenses.

-- the Delete All icon will allow you to delete all per diem rate locations that matched the search criteria (that is, those per diem rates displayed on the list tab -- but not necessarily all rate entries in the system).  

-- the edit icon can be used to modify a record.  In the case of per diem rates, the only change that can be made is to toggle the value for enable/disable.  Note that in most instances, double clicking on a row will provide the same behavior as clicking the edit icon.

Checking or un-checking the enabled icon next to a location will enable or disable all rates for that location.  If a locations' rates are enabled, they will be available for use when reporting per diem expenses.  If a location's rates are disabled, they will remain in the per diem rate schedule, but will not be available for use when reporting per diem expenses.