Client Management Company Rate Change Item Codes Method
Using the Item Codes method on the Company Rate Change form provides several options of selecting which customer recurring lines to include in the rate change batch. You may select to perform a rate increase or a rate decrease. You may select to increase (or decrease) recurring rates by a flat dollar amount or by percentage rate. Other options are to include recurring lines with a minimum monthly amount and/or a maximum monthly amount. You may select customer types of Residential or Commercial or both customer types.
Another option is to import a list of customer numbers from a .csv file. This imported customer list may be used as the basis of customers to be included or excluded from the Company Rate Change batch. If using an imported customer list as the basis for including customers, only the customers on the list with eligible recurring lines will be included in the Company Rate Change batch. If selecting the option of excluding customers which are on the imported list, any recurring lines associated with a customer on the list will be excluded from the Company Rate Change batch.
With the Item Codes method, the program selects recurring lines based on certain data stored at the customer, system and recurring line levels.
· Customer – OK To Increase date
· System – OK To Rate Increase After date
· System – Contract Date
· Recurring Line – Renewal (date)
· Recurring Line – Rate Increase (date)
· Recurring Line – Invoice Item