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Client Management Company Rate Change Item Codes Method
Item Codes Method Overview (continued)
Once the Invoice Items to be increased have been selected from the Items form of the Company Rate Change form, you will proceed to the Customers form and press the Get Customers button. Pressing Get Customers button triggers the Company Rate Change program to run through a series of date checks to determine which recurring lines are eligible for a rate change. Only recurring lines with an Invoice Item selected for an increase that meet the date rules below will be displayed on the Customer List and are eligible for a rate change.
Prior Rate Increases: Determines which recurring lines to exclude based on the values entered in the Exclude Recurring Items section of the Company Rate Change form – Exclude recurring lines based on prior rate increases. Recurring lines that have been increased using the Company Rate Change program within the number of days specified will be excluded.
2016