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Client Management Company Rate Change Item Codes Method
Item Codes Method Overview (continued)
Contract Start Date: 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 the contract start date. The contract start date exclusion formula subtracts the number of days from the Company Rate Change Effective; if the contract start (System record) date is greater than this calculated date, the recurring line will be excluded.
Customer OK To Increase Date: If the Customer OK To Increase Date is blank, less than or equal to the Company Rate Change Effective date, the customer meets this check and proceeds to the next check to determine eligibility for a rate increase. If the customer has no active recurring lines, it will be excluded from the eligible list.
System OK To Increase After Date: If the System OK To Increase After Date is blank, less than or equal to the Company Rate Change Effective date, the system meets this check and proceeds to the next check to determine eligibility for a rate increase.
2016