Client Management Company Rate Change Item Codes Method
Item Codes Method Overview (continued)
Recurring Line Rate Increase Date: If the Recurring Line Rate Increase Date is blank, less than or equal to the Company Rate Change Effective date, and the recurring line Invoice Item code is on the list of Items to rate change, the recurring line will be included in the Customer list of eligible recurring to rate change.
Recurring Line Renewal Date: If the Recurring Line Renewal Date is blank, less than or equal to the Company Rate Change Effective date, and the recurring line Invoice Item code is on the list of Items to rate change, the recurring line will be included in the Customer list of eligible recurring to rate change.
Once the list is complied of customer recurring lines which are eligible for a rate change, you may review the list to make any further exclusion determinations. If recurring lines are on the list and you do not want to rate change them, you would need to enter a date in one of the evaluation date fields that would eliminate the customer recurring line(s) from the batch. After making changes to any customer, system or recurring dates, you would then return to the Company Rate Change batch and refresh the customer list.
2016