Client Management Company Rate Change Create a Rate Change - Items with Flat Rate
Create a Rate Change - Item Codes Flat Rate Increase (continued)
Post Rate Change
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Company Rate Change batches should be posted after the cycle invoicing has been posted for the month prior to the Effective Date of the rate change. For example, if the Rate Change Effective date is 09/01/2008, do not post the Rate Change Batch until the August 2008 cycle invoicing batch(es) have been posted.
After making a backup copy of your database, you will be ready to post the batch. Posting the batch will mark the end date each recurring line being increased to one day prior to the Effective date of the Rate Change. The program then creates a new recurring line with the new rates that were posted.
RMR Reason – You must select a RMR Reason code from the drop-down list. Typically the Rate Increase reason code is selected.
Invoice Memo (optional) – You have the option of creating an invoice memo that will print on the next cycle invoice for all of the customers in the Company Rate Change batch being posted.