Effective Date Remembered (for Base Services)
in progress
Adam Smith
Now when you make a change to price/pay on a Base Service and use the Effective Date it will work like you expect, including:
- Existing visits on or after the Effective Date will be updated with the new price/pay (as before)
- The Base Service WILL NOT be changed to the new price/pay but instead the system will store the dated change separately so a) when viewing the Base Service you will see what will change and when and b) when Recalculating visits the system will use the appropriate price/pay for the date
- Once the chosen Effective Date has been reached then the Base Service will be updated with the new price/pay
- Past Effective Date choices (moving forward, nothing you saved before this update) will also be remembered so if you Recalculated visits in the past it should use the appropriate price/pay even if you have since changed it
This is only for Base Services at this time and Effective Date changes to individual Client and User rates will still function as before. This feature has high potential for bugs so be on the lookout for anything odd.
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Steve Bambace
Hey Adam! Where are the details on what this changes & how to change it?
Adam Smith
Steve Bambace: I'm not understanding. What details are you looking for outside of the post above?
Steve Bambace
Adam Smith disregard
Susan Gary
That is great! But, we need it for all services, for example surcharges. The way it works now, PPC goes back and charges clients for old invoices that happen in the same year. If the effective date says Feb. 1st PPC will go back and charge for holiday surcharge for Jan. 1st.
Susan Gary
yes, but for all services. Not just base services.
Jessyca Nagorski
Yay!
Adam Smith
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in progress