Bulk Change of Client Pricelist

This page guides you through the process of undertaking a bulk change of client pricelist records.

These are the topics on this page:

Introduction

Change Pricelist is accessed through the Administration> Change Pricelist sub menu. The change pricelist is applicable to both the lists that are delivered and maintained by Brevity which catalogue the service rates as per the NDIS Pricing Arrangements and Price Limits document (previously known as the NDIS Price Guide); and lists that have been created and are maintained by the business.

When undertaking a pricelist change you have two option available, either updating the clients existing funding profile with the particulars of the new pricelist or establishing a NEW client funding profile. IT IS recommended that you update the existing client funding profile with the particulars of the NEW pricelist.

For Brevity LITE this can be accessed via Administration > Settings > Bulk Change Client Pricelist

Navigating the the Bulk Change Pricelist form

The Bulk Change Pricelist feature is comprised of two screens.

Click to expand and preview the fields and objects that comprise the Bulk Change Pricelist form

Change Pricelist description: This field provides a description of the pricelist being changed and the effective date of change. The information listed within the description is based upon the selected pricelist and the effective date of change.

From Pricelist: This field provides a listing of existing price lists within the Brevity product. Select or type in the applicable price list that you are transitioning from.

Effective Date: This field is used to specify the effective date of the price list change. The date can either by typed in or set through the date picker.

Next: Selecting this button will advance you through to the Destination Pricelist page, the client funding record list will display all client funding profiles that match with the pricelist value selected within the From Pricelist field.

Click to expand and preview the fields and objects that comprise the Bulk Change Pricelist form

Change Pricelist description: This field provides a description of the pricelist being changed and the effective date of change. This information is set from the Source Pricelist page.

Back: Selecting this button will return you to the Source Pricelist page.

Change Pricelist: This button will process will either update existing funding records to the new pricelist or establish new client funding records for the records selected within the Client Funding Records data grid.

New Pricelist: This field provides a listing of existing price lists within the Brevity product. Select or type in the applicable price list that you are transitioning to.

Change Type: This field provides to options for transition of selected funding records to the new pricelist. Options include updating the selected client funding records or expiring the selected client funding records and creating new client funding records with the new pricelist.

Client Funding Record list: A listing of client funding records that match with the pricelist selected within the Source Pricelist page. This listing allows for the individual or multiple selection of client funding profiles.

Bulk Changing Client price lists

To undertake a Bulk change of a pricelist within the product observe the following steps:

Select the Administration > Change Pricelist menu to display the Change Pricelist page.
Select from the drop list within the From Pricelist field the applicable pricelist record associated with the client funding records that are to be transitioned to the new pricelist.
Within the Effective To date, either input in free text or select from the date picker the effective date of the transitioned to the new pricelist.
Click the Next button to advance to the Destination Pricelist page.
Select from the drop down within the New Pricelist field the applicable pricelist record client funding records will be migrated to.
Select the applicable client funding records that are to be transitioned to the new pricelist.
From the Change Type field select one of two values from the drop down list. To update the selected client funding records select the Update Existing Funding option. To close out the existing client funding records and establish a new client funding record with the new pricelist select the Create New Funding option.
Click the Change Pricelist button to process the nominated action for the selected Client Funding Records. With respect to the creation of new funding records, the expired funding record end date will be set to the day prior to the effective date set within the Source Pricelist page, and the start date for the new funding record will be set to the effective date. The end date for the expired funding record will be utilised as the end date for the new funding period.

The difference between the create new funding and update existing funding is that in create new funding, this is being used when you still want to bill the previous schedule using the old pricelist. Brevity will create a new funding with the new pricelist and keep the old record with the old pricelist.

Create new funding is used when you don’t need to create further invoice for the old schedules with the old pricelist. Brevity will update the current funding to the new pricelist