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.
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 the old pricelist from this field.
Effective Date: This field is used to specify the effective date of the new price list. 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.
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 the new pricelist that will be used by the client’s funding.
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.
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. The date will also split. The old funding will use the original start date and end with the day before the new funding date. The new funding will use the start of the new funding and the end date will be the original end date of the funding.
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
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.
We would suggest to change the pricelist to a maximum of 25 records at a time. Bulk changing of the pricelist for 30 records might freeze Brevity