This article explains how to change the pricelist associated with client funding records in bulk. This will allow you to claim at the correct rate based on when the service is delivered, and against the correct service booking in PRODA.
For Remote and Very Remote pricelists, these will need to be imported first. Click here to see how to do this. |
Please follow these steps to bulk change the pricelist for a client.
From Pricelist - This is the pricelist that you have set from the client's funding. This is the old pricelist that you wanted to change from the client's funding.
Effective Date - This will be the date of the new pricelist will take effect.