Related articles:
Q: When should I use "These rates are outdated" vs. "These rates were never right" for editing a rate schedule?
A: You need to use "These rates are outdated" if something has changed or will be changing to the rate schedule.
You can use "These rates were never right" if it has always been wrong.
Note: Either action will change rates for all items completed on or after the Effective Date that have not yet been invoiced.
Examples:
The rate for the mileage went up last week and I need to backdate it to the date it changed. – select "These rates are outdated" with backdated Effective Date
The rate for mileage will go up starting next week. – select "These rates are outdated" with future Effective Date
The rate schedule was created with an Admin rate level, but I can’t bill for admins so I need to remove the Admin level. – select "These rates were never right"
I created a rate schedule yesterday, but I entered the incorrect rate values. – select "These rates were never right"
If "These rates are outdated" option is used for a rate schedule, the Effective Date is required, and will automatically set the End Date for the prior version of the rate schedule.
If the Effective Date is not specified when using either of the two options then the rates are effective for any date up to the End Date, if any.
The End Date can be in the future if you know the rates will no longer be valid at a definite future time.
Q: What is the effect of deactivating a rate schedule and when should I do it?
A: Deactivating a rate schedule makes that rate schedule unavailable for selection in new cases or as an option when changing the rate schedule for a case as of the specified End Date. It does not prevent billing on that rate schedule for cases to which it is already assigned.
You should deactivate a rate schedule when:
The rate schedule is no longer actively used for any service or customer account.
You need to get rid of duplicate rate schedules. For example, if the only difference between the rate schedule and another is the name (e.g. the inclusion of a customer account or service in the name), and the name difference has no significant meaning when choosing a rate schedule.
The rate schedule has the same rates and purpose as another rate schedule that is more commonly used.
The rate schedule needs to be corrected, but after correction it will be the same as another rate schedule that is used for similar purpose and has a similar name.
Q: When should I use the "These rates are outdated" option?
A: You want to use the "These rates are outdated" option when:
no existing rate schedule has the right current rates you need to associate with a service or customer;
you need to name the rate schedule with a particular service or customer in mind, even though the rates are currently the same as another rate schedule;
rates for this customer are currently the same as on an existing rate schedule, but they will change at different times than for the existing rate schedule.
Q: How many rate schedules should I have for L&I?
A: Most of L&I’s rates are the same, but because L&I requires different rate codes to be included in billing, and rate codes are part of the rate schedule, you will need a separate rate schedule for each L&I service you offer. Even if they have the same rates they will have different rate codes. These rate codes are populated by Gardiant and are not yet editable through the Admin-Rate Schedules tab. Contact support if you need to edit or change rate codes.