Sales Percentage Item Rate Change

Making a percentage rate change on a Sales Percentage Item

1. Modify the original item by adding ‘old’ to the end of the key and save. This will prevent the item from being used moving forward.
2. Make a copy of the old record and:
   • Remove  ‘.oldcopy’ from the key
   • In the Percentage field, change the percentage.

What will happen next?

1. ACTION REQUIRED: Any reservations or quotes containing the old percentage item should be modified, old percentage items removed, and then readded with the new item.
2. Writing a new contract will use the new item and charge the new rate automatically.
3. When continuation billing a contract, the old item will be maintained until it is returned and the contract is closed (this is in line with the requirement noted in the link at the top of this document).
4. Modifying rates on a previously closed contract will maintain the old percentage rate.