When updating rates, you should not just edit the existing rate, as it will affect existing payments that were calculated using the previous factor. Instead, you will create a new rate formula with the desired effective date, which will supersede the old formula on that date. This also gives you a historical record of what your rates have been since beginning FlightSpan™ use.
From the Home page click on the Rates icon, or from any page select Rates from the Settings menu.
Rates
From the Rate Settings menu select Rate List, then click on the Code for the desired Rate.
From the bottom of the Rate Formulas list, click the green plus button.
Select the desired Effective Date, enter the Factor (be sure to enter a zero before any decimal) and switch the desired factors to Yes, then save.
You will get a warning for any missing formulas.
Repeat the process for any additional formulas needed. The formulas must all have the same Effective Date.
Note: Once the new rate has been used in a Payment, the formula can no longer be deleted.
Data Substitutions and Price Line Items
Data Substitutions and Price Line Items may be edited either by clicking the Title under the Rate’s respective tabs,
Or by clicking on the Title from their respective Rate Adjustments List.
Both will take you to the same page, where the adjustment can be edited as needed. See Step Seven: Create Data Substitutions and Step Eight: Create Price Line Items for details.
Set the Effective and Expiration Dates for the adjustments from the Rate’s list view.
Data Substitution and Price Line Item formula dates are not required to match.
Data Substitutions and Price Line Items may be unlinked from the rate until the first time they are used. After that the Unlink icon will disappear.
Reuse Expired Price Line Item or Data Substitution
If you wish to reuse an expired Price Line Item or Data Substitution, you can edit the dates to reactivate it.
You can edit the Price Line Item or Data Substitution itself. From the Price Line Item, select the pencil icon by the date for the linked Rate.
Or from the Data Substitution, select the pencil icon by the date for the linked Rate.
You can also edit the Price Line Item or the Data Substitution under their respective tabs from the Rate.
Change the expiration date to the new desired expiration date, or some time in the future if you do not plan for it to expire.
Change the begin date to the date you want it to start.
Save and exit the Price Line Item or Data Substitution. If necessary, edit the expiration date by opening it again, or delete the expiration date.
Note: Payment Loads within the effective date range that have not yet been locked (unpaid cash-type Payments or account Payments) or will be recalculated using the new Price Line Item or Data Substitution if they are opened for editing.
Video Version
