You work with Placements and you want to change the Rate in a Placement.
However, you can't change the rate. This article explains how you can work with a different rate.
Once a Rate is used in an invoice line, the Rate is locked. It is accountancy undesirable that you can change the rates afterwards.
If you want to add a modification afterwards (for example when the rate was to low) then to the following:
- Go to Files | Placements
- Open the 'Placement';
- Give the rate line an end date.
- Click [Rate +1] to add a new rate line.
- Fill in the fields and make sure that the start date is just after the end date you set for the old rate.
- Click [Save] here is an example of how the new rate lines could look like
"Wrong" rate| 100 | 01-01-2013 | 13-01-2013
"New" rate | 115 | 14-01-2013 | [empty]
This way the right rate is set for the following invoices. To make up for the differences in the past, create a new invoice line at the placement.
Keywords : UD-1914