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ArticlesPSA: For Dated Rate Cards, What Date Field Determines Which Rate Card Is Applied to a Resource Request?

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PSA: For Dated Rate Cards, What Date Field Determines Which Rate Card Is Applied to a Resource Request?

The Start Date field on a Resource Request determines which Rate Card is applied. If a Resource Request's Start Date is within a Rate Card's active date range, that Rate Card will be used. This applies even if the End Date falls within a different Rate Card's active range. No Rate Card will be applied if the Start Date is outside of any active Rate Card date range.

  • Sep 18, 2023
  • Knowledge

Title
PSA: For Dated Rate Cards, What Date Field Determines Which Rate Card Is Applied to a Resource Request?
Summary
The Start Date field on a Resource Request determines which Rate Card is applied. If a Resource Request's Start Date is within a Rate Card's active date range, that Rate Card will be used. This applies even if the End Date falls within a different Rate Card's active range. No Rate Card will be applied if the Start Date is outside of any active Rate Card date range.
URL Name
PSA-For-Dated-Rate-Cards-What-Date-Field-Determines-Which-Rate-Card-Is-Applied-to-a-Resource-Request

Question
  • For dated Rate Cards, what date field determines which Rate Card is applied to a Resource Request?
Answer
  • The Start Date field on the Resource Request determines which Rate Card is applied
    • Example 1
      • If a Resource Request Start Date falls within the active date range for one Rate Card but ends within the active range for another Rate Card, then the Rate Card that contains the Resource Request Start Date will be applied
    • Example 2
      • If a Resource Request's Start Date falls outside the active date ranges for any Rate Card, then no Rate Card will be applied, even if the End Date of the Resource Request falls within the active date ranges for any Rate Card
Additional Notes
Release Version
Customer Success CloudFinancial Management CloudProfessional Services Cloud
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Knowledge:PSA: For Dated Rate Cards, What Date Field Determines Which Rate Card Is Applied to a Resource Request?