You can change all fees for a group of packages by a specific percentage, or you can enter new amounts individually for each fee.
You can use the following criteria in your search:
| Name of Field | Type | Description |
Search Criteria |
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Package Name |
Text |
Full or partial name of the package. |
Category |
Dropdown list |
Category of the package. |
Site |
Dropdown list |
Site attached to the package. |
Status |
Dropdown list |
Status of the package. |
Entry Point |
Dropdown list |
Entry point where the package is valid. |
The search result displays a list of packages that match the search criteria.
The following options are included on the Change Package Fees page:
| Name of Field | Type | Description |
Fee ChangeWhen the Batch update scheduled fee changes by membership valid from date checkbox is selected to search for fees, staff users can select to charge the scheduled fee by membership valid from date by fixed amount or percentage in the Fee Change section and then enter the effective date and the corresponding amount or percentage for each scheduled fee change. |
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Percentage Increase |
Numeric |
Percentage change to apply to all the fees linked to the selected packages.
A positive value increases the fees, while a negative value decreases the fees.
To override the percentage change in fees, enter a fixed amount in the Proposed field for individual fees. |
Round to Nearest $ |
Numeric |
Nearest value to round the new fee amounts to.
The minimum value is 0.01. Use this value to round to the nearest cent.
For example: You can round fees to the nearest dollar (default value is 1.00) or to the nearest ten dollars (10.00) to simplify your charges. |
Delete all existing scheduled fee changes and replace with the updates |
Checkbox |
Displayed only if the Batch update fee changes scheduled by booking date checkbox is selected. Select this checkbox to delete all existing scheduled fees in the selected charges and replace them with this new set of scheduled fees. If you want to merge this new set of scheduled fee updates into the existing scheduled fees in the selected charges, then do NOT select this checkbox. After the batch update, if the number of scheduled fee changes for a charge matrix exceeds 12, a popup window is displayed to users, prompting them to either abandon the changes or only save the current changes. |
Package / Fee |
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Name |
Read only |
Name of the package. |
Description |
Read only |
Description of the package fee. |
Current |
Read only |
Current amount of the package fee. |
Proposed |
Numeric |
Proposed new amount for the fee.
This amount overrides the percentage change specified in the Percentage Increase field.
Note: This field displays the proposed new amount of a fee after entering the new value and clicking Preview. To override, manually enter the new amount. |
Click the Preview button after entering the Percentage Increase and Round to Nearest fields to display the calculated new fee amounts in the Proposed field.
Click the Revert button (after clicking on the Preview button) to revert the fee amounts to the previous value.
Click the Apply button (after clicking on the Preview button) to apply the new fee amounts in the Proposed column. The amounts in the Proposed column are copied to the Current column, and these become the new current fee amounts for the selected packages.