Service/Stated Support Rollover

This process can be used when there has been a price increase for a rate that is used within a  Service/Stated Support item.  

Existing Service/Stated Supports can be rolled over. When initiated, this process will:

1. Set the Quantity on the original Service/Stated Support to be the Total Quantity used.
   
2. Readjust the Total based on the new Quantity.
   
3. Automatically set the Invoice Exclusion field to checked (see below section).
   
4. Add a Note to the Service/Stated Support to record the original Quantity and Total Amounts.
   
5. The old Service/Stated Support will no longer be visible for Invoicing from the Invoice Entry screen or Support Coordination Client list.
   

A new Service/Stated Support with be created with the following:

1. The Service Item will be copied from the original Service/Stated Support. This can be changed if needed.
   
2. The QTY will be set as the Remaining Quantity based on the QTY used from the original Service/Stated Support.
   
3. The Rate can be selected / entered.
   
4. The Total will be calculated based on the QTY.
   
5. Service Provider and Management Style will be copied from original Service/Stated Support.
   
6. Exclude from Total Allocation will be set based on original Service/Stated Support.
   
7. Once the new Service/Stated Support is saved it will then be visible from the Invoice Entry screen or Support Coordination Client list.
   

Use the following steps to rollover the Service/Stated Support for your client.

1.  Open the Service Contract.

2.  Edit the Service/Stated Support that you wish to rollover.

Any Service/Stated Support that has been rolled-over to a new Service/Stated Support will display in grey in the table.

3. Click the Rollover button in the bottom left-hand corner.
   

The Remaining QTY/HRS and Invoice Exclusion checkbox are now displayed for the Service/Stated Support.

4. The New Service Support (Rollover) dialogue will display.
   

When rolling over a Stated Support please note the following.

1. The Service Provider Field is non mandatory
   
2. The Service Item is fixed and can not be changed
   
3. Read Only Stated Support Flag is enabled
   

1. Service Item will be copied but can be changed if necessary for a Service Support ONLY.
   
2. Quantity is populated based on remaining Quantity from previous Service/Stated Support. Quantity can be changed.
   
3. NDIS Rate or Alternative Rate can be selected.
   
4. If you enter the Rate from the previous Service/Stated Support it will show you the remaining balance.
   
5. If the NDIS Rate or Alternative Rate is increasing you may need to adjust Quantity.
   
6. Note field is populated with information from the previous Service/Stated Support.
   
7. Total will be calculated once NDIS Rate or Alternative Rate is entered.
   

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5. Click Save to create the new Service or Stated Support.
   

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