Manage Price List

Learn how to Manage Prices Lists on a NDIS Service Agreement in Maica

What does the Manage Price List Quick Action do?

The Manage Price List tool in Maica is a Quick Action that allows users to update the Price List associated with a Service Agreement.

Where do I find the Manage Price List button?

The Manage Price List Quick Action is visible at the top right hand corner of your interface on the Service Agreement record, as shown below.

The Manage Price List Quick Action will only be displayed if:

• maica_cc__Status__c = Draft OR

• maica_cc__Status__c = Pending Start OR

• maica_cc__Status__c = Active

Meaning, if the Status of the Service Agreement is Active, Pending Start or Draft. If the Agreement is in any other status, the Manage Price List button will not be displayed.

How does the Manage Price List Quick Action work?

In order to begin managing your Price List, simply click the Manage Price List button to display the pop-up, as shown below.

Here, you can immediately select your New Price List.

Please note, only Support Items from the selected Price List can be added to the Agreement. Changing the Price List may impact existing Agreement Items if they are not included in the New Price List.

There is also a selectable box to Update Rate on Agreement Items. If checked, the new Rate will be applied to Invoices going forward. Existing records will not be effected.

Once selected, click Confirm.

After clicking Confirm, one of two things will happen:

1. Price List will be successfully updated

If the new Price List is compatible with the Service Agreement (if all Support Items exist in the new Price List), the update proceeds and Maica will display a success message. You can close the window and your Price List will be updated.

2. Agreement Item record(s) are linked to Support Items that do not exist in the new Price List.

If If any Support Items are missing from the New Price List, a list of affected items is displayed, as shown below.

In this instance, you will have to select a different Price List or ensure that the Support Items are added to the Price List.

What happens after I click Done ?

After you click Done, Maica updates the Service Agreement and associated records to reflect the New Price List.

1. The new Price List is applied to the Service Agreement.

2. If Update Rate on Agreement Items was selected, the new rates are applied to future invoices.

3. The Previous Price List and Last Price List Change fields are updated in the System Information section of the Service Agreement, as shown below.