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This flag is used to determine the date that an updated charge will stop and restart. See <Notes> for more details. 

Alternate Recurring Charges (Quarterly, Semi-Annual and Annual), when updated, will always use BACKDATE as the Effective Date.

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  • Any GLA Charge MUST have a valid Owner, either a Contact or a Department Hierarchy.
  • By default the GLA Charges import always adds new charges. It never updates or removes charges. This can create duplicates.
  • If the UPDATE flag is set, the import will only update existing charges. This can be used to set Stop Dates on MRCs, or change Override Amounts, Quantity, Description, GLA, or Prorate flag.
  • If an NRC has been billed, it cannot be updated in any way.
  • If an existing MRC Monthly Recurring Charge has been billed, it can be updated. Changing then Updating the GLA, Amount, Quantity, or Prorate Flag, will stop the new existing Charge stops the previous Charge and create a new Charge record begins with the appropriate changes. The Stop Date becomes the day before the import was run. The Start Date becomes the day the import was rundate of this stop and start is determined by the Effective Date flag. If this is set to 'TODAY', then it will stop the existing charge with yesterday's date, and start the new charge with today's date. If it is set to 'BACKDATE', then it will use the date that the existing charge has been billed through.
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