Adjust Sponsorship Rates

The billing coordinator for your organization may need to implement a global rate change in order to meet changes in the cost of maintaining the sponsorship. The Adjust sponsorship rates definition in Global Change allows you to globally increase or decrease the rate of sponsorships based on a % or fixed amount.

1. From Administration, select Global Changes. The Global Changes page appears.

2. Select Add. The Select a global change definition screen appears.

3. Under Sponsorship, select Adjust sponsorship rates.

4. Select OK.

5. In the Name field, enter a name to identify this global change process.

6. In the Site field, select the specific site you want changed. For example, if your organization maintains several offices - office A, office B, and office C - and you just want office B changed, select office B. Select All sites to change the amount in all locations.

7. If you want to globally change the rate set on a specific program, select Program and then in the drop-down menu select the specific program to use.

8. If you want to globally change the rate set on a specific group of records included in a selection created in Query, select Selection. Select the magnifying glass at the end of the field to access a search screen and locate the specific selection you want to use.

9. In the Adjust method field, you can choose to “Set rate to” a specific amount or to “Increase rate by” a specified amount.

10. In the Amount field, enter the new rate or the amount by which you want the existing rate increased. This depends on the option you selected in the Adjust method field.

11. In the Revenue function field, select the function you want to include on the record when recognizing the rate change. For example, if the new rate is for upgrades, select "Upgrade."

12. In the Marketing fields, modify the marketing information as desired.

13. Select Save.

14. When your are ready to execute the rate change, select Process global change.