The Goal: Create a new fee item by copying an existing one while in Best Practice (BP) mode, where existing fee items cannot be edited directly.
Before You Begin:
- Your database must be using Best Practice (BP) mode. Learn more about BP Mode.
- You need permission to manage billing settings, and you should know which existing fee item you want to copy.
If you are using Best Practice (BP) mode, you may not make changes to an existing fee item. You will need to create a new fee item. To make this easier, you have the ability to make a copy of a fee item.
Step-by-Step Instructions
- Go to Finance, Billing section, click Settings, then select Fee Items.
-
Click the
icon for the Fee Item you wish to copy.
- On the Add a Copy of a Fee Item screen:
- Rename the fee item.
-
Make any changes that you wish. Refer to Setting Up Fee Items for more details of the fee item settings.
- Click Done to finalize your changes.
| IMPORTANT: This is a brand-new fee item and it will NOT automatically be tied back to locations you may be using the original fee item. For example, if the original fee item is tied to a membership type you will need to change the fee item associated to those membership types. |
If you no longer wish to use the original fee item, you can deactivate it. This is a good time for you to verify whether the original is tied to any of your membership types, NAR ecommerce splits, or M1 financial record. See De-activate a Fee Item for more information.
Common Pitfalls
- Assuming the copy inherits the original's associations: A copied fee item is brand new and is NOT automatically tied to the membership types, NAR ecommerce splits, or other locations that used the original. Re-associate the new fee item wherever it is needed.