docs/8.0/ayanova/docs/acc-service-rates.md

@@ -1,8 +1,5 @@
 # Service rates
 
-[UNDER CONSTRUCTION]
-#b4beta
-
 The Service rates [form](ay-start-form-overview.md) is used to edit Service rates.
 
 Service rates are used to indicate charges for providing service on [Work orders](svc-workorders.md).
@@ -30,12 +27,15 @@ Service rates are accessed in the following ways:
 
 - From the `Accounting` navigation pane `Service rates` item
 - By clicking on the [open record icon](ay-start-form-select-list.md#opening-selected-record) any Service rate selection list on any other form where Service rates can be selected such as the Work order, Quote and Preventive Maintenance forms
+- From any [data table](ay-start-form-data-tables.md) column showing Service rates such as the [Work order list](svc-workorders.md)
 
 ## How service rates work
 
-Service rates are set on Work orders, Quotes and Preventive Maintenance orders to indicate a charge for service provided.
+Service rates are selected on [Work orders](svc-workorders.md), [Quotes](svc-quotes.md) and [Preventive Maintenance](svc-pms.md) orders to indicate a charge for service provided.
 
-Service rates can not be edited to change their Cost or Price once they are used on another object in order to protect the historical record. This means that you must make a new service rate if the price or cost needs to be changed.
+Service rates Cost and Price fields are **locked** to prevent editing once they are used on another object in order to protect the historical record. This means that you must make a new service rate if the price or cost needs to be changed.  
+
+When a rate is retired it should be set to inactive by un-checking it's Active checkbox and a new rate created to take it's place.  Rate names must be unique so for example if a rate changes yearly then the old rate might be called "In-shop service 2022" and the new rate called "In shop service 2023" to ensure names are unique and recognized by users. 
 
 ## Service rate data table
 
@@ -47,7 +47,7 @@ The Service Rate edit form contains all the [standard edit form](ay-start-edit-f
 
 #### Name
 
-This is the name of the rate as it's displayed in forms and reports. A rate name must be unique from all other service rates entered.
+This is the name of the rate as it's displayed in forms and reports. A rate name must be unique from all other service rates entered.  Remember this is the Name that Customers will see on reports if provided to them.
 
 #### Account number
 
@@ -55,11 +55,11 @@ Optional convenience field not used by AyaNova itself.
 
 #### Retail charge
 
-Charge to customer per unit for this service. [Currency](ay-start-data-types.md#currency) field.
+Charge to customer per unit for this service. [Currency](ay-start-data-types.md#currency) field. This field is **locked** once the rate is used in AyaNova to preserve historical data.
 
 #### Cost
 
-Internal cost per unit to provide this service. [Currency](ay-start-data-types.md#currency) field.
+Internal cost per unit to provide this service. [Currency](ay-start-data-types.md#currency) field.  This field is **locked** once the rate is used in AyaNova to preserve historical data.
 
 #### Unit charge description
 
@@ -72,7 +72,7 @@ If checked this rate will only be availble to select on Work orders with a [Cont
 #### Active
 
 Rates that are set to Active can be selected on new Work orders and other objects that user Service rates.  
-Rates not set to Active will still show in historical records but can not be selected for new records; this is how you retire a rate from use.
+Rates not set to Active will still show in older records but can not be selected for new records; this is how you retire a rate from use.
 
 #### Notes