Multiple Default Funding Source in a Quote

Multiple Default Funding Source in a Quote

What is this functionality?
This functionality allows you to select more than one funding source as default in a quote. The system checks service dates and applies the correct funding source when dates match.

Key Terms
TermDefinition
Starts On (funding source)The date when the client’s package funding begins. You can only change this when you first add the funding source. The system locks this date after the funding moves into a new period.
Ends On (funding source)The date when the client’s current package funding finishes. This marks the last day of the funding source. If Ends On is blank, the funding source is ongoing. You can update this when the end is known.
Period StartThe first day of the current funding period. This field is automatically generated by the system and cannot be edited.
Period EndThe last day of the current funding period. This field is also automatically generated by the system and cannot be edited
Starts On (service)The date when a service begins.
Ends On (service)The date when a service finishes.

NotesNote: The Period Start and Period End fields are now used as the basis for calculations across funding sources, fees, recurring services, and once-off services. 

How It Works


Scenario 1: Service Starts Within Funding Source Range

If you quote a service with a Starts On date of 15 February 2026 and funding source A has a Starts On date of 01 January 2026 and an Ends On date of 31 March 2026, the system allows you to assign a default funding source and sets funding source A for all occurrences from 15 February 2026 to 31 March 2026.


Scenario 2: Service Starts Outside All Funding Source Ranges
If you quote a service with a Starts On date of 15 July 2026 and all funding source records have an Ends On date on or before 30 June 2026, the system does not assign a default funding source because no funding source date range matches the service date, and shows “No default funding applies to this service date.”
You can still assign a funding source manually for those dates.


Scenario 3: Service Spans Multiple Funding Source Ranges
If you quote a service with a Starts On date of 15 February 2026 and an Ends On date of 15 May 2026, and:
  • funding source A has a Starts On date of 01 January 2026 and an Ends On date of 31 March 2026
  • funding source B has a Starts On date of 01 April 2026 and an Ends On date of 30 June 2026
The system allows you to assign a default funding source for each matching period:
  • 15 February 2026 to 31 March 2026 : Funding source A
  • 01 April 2026 to 15 May 2026 : Funding source B


You can see different default funding source values across service dates.


Scenario 4: Service Starts Outside Range and Ends Within Range
If you quote a service with a Starts On date of 15 February 2026 and an Ends On date of 15 May 2026, and funding source A has a Starts On date of 01 April 2026 and an Ends On date of 30 June 2026, the system allows you to assign a default funding source only for matching dates because only those dates fall within the funding source range:
  • 15 February 2026 to 31 March 2026 : No default funding source
  • 01 April 2026 to 15 May 2026 : Funding source A
​
You can see early occurrences without a default funding source and later occurrences with a default funding source.


Scenario 5: Service Dates Outside Funding Calculation Window
If you quote a service with a Starts On date of 01 July 2026 and an Ends On date of 31 July 2026, and all funding source records have an Ends On date on or before 30 June 2026, the system does not assign a default funding source because the service dates fall outside all funding source periods, and shows “Service dates fall outside funding calculation window.”
You can still assign a funding source manually if needed.

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