Is it best practice to uncheck the Active box for old per diem schedules or should it not matter since the start/end dates dictate which one populates on new expense reports anyway? (The problem with making them inactive is when you go to look at old expense reports, the location description disappears in the upper section and you have to go to the per diem tab to see it.)
Question
Per Diem Schedules - active/inactive?
I’d be interested in hearing what others consider best practice as well. We currently keep all schedules active for historical reporting and use Start/End Dates to manage applicability. Since we update OCONUS monthly, that does lead to a lot of schedule creation, but it’s worked better for us than inactivating older schedules.
Our Leading Practice for handling old Per Diem schedules is to not uncheck them as ACTIVE. We have removed the option to allow you to uncheck the ACTIVE button in updated versions of 8.0 and 9.0, as it was causing issues with report viewing in Expenses. The Locations will not display correct and show as Not Valid.
Leading Practice of handling old per diem schedules are to keep at least one prior year available, then to use the CLEAR ALL feature to Delete the locations within the schedule that were not used.
See the following documentation on this topic: https://faqhelp.jamisprime.com/(W(2))/Help?ScreenId=ShowWiki&pageid=a1c4d8cb-26a1-46f8-b52f-e9203b38434e
FYI- This is something that every customer should do as it will help with preventing future performance issues too. See Per Diem Schedules section: https://faqhelp.jamisprime.com/(W(2))/Help?ScreenId=ShowWiki&pageid=23d42f4b-a828-4631-8fb4-be5e9af9d67a
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