One of your questions was about recalculation of tariffs. If you setup new tariff schedule rates, the site will calculate from the current day forward, it doesn’t automatically re-calculate history. You can force it to recalculate history if you want, however.
- Go to daily view.
- Select the date check boxes you want to recalculate with with the tariff rate that is currently active.
- Click on “More”
- Select “Recalculate”.
There is a limit to the number of days you can recalculate at one time (about 20, I think). So if you have several months worth to do, you will have to recalculate in groups of dates.
Also, with the new multiple tariff rate schedules you can input that are automatically used for calculating based on the season (really cool feature that was added!), I don’t know if it will automatically recalculate based on a “previous” season’s tariff rate if you select dates that are outside the current tariff rate. If not, you could always activate that rate, do the recalculation of the previous time period, then re-activate the current tariff.
But bottom line, the system does not go back and recalculate historical tariffs automatically.