Best practice to keep accurate historical information for each resource is to End Date a prior resource value before creating a new resource. If there is a change to the value of a resource, the user should End Date the existing resource and then Add a new resource with the updated resource information. When end dating a resource value to create a new value; End Date the old value the day prior to the day the user will Begin Date the new value.
Select Eligibility from Global Navigation. Select Customer Information from Local Navigation. Open the financial data pages by clicking on the + beside Financial from Task Navigation. Select Resource from Task Navigation. The Resource List page displays.
Click the Edit button for the resource with new information. The Resource Detail page displays.
Enter an End Date.
Click the Save and Return button. The Resource List page displays.