Configuring Price Adjustments

• Configuring Price Adjustments
  • Overview
    • Downstream Dependencies
  • Process

Overview

A price adjustment is configured as a surcharge, rebate or split type, and has a specified percentage adjustment, to affect the pricing of an invoice.

Surcharges, rebates and splits can be applied by scheme type, that is, they are determined only on line items raised on samples and tests, but only for where the scheme matches the denoted scheme types.

Downstream Dependencies

Price adjustments can be configured for a client and inherited by a job invoice created for that client.

One or more surcharges can be added to a job invoice, such that, when the invoice is priced, after the line items raised for samples and tests, surcharge line items are added to the invoice that apply an additive surcharge as a simple percentage of the total of the line items raised for samples and tests, for those line items associated with the denoted scheme types.

One or more rebates can be added to a job invoice, such that, when the invoice is priced, after the line items raised for samples and tests, rebate line items are added to the invoice that apply a subtractive rebate as a simple percentage of the total of the line items raised for samples and tests, for those line items associated with the denoted scheme types.

A job invoice can be associated with a split, such that, when the invoice is priced, the unit price for each line item raised for samples and tests is reduced by the percentage of the split, for those line items associated with the denoted scheme types. Splitting is used where more than one invoice client shares the cost of the analysis. Generally a number of split codes are created to allow for the creation of a number of invoices, one for each of the invoice clients, such that, the total is invoiced with proportional costs to each client. The split code is applied to the line items rather than as a summary rebate and as such, is not apparent to the invoiced client.

Process

Price adjustments are configured using the CCPRCADJ—Price Adjustment application, accessed using the Invoice Setup » Price Adjustments menu option.

Configure price adjustments

Price adjustments returned from a search can be exported to a report. Refer to Generating Grid Reports. Available report templates are defined in the SEARCH_REPORT_CCPRCADJ application preference.

A price adjustment has the following properties:

• Organisation Scope flag

• Price Adjustment Code that is unique within the organisation and laboratory

• An optional Name and Description

• Price Adjustment Type of either Surcharge, Rebate or Split

• Percentage Adjustment

• An optional Invoice Note, however, leaving this empty means line items associated with the price adjustment have no invoice note

• Active flag
• Applies to Sample Prep Schemes, Applies to Analytical Prep Schemes, Applies to Analytical Schemes and Applies to Miscellaneous Schemes flags to indicate the types of schemes to which the price adjustment applies.

A price adjustment that links from a client or job invoice cannot be deleted.