Configure price adjustments

This procedure is applicable for Surcharge, Rebate and Split.

To search for price adjustments:

  1. Access the CCPRCADJ—Price Adjustment application from the main menu or quick launch to display the CCPRCADJ—Search Price Adjustment screen.
  2. Enter the relevant search criteria and click Search to display price adjustments that match the criteria.

To export price adjustments to a report:

  1. Search for price adjustments.

  2. Select the check box in the first column of each price adjustment to be included in the report, or leave all price adjustments unselected to include all price adjustments in the report.

  3. Click Export to report on the grid to generate the grid report document.

    Note: Until a search is performed, the Export to Report option is not available, and if any search criteria are updated the Export to Report option is not available until a search is performed.

    During this process, the screen is greyed out and the Generating the Report notification widget appears in the bottom right-hand corner of the screen. When the server finishes generating the report, the screen returns to normal and the notification widget is updated so the report can be downloaded.

To create a price adjustment:

  1. Access the CCPRCADJ—Price Adjustment application from the main menu or quick launch to display the CCPRCADJ—Search Price Adjustment screen.
  2. Click New to display the CCPRCADJ—Price Adjustment Detail screen.
  3. Check Organisation Scope, as required.
  4. Enter the Price Adjustment Code.
  5. Set the Price Adjustment Type as Surcharge, Rebate or Split, as required.
  6. Enter an optional Name and Description.
  7. Enter the Percentage Adjustment.
  8. Enter an Invoice Note.
  9. Check Active, as required.
  10. Check Applies to Sample Prep Schemes, Applies to Analytical Prep Schemes, Applies to Analytical Schemes and Applies to Miscellaneous Schemes, as required.
  11. Click Submit.

To review or update a price adjustment:

  1. Search for price adjustments.

  2. Open the required price adjustment to display the CCPRCADJ—Price Adjustment Detail screen.

  3. Update the fields, as required.

  4. Click Submit.

To delete a price adjustment:

  1. Search for price adjustments.

  2. Open the required price adjustment to display the CCPRCADJ—Price Adjustment Detail screen.

  3. Click Delete to display the Confirm Delete dialog box.
  4. Click Confirm to delete the price adjustment. An error is raised if the price adjustment is linked from a client or job invoice, in which case, it cannot be deleted.