Change prices in a quote scheme price schedule or quote analyte price schedule

The activities here describe how to change existing quote price schedules.

To view tests on a quote:

  1. Either, access a quote via a client quote:
    1. Access the CCCLNT—Client application from the main menu or quick launch to display the CCCLNT—Search Client screen.
    2. Enter the relevant search criteria and click Search to display clients that match the criteria.
    3. Open the required client to display the CCCLNT—Client Detail screen.
    4. Select the Invoicing tab.
    5. Select the Quotes sub-tab to display client quotes.
  2. Or, directly access a quote:
    1. Access the CCQUOTE—Quote application from the main menu or quick launch to display the CCQUOTE—Search Quote screen.
    2. Enter the relevant search criteria and click Search to display quotes that match the criteria.
  3. Open the required quote to display the CCQUOTE—Quote Detail screen.
  4. Select the Tests tab to display the schemes and analytes covered by the quote.

To change prices in a quote scheme price schedule as a percentage (only applies where the quote scheme has a custom price schedule):

  1. Select the check box in the first column of each quote scheme to have a price change in the related price schedule.
  2. Click Change Prices (Scheme Only) to open the CCQUOTE—Change Prices dialog box.
  3. Enter the Percentage of change.
  4. Optionally select a Round New Prices to The Nearest rounding value.
  5. Click OK.

To change prices in a quote analyte price schedule as a percentage (only applies where the quote analyte has a custom price schedule):

  1. Select the check box in the first column of each quote analyte to have a price change in the related price schedule.
  2. Click Change Prices (Analyte Only) to open the CCQUOTE—Change Prices dialog box.
  3. Enter the Percentage of change.
  4. Optionally select a Round New Prices to The Nearest rounding value.
  5. Click OK.

To change prices in a quote scheme or analyte price schedule by modifying the existing prices:

  1. Click the row flow on the left side of the scheme.
  2. Click Edit Price Schedule. This will open CCPRCSCHD—Update Price Schedule.
  3. Modify the current price as suitable.
  4. Submit
  5. Close CCPRCSCHD—Update Price Schedule

Note: To create prices from scratch (not edit), refer to Configuring Price Schedules in a Price Book or Quote.