Setting Up Adjustment Controls

Access the Modify Adjustment Controls form.

Target Application

Select the system that the price adjustment supports. For the JD Edwards Blend Management system, select Procurement or Receipt. Values are:

• Sales Order Management

• Procurement

• Service and Warranty Management

• Ship and Debit

• Sales Order/Procurement/SWM

• Receipt

Adjustment Control Code

Select a control code that specifies additional processing features for an adjustment. Values are:

• Do not print on Document.

  Do not print the adjustment on the invoice or the purchase order print document. The system adds the adjustment amount to the unit price.

• Print on Document.

  Print the adjustment on the invoice or the purchase order print document. The system adds the adjustment amount to the unit price.

• Add to Sales Detail

  Update the Sales Order Detail File table (F4211) with adjustment detail line information. The system does not include this type of adjustment when it calculates the current net price. Use this code for sales order-level adjustments only.

• Accrued to G/L.

  Create an accrual adjustment. The system updates the Price Adjustment Ledger File table (F4074) and posts the adjustment to the general ledger during the Sales Update process.

• Rebate.

  Create a rebate adjustment. The system updates the Rebate Transaction Summary table (F4078) with the quantity, weight, and amount of the order detail line.

• Print on Invoice - Detached.

  Print the adjustment on the invoice. The system adds the adjustment to the order total, but does not include it in the unit price. The system posts separate G/L and A/R entries for this adjustment during Sales Update.

• Supplier Proof of Sales.

  Create a supplier proof of sale rebate adjustment. The system updates the Rebate Transaction Summary table with the quantity, weight, and amount of the order detail line and posts the adjustment to the general ledger during Sales Update.

• Rounding Adjustment.

  Create a rounding adjustment based on the rounding rules set up in the Price Adjustment Detail Revisions program (P4072). The system adds the adjustment amount to the unit price.

• Add to Purchase Detail

  Update the Purchase Order Detail File table (F4211) with adjustment detail line information. The system does not include this type of adjustment when it calculates the current net price. Use this code for procurement order-level adjustments only.

Adjustment Level

Specify the level at which the system calculates price adjustments. Values are:

• Line Level Adjustment.

  The system calculates the adjustment based on information in the sales order detail line. If you are working with the Agreement Management system, for Agreement Penalty Schedules use the line level to calculate the penalty at the sales order detail-line level.

• Basket Level Adjustment.

  The system calculates the adjustment based on information accumulated from all sales order detail lines or all purchase order lines that you have identified as a basket pricing group. You define the basket reprice group on the Additional Information tab on the Item Branch Information form in the Item branch program (P41026). If you are defining a basket or order level adjustment, leave the Item Group and Order Detail Group fields blank.

• Order Level Adjustment.

  The system calculates the adjustment based on information accumulated from all the sales order detail lines you identified as an order pricing group. You define the order reprice group on the Additional Information tab on the Item Branch Information form in the Item branch program. If you are defining a basket or order-level adjustment, leave the Item Group and Order Detail Group fields blank.

• Volume Level Adjustment.

  The system calculates the adjustment based on the accumulated value of multiple sales orders. The accumulated value is based on how you define the adjustment in the Price Adjustment Type program (P4071).

Use Price Matrix

Select to use a price matrix to maintain a price adjustment.