1. Service Management Implementation Guide
  2. Setting Up Adjustment Details

Setting Up Adjustment Details

Access the Price Adjustment Detail Revisions form.

Depending on the selection in the Preference Hierarchy, the fields for the Order Detail Groups appear at the end of the detail area.

Effective Date

The system uses the system date as the default value in the Effective Date field.

From Level

For service contracts, the unit of measure for an item, not duration, must match the unit of measure on the contract.

Item Number

A number that the system assigns to an item. It can be in short, long, or third item number format.

Factor Value Numeric

Enter a code that indicates how the system adjusts an order line. The value in this field works in conjunction with the Basis field (BSCD). How you define the Basis field determines whether you enter a number or a code in this field.

If the Basis Code is:

1 - 5: Enter a positive number for markups; for example, 10. Enter a negative number for discounts; for example, 10-.

6: You want to base the adjustment on a variable table. Enter the code that identifies the variable table in the Formula Name column.

7: You want to use a formula to calculate the price. Enter the code that identifies the formula in the Formula Name column.

8: You want to calculate the adjustment using a custom program. Enter the program ID in the Formula Name column.

By entering a negative value in the Factor Value Numeric field, you can apply a discount.

For Agreement Penalty Schedules: Because the basis code for penalties is 5, enter a number as the factor value. Most agreement penalties are for a currency amount. The system multiplies the factor you enter by each unit of measure to calculate the penalty.

B C (basis code)

Enter a code that specifies how the system uses the factor value to calculate the adjustment or penalty schedule. The Basis Code field works with the Factor Value field. Values are:

0: Calculate the new base price on all adjustment definitions in the adjustment schedule through and including the adjustment definition with the New Base Price selection.

1: Multiply the base price by the factor value. The adjusted price is a percentage of the base price.

2: Multiply the current net price by the factor value. The adjusted price is a percentage of the current net price.

3: Multiply the item cost by the factor value. The adjusted price is a percentage of the item cost. You cannot use this basis code for a basket-level or order-level adjustment.

4: Add the factor value to the item cost. You cannot use this basis code for a basket-level or order-level adjustment.

Note: If you use basis code 3 or 4, specify the item cost that you want to use in the calculation in the Cost Method field (LEDG) in the detail area of the Price Adjustment Detail form.

5: Adjust the price by the factor value. If the value is positive, it increases the price by that amount; if the value is negative, it decreases the price by that amount.

6: Use the adjustment amount from the variable table. You specify the variable table in the Factor Value field.

7: Use a formula to calculate the adjustment. You specify the name of the formula in the Factor Value field.

8: Use a custom, user-defined program to calculate the adjustment. You specify the program ID in the Object Library field.

Note: If you define an adjustment that uses a custom program, the program must be one that you developed for this purpose and are prepared to support. JD Edwards is not responsible for providing custom programs or for supporting programs that you have developed.

9: Calculate the adjustment so that the resulting unit price has a gross profit margin equal to the factor value. You cannot use this basis code for a basket-level or order-level adjustment, or for a sliding rate adjustment.

For Agreement Penalty Schedules, enter 5 for all penalty schedules.

For Service Management, you can enter one of these values in the Basis Code field:

  • 2: Represents a percent markup or markdown (percent of the current net price).

  • 3: Represents a percent of the cost.

  • 4: Represents the cost plus the amount.

  • 5: Represents an addition to or subtraction from the current price.

The Basis Code value in the first detail line must be a 3, 4, or 5 to indicate the start amount. Service Management does not use the base prices from Inventory.

Cur Cod (currency code)

Enter a code that identifies the currency of a transaction.

F G (free goods)

If a price adjustment is associated with any free goods information, this option is set to Y. Moreover, the option field in the Price Adjustment Detail Revisions will appear in reverse image to signify that the record is associated with free goods information.

Service Management does not use the Free Goods field to associate the price adjustment with free goods. Use these guidelines:

  • To define a free contract in Service Management, enter 0 in the Unit Price field on the Contract Revisions form, or define the line type in the contract as a base warranty or free contract.

  • To define a free part or labor for a work order, enter 0 in the Actual Billable Amount field on the work order labor detail or parts list form.

  • To define a free case, enter 0 in the Actual Billable Amount field on the case or case time entry record.