Setting Up Adjustment Schedules

Access the Price Adjustment Schedule Revisions form.

Adjustment Schedule

Enter a value from UDC 40/AS (Schedule Name) that identifies a price and adjustment schedule. A price and adjustment schedule contains one or more adjustment types for which a customer or an item might be eligible. The system applies the adjustments in the sequence that you specify in the schedule. You link customers to a price and adjustment schedule through the customer billing instructions. When you enter a sales order, the system copies the schedule attached to the sold to address into the order header. You can override this schedule at the detail line level.

For Agreement Management, this is the Agreement Penalty Schedule. The information in the Agreement Penalty Schedule provides the system with the criteria for an agreement to have penalty conditions.

Skip To

Enter the sequence number of an existing adjustment definition in the adjustment schedule that the system processes next in the sequence. For example, the system applies the qualifying adjustment definition, processes the value in this field, bypasses the appropriate adjustment definitions, and proceeds to processes the adjustment definition with the number in this field.

Note: You cannot use the Skip-To field functionality with Buying Structures, Direct Price Adjustments, and Advanced Preferences.

Skip To End

Select to skip (bypass) all subsequent adjustment definitions in the adjustment schedule. If the system processes the current adjustment definition, it does not process any further adjustment definitions when this field is active.

New Base Price

Indicates the system uses this adjustment definition as the new base price. The system determines the new base price by calculating all of the adjustment definitions in the schedule sequentially and finishes with the row with the New Base Price selection.

Note: You cannot use this field with this functionality: rebates, tiered rebates, accruals, print on invoice - detached, supplier proof of sales, rounding rules, advanced preferences, volume based up-selling.