Understanding Adjustment Schedules

After you define a price adjustment, you attach it to a schedule. An adjustment schedule contains one or more price adjustment types for which a customer or an item might be eligible. An adjustment schedule consists of price adjustment definitions and adjustment details.

You assign customers to adjustment schedules so that the system can calculate prices. In the adjustment schedule, you specify the sequence that the system uses to apply price adjustment types to the order being priced.

Each adjustment schedule can contain an unlimited number of price adjustments. You can add adjustments at any time. You link customers, service providers, or suppliers to an adjustment schedule through the Service and Warranty Management (SWM) JD Edwards EnterpriseOne Address Book extension. If necessary, you can override the adjustment schedule on the order (contract, work order, warranty claim, supplier recovery or case).

You can also set up the sequence of the adjustment definitions that the system uses when applying prices. You can use the Skip-To field to indicate that the system skips or bypasses adjustment definitions. As the system sequentially processes each adjustment definition, the system either:

  • Applies the qualifying adjustment definition, processes the value in the Skip-To field, bypasses the appropriate adjustment definitions, and proceeds to processes the adjustment definition of the number in the Skip-To field.

  • Bypasses the nonqualifying adjustment definition, bypasses the Skip-To field, and proceeds to processes the next adjustment definition.

For example, your adjustment schedule includes a:

  • Minor product item group discount adjustment at sequence 10.

  • Major product item group discount adjustment at sequence 20.

  • Price override adjustment at sequence 30.

You enter 30 in the Skip-To field of the minor product item group discount adjustment line to bypass the major product item group discount adjustment at sequence 20.

Alternatively, you can select the Skip-To End field for an adjustment definition and the system will bypass all subsequent adjustment definitions and process the last adjustment definition in the schedule.

You might choose to do this to bypass mutually exclusive adjustments. Using the Skip-To field functionality can also improve system performance when calculating prices.

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

If you use minimum or maximum price adjustment, you can enter this price adjustment at any point in the schedule and the system will validate the price adjustment and calculate the unit price at that point in the schedule.

Additionally, on the Price Adjustment Schedule Revisions form, you can use the Set New Base Price selection on the Row menu to create a new base price for the item. You can select this feature for only one adjustment definition in the adjustment schedule. The system determines the new base price by calculating all of the adjustment definitions in the schedule through and including the row with the New Base Price selection.