Adjust Offsets

Explanation

This activity is used to update or adjust the percentage offset and/or the amount offset directly for deal-per-part lines from the customer agreement, without changing the base price.

Prerequisites

• The customer agreement should have sales part lines specified in the Customer Agreement/Deal per Part tab.

System Effects

• If the specified valid-from and valid-to dates are on or before the dates in the existing line, the line will be updated. Otherwise a new line will be added to the agreement.
• If a line exists with valid-from date and valid-to date and the valid-from date specified in the dialog box falls within that time frame and the Include lines with both Valid From and Valid To dates check box is selected then the line will be split into two.
• When percentage offset and amount offset are used together, the % gets calculated from the base price and then the amount offset gets added.

Window

Customer Agreement

Related Window Descriptions

Customer Agreement
Customer Agreement/Deal per Part

Procedure

1. Open the Customer Agreement window and query for the required customer agreement.
2. Right-click on the header and select Adjust Offsets and the Adjust Offsets dialog box will open.
3. Specify a valid-from date for the part lines to indicate the date from which the parts become valid.
4. If prices for lines with both valid-from and valid-to dates should be affected then the Include lines with both Valid From and Valid To dates check box should be selected.
5. Select Add to Offset option if you need to add value to the percentage offset and/or the amount offset. If Adjust Offset option is selected, a percent value will be added to percentage offset and/or amount offset.
6. Enter values for percentage and amount offset adjustments.
7. Click OK.