Revaluate Periodic Price
Explanation
Use this activity to revaluate existing periodic price lines.
Prerequisites
- A revaluation type should be entered in
Service Contract/Invoice Parameters tab.
- The periodic price line should have the Accepted
status.
System Effects
As a result of this activity a new periodic price line
with the new price will be displayed in the Service Contract/Services
(or Part Service or
Vehicle Services tab) and receive the Revaluating status (the
new record will also be available in the
Periodic Prices
window). If
you chose to accept the changes the status will be set to Accepted. If you chose
to rollback the changes then the new periodic price line will be removed.
Alternatively if you perform the revaluation on multiple
price lines via the
Revaluation of Periodic Price Lines dialog box
you can set all periodic price lines that fit the specified criteria to the
Revaluating status and further select the Accept Revaluation check
box to set all the price lines to the Accepted status.
Window
Service Contract
Periodic Prices
Revaluation
of Periodic Price Lines
Related Window Descriptions
Service Contract
Service Contract/Services
Service Contract/Part Service
Service Contract/Vehicle
Services
Periodic Prices
Price Change for Product
Invoicing
Revaluation of Periodic Price
Lines
Procedure
To revaluate a single periodic price line:
- Open the
Service Contract window and
query for a record (F3).
- Next click the Services tab (or
Part Service
or
Vehicle Services) tab and select the service line that has the
periodic price to be revaluated.
Note: Alternatively, in place of steps 1 and 2 above you can open the
Periodic Prices
window, query for a record and proceed with the following steps.
- Select the relevant periodic price, right-click
and click Price Change for Periodic Prices.
- Enter a revaluation date in the dialog box that
appears.
- Change the values in the Percentage % and
Revaluation Text fields if required.
- Based on the value entered in step 5 the New
Amount will be calculated, change this value and New Quantity if required.
Click OK.
- Select the new periodic price line that is displayed in the relevant tab
or window, right-click and
click Accept Price Change to accept the new price or Rollback
Price Change to reject it.
To revaluate multiple periodic price lines:
- Open the
Revaluation of Periodic Price Lines
dialog box.
- To schedule the revaluating of the periodic price
lines, click Schedule and follow the steps in the wizard that appears
including steps 3-5. To revaluate the periodic price lines directly follow
steps 3-5.
- Enter values in all or some of the available
fields depending on your requirement.
- If only the Create Revaluation checkbox is selected the periodic
price lines will get the Revaluating status. If Accept Revaluation check box
is selected separately or together with Create Revaluation checkbox, the periodic price lines will get status Accepted.
- Click OK.