Define adjustments to apply to customer contracts and reservations to quickly identify extra charges or discounts for the contract. An adjustment could be an extra charge for damaged equipment or a late return of a rented vehicle.
Similarly you may also define discounts or credits on the Adjustments form by entering a negative rate for the adjustment.
When defining adjustments on this form, associate a standard work order to the adjustment to enable users to create a work order from an adjustment for the customer contract or reservation, if required.
To define adjustments:
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Select Work > Contract Management > Adjustments.
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Click New Record.
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Specify this information:
Organization - Specify the organization of the adjustment.
Adjustment - Specify a unique code identifying the adjustment, and then enter a description of the adjustment in the adjacent field.
Rate - Specify the rate for the adjustment, e.g., enter 100 for an extra charge of $100, or enter -100 for a $100 credit.
Standard WO - Specify the standard work order to associate with the adjustment. When a work order is created from the adjustment on the customer contract, this standard work order is applied.
Out of Service - Select to exclude the adjustment in lookups.
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Click Save Record.