Defining adjustments

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:

  1. Select Work > Contract Management > Adjustments.
  2. Click New Record.
  3. 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.
  4. Click Save Record.
Parent topic: Managing customer contracts