Defining adjustments

Define adjustments to apply to customer contracts and rental agreements 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 rental contract, if required.

To define adjustments:

  1. Open the Adjustments form.
  2. Click New Record.
  3. Organization—Enter the organization of the adjustment.
  4. Adjustment—Enter a unique code identifying the adjustment, and then enter a description of the adjustment in the adjacent field.
  5. Rate—Enter the rate for the adjustment, e.g., enter 100 for an extra charge of $100, or enter -100 for a $100 credit.
    The system automatically populates the currency based on the selected Organization.
  6. Standard WO—Enter the standard work order to associate with the adjustment. When a work order is created from the adjustment on the customer contract, the system applies this standard work order.
  7. Out of Service—Select to exclude the adjustment in lookups.
  8. Click Save Record.