Advanced adjustment

Use this adjustment type for scaled adjustments.  For example, you may want orders of less than $50,000 to receive a 2% reduction and orders above 50,000 to receive a 3% reduction.

1. In the Select Adjustment Type screen of the Adjustment Properties Wizard, type the name in the Description field  (for example, Large Order Discount).
   
   This description will appear under the Part Description column.
   
   

2. Under Adjustment Type select Advanced.
   
   

3. If you want information to appear in the Mfg, Cat and Part # columns, type the text in the appropriate boxes.
   
   

4. Check Include preceding adjustments... if you want adjustments that appear before this one to be factored in its calculation.
   
   

5. Check Allow succeeding adjustments... if you want to allow adjustments that follow this one to use it in their calculations.
   
   

6. Check Include in SIF output as a line item if you want this adjustment to appear as a line item in a SIF output.
   
   

7. Check Add to worksheet template if you want to add this price adjustment in a worksheet template.
   
   

8. Click Next.
   
   

9. In the Advanced Adjustment Details screen, select Charge if you want to add this amount. Select Credit if you want to subtract this amount.
   
   

10. Under Adjustment Conditions, specify pricing criteria to use to determine which adjustment should be applied. You can specify up to 5 criteria.
    
    Important - conditions are evaluated from top to bottom. The first condition that matches will determine the calculation used.
    
    Note: Read each condition as: When Total _ Is _ Amount, Use _.
    
    In the example below, a flat fee of $150 will be charged if the Ext. Weight is less than 5,000. If the Ext. Weight is greater than or equal 5,000 pounds, a charge of 5 cents per pound will be applied.
    
    
    
    You could read the above conditions as: When Total Ext. Weight Is < 5000, Use $150.00. When Total Ext. Weight Is < Max, Use $0.05 X Ext. Weight.
    
    

11. Select the column where you want to add or subtract the percent adjustment - List, Purchase or Sell.
    
    

12. Click Next.
    
    

13. In the Price Adjustment Criteria screen, you can use criteria to filter which item's values are used to find the ending percentage.
    
    For example, your adjustment could only consider items from a specific catalog. In that case you would check the Cat column, select the equals operator then type in the catalog code in Value.
    
    If you do not wish to use any criteria simply leave this screen blank.
    
    

14. Click Finish.
    
    At the bottom of your worksheet, you will see a new green line with the price adjustment.

Note: To see advanced adjustment examples, see Example - discount for large orders and Example - shipping charge based on weight.