Percentage amount

Use the Percentage amount adjustment type for charges such as taxes or credits such as bottom-line discounts. 

1. In the Select Adjustment Type screen of the Adjustment Properties Wizard, type the name in the Description field.
   
   This description will appear under the Part Description column.
   
   
   
   

2. Under Adjustment Type select Percent.
   
   

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.
   
   For example, if a handling charge appears before this price adjustment, check this option to apply a tax to the charge.
   
   

5. Check Allow succeeding adjustments... if you want to allow adjustments that follow this one to use it in their calculations.
   
   In most cases, if this is a tax type adjustment you would clear this box.
   
   

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. Click Next.
   
   

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

9. Enter the Adjustment Percentage.
   
   

10. Beside Calculate off Column, select the column you want to use to calculate the adjustment percentage.
    
    For example, if Adjustment Percentage = 10% and you selected Ext. Sell, which has a value of $5,000, the adjustment amount would be .10 X 5,000 = 500.
    
    

11. Select the column(s) where you want to add or subtract the adjustment - List, Purchase and/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 percentage 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 percentage amount adjustment examples, see Example - add a tax and Example - price reduction for parts from a specific catalog.