Adjust Offsets in Customer Agreement
Explanation
This activity is used to update or adjust the percentage offset and/or the amount offset directly for
deal-per-part lines from the customer agreement, without changing the base price.
If prices for lines with both valid-from and valid-to dates should be affected then the Include lines with both
Valid From and Valid To dates option should be enabled. Select Add to Offset option if you need to add
value to the percentage offset and/or the amount offset. If Adjust Offset option is selected, a percent
value will be added to percentage offset and/or amount offset.
Prerequisites
- The customer agreement should have sales part lines specified in the Customer Agreement/Deal per Part
tab.
System Effects
- If the specified valid-from and valid-to dates are on or before the dates in the existing line, the line will
be updated. Otherwise a new line will be added to the agreement.
- If a line exists with valid-from date and valid-to date and the valid-from date specified in the page falls
within that time frame and the Include lines with both Valid From and Valid To dates option is selected
then the line will be split into two.
- When percentage offset and amount offset are used together, the % gets calculated from the base price and
then the amount offset gets added.