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Creating Standard Adjustments

A standard invoice adjustment is a charge or discount that is automatically applied to service invoices. Standard adjustments:

Are formula-based, allowing for a base fee plus a percentage, with a minimum and maximum charge

Allow the selection of “line item” calculations (items, labor, and travel) to be included in the calculations

Allow for a discount or additional fee. The adjustment must be configured as either a charge or a discount

After you have created a standard adjustment, you can assign the adjustment to a customer in their customer profile. Assigning an adjustment to a customer means any time you perform service for the customer using the Dispatch Console, the standard adjustment will be used whether for a charge or a discount.

Getting to the TransactionGetting to the Transaction

On the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a list or code type field, use the drop-down menu to select Standard Adjustment.

Click [New] to open the New Standard Invoice Adjustment window.

Basic InformationBasic Information

Complete the following fields as appropriate:

Invoice adjustment: Code for this standard adjustment.

Description: Description of this standard adjustment.

General ledger account: Account affected by this adjustment.

Department: Department for this revenue or discount.

Charge: When selected, the adjustment is a charge.

Discount: When selected, the adjustment is a discount.
Note: Based on what you select here, e-automate knows how to handle the amounts entered in the amount fields. Be sure you always enter positive amounts in the standard adjustment amount fields.

Base rate: Base rate adjustment charged or discounted on every service invoice.
Note: Always enter a positive amount in this field.

Minimum fee: Minimum charge or discount per service invoice.

Maximum fee: Maximum charge or discount per service invoice.

Percentage of total: To charge or give a discount as a percentage of the total invoice, enter the percentage in this field.
Note: The total can be made up of the items’ total, labor total, travel total or a combination of the three.

Based upon Items, Labor, Travel: If charging a percentage of the total, specify if the amount is calculated for only items, labor, travel or a combination of the three.

Completing the TransactionCompleting the Transaction

Click [OK] to save the standard adjustment information.