Skip to content

Schedule a price adjustment

What this is for

Raise or lower prices on an Active contract on a date you choose — without a change order that adds or removes products.

Concepts

Price adjustments is the chart-line icon on View Contract when status is Active (or Prepare cancel). The modal title is Price Adjustment.

Each row is a scheduled change:

  • Effective Date — when it should apply.
  • Type — Percent or Fixed amount.
  • Value — the percent or the money amount.
  • Recurrence — Once, or Every N months (then Months).

Schedule adds the row. The table shows Effective Date, Adjustment, Recurrence, Status, Applied at. A Pending row can Cancel. Empty table: No price adjustments scheduled.

This does not add or remove catalog lines. For extra products or a take-away, Create a change order.

Before you start

  • The contract is Active (or awaiting cancel). Draft contracts do not show the icon.

Steps

  1. Open the contract.
  2. Click Price adjustments.
  3. Set Effective Date, Type, Value, and Recurrence. If Every N months, set Months.
  4. Click Schedule.
  5. Click Close when you are done reviewing the list.

To drop a future change: Cancel on that Pending row.

What happens next

When the effective date arrives, the product applies the change to the contract prices. Later invoices use the new amounts. Bill a contract as usual.

If something looks wrong

  • The icon is missing. Status is still Draft, or the contract is already cancelled.
  • Price adjustments can only be scheduled on active contracts. Activate first.
  • You meant to add a product, not change prices. Use a change order.