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Service Price Increase Utility

This utility gives you the ability to increase service amount, billing amount or both on setups, renewals

and programs. You can increase to a specific dollar amount, by a percentage or by a dollar amount.

You also have the ability to specify if existing orders should be updated as well. Popular ways of

doing an increase are by Start Date, Increase Date or Renewal Date. This can be used in addition to

specific services, location types or a number of other standard and user defined fields to search by.

Contents

How do I do a price increase using the Service Price Increase Utility? ................................................. 2

How do I print price increase letters? .................................................................................................... 9

How do I make sure a specific account never gets a price increase? ................................................. 10

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How do I do a price increase using the Service Price Increase Utility?

In order to use this method for price increases you will need to be utilizing the Increase Date field in

service setups as seen here with an Increase Date populated and the box checked for Increase Price,

which is selected by default.

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Go to Tools and click on Service Price Increase.

Click on Create New Batch.

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This brings you to the Price Increase Search screen. In the top portion, you have selection criteria

options, the Include section and Increase options.

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Scroll down to the middle of the screen for even more Selection Criteria options and the sections for

Include Open Orders, Setup Status and Total Billed Amount Criteria.

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At the bottom of the screen are the search options for Increase Dates and Amounts and the section

for the increase rules.

In the scenario below, we are doing a price increase for any setups, renewals or programs of ANT-

SERVICE that have a start date before this year and increasing the price by $1 to account for an

increase in my material costs. Enter in the Service ANT-SERVICE and the Ending Start Date of

12/31/2014.

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Scroll down and select Increase by $ and enter 1.00.

Scroll back to the top and click on Search.

Click on Add to Batch.

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From here you have a few options. If you require sending letters out to your customers affected by

the increase, review the documentation on sending Price Increase Letters. To proceed with the price

increase click on Release.

Click OK on the prompt.

The Last Price Increase information will update once it is complete.

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How do I print price increase letters?

Create an increase letter in your Letters lookup table first. Price Increase letters must be printed

before you release the Price Increase batch. From the Service Price Increase batch screen make

note of the batch number and click on Report.

Enter the batch number in the Starting Batch and Ending Batch fields. Select the Format of Letter and

the letter you are sending. Click on Print.

After you’ve printed, you can go back to Service Price Increases from the Tools menu and release the

batch to commit the increase changes.

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How do I make sure a specific account never gets a price increase?

Go to the Location that you do not want to receive price increases. Click into the Service Setup that

should never get a price increase.

Click on Edit.

Scroll down and uncheck the box next to Increase Price.

Scroll up and click on Save.

Repeat these steps for all setups that should not be increased.