Working With Price Change in Future Periods

2024/11/07 • 1 min. to read

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Example
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A change does not result in the creation of documents it only adjusts the payment schedule.

Example:

Initial situation: Quantity in the Contract line: 1 Price in the Contract line: 100,00 Start date: 01.01.23 End date: 31.12.23 Billed Until: 31.03.23 Input:

New Quantity: 0 – the Quantity remains the same New Unit Price: 50,00 – the Unit Price is decreased to 50,00 Date for Change: 01.05.23 – the period from which the change comes into force Posting Date: can be left blank as this entry does not trigger a sales document Status for Change: the status that is set briefly to execute the change Combine Periods: If activated, sales invoices which concern several periods are summarized on one invoice. Change Dimensions: see Working With The App, Dimensions, Dimensions in Contract Result:

The unit price has been reduced from 100 to 50 starting from period 5, resulting in a reduction of the line amount but no additional document.

The unit price in the Contract line has not been changed, because the new price does not affect the next billing interval yet. Only when the price affects the next billing interval, it will be automatically transferred to the Contract line.