To define contract pricing rules

The Civica Cx Housing system stores default costs for all Schedule Of Rates (SOR) incorporated within a contract. Where an alternative cost model is required, say, to accommodate an unexpected change to material or labour costs, a pricing rule can be applied to the contract en bloc to reflect this. Whilst the pricing rule is routinely applied to all SORs within the contract as a global percentage uplift, the end user has the added control of marking any number of SORs as exceptions to this rule. By way of example, a percentage uplift value of 105% will increase a published SOR rate of £400.00 to £420.00. Conversely, a percentage uplift value of 95% will reduce the rate to £380.00. At least one pricing rule needs to be effective for each contract; where the default costs are to be maintained, a percentage uplift rate of 100% should be employed. As an aide memoir to the end user, any defined SOR exceptions effective for a price rule will be displayed as a summary list.

The procedure to define contract pricing rules is as follows:

1. Navigate to Quick Menu > Repairs > Configuration > Contracts. The Contract Details window is displayed.
2. Expand a contractor from the alphabetical list and select an associated contract or type the contract name into the Search Contract field. By default the list is filtered to show Current contracts. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. With the correct contract displayed, click on Pricing. The Pricing tab is activated.
4. To create a new pricing rule, click on New Pricing, or double-click on a row in the Pricing Rules summary list to update an existing entry. The Add Pricing window is displayed.
5. Using the % Uplift field, enter the percentage by which the contract value will be adjusted 2.
6. Where SOR exceptions are to be defined, use the tick box provided.
7. Enter the hourly Inspection rate value into the field provided.
8. Choose an Effective from date for this pricing rule i.e. the date on which the revised cost becomes active 3.
9. Choose an Effective to date to capture when the pricing rule expires 4.
10. Click on Save 5.

Note

1 The Search Contract field will match against any element of the contract name.

2 A value greater than 100% will increase the contract cost; a value less than 100% will reduce the contract cost.

3 The Effective from date defaults to the current system date and cannot be left blank.

4 Only one pricing rule may be effective at any one time; where dates overlap the user will need to revise the entries accordingly.

5 Where the SOR exceptions tick box is active, the end user will be able to link one of more SOR codes to the pricing rule.

See related topics...

To create a new contract

To define contract pricing rule exceptions

Contract maintenance overview