This utility provides the ability to run price change test
simulations to determine the impact on rental revenue when a
different special rate structure is applied, based on past invoice
billings from contracts over a selected period.
The resulting spreadsheet includes a tab summarizing rental revenue by Product Class and a tab summarizing rental revenue by Group. A third tab is optional that can be generated by the Include Detailed Product Tab option to display the supporting invoice details for each product.
Note: Miscellaneous Invoices are not included as these invoices do not always track rate details.
Uncheck this box if standard and Division defined special rates should not be considered in this simulation test.
Uncheck this box if Tier 1 rates should not be considered in this simulation test.
Note: The three "Tier" level filters are enabled even if the
Multi-Tiered Pricing feature is not active, because pricing
data is always stamped with the source even if multi-tier is turned
off.
When tiered pricing is active, the price source of Tier1, Tier2,
Tier3, Division, or Standard rates, is captured and when tiered
pricing is not active, the price source of Customer, Division, or
Standard rates is captured.
Uncheck this box if Tier 2 rates should not be considered in this simulation test.
Uncheck this box if Tier 3 rates should not be considered in this simulation test.
Example Use of this Filter:
To see the impact of charging a 'Level 2' rate instead of a 'Level
1', uncheck the Invoices Billed Standard Rates and enter the
'Level 1' as this Invoice Billed Special Rate to select only
products that billed at rate 'Level 1'.
Note: Only products and groups which are included in this Special Rate Code will be included in the resulting spreadsheet.
Uncheck this box if discount percentages from the detail lines should not be reflected in this simulation results.
Note: Any rental discount percentages applied to the product
detail rates per the Product / Group Special
Rate Discounts setup in the Special Rate
Code are always applied in the simulation, as these rates are
considered standard.
The Product / Group Special Rate Discounts
can be used when the Enable Discount % By Special Rate Level
feature is activated in the Company Rate
Parameters.
Uncheck this box to suppress this third tab, as this could generate a large spreadsheet.
Check this box to include the full rate structure text showing
Months/Weeks.Days for each invoice detail to support how the billed
amount was calculated on the Details tab.
Uncheck this box to suppress the rate structure text breakdown on
the Details tab.
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