CPI Schedule

Modules > Advanced recurring contract billing > End users > CPI schedule

Use this page to create, delete, edit, or review the list of Consumer Price Index (CPI) schedules that you obtain from the Internet to help determine the charge escalation. You can create many CPI schedules based on the latest dates and statistics.

If the CPI schedule is associated with any billing schedule, you cannot delete it.

To obtain the latest CPI schedule, visit the website for your geographic region. If you are able to, download the latest index and import it to the CPI schedule.

The top of the page allows you to apply a filter value so that you can see only the records that match the filter you enter.

Processes

Add a CPI schedule: 

1. Select New.
2. Specify a unique Schedule ID and a Description.
3. Select Add.
4. In CPI date, select a date on which the CPI becomes active.
5. Specify the CPI index value.
6. Select Save.

Delete a CPI schedule: 

1. Select one or more lines that you want to delete, and select Delete.
2. When you are asked to confirm the action, select Yes.

Edit a CPI schedule: 

1. Select the line you want to edit.
2. Select Edit.
3. Make the necessary changes, and select Save.

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Fields

This page contains the following fields: 

Field	Description
Header
This data is available in the header section when you view the details of a CPI schedule, or when you view the list of all CPI schedules.
Schedule id	Specify the CPI schedule ID.
Description	Specify a description of the CPI schedule.
Date last run	Displays the date on which the CPI schedule was last processed.
User last run	Displays the ID of the user who ran the latest processing.
Lines
The lines appear when you view the details of a CPI schedule.
CPI date	Specify date for the CPI value.
CPI index	Specify the CPI value for the date.
CPI process
The CPI process appears when you view the details of a CPI schedule.
Schedule number	Displays the billing schedule number.
Item number	Displays the item number.
Billing start date	Displays the start date for the billing schedule.
Billing end date	Displays the end date for the billing schedule.
Escalation date	Displays the date on which the escalation begins.
Escalation Frequency	Displays the frequency of the escalation.

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Buttons

This page contains the following buttons: 

Button	Description
Save	Saves the record and any changes to the page.
New	Adds a line where you can create a record.
Delete	Deletes the selected record or line.
Process	Updates the billing schedules that use the selected CPI schedule.
Add	Adds a line to a CPI schedule. Available when you view the details of a CPI schedule.
Remove	Removes a line from a CPI schedule. Available when you view the details of a CPI schedule.

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