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Service Contract Global Price Update
Path: Accounting > Service Contracts > Global Update – Service Contract Price
Purpose
Service Contract Global Price Update allows administrators to locate Service Contract items that match a set of filters and apply a consistent price change to all of them in one action (fixed amount or percentage). Contracts are re-totaled automatically and a history note is recorded on each affected contract.
Benefits
· Eliminates manual, item-by-item edits across many contracts.
· Supports both fixed and percent adjustments (including decreases via negative values).
· Re-totals each contract to keep headers accurate and writes an auditable history entry.
· Honors Q360 security; only authorized users can execute.
Filters
Use filters to control scope. Fields left at ALL do not restrict results.
| Caption | Description | Type | List Values | Default |
| Company No | Limits to a single entity/company. | List | Company list | ALL |
| Branch | Limits by branch. | List | Branch list | ALL |
| Department | Limits by department. | List | Department list | ALL |
| Contract Type | Filters by contract type. | List | General Code > Contract Types | ALL |
| Sale Type | Filters by sale type. | List | General Code > Unified Types | ALL |
| Status Code | Filters by contract status. | List | General Code > Service Contract Status | ALL |
| As‑Of Date | Includes items with last change date on or before this date. | Date | — | — |
| Reason Code (current) | Includes items whose existing change reason matches this value. | List | General Code > Reason codes | ALL |
| Master No. | Targets a specific master across contracts. | Text | — | — |
| Unit | How to apply Amount: Fixed Amount or a Percentage. | List | Fixed Amount, Percentage | — (required) |
| Amount | The fixed amount or percent to apply (based on Unit). | Number | — | — (required) |
| Change Date | New effective change date to set on each item. | Date | — | — (required) |
| Change Reason | New change reason code to stamp on each item. | List | General Code > Reason codes | — (required) |
Inclusions / Exclusions
| Type | Description |
| Inclusion | Only Service Contract items that match all selected filters are changed. |
| Exclusion | If Master No. is provided but not found on any contract, the process stops with an error (no updates). |
| Exclusion | If Unit or Change Reason is not provided, the process stops with an error (no updates). |
| Exclusion | Users without SERVCONT_EDIT permission cannot run the update. |
Update Logic
- If Unit = Fixed Amount → New Price = Current Price + Amount
- If Unit = Percentage → New Price = Current Price + (Current Price × Amount ÷ 100)
- Each updated item also receives the provided Change Date and Change Reason.
- All updates occur inside a single transaction. If re-totaling any contract fails, everything is rolled back and no items are changed.
- After pricing, the system re-totals each affected contract and adds history: “Global price update applied.”
How to Use
1. Go to Accounting Main Menu > Service Contracts > Service Contract Global Price Update
2. Set scope filters (Company, Branch, Department, Contract Type, Status, Masterno etc.).
3. Provide Unit, Amount, Change Date, and Change Reason.
4. (Optional) Enter As-Of Date to limit by prior item change date.
5. Click Run (or Refresh/Preview if your UI provides a grid).
6. Review results (if previewed) and execute the update.
7. Validate a sample of affected contracts; totals and history should reflect the change.
Note:
- When As-Of Date is provided, only items with ChangeDate <= As-Of Date are eligible.
- Only users with SERVCONT_EDIT permission may execute this update. Attempts without this permission are blocked before any listing or update occurs.
- The Master No. is mandatory to fill out on the update criteria section.