Vendor Adjustments

Adjustments are either markups or mark-downs. Sometimes, rather than re-negotiating a contract, trading partners decide to implement an adjustment to a specific vendor or an entire contract. Adjustments can be applied to GPO contracts and local contracts. Adjustments and surcharges are different. A surcharge, for something like a shipping charge, is a dollar amount added on top of the base price. An adjustment is a percentage applied to the base price (either positive or negative).

The Vendor Adjustments screen allows you to create vendor-level adjustments. Vendor-level adjustments are the highest level of adjustment; these adjustments apply to all contracts for a selected vendor.

Important: For efficiency, to ensure that data doesn't get overwritten, and to ensure all your contracts have the correct adjustments, adjustments should be applied in a specific order. Refer to Understand Adjustments for more information.
Note: Most GPOs send vendor-level adjustments in the feed. Ask your CSM or open a ticket with Customer Care if you are unsure.

Navigation

This screen appears when you select Configuration > Vendor Adjustments from the left-side navigation pane.

Prerequisites

Only users with the Admin user role can access this screen.

Available Actions

On the Vendor Adjustments screen, you can:

Field Descriptions

The following fields appear on the Vendor Adjustments screen.

Field

Field Description

Vendor Adjustments

Organization

Select an organization to view adjustments associated with the organization.

Vendor

Enter a vendor to view adjustments associated with the vendor. Matching vendors are suggested as you type.

Manufacturer

Enter a manufacturer to view adjustments associated with the manufacturer. Matching manufacturers are suggested as you type.

Search

Select to search for vendor adjustments after entering search criteria.

Reset

Select to reset your search criteria.

Vendor Adjustments Table

+ Add New

Select to add a new vendor adjustment. The Create Adjustments window opens. Refer to Create Adjustments Window and Add New Vendor Adjustments for more information.

Edit

Select to edit a vendor adjustment. This button is active once you select a vendor adjustment. Refer to Edit Existing Vendor Adjustments for more information.

Delete

Select to delete a single vendor adjustment. This button is active once you select a vendor adjustment. Refer to Delete Individual Vendor Adjustments for more information.

Remove Vendor Adjustments

Select to delete all adjustments for a specific vendor. The Remove Vendor Adjustments window opens. Refer to Remove Vendor Adjustments Window and Remove Vendor Adjustments in Bulk for more information.

# Item(s)

Displays the number of vendor adjustments listed in the table.

Select checkbox

Select a vendor adjustment to take action on it.

History

Select to view a log of all previous vendor-level adjustments. The Vendor Adjustment History window opens.

  • # Item(s): Displays the number of historical records listed in the table.

  • Date: Displays the date and time the vendor adjustment was last edited.

  • Adjustment: Displays the adjustment at the time of editing.

  • Updated By Org: Displays the associated organization at the time of editing.

  • User Name: Displays the user who made the edit.

Manufacturer

Displays the manufacturer associated with the vendor adjustment.

Vendor

Displays the vendor associated with the vendor adjustment.

Organization

Displays the organizations associated with the vendor adjustment.

Adjustment

Displays the vendor adjustment.

Description

Displays a description of the vendor adjustment if it is available.

Create Adjustments Window

If you need to create a new adjustment, you can do so by selecting + Add New. The Create Adjustments window opens. Fill out the required fields and select Save. The new vendor adjustment is created.

Note: Refer to Add New Vendor Adjustments for steps on how to create a vendor adjustment.

Required fields are marked with a red asterisk (*).

Field

Field Description

Choose the Organization(s) for this adjustment*

Select the organizations associated with this adjustment.

Enter a Description for this adjustment

Enter a description of this adjustment.

Enter the adjustment using the following format: +4.2500 or -4.2500 *

Enter the adjustment. Use the following format: +4.2500 or -4.2500

Choose the Vendor for this adjustment *

Select the vendor associated with this adjustment.

Is this adjustment specific to a Manufacturer?

Indicate whether this adjustment is specific to a manufacturer. If you answer Yes, the Manufacturer field appears.

Manufacturer*

Select the manufacturer associated with this adjustment. This field appears when you select Yes to the question Is this adjustment specific to a Manufacturer?

Remove Vendor Adjustments Window

If you need to remove all adjustments from a vendor, you can do so by selecting Remove Vendor Adjustments. The Remove Vendor Adjustments window opens. Select a vendor to remove all adjustments associated with that vendor, and then select Remove. All adjustments are removed from that vendor.

Note: Refer to Remove Vendor Adjustments in Bulk for steps on how to remove all adjustments from a specific vendor.

Field

Field Description

Vendor list

Displays a list of vendors. Select the checkbox to the left to select the vendor.

Remove

Select to remove all adjustments from the selected vendor.

Cancel

Select to cancel the adjustment removal and close the window.