The Adjustments Tab allows you to define, calculate, and manage markups of various types which integrate with the Details tab of the record. Predefined adjustments (see Portfolio/Lists/Adjustments) can be dragged and dropped into Adjustment tabs and they can also be defined on the fly. Adjustments can be calculated by PMWeb by applying percentages to various Cost Types in the Details tab or can be manually entered by you.
Auto Calculate Checkbox - If this field is checked, the Details tab table of the record is automatically recalculated each time the Adjustments tab table is saved.
If the Auto Calculate checkbox is not checked, this button must be clicked whenever you wish to recalculate the Details tab table with the latest saved Adjustments tab table data. Calculating adjustments means transferring the preview amounts in the Adjustments Tab Table to the correct lines and columns in the Details tab table of the record.
Adjustment - Read only. A sequential number assigned by PMWeb.
Description Field. Defaults from the adjustment but may be edited.
Currency Field -If the New Line checkbox is unchecked, this field is locked. In that case the currency will be that of the blended line in the Details tab table. If the New Line checkbox is checked, a currency can be selected here.
% Field - If the adjustment is calculated as a percentage of Details tab lines enter the percentage here. If the Manual checkbox is checked, any percentage entered here is ignored.
Cost Type Field - The selection here determines which lines in the Details tab serve as the basis for adjustment calculations. This is a multi-select dropdown list and includes the standard Type Field values as well as:
*All* - include all lines in the Details tab as the basis of adjustment calculations, whether they include a cost type or not
(No cost type) - include only lines in the Details tab as the basis of adjustment calculations that do not contain a cost type
Cumulative Checkbox - If this box is checked, when adjustment amounts are calculated the basis will include all adjustment amounts from lines above the current one in the Adjustments tab table.
Calculated Amount Field - This is a preview of the adjustments calculation based on current data in the Details tab table and the Adjustments tab table. If the Manual checkbox is unchecked, when adjustments are calculated (see Adjustments Tab Toolbar), this amount will be transferred to the Details tab table.
Manual Checkbox - Check this box if you want to make an adjustment using a fixed currency amount rather than a calculated percentage. If this box is unchecked, PMWeb will calculate the adjustment line using the % field and, when adjustments are calculated (see Adjustments Tab Toolbar), the Calculated Amount will be transferred to the Details tab table. If this box is checked, the Adjustment Amount will be transferred instead.
Adjustment Amount Field - If the Manual checkbox is checked, the amount in this field will be transferred to the Details tab table when adjustments are calculated.
New Line Checkbox - If this box is checked, when the adjustment is calculated it will create a new line for it in the Details tab table, rather than blending it into Details lines.
Cost Code Field - If the New Line checkbox is checked, the Details tab table line corresponding to this adjustment will be posted to this cost code. If the New Line checkbox is unchecked, this field is ignored.
Adjustments Grid Line - This line displays the totals saved in the Adjustments tab.
Details Grid Line - This line displays the adjustment totals saved in the Details tab.
Adjustments 1 Column - This displays the total adjustment amounts that are or will be blended into Details tab lines and appear in the Adjustments 1 column.
Tax Column - This displays the total adjustment amounts that are or will be blended into Details tab lines and appear in the Tax column.
Adjustments 2 Column - This displays the total adjustment amounts that are or will be blended into Details tab lines and appear in the Adjustments 2 column.
(New Line) Column - This displays the total adjustment amounts that are or will be new lines in the Details tab. Amounts from this total can appear in the Adjustments 1, Tax, or Adjustments 2 columns.
Total Column - This field displays the grand total of adjustments saved in the Adjustments tab and adjustments saved in the Details tab. If there is a discrepancy you might need to click the Calculate Now button in the Adjustments Tab Toolbar.
