Extend Pricing in Scheduler

Background

Pricing extensions allow you to update pricing for a customer account for a determined period of time. This feature allows you to amend pricing on all pending schedules in line with the current market. 

Before you begin

• Ensure you are logged into the Elda (Chrome) Scheduler application.  
• See our article Getting Started with Scheduler for more. 

Steps to Follow

1.  In Scheduler, select a customer you wish to do the pricing revision for.  

   See our article Finding a Customer for instructions on how to use the Find Customer window to look up customer accounts.
    

2.  In the Scheduler main window, choose the Job button on the left hand side and select Job Details from the popup menu. 

   

    

3. Go to the Pricing/Discounts tab and under the Administration tab, click on the Price Revision button.
   

    

4. A new popup window opens. Highlight the last row of pricing applied. 

     

5. Right-click on the selected row, then click on Extend.

   
    

    

6. New popup window opens to extend the price request. If the displayed new fixed term end date is correct, click on the Yes button.
   
   Otherwise, click on the downward arrow and select the date from the calendar, then hit Yes.
   

7. Select Yes.
   

    

8. In the new line of pricing created, ensure the start date and the matrix number is correct and update the relevant pricing.

   

   Once completed click the Authorise button.

    

    

9. New pop up window will open, for the pricing to be approved.

   Enter the reason for the pricing extension and press Yes.
    

    

10. Press Ok.

    

     

11. Status on revision request would show Pending authorisation. 

    
     

12. You will receive an email notification once authorised.  Now is the best time to update the pricing on all pending schedules.  

    See our article on Updating Prices on Multiple Schedules.