Modifier Entry Panel

Defining Charges › Defining Modifiers › Modifier Entry Panel

Modifier Entry Panel

The Modifier Entry panel defines the criteria to be applied, as well as the modification to be made to the charge elements. The modification may be by:

percentage
amount

You can use a negative (-) amount for a discount and a positive (+) amount for a surcharge.

The algorithm for modifiers is:

                Modifier
   Charge       WEEKEND
   Element      -------
 CPU-CHARGE  *  |-.10 |  = Modified CPU-CHARGE
                -------

The following panel shows how to apply a 10 percent discount on all resources used on either a Saturday or a Sunday. The discount is applied without regard to Charge Element, Qualifier criteria or accounting level.

  USERID                  CA PMA Chargeback                   MM/DD/YY HH:MM:SS
  __    Acctdefs   Cbdefs   Query   Data   Period   Options   Exit   Help
        +-- CBCMODE ------------ Modifier Entry ------------------------+
        |      Panel  Exit  Help                                        |
        | ------------------------------------------------------------- |
        |  Version  . . . : PROD       Modifier : WEEKEND               |
        |  ORD Type . . . : MBJ                                         |
        |                                                               |
        |  Element criteria . . ________________                        |
        |  Qualifier criteria . ________________                        |
        |  Modify Amount  . . .        -10.00000 or % P  Exit on true Y |
        |  Qualifier  . . . . . @WEEKEND________                        |
        |  Sequence number  . . 00001                                   |
        |  DIVISION . . . . . . ________________                        |
        |  DEPARTMENT . . . . . ________________                        |
        |  SECTION. . . . . . . ________________                        |
        |  GROUP-ID . . . . . . ________________                        |
        |  TEAM . . . . . . . . ________________                        |
        |                                                               |
        |   F5=Save   F6=Delete                                         |
        +---------------------------------------------------------------+
 
  Command ===> ____________________________________________________________
  F1=Help  F3=Exit  F4=Prompt  F9=Command  F10=Action Bar  F12=Cancel  PA1=Susp

If you have not already created the qualifier you want associated with the modifier, you can now do so by invoking the Cbdefs pull-down and selecting Qualifiers.

Next is a description of the Modifier Entry panel.

Access

The Modifier Entry panel appears when one of these events occurs:

When F2 is pressed on the Modifiers primary panel shown in Modifier Entry Panel.
You make a selection on the Modifiers List or Expanded List panel.

You return from the Modifiers List, Expanded List or Expanded Entry panel.

                       -----------------
                       | Expanded List |
                       |>Enter         |
----------------     ----------------- |
|   Modifiers  |     |    Modifier   | |
|    Primary   |     |      List     |_|
|>F2           |     |>Enter         |
----------------     -----------------
        |                    |
        ----------------------
                  |
                  v
          -----------------
          |    Modifier   |
          |     Entry     |
          |     Panel     |
          -----------------

Input

The Modifier Entry panel contains the following entry fields:

Note: The default for the following fields, unless otherwise noted, is GLOBAL (everything is considered a match). Remember, if you leave an entry field blank the default value is used.

Element criteria

The name of an existing charge element you want to use in the selection of incoming records for modification. The default is to apply the modifier globally to all charge elements. You can also use entries like TAPE%.

Qualifier criteria

The name of an existing qualifier you want to use in the selection of incoming records for modification. You can also use entries like @SHIFT%.

Modify Amount (Required)

A numeric dollar amount or a percentage you want the calculated charge modified by. Both the amount or percentage can be a plus or minus value.

% (Required)

Enter either F (Fixed) or P (Percent) in the space to the right of the % to indicate if the modification amount is a percentage or a fixed value. Default: None.

Exit on True (Required)

Y(es) or N(o); if Y, after the first true condition is encountered, all further processing of modifiers is stopped. If N, processing continues with the next modifier sequence number. This process continues until a modifier is encountered that contains Exit on True=Y.

Qualifier

The qualifier name that defines the conditional test(s) that determine when the modifier is applied.

Sequence Number

Used to assign a search order number for the modifier you are defining on this panel. Sequence numbers determine the order in which rules are executed. See page Examples for a description of modifier rules.

Note: Assign sequence numbers in increments of 10. Doing so provides you with flexibility should you decide to add additional modifiers at a later date.

This example uses the following entry fields to indicate the accounting entities you want the modifier applied to (only defined accounting levels are displayed on the panel) the default is to apply the modifier globally:

Division: A specific user-defined group, or a qualifier containing a list of conditions that can be used to specify groups within this level.
Department: A specific user-defined group, or a qualifier containing a list of conditions that can be used to specify groups within this level.
Section: A specific user-defined group, or a qualifier containing a list of conditions that can be used to specify groups within this level.
Group-id: A specific user-defined group, or a qualifier containing a list of conditions that can be used to specify groups within this level.
Team: A specific user-defined group, or a qualifier containing a list of conditions that can be used to specify groups within this level.

Actions

F5=Save: Lets you save the Modifier entry.
F6=Delete: Lets you delete the modifier entry.