“If you do not have the required permissions to carry out any of the steps described below, please contact your FBO One systems administrator for access or assistance.”

New Price Agreements

Clicking ‘Add new’ at the bottom of the applicable price agreement page will allow creation of a new agreement. More Information on Accessing Price Agreements and Price Agreement Filters and Pricing

• It is good practice to create a realistic ‘Valid before’ date for price reviewing at a future date.

• A ‘Valid from’ date is not required, but is again good practice to give a set time period of when the product agreement is active. This stops the agreement being added to any non-invoiced historical orders.

• The ‘Price’ or ‘Percentage’ fields are mandatory for all agreements However, only one can exist in an agreement.

• For the example below, a price is more applicable as the product is not a child product deducting or adding a percentage from a parent product.

• The ‘Remarks’ field is a free text field that is not mandatory, but can be used as a reference for the agreement. It is useful for adding a description or reason for the agreement for a future date.

• Other filters may also be used such as MTOW or a form of payment if required.

Changing Price Agreements - How to Schedule a Price Change

If an existing agreement needs updating with a new price, a new agreement should be added and the old agreement expired by editing the ‘Valid before’ filter.

Note: Using the ‘Edit’ button to change an existing price agreement will result in price changes for all past applicable (non-invoiced) and existing orders – that the agreement applies to.

Navigate to the price agreement to be updated. For this example, the price for ‘Toilet Service’ is being updated, and will change as of 01-Nov-19.

Select the price agreement that is to expire by clicking ‘Edit’:

Note: The existing price should not be changed or deleted, only the ‘Valid before date’ should be updated from 01-Jan-3000 to 01-Nov-2019. This ensures the current price agreement is applied to all orders before 01-May-19.

Use the ‘Edit’ button to update the ‘Valid before’ to the correct date:

When the ‘Valid before’ date has been changed, click ‘Add new’ at the bottom of the screen. This will save current changes and automatically opens a new window to add a new agreement.

The new price details can now be entered.

The ‘Valid from’ field must be used to allow a continuation of pricing.

In this example, 01-Nov-19 is the ‘Valid from’ date and the ‘Valid before’ date is undetermined, defaulting to 01-Jan-3000.

The new price agreement is created as shown:

Tip: Adding a free-text remark may be useful for reviewing price agreements at a future date.

Once saved, the price agreements are as follows: Price ‘110.00’, will apply for all orders before 01-Nov-19, and from 01-Nov-19, the new price of ‘140.00’ will be applied:

Once 31-Oct-19 has passed, the expired price agreement will no longer show within the price agreement list. The check box ‘Show expired price agreements’ should be checked in order to view any non-active expired agreements:

Batch updating prices – ‘Set end date’ & ‘Copy to next period’

The ‘Copy to next period’ function is used to batch update a series of agreements to the next time period. The same product, debtor and filters are automatically applied.

In the below example, the ‘Handling Fee’ agreements need to be updated with new prices valid from 01-Jan-20. The existing agreements do not expire until 01-Jan-3000 and therefore need to have their ‘Valid before’ date changed to 01-Jan-20.

This can be done in a batch, instead of individually by checking all check boxes (or top check box to select all) and selecting ‘Set end date’.

In the next screen, add the new ‘Valid before’ date to 01-Jan-20:

Next, tick the checkbox for the agreements to be updated and use the ‘Copy to next period’ button to create the same pricing structure for the next date period:

In the next screen, verify and update the ‘Valid from’ and ‘Valid before’ dates, and add the new prices in the ‘New price’ fields:

When saved, both the new and old prices will show together.

Once 31-Dec-19 has passed, the old agreements will have expired and will automatically be hidden (ticking ‘Show expired price agreements’ will show all expired agreements).

The 01-Jan-20 agreements will then become active.