Reindexation
As a contract manager, you have the flexibility to choose your preferred action when index numbers change retrospectively. You can either opt for automatic acceptance of reindexation or choose to retain the old indexation. The Automatic reindexation? setting on the contract line allows you to exclude already indexed contracts from recalculation when adjusting index numbers.
This setting is set to Yes by default. You can switch the setting from Yes to No or vice versa any time. This setting is taken into account at the moment a reindexation is triggered based on index numbers.
• Contract lines with Automatic reindexation? set to Yes are reindexed.
• Contract lines with Automatic reindexation? set to No are marked as Decide on reindexation. The decision is left to you as a contract manager. Based on the Decide on reindexation setting and the date of impact, you can decide what to do with the changed index number: ignore the indexation or reindex. At the moment the index number gets changed, Planon will automatically mark the contract line as Decide on reindexation and populate in the date of reindexation and the impact for reindexation in a field. At a later moment, you can filter the contract lines based on the field Decide on reindexation and decide what to do:
◦ Reindex: the contract line will automatically be reindexed from the reindexation date and based on the latest index number.
◦ Skip the reindexation: the contract line remains unchanged.
 | You can check the impact of a reindexation in the Impact on reindexation field (automatically populated by Planon). The Impact on reindexation only has a value if the Decide on reindexation setting is pending: Indexation per date xx/xx/xxxx: 100 * 104 / 102; Change for reindexation: 100 * 105,5 / 102 |