Indexation based on index groups
When you index prices using an index group–based indexation method, Planon calculates the new price as follows:
In Supporting data , you define the index groups, index numbers, and the numerator and denominator used by the indexation method. For more information, see Defining index groups and index numbers and Adding an indexation method.
The following example illustrates how price indexation based on index groups works.
Example
• The price specified in the contract line is 200. This price must be indexed.
• In Supporting data , the following index numbers are specified for index group X:
Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sept | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | 105 | 107 | ||||||||||
2020 | 104 | 105 |
• In Supporting data , > , you have defined a numerator and denominator.
• Indexation date: January 1, 2022
• Numerator: January 2021 index number (105)
• Denominator: February 2020 index number (104)
• The indexed price is: 105 / 104 × 200 = 201.92
 | If no index number is available for a contract line, the amount is not indexed. Planon updates the next indexation date as scheduled and sets the Reason for price change field on the contract line to Missing index number. You can use this value to identify contract lines that could not be indexed. Once the index number becomes available and is entered, these contract lines are automatically included in the next indexation run. For more information on the Reason for price change field, see Amount changes and indexation. |