Core TSIs : Contracts : Working with Contracts : Price indexation : Indexing contract prices
Indexing contract prices
You can index an entire contract or individual contract lines in Planon.
Procedure
1. Go to Contracts > Contract lines.
2. Select the relevant contract line(s).
3. Select the required indexation method in the Indexation method field.
4. Enter the date of the first indexation in the Next indexation date field.
5. Activate the contract line(s).
The indexation method is registered from the start date of the contract line. Once indexed, Planon will automatically calculate and populate the next indexation date. If required, you can manually adjust this date using the Add Modification option. When the contract line is due for indexation, Planon will apply the updated date you set, and then calculate the following indexation date automatically.
6. Depending on what you want to do:
◦ If you want to index an entire contract, go to Contracts and select the contract(s) for which you want to index prices.
If you want to index a large set of contracts, you can perform the indexation as a background action. In the Indexed up to and incl. field, select a date that applies to all contracts. For more information on the actions that can be run as a background action for contracts, see Using background actions.
◦ If you want to index individual contract lines, go to Contract lines and select the contract line(s) for which you want to index prices.
7. On the action panel, click Index.
The Enter values window is displayed. By default, the last day of the current month is selected in the Indexed up to and incl. field. Click OK if you want to use this date.
8. To select another date, click Icon depicting a calendar in the Indexed up to and incl. field.
The date picker appears.
9. Select the required date.
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If you prefer not to use the built-in indexing feature, you can also manually add amounts in Planon that have been indexed by another tool or application. The Add indexed amount manually action allows you to directly register a new amount on a specific reference date. For more information, see Manually adding an indexed amount.