PCI Markup Rules - Circular Reference Functionality
PCI Circular Reference Functionality
STEP 1: Click Budget & Cost Management
STEP 2: Click PCI Markup Rules
STEP 3: Click New

STEP 4: Enter Order Number
Note: You are only marking the ones that you want to have a circular reference on with the Total Markup Flag. So for example your SDI would probably not have it checked, but your General Insurance and Fee would
STEP 5: Enter Desc.
STEP 6: Choose Rounding
STEP 7: Choose Rounding Method
STEP 8: Click Total Mark up Flag (once clicked the Level field will fill in automatically)
STEP 9: Enter Markup Details
STEP 10: Click Save
Note: Do NOT click the Calculate on Billing Amount

Note: Repeat for Fee

Example WITHOUT Total Markup Setup:

Example WITH Total Markup Setup:

As usual, if you run into a complicated calculation, please put in a ticket and the ERP team can help, before you get frustrated