This is the fifth of six tasks described in this user manual for changing PCM details.

NOTE: The numbering is simply for reference - there is no particular order in which tasks need to be completed and, depending on the PCM, they might not all be needed.

The full list is:

1. General Setup
2. Markup / Commission
3. PCM Notes
4. Agent Notes
5. Recalculate PCM (this task)

Some PCM changes force a recalculation, but a PCM can be recalculated at any time by choosing the Recalculate menu option.

Recalculate PCM

1. If you haven't already done so, search for and retrieve a PCM to work with (see Retrieve an Existing PCM).
2. The default view for a PCM is the Dashboard View.

   

   From the PCM Quotes menu, select PCM Quotes > PCM Details > Recalculate.

   1. Click the PCM Quotes hamburger menu to open it:

      

   2. Click the PCM Details menu option to expand it:

      

   3. Click Recalculate to open the Recalculate PCM screen:

      

3. On the Recalculate PCM screen, review each of the settings and update if necessary.

   

4. To keep the changes, click Yes.

   

5. Click Exit to discard any changes.

   

Recalculate Service Line Prices

• Replace All – Revisits the product database and re-costs all services based on rates from the product database.
• Replace All But Overrides – As above, however does not re-cost services where the product database rates have been manually overridden. Manually overridden values will display in a separate dialogue and need to be confirmed with the ‘OK’ button.
• No Prices – Recalculates the totals based on the existing service line values.
• Update Exchange Rates – This check-box can be used to update the PCM values with any changes in exchange rates between service and PCM currencies.