Find out what it does and how it works!
The Uplifts report provides a detailed view of price adjustments applied to hire contracts, either at the contract level or on specific equipment items. These uplifts reflect periodic increases, either as a percentage or a flat rate, and are essential for managing pricing strategies, customer agreements, and revenue growth.
This report supports:
Tracking all uplift events within a specific timeframe.
Reviewing uplift types (percentage-based or flat rate).
Understanding whether uplifts apply to entire contracts or individual equipment.
Analysing pricing trends and financial impact.
It is particularly useful for contract managers, finance teams, and operational leadership reviewing pricing changes and customer billing adjustments.
Getting There
To access the Draft Purchase Orders Report in Service Geeni, follow these steps:
Select the Business Intelligence module from the main menu.
Choose the Reports sub-module.
In the Reports window, navigate to the Records category.
Click on the Uplifts module to open the report.
Add the desired filters (explained below), then click the Apply button to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to narrow down results based on your analysis needs:
Branch: Filters results by the depot or branch associated with the hire contract. This is useful when reviewing uplift activity by region or operational team.
Period: Filters uplifts based on the Uplift Apply Date. Use this to track uplifts applied within a specific timeframe, such as monthly, quarterly, or annually.
Customer Account: Filters results for specific customer accounts. This is ideal when reviewing uplift history for key or strategic customers.
Contract: Filters uplifts by selected hire contracts. This helps identify which hire agreements have had pricing adjustments applied.
Equipment ID: Filters uplifts that were applied at the individual equipment level only. This is useful when reviewing item-specific pricing strategies or exceptional rate changes.
Pro Tip: Combine the Period and Customer Account filters to quickly identify which customers have had uplifts applied during recent billing cycles.
Column Breakdown and Key Fields
Each row in the report represents a single uplift applied to a contract or equipment item.
Column Name | Description |
Contract Number | Unique identifier for the hire contract, including versioning where applicable. |
Start Date | The original start date of the hire contract. |
End Date | The expiry date of the hire contract. |
Uplift Description | Indicates whether the uplift was applied at the Contract level or Equipment level. |
Equipment ID | Identifier for the equipment item (only populated when uplift is equipment-specific). |
Percentage | The uplift value is applied as a percentage. Displays "Multiple Values" if different rates exist within one uplift. |
FlatRate | The uplift value is applied as a flat rate. Displays "Multiple Values" if different flat rates exist within one uplift. |
Adjustment Type | The type of adjustment applied (e.g., Annual, Ad-hoc). This is defined in your lookup data. |
Uplift Date | The effective date when the uplift was applied. |