1. The initial Service prices should be created as usual using the original start and end dates, while specifying, the Indexing information as follows:
   • Index Price: Set this option to true. If this checkbox is not enabled, the price will not be updated through indexation.
   • Price Indexing Code: Select the appropriate indexing code from the list. If the required code is not available, create a new one.
   • Indexing Starting date: Enter the date when the first indexation began (for informational purposes if needed).
   • Indexing Calculation Date: Specifies the next scheduled indexation date. The valid index value will be applied according to this date.
   • Indexing Ending Date: Indicates the date after which the price should no longer be indexed.
   • Index Recalculation Period: Specifies the frequency of indexation, if it is not performed annually.
   • Min Index Value and Max Index Value. Enter minimum and maximum index values, if required. For example, if the minimum index value for a customer is 2%, the Min Index Value should be set to 2.

In our use case, the data should be entered as follows:

2. To set a Price Index Value, open Price Indexing Codes using the search function or the menu. Navigate to Values and click the New action button:
   
    

• Enter Index Value coefficient. In our example, the Index Value is 4%, so the coefficient is 1,04.
• Set the Valid From and Valid To dates. These dates define the period during which the Index Value is applicable.

2. To apply Price Indexing:
   • Open Actions from the Role Center.
   • Click Price Indexing.
     
   • Specify the Date From and Date To (e.g., 01/01/2025 to 12/31/2025). These dates define the range from which Service Price lines will be selected for indexation based on the Indexing Calculation Date.
   • Enable Commit Indexing if you want the indexation to be applied. Leave this field inactive if you only want to generate a preview.
   • Use filters to narrow down the prices to be indexed, if necessary. For example, filtering by the Price Indexing Code (e.g., CPI) will run indexation only for prices that use that specific code. 
   • Click Preview:

• A new window will appear displaying information about the changes applied to the Service Prices as a result of the indexation:
   

• To verify that the Price Indexing action was successful, open the Service Prices list. After successful indexation, the Indexing Calculation Date will be updated by one year. Additionally, the fields related to the applied indexation will be displayed:

Note:

For each period a new Index Value must be added and the indexation process must be run for the next period. This ensures that new prices are generated based on the updated Index Value.

Price indexing can be performed in two ways:
a) Annually. The Indexing Calculation Date is automatically adjusted by one year after each indexation.
b) Based on another period. If a different recurring period is required, enter the appropriate value in Index Recalculation Period (e.g., 6 months):

 

After the new indexed prices have been applied, recalculate the service amounts and create additional invoices for the periods during which the indexed prices were valid but not yet applied in the system.

To perform the Recalculation, follow these steps:

• Open the Service Journal using the search function or from the menu.
• Click Create Lines.
• Specify the Service Dates for which the amounts need to be recalculated.
• Enable Recalculate Amounts.
• Apply filters if necessary (e.g., by Building, Lease Contract, Lease Unit, etc.). This ensures that the recalculation is performed only for the filtered records.
• Click OK to execute the recalculation.
   

• Review the created lines, and if everything is correct, click Post: