Adding or editing a cost item markup group definition

The cost item markup group definition tab allows you to add, edit, and delete definitions you can use to apply markup percentages or multipliers to specific cost items, NDC codes, or supply codes.

To add or edit a charge tier markup group definition:

  1. From the Enterprise Decision Support home page, in the Cost Accounting section, click Modify a cost model or Create a cost model.

  2. Under the Methods section, click Define markup group definitions.

  3. Click the Cost item markup tab.

    TIP: If no cost items display, it means that you need to create or select a version of the markup for the cost model. Click the "here" link in the information message under the tab, and continue with step 6 below.

  4. To show or hide inactive definitions in the table, click the Show only active definitions check box at the top of the page. If you unselect the check box, the table displays the inactive definitions shaded in yellow. Only active definitions include a check mark in the Active column.

  5. To create or select/modify an existing markup group definition table version to assign to this cost model, above the table, click the gear icon next to Version.

  6. In the Modify a cost model dialog, from the Markup drop-down, do one of the following, and click Save:

    • To create a new version of the markup group definition table, click Create new version.

    • To assign an existing version of the markup group definition table, select the version from the list.

    NOTE: Steps 5-6 are optional. As part of the initial set up of the cost model, the version has likely already been created or selected. This step simply provides you a quick and easy way to select another version to use or create a new one from scratch, if needed.

  7. Do one of the following:
    • To add a definition, above the table click Add definition.

    • To edit an account, in the Actions column of the account to edit, click the notepad icon .

      TIP: To search for a specific definition, use the Search field in the top right corner of the page.

  8. In the Add/Edit cost item markup definition dialog, complete the following, and click Save:

    Field Description
    Markup type

    Select one of the following:

    • Markup - Apply markup amounts based on percentage and/or a fixed amount.

    • Multiplier - Apply markup amounts using a multiplying factor.
    Name* Type a name or title for the definition.
    Description Type the details for the definition.
    Markup/Multiplier factor

    Type the percentage or multiplier markup to apply to the cost items, NDC codes, or supply codes.
    Code type Select the code type in which to apply the markup.
    Activate?

    Do one of the following:

    • To activate the definition for cost model processing, click the toggle to Yes.
    • To deactivate the definition so that it is not processed with the cost model, click the toggle to No.

    NOTE: When you create a new definition, the system activates it by default.
    Fixed amount

    Type an amount to add in addition to the percentage or multiplier markup. This step is optional.
    Add a filter In this section, add or select a code type, department, and cost item filter. For instructions, see Using the Filter Wizard.For instructions, see "Using the Filter Wizard" in the online help.
  9. Do one of the following:
    • If you are creating a new model, the next step is to define charge tier markups. Click Next in the bottom right corner of the page or click the Charge tier markup tab at the top of the page.
    • If you are modifying an existing cost model, you can continue making changes to other parts of the model or go directly to processing the cost model if this is your only change.

IMPORTANT: When making any changes to an existing cost model, you must reprocess it in order for the results to reflect the changes.