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.

  4. If there is not an existing markup group definition table version assigned to this cost model, the table will be empty.

    1. Click the link in the "Create or select a version here" text within the table.

    2. In the Modify a cost model dialog, from the Cost method exclusion drop-down, do one of the following and click Save:

      • To create a new version of the cost method exclusions table, select Create new version.

      • To assign an existing version of the cost method exclusions table, select the version from the list.

  5. If there is an existing markup group definition table version assigned to this cost model and you would like to modify it:

    1. Click the link in the cost model's name in the table's header.

    2. In the Modify a cost model dialog, from the Cost method exclusion drop-down, do one of the following and click Save:

      • To create a new version of the cost method exclusions table, select Create new version.

      • To assign an existing version of the cost method exclusions table, select the version from the list.

    NOTE: Steps 4-5 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.

  6. To show or hide inactive definitions in the table, click the gear icon in the upper-right portion of the screen and check/uncheck the Show only active definitions check box. While unchecked, the table shows inactive definitions shaded in yellow. Only active definitions include a check mark in the Active column.

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

    • To edit an account, click its edit icon in the Actions column.

      TIP: To find a specific definition, use the Search field.

  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* Enter a name or title for the definition.
    Description Enter the details for the definition.
    Markup/Multiplier factor

    Enter 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

    Enter 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. 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.
  10. 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.