Consumer Price Index

Info

The Funeral Director will receive the agreed amount cost of a plan plus the additional Consumer Price Index (CPI) which is calculated on each anniversary of a plan until termination of the plan. This article explains how to configure the CPI percentage to be added to the plan cost.

CPI Setup

Click Admin > Drop Down Lists > CPI. The CPI window displays.

Click Add. A row is added.

Note: Add as many rows as necessary until percentages and their dates appear in the list.

Enter the Percentage and Date Of CPI.

Click OK. The CPI is now configured.

When opening a client, you can view the Funeral Director Cost With CPI.