Modules»Order Processing»Contract Prices for One Altern…
  • RSS Feed

Last modified on 9/9/2015 8:58 AM by User.

Contract Prices for One Alternate Ship-to or Job

When a customer has multiple alternate ship-to records, customer contract prices/discounts can be created for a specific alternate ship-to record. 

 

If a customer has special prices/discounts for one job an alternate ship-to record can be created for the job and then customer contract prices/discounts can be created for the specific alternate ship-to.

 

STEP 1 Create the Alternate ship-to:

 

Alternate shipping locations are added in:

  • Order Processing (Module 6)
    • Alternate Ship-to File (Task  19)

·       Make sure this customer doesn’t have an alternate ship-to record of zero 00000. (When opening an order in order entry for this customer the system will display all the alternate ship-to records for the customer.   At that time the correct alternate ship-to record can be selected.  If the customer has an alternate ship-to # of 0 zero, it will automatically be selected on all orders for the customer.  So no other alternate ship-to records will be displayed for use on the order.) 

·       If the customer has an alternate ship-to record of 0 zero, it will need to be deleted and re-entered with a different alternate ship-to #. 

  • Enter new ship-to record (Sub-task 1)

 

01. Customer# ______ The main Customer number

 

02. Shipto#______The Ship-to number Do not use 0 if there are multiple shipping locations.      

 

03 through 09.  Enter the name and address for this ship-to. The name may be the job name.

 

10. Phone_________ Telephone number

 

11. Fax #__________Fax Number

 

12. Slsperson _____   Salesperson number, only if different from customer master salesperson #.

 

13. Contact___________Person who is the contact at this Alternate Ship-to site

 

14. Ship via __ Pre-defined code

 

15. Ship route__Pre-defined code

 

16. Contract ? Y/N/C   Does this alternate ship-to use Contract pricing?  If it has it’s own individual pricing, answer Y.

 

17. P.O. # _______Enter if a blanket PO number is used.

 

18: State Tax__ If taxable, enter Y; if non-taxable enter the exempt code from the pre-defined table.

 

19 through 21:  3 Tax Zones available for this ship-to

 

 

STEP 2 Create Customer contract item file prices/discounts:

Customer contract item prices/discounts are added in:

  • Order Processing (Module 6)
    • Customer contract item file (Task 21)

 

01.  Customer #:______  Customer number who the Contract Pricing is for, customer MUST be coded with a "C" or “Y” to get Contract Pricing - see field 42 of the Customer Master (Task 17 in A/R). 

02.  Alt Ship-to#:______  Enter the specific "ship-to" number that the Contract Pricing is for, created in step 1 above.  After creating customer contract item records for a specific alternate ship-to #, when the alternate ship-to # is selected in order entry, the contract prices/discounts will be applied to the order.

03.  See the document Customer Contract File - Pricing for instructions on entering customer contract items.

 

 

STEP 3 Choose the alternate ship-to record on an order:

·       Order Processing (Module 6)

·       Order entry & editing (Task 1)

·       Enter new/change existing order (Sub-task 1) Create a new order for the customer.  After entering the customer, select the alternate ship-to record created in step 1.  The customer contract item prices/discounts created in step 2 should automatically be on the order.

 

 

NOTE: Accounts Receivable (Module 2), Customer Master (Task 17), field 42 MUST be coded with a "C" or “Y”to get Contract Pricing.