Price Based on an Across the Board % Discount

If the price levels for the items are set to reflect percentages off Price Level 1 (Retail), customers pricing can pull from the price levels based on the percentage discount specified in the Item Master.  To accomplish this, go to:

• Accounts Receivable (Module 2)
  • Customer Master File (Task 17)
    • Change Existing Customer Record (Sub-task 2)
      • Price Type (Field 13)

Set the Price Type to the Price Level (from the Item Master File, field 11) that is the desired percentage off Price Level 1 - example: if Price Level 2 is 15% off Price Level 1, set the Price Types to all 2's in field 13 (i.e.13.Price Type: 222222222).

Then when an order is placed for that customer, the system will pull the pricing from Price Level 2 that is set in the Item Master File (field 12).

For the items that are considered exceptions to the 15% discount rule, a Contract File needs to be setup for the customer/specific item to point to Price Level 1.

Set up for the Exceptions:

**For the items that are considered exceptions to the general 15% off, a Contract Record can be set up for the customer and the specific item(s) that should using the pricing in Price Level 1.

**The Contract Record should be set to have a 0% discount and have a Price Level of 1 (see below for specific instructions).

**When an order is generated for the customer, the entry of the item # will make the software look for the Price Level set in the Customer's Master File, then look in the OE Contract Item File to see if there is a contract record set up for the item & customer. 

**When the software detects the Contract Record for that item, the Contract Record will direct the software back to the item and the Price Level specified in the Contract File. 

**It will then pull the price from the Price Level indicated in the Item Master File.

To set up Contract Records for the exceptions:

• Order Processing (Module 6)
  • ​Customer Contract Item File (Task 21)
    • ​Enter  New Contract Record (Sub-task 1)

01. Customer # :  Enter the customer's number

02. Alt ship-to#: Enter specific ship-to number, if applicable, or enter all 0's for all ship-to's.

03. Contract Key: The item number, Product Code or Report Class (if all items in the Product Code or Report Class are exceptions)

04. Cust/item#: customer's ordering item number if different from yours                 

05. Type ($ / %):     %

06. Price / Disc:      0.00

07. Price level :     1

08. Exp date:  cutoff date

09. Commission %:      0.00

10. Ref mark: denotes a footnote exits on the item on order taking report

11. Application:      discount (if any) is applicable to: O-order entry or S-statement

12. Allow EOM:     Y/N on special end-of-month discounts allowed on top of this special

 Go to the specific customer and look at the following fields:

• Accounts Receivable (Module 2)
  • ​Customer Master File (Task 17)

13. Price type:222222222 (customer will get pricing from Price Level 2 [if this is the Price Level the customer normally gets], except for the item(s) that are setup in the Contract File. The system will look to the Price Level with the percentage discount indicated in the Contract File)

42. Contract ?:N-No Y-Specific ship-to's C- All ship-to's same 

If an alternate ship-to is used, look at the following field:

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

16. Contract ?  :C            Yes / No / Chain