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Last modified on 11/30/2015 3:49 PM by User.

Price Based on Discount % with Exceptions

This document explains how to achieve the pricing objective for customers that have an across-the-board percentage discount with exceptions for certain items.

 

If the price levels for items are set to reflect percentages off the price level 1 (list price), the system can be set to pull, by customer, from the price levels based on the percentage discount specified in the item master. To do this, go to:

  • Accounts Receivable (Module 2)
    • Customer Master (Task 17)
      • Change Existing Customer Record (Sub-task 2)

 

Look at field #13 - Price type

Set these price types to the price level that is the desired percentage off the Price 1 (list) price.  If Price Level 2 is 15% off Price 1 (list), set the price type to all 2's. (i.e. field #13. Price Type: 222222222) 

Whenever an order is placed for that customer, the price will pull from Price Level 2 that is set in the Item Master File (Inventory module- 5; Item Master -task 17; Change Existing Item -subtask 2; Price Level 2 - field 12)

 

For the items that are considered exceptions to the general 15% off, a Contract File can be set up for the customer and the specific item or group of items that point to Price Level 1.

This contract record should be set to have a 0% discount and have a Price Level of 1. 

When an order is generated for the customer, the entry of the item number will make the software look for the price level set in the Customer's Master file, the system then looks in the O/E Contract Item File to see if there is a contract record set up for it. 

 

When the software sees 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 in the Item Master File.

 

To set up contract records for the exceptions, go to:

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

Important Fields:

 

03. Contract Key:101-01.1              

05. Type ($ / %):%

06. Price / Disc:      0.00

07. Price level :1

Note:  Contract key can be an item #, report class, product code, price code.  To force to a different price level, set Type=% and the Disc=0, then put in the new Price level