Modules»Inventory Control»Price Based on Quantity Breaks…
  • RSS Feed

Last modified on 11/30/2015 3:54 PM by User.

Price Based on Quantity Breaks for 1 Client

Pricing can be for a single client that also includes quantity breaks.  To accomplish this, a Contract Record for the customer, using a Table, needs to be setup.

 

First, the customer and its ship-to’s must be set to allow for Contract pricing.   Field #42 on the Customer Master (Task 17 in A/R module)  needs to be set with:   N – No contract pricing; Y – Contract pricing for a specified ship-to #; or C – Contract pricing for all the ship-to’s associated with the customer.   In the Alternate Ship-to File (Task 19 in O/E module), field # 16 must also be set up with an N, Y or C.   NOTE: An "N" here means this Ship-to # will not get contract pricing.  This field overrides the "Contract" setting on field 42 of the Customer Master.

 

 

Setup the Customer Contract Record--  go to:

  • Order Processing (Module 6)
    • Customer Contract Item File (Task 21)

First Screen:

01.  Customer #:__________Customer number who will get Contract Pricing. Remember: the customer MUST be coded with a "Y" or "C" 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, if the pricing is for all the ship-to's then enter 00000.

03.  Contract Key:___________  The specific item number, report class, product code or price group.  Search with the TAB key. 

  • Report Class is setup in the Inventory module; System Mgt. Functions(Task 32); Modify Application Table(Sub-task 17); Report Class(Option 2).  It is placed on field #21 in the Item Master (Task 17)
  • Product Code is setup in the Inventory module; System Mgt. Functions(Task 32); Modify Application Table(Sub-task 17); Product Code (Option 3).  It is placed on field #23 in the Item Master (Task 17)
  • Price Group is setup in the Inventory module; System Mgt. Functions(Task 32); Modify Application Table (Sub-task 17); Special Categories (Option 17).  It is place on field #34 in the Item Master (Task 17). Note: the label/name for Price Group is User-Defined.

04.Cust/Item#:_____________Customer's item number, if it is different from yours.  Example:  customer orders your item XER-144, but they always refer to the item as X44, when X44 is placed on a sales order for this customer, the system will translate it to: XER-144.  Note:  this field is ONLY used when the Contract Key (field #03) is a single item.

05.  Type ($ / %/T):  T for Table.  Another screen will follow, where a specific discount table can be set up for this customer & this item, product code, report class or price group.

06.  Price / Disc:________  Leave blank for a Table Contract Record

07.  Price Level:________  Leave blank for a Table Contract Record

08.  Exp Date:________   MMDDYY - no dashes or slashes. Enter an expiration date.  If there is no expiration date, leave blank.

09.  Commission%:_______  

10.  Ref Mark:__   Used to indicate that a footnote exists for the item

11.  Application_   O or S - the default is O.   If a Discount (field 5) is used, should the discount be applied during (O) Order Entry or at the time the (S) Statement is printed?

12.  Allow EOM?   Y or N. Are special End-of-the-Month discounts allowed on top of this special pricing?

 

Second Screen:

Fields 01, 02 & 03 are brought over from the 1st screen and cannot be changed

13.  Break on D/Q:   D or Q - Is the break on D(ollars) or Q(uantity)?

14.  Amount type :    % or  L or $ - Is the break going to be a Percent (%)? From a Price Level (L) or a specified dollar amount ($)?

15.  Fixed / Cume:   F or C - Is it a Fixed amount or Cumulative (a.k.a. Step Pricing)

16.   thru 39 are for the breaks. 

  • IF field #14 is a %, then field 16 will be for the 1st break, field 17 will be the discount percent; field 18 the 2nd break and field 19 the next discount percent for the new break, etc.
  • IF field #14 is an L, then field 16 will be for the 1st break, field 17 will be which ‘level’ (meaning the Price Levels on the items….there are 9 Price Levels per item) should be used; field 18 the 2nd break and field 19 which ‘next level’ should be used, etc.
  • IF field #15 is a $, then field 16 will be for the 1st break, field 17 will be the actual dollar amount; field 18 is the 2nd break and field 19 is the next actual dollar amount, etc.

 

 

Additional Information:

   

On the Item Master record (Task 17 in the Inventory Module) field 28 -  Net priced?  MUST be set to "N" if using Report Class, Product Codes or Price Groups as items with an ‘N’ will be automatically excluded from any discounts.

 

O/E - General parameter file (System Mgt Functions - Task 32; Modify Parameters Files - Sub-task 22; O/E General - Option 1) look for the parameter:

GRP'CIX'ITM=               B or Y.  Do you want Contract pricing to override the normal pricing or discount IN ADDITION TO normal pricing (which may include line item quantity discounts, group discounts, etc...) Y-Yes  Contract always OVERRIDES normal dollar amount  B-Both allowed if contract is % off normal.