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NSCTLMN4 Global Setup Bill of Lading 5

Order Inquiry Setup Screen

 Entry Field Descriptions

Name

Description

Order Inquiry Summary With Detail?

Answer “Y” if you want to view the line item detail associated with the listed orders. 

Invoice Inquiry Summary With Detail?

Answer “Y” if you want to view the line item detail associated with the listed invoices.

Display Item No. or Desc In Detail Section?

Select “I” or Item Number or “D” for Item Description.

 

  NOTE:  This setup also controls the display information for the Invoice History Inquiry function.

           

 Order Inquiry Window w/Detail


Price By Whole Order

Application Overview

 The standard pricing code method does not provide pricing based on the total sales order quantity amount or dollar value of the order and the net effective price of an item is usually determined by the line item quantity.  The Price By Whole Order function is designed for companies who want to price each item based on the total order quantity, or dollar value.  This type of pricing method is used to encourage customers to buy more when placing an order.  The more the customer buys, the better the discount they will receive. This function also handles pricing based on total quantity or dollar value of each product category on an order.

Setup Instructions 

Go to Elliott Main Menu Util-Setup ® Global Setup ®  Cop-Ctl ® Price by Whole Order.  The following screen will appear:

 

 

Entry Field Descriptions

 

NAME

DESCRIPTION

1.  Use Price Discount By Whole Order

Select “Y” to enable this function.

Select “N” to disable this function.

Note:  If you enable this function, the valid price codes defined in the COP setup are superceded by the price codes defined in this function.

2.  Is Level Break Case By Case Or Universal

 

Level breaks are defined as the dollar or quantity amounts for an order used as a fixed reference point.  For example:

  00-99 = Level Break 1              

  99-199 = Level Break 2

200-299 = Level Break  3

300+      = Level Break 4

Y = Level Break is Case by Case

       Select “Y” if you need different level breaks for customers or             customer types.

 

N = Universal

      Select “N” if all customers or customer types have the same             level breaks.      

3. Total By:

 

 

 

 

 

 

 

 

 

 

 

 

3.  Use Which Price Code To Determine Level

If you answered “Y” for Case by Case Pricing to question 2, there are two options:

5 = Total by Whole order - This option will enable you to use the whole order quantity or amount as the break point to determine the price level.  After you enter “5”, a popup window will let you define up to 5 Product Categories that you can exclude from Whole Order Pricing.  For Product Categories that you exclude, you can still define alternate pricing in field 8 of this setup procedure.

8 = Total by Product Category - This option will enable you to use the total quantity or amount for the line item of the same product category in an order.

If you answered “N” for Universal Pricing to question 2, there are five options:

2 = Customer Number/Product Category

4 = Customer Type/Product Category

5 = Customer Number

7 = Customer Type

8 = Product Category

Note:  Price codes Customer Number/Item Number (1) and Item Number (6) are not available since it is not practical to determine an order total level by a single item.  If you need these codes and are using the Universal Pricing Method, disable this function and use the standard pricing code method.

You can define up to three price codes for this option.  If you choose price code 2, 4, and/or 8, it means that you wish to set the price discount by product category.  If you choose price code 5 or 7, it means that you wish to set the price discount by whole order.

You cannot use by whole order and product category together.  For example, if you choose price code 2, the only other two valid price codes you can choose are 4 and 8.  The system will not allow you to choose 2 and 5 together.

4.  Price Code To Use

 

4.  Use Which Price Code To Determine Price

 

Literal displayed when “Y”  for Case By Case in question 2.

Literal displayed when ‘N”  for Universal  in question 2.

In this field, you can use all the standard pricing codes:

1 = Customer Number/Item Number

2 = Customer Number/Product Category

3 = Price Code by Customer Type/Item Number

4 = Customer Type/Product Category

5 = Customer Number

6 = Item Number

7 = Customer Type

8 = Product Category

Note:  In the pricing hierarchy, the first price code you enter takes precedence over the   latter.

5.  Based On Ttl Qty Or Amt To Determine Level

A = Base on Total Amount

Q = Base on Total Quantity

Your answer here determines how the level breaks are structured.

 If the products have similar prices and the customer only orders 1 each of an item, and you want to encourage this customer to buy more, you should consider using “Q”, Base on Total Quantity.  If the product’s pricing varies greatly, the typical order has multiple line items, and each line item’s quantity is normally greater than one, it would be practical to choose “A”, Base on Total Amount.

6. Price Method For Excluded Customer Type

In A/R Maintenance of the Customer Type file you can exclude customer types from Price By Whole Order.  For excluded customer Types, you will have the following pricing options:

1 = Price Codes

    This allows excluded customers to use the valid price codes      defined in COP Setup.

2 = Item Price

7.  Price Method For Excluded Product Category

If you excluded product categories in Question 3, Total By Whole Order, you will have the following pricing options:

1 = Price Codes

2 = Item Price

NOTE:  This applies fields 6 & 7 only.

The “N” Universal method is by far the easiest and fastest method to setup and maintain because it applies to all customers and customer types.  For this reason it does not handle pricing code options well for excluded customer types or product categories.  When the Universal method is selected in this setup, it is recommended that you only use the Item Price option for excluded customer types and excluded product categories.

 


 

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