CP0901 Customer Order Processing Price Code File Maintenance

Price Code File Maintenance

Application Overview

 

The pricing system is based on price break tables.  For example, you could set up a table such that when over 100 of an item are ordered, there is a 5% discount, when over 200 are ordered, there is a 10% discount, and when over 300 are ordered, there is a 15% discount, etc.

 

A price code table can be entered for each customer or for each inventory item.  This basically allows you to set up your system in two different ways:

 

a) Each customer gets discounts based on the number of each item he orders

                   

b) The price of each item varies depending on how many of each item is ordered.

 

If you have five types of customers, you may just want to set up a price break table for each customer type and leave it at that.  The pricing system also allows this.

 

If your inventory items are divided into product categories, you may want to set up a price break table for each product category.  This can also be done with the pricing system provided with this package.

 

Now, let us say that you have two types of customers, Wholesale and Retail, and that you have three categories of products:  Desks, Chairs and Sofas.  You could set up six price break tables to cover all possible combinations.

 

One table each for:

 

Wholesale customers buying desks.

Wholesale customers buying chairs.

Wholesale customers buying sofas.

Retail customers buying desks.

Retail customers buying chairs.

Retail customers buying sofas.

 

 

It is also possible to set up the system with combinations of any of the above pricing methods mentioned and also enter exceptions for certain customers or inventory items.  For example, you could set up price breaks for a particular customer or for a particular inventory item, which would be used regardless of customer type or product category.

 

Now, let us look at how to set up the pricing system.

 

First of all, there are eight different price code types:

 

Type   1  ‑    Price breaks based on customer number and item number.

 

Type   2  ‑    Price breaks based on customer number and product category.

 

Type   3  ‑    Price breaks based on customer type and item number.

 

Type   4  ‑    Price breaks based on customer type and product category.

 

Type   5  ‑    Price breaks based on customer number only.

 

Type   6  ‑    Price breaks based on item number only.

 

Type   7  ‑    Price breaks based on customer type only.

 

Type   8  ‑    Price breaks based on product category only.

 

Each time you add a price break table (price code) to the Price Code file, you will be required to specify which type of price code it is.  Then the customer number, type, item number, and/or product category is entered (per the above list of types) and finally the table itself is entered.

 

Any price code types, which you are going to use, must be specified in COP Setup as valid types.  Some companies may be able to select one pricing type and do all pricing using only that type, but most will have to use at least two.  When more than one type is entered in the COP Setup program, they must be entered in order by priority of each type.  For example, if you wish to set up your system so that pricing is normally done by product category but you wish to allow for the possibility of a particular item having special price breaks, then the price code types would need to be entered in this order: 6, 8.  This gives type 6 (item number only) priority over type 8 (product category only).  In other words, the system, when looking up the price for the item, would first look to see if there was a price code on file for that item, and if not then look to see if there was a price code for the item's product category, and if it was found, would never find the code that had been entered for the specific item.  If the system cannot find a price code, which applies to the item or customer being processed, the price for the item in the Inventory file will be used.

 

The best way to set up a pricing system for your company, (also see Price By Whole Order and Contract Pricing) in Global Setup section of this manual), is to start with the most general cases and work back to the most specific.  First, set up the general rules of pricing, and then enter the exceptions to the rules, and then, if needed, enter the exceptions to those exceptions.  Each level of exceptions entered must be expressed as a higher priority pricing code.

 

Here is an example to give you an idea of how you might go about setting up a pricing system.

 

Example:

 

Problem:

 

A company has five customer types ‑ TYPE1, TYPE2, TYPE3, TYPE4, and TYPE5.  It has three product categories PC1, PC2 and PC3.

 

The price breaks given on product categories PC1 and PC2 are always the same, regardless of customer type.

 

Price breaks for items in product category PC3 depend on the customer type, except for three items ITEM1, ITEM2 and ITEM3, which are always the same price, regardless of the quantity ordered.

 

There is one customer, CUST1, who has negotiated special prices on items ITEM1 and ITEM4.

 

Solution:

 

First, COP Setup is set up with the following types in the following order: 1, 6, 4, 8.

 


Type 1 (customer number and item number) must come first, because the price breaks that CUST1 has negotiated for ITEM1 and ITEM4 must override any other breaks when this customer orders either of these items.

 

Type 6 (item number only) comes next, because ITEM1, ITEM2, and ITEM3 have prices which must override any price breaks entered for product category PC3 when one of these items is ordered.

 

Type 4 (customer type and product category) and Type 8 (product category only) are last because they cover the most general cases of pricing situations, and there are many exceptions to these rules.

 

Note:  The valid price code types entered in COP Setup start at the most specific (e.g., customer number and item number) and go to the most general (e.g., product category only).  This allows entry of exceptions to the general rules and then exceptions to these rules, etc.

 

Once the valid price code table has been set up, the following price codes would be entered:

 

Type 8 ‑   Product Category = PC1

Type 8 ‑   Product Category = PC2

Type 4 ‑   Product Category = PC3,  Customer Type = Type1

Type 4 ‑   Product Category = PC3,  Customer Type = Type2

Type 4 ‑   Product Category = PC3,  Customer Type = Type3

Type 4 ‑   Product Category = PC3,  Customer Type = Type4

Type 4 ‑   Product Category = PC3,  Customer Type = Type5

 

Type 6 ‑   Item Number = ITEM1

Type 6 ‑   Item Number = ITEM2

Type 6 ‑   Item Number = ITEM3

 

Type 1 ‑   Customer Number = CUST1, Item Number  = ITEM1

Type 1 ‑   Customer Number = CUST1, Item Number  = ITEM4

 

This system translates in English to:

 

Pricing is done by product category, except for product category PC3, which is also broken down by customer types.  An exception to this rule is on items ITEM1, ITEM2 andITEM3, which have separate prices.  An exception to these rules is that CUST1 gets special prices on ITEM1 and ITEM4.

 

Entry of the actual price break tables will be explained in the Run Instructions.

 

If a user changes a price code, the user ID and date is saved and the next time the price code is changed it will display the this on the screen.

 

Run Instructions

 

Select Price Code File from the pull down COP Maintenance window.

 

The following options are available:

    • Select the desired mode from the Price Code File menu bar

    1.   Add new price code

    2.   Change price code

    3.   Delete price code

    4.   List

    Reports all Price Codes defined by Price Code Type

    5.   Price List

    Print Internal Price List

    Print Customer Price List

    • Enter the data requested on the screen

    To return to the Menu Bar, press the ESC or F10 key. To leave this application, press X for EXIT when positioned at the Menu Bar.

     

     

    Entry Field Descriptions

     

    Name

    Type and Description

    Code Type

    One numeric digit (9).

    Enter 1, 2, 3, 4, 5, 6, 7, or 8.  These are the price code types, as explained in theApplication Over­view for this application.  A submenu will display at the bottom of the screen, showing all price code types that have been selected as valid types in COP Setup.  Only those selected as valid are allowed. They are dis­played in their relative order of priority from left to right, top to bottom.  The types are as follows:

    1    =  Price breaks are based on customer number and item number.

    2    =  Price breaks are based on customer number and product category.

    3    =  Price breaks are based on customer type and item number.

    4    =  Price breaks are based on customer type and product category.

    5    =  Price breaks are based on customer number only.

    6    =  Price breaks are based on item number only.

    7    =  Price breaks are based on customer type only.

    8    =  Price breaks are based on product category only.

    Pricing Basis

    1 alphanumeric character.

    Enter P for Price, D for Discount or M for Markup.

    (P for Price only entered for Types 1, 3, and 6)

    If P is entered, the price break table will be entered in terms of prices, e.g.,

    Orders of less than 100, Price = $23.

    Pricing Basis (continued)

    Orders of at least 100, Price = $22.

    Orders of at least 200, Price = $21.

    If D is entered, the price break table will be entered in terms of discounts, e.g.,

    Orders of less than 100, Discount = 5%.

    Orders of at least 100, Discount = 7%.

    Orders of at least 200, Discount = 9%.

    If M is entered, the price break table will be entered in terms of markup, e.g.,

    Orders of less than 100, Markup = 29%.

    Orders of at least 100, Markup = 25%.

    Orders of at least 200, Markup = 20%.

    The item price will be calculated by marking up the item cost from the Inventory Item file, as selected by entering a price code cost type in COP Setup, by the specified amount.

    Customer No

     

    6 alphanumeric characters.

    (Only entered for Types 1, 2 and 5)

    Enter the customer number of the customer to which the price code applied.

    Press the F7 key for customer search by number or press the F8 key for customer search by name.

    Customer Type

    5 alphanumeric characters.

    (Only entered for types 3, 4 and 7)

    Enter the customer type to which the price code applies.  The cus­tomer type field is a field in the A/R Customer file (see A/R).

    Item No

    15 alphanumeric characters.

    (Only entered for types 1, 3 and 6)

    Enter the item number of the item to which the price code applies.

    Press F7 to search for the item by number or press F8 to search for the item by name.

    Prod Category

    3 alphanumeric characters.

    (Only entered for types 2, 4 and 8)

    Enter the product category to which the price code applies.  The product category field is a field in the Inventory Item file (see I/M).

    Press the F7 key to search for Product Category.

    Ignore Cust Disc

    Y or N.

    Enter Y if you want the discount in the customer’s record to be ignored when calculating the price using this price code.

    The default is blank.

    Level‑XX Minimum Qty

    A standard quantity format.

    Enter the minimum quantity, which must be ordered before the customer is eligible for the level's price break.  The Level 1 minimum quantity is always zero (the package enters this one auto­matically).  For example, if a customer must order at least 100 to get any discount, the level 2 minimum quantity would be 100.  If by ordering at least 200 he could get a 10% discount, the level 3 minimum quantity would be 200.

    Level‑XX Discount % 

    4 numeric digits with optional decimal point and minus sign. Two (2) digits to the right of the decimal point decimal point (99.99‑).

    (For types 1, 3 and 6, this field is only entered if the pricing basis is D.)

    Enter the percentage that the item price in the Inventory Item file is discounted when it is found that the customer is eligible for the level's price break.

    Level‑XX Price

    10 numeric digits with optional decimal point. Four (4) digits to the right of the decimal point (999,999.9999).

    (This field is only entered when the type is 1, 3 or 6 and when the pricing basis is P.)

    Level‑XX Price (continued)

    Enter the price that the customer pays for the item when it is determined that he is eligible for the level's price break.

    Level‑XX Markup %

    4 numeric digits with optional decimal point and minus sign. Two (2) digits to the right of the decimal point (999.99‑).

    (For types 1, 3 and 6, this field is only entered if the pricing basis is M.)

    Enter the percentage that the item cost in the Inventory Item file is marked up when it is found that the customer is eligible for the level's price break.

     

     

     

     

     

    List Price Codes:  Sample Report for Price Code 1 for Customer 100

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Customer Order Processing

    1. CP0000 Customer Order Processing Overview
    2. Common Reasons Why Pick Ticket Does Not Print
    3. How Do You Purge Quote Type Orders?
    4. Order Lookup by Customer and Ship-To
    5. Btrieve Error USE on COP Lock File
    6. How to Send Shipping Confirmation Email to Customer
    7. Order Inquiry Searching by Customer's PO (Purchase Order) Number
    8. Can We Turn Off the Ability for Users to Enter Orders for a Customer on Credit Hold?
    9. How Do I Remind Salesmen to Send Order Acknowledgment?
    10. Is There a Way to Export and Import Price Code Files?
    11. Can a Credit for Kits on an Order Return Components to Inventory?
    12. How to Add System Date and Time on Laser Pick Ticket
    13. What Triggers the Billing Edit List to Display an O/S Instead of Quantity in the Back Order Field?
    14. How to Subscribe to Add Order Event So I Only Receive E-mail When Credit Memo Is Created
    15. Manually Changed Sales Tax and Commission in Billing Screen Recalculates Again During Billing Selection
    16. Can Item Lead Time Be Added to the Sales Desk Screen?
    17. All of a Sudden COP Open Order Report Takes Forever to Complete
    18. Purge COP Sales Order with No Line Item
    19. The Top Barcode Will Not Scan on Pick Ticket
    20. Invoice Only Prints First 10 Characters of Purchase Order Number
    21. Why Would Invoice Balance Due Field Be a Credit?
    22. Open Order / Invoice History Inquiries GUI Windows Show No Column or Data
    23. Can the 'Design Your Own Picking Ticket' Feature Print in Pick Sequence?
    24. How to Lock a Sales Order from Being Changed
    25. What Do I Do With "Invoice Printed But Not OK" Orders?
    26. Warn Users When Entering COP Orders for Items Below a Certain Margin
    27. Can Elliott Support Gift Cards or Gift Certificates?
    28. How to Stop Changing Sales Order with Shipment Tracking (Starship) Note
    29. Received Message "Must Run COP Setup First"
    30. What Are CP3HSxxx.BTR Files? Can We Delete Them?
    31. Restrict User from Changing Price in COP Line Item Screen
    32. How to Determine Who Receives Shipping Confirmation Email
    33. How to Create Invoices and Credit Memos Without Updating Item Quantity through Phantom Invoice
    34. Feature - Print Outstanding Transfers Through Invoice Edit List
    35. Feature - Date Used to Determine Price When Adding Item to Existing Order
    36. Feature - Order Release Time by Warehouse Location
    37. Newly Received Items Inquiry Not Showing Proper Column as Labeled
    38. Credit Memo with Qty Return Will Reduce Qty Sold in Sales History
    39. Feature - Order Release Log File
    40. Feature - F7 to Print Duplicate Invoice in Invoice History Inquiry
    41. Feature - Receive COP Transfer Order Event
    42. Feature - Location Mask Added To Label File Name
    43. Feature - Support for Minimum Price Changes in Future Price Maintenance and Import
    44. Feature - Added Customer Type to Invoice Print Programs
    45. Feature - Order Acknowledgment Email Contacts
    46. How to Correct Wrong Invoice Date Once It is Posted
    47. Feature - Show Previous Qty OH in Newly Receive Inquiry
    48. Feature - Order Line Item Screen to Prompt WO Type, Buffer Days and Lead Time
    49. Feature - Add Selection Criteria to Print Duplicate Invoice Screen
    50. CP07S1 Customer Order Processing Backorder Audit Trail Report
    51. CP0102 Customer Order Processing Copy Order
    52. CP0308S1 Customer Order Processing Purge Invoice History
    53. CP0400M Customer Order Processing Order Inquiry
    54. CP0400V Customer Order Processing Void Invoice
    55. CP0406 Customer Order Processing Freight Calculation Inquiry
    56. CP0500 Customer Order Processing Sales History Processing
    57. CP0501 Customer Order Processing Sales History Trx Processing
    58. CP0502 Customer Order Processing Post/Purge Sales History Trx
    59. CP0200 Customer Order Processing Print Pick/Pack Tickets and Ship Labels
    60. CP0300 Customer Order Processing Order Billing
    61. CP0503 Customer Order Processing Sales History Reports
    62. CP0504 Customer Order Processing Sales Analysis Reports
    63. CP0507 Customer Order Processing Sales History Period File Maintenance
    64. CP0600 Customer Order Processing Order Status Reports
    65. CP0800 Customer Order Processing COP Setup
    66. CP0701 Customer Order Processing Fill Backorders
    67. CP0901 Customer Order Processing Price Code File Maintenance
    68. CP1001 Customer Order Processing Ship-To File Maintenance
    69. CP01012 Customer Order Processing Newly Received Item Inquiry
    70. CP1101 Customer Order Processing Product Cat/Loc Acct File Maintenance
    71. CP1200 Customer Order Processing Mass Price Change
    72. CP1400 Customer Order Processing Price List Report
    73. CP1600 Customer Order Processing Clear I/M & A/R Accumulators
    74. CP1700 Customer Order Processing Invoice History Inquiry
    75. CP1720 Customer Order Processing Invoice History Report
    76. CP1725S Customer Order Processing Print Duplicate Invoice
    77. CP1800S1 Customer Order Processing Purge Line Item Audit
    78. CP1900 Customer Order Processing Line Item Auditing Inquiry
    79. CP1920 Customer Order Processing Line Item Auditing Report
    80. CPCDPSCN Customer Order Processing Customer Delivery Performance Report
    81. CPCMSMNT Customer Order Processing Sales Commission File Maintenance
    82. CPCNLORD Customer Order Processing Cancel Order
    83. CPCNLPIC Customer Order Processing Cancel Picking Ticket
    84. CPCONMNT Customer Order Processing Contract Pricing
    85. CPCUSITM Customer Order Processing Customer Item File Maintenance
    86. CPCWLPSN Customer Order Processing Purge Customer Wish List
    87. CPCWLSCN Customer Order Processing Customer Wish List Report
    88. CPEXPMNU Customer Order Processing Sales Order Export
    89. CPFUTMNU Customer Order Processing Future Price File Maintenance
    90. CPIMPMNU Customer Order Processing Sales Order Input
    91. CPISSULS Customer Order Processing Issue Serial/Lot Component Items
    92. CPOLSMNT Customer Order Processing Order Serial/Lot File Maintenance
    93. CPOPNSSN Customer Order Processing Open Orders by Salesman Report
    94. CPPAYSCN Customer Order Processing Payment History Report
    95. CPPICMNU Customer Order Processing Pickup Processing
    96. CPPORGSN Customer Order Processing Generate P/O Reference
    97. CPPURSDQ Customer Order Processing Purge Sales Desk Quote
    98. CPQCMMNT Customer Order Processing Quotation Comment Maintenance
    99. CPR01MNT Customer Order Processing User-Defined Code Maintenance
    100. CPR02MNT Customer Order Processing User-Defined Code/Year File Maintenance
    101. CPR03MNT Customer Order Processing Customer User-Defined Code/Year File Maintenance
    102. CPRECMNU Customer Order Processing Recurring Order Processing
    103. CPRESORD Customer Order Processing Release Held Orders
    104. CPRMEMNU Customer Order Processing Print RMA Acknowledgement
    105. CPROIMNU Customer Order Processing Recurring Order Inquiry
    106. CPSBMENU Customer Order Processing Shipment Confirmation
    107. CPSETCUS Customer Order Processing Reset Customer Sales/Cost
    108. Feature - ACH Warning When Changing Order Terms
    109. CPSLSDSK Customer Order Processing Sales Desk
    110. CPFRMMNT Customer Order Processing Invoice Form Setup
    111. Feature - Transfer Qty On Order Status Reports
    112. Feature - Shipping Verification Item Event
    113. Why Does the Sales Order Date Not Match the Entered Date?
    114. Change – Add Salesman No. to Open Order Report by Customer, Change CSV Order of Fields
    115. Feature - Purge WMS Staging Batches
    116. Feature - Sales Order Import Line Item Event
    117. SCLAYOUT Sales Desk Change Customer Data Window
    118. SDLAYOUT Sales Desk Screen Layout
    119. XCP0352 Customer Order Processing Print Invoices
    120. Global Setup for Invoice Printing Time Release Flags
    121. Feature - Order Ship Status Auditing Report
    122. Feature - Check for Duplicate PO During Sales Order Import
    123. Feature - Print Staging Slip by Range Selection of Bin Numbers
    124. What's The Bar Code Symbology Used on Pick Ticket Heading Area?
    125. My Users Are Not Able to Void COP Invoice After Elliott Update
    126. Feature - Display Usage of Item Customer Usage from Inventory Transactions
    127. Feature - Sales Order Import To Warn If Sales or Weight Greater Than Certain Value
    128. Close Transfer Order Requires Resetting ATP and Qty. on Order
    129. Feature-Change EDI Flag in Order Entry
    130. Feature - Control Packing List Print Depending on Work Order Creation
    131. Feature - Sales Promotion Desk
    132. Feature - Staging Slip Ability to Select Only Order With or Without Work Order
    133. Feature - Stock Analysis Processing
    134. Feature - Cancel and Close Order Option Added to Cancel Pick Ticket Application
    135. Feature - Ability to Process Shipment Verification Over Multiple Days If Using Billing Selection
    136. Security Flag to Allow User to Change COP Incomplete Order to Complete
    137. Feature - Added Payment Inquiry Option to Order/Invoice Inquiry Applications
    138. Feature - Ability to Change EDI Import Path
    139. Feature - Two-Location Support In Sales Desk
    140. Feature - Print Packing List by Box Number
    141. What Do the Statuses Mean on the Order Inquiry Screen?
    142. Feature - Added “Show Customers with Pending Payment Only?” to Release Held Order with Filters
    143. Order Already Shipped. Cannot Be Cancelled Until Shipment Cancelled
    144. Feature - Auto Release Held Order Utility
    145. What Other Programs Can Update Order Date Picked Field?
    146. Feature - Added "Put Away Slip" Section to Staging Slip
    147. Feature - COP Custom Product Structure to Show Price & Cost
    148. Feature - Not Allowing All Customers When Printing Pick Ticket
    149. Feature - Restrict Access to the Open Credit Field in the Order Payment Window
    150. Feature - Add First Line Bin Number Sort to Picking Ticket
    151. In Order Line Item Screen, Got Message "Qty Available Had Changed While You Enter This Line Item"
    152. Feature - New Summary Area for Open Orders by Customer / Fill Back Orders by Customer Report
    153. Suggestion to Implement PDF PostOffice Invoice Based on Invoice History
    154. Why Order Taxable Flag Does Not Change After Customer Taxable Flag Is Changed
    155. How to Export Price Codes to CSV File
    156. How to Create Credit Memo from Invoice History
    157. Feature - Drop Ship Enhancement
    158. Feature - Negative Discount Percent Support
    159. Automatically Create Invoice History Summary by Date Through Defer Processing
    160. Feature - Option to Include Salesman 2 and 3 in the Order Edit List CSV File
    161. Feature - Replacement Sales Order Import to Keep Changed Promise Date
    162. Suppress Nothing in Range Message with Laser Order, Quote and RMA Acknowledgement
    163. Feature - How to Not Update Previous Tracking Note in Shipment Data Update
    164. Feature - Shipment Data Update Event
    165. Feature - Override or Filter Invoice Form Number
    166. Feature - Create ASN Label Records in Order Inquiry
    167. Feature - Print One Invoice with Form Selection
    168. Laser Form Templates Are Missing When Printing Duplicate Invoice
    169. Change - Shipping Verification Box Edit Serial Numbers
    170. Feature - Order Edit List with Order Totals Including Back-Ordered Amounts
    171. Print 4x6 Shipping Labels on Thermal Printer Without Using Bartender
    172. Feature - Add Order Date and Product Category Options for Staging Slip
    173. Feature - Add Product Category Selection to Line Item Audit by Date Screen
    174. Feature - Add Customer Change Option to Order Entry
    175. Feature - Add Prevent Entry for Unit Price When Below Minimum Price or Cost
    176. How to Print Pick Ticket Default to Proper Destination by Location
    177. Feature - EDI Profile Flag to Determine Whether or Not to Print Packing List in Shipment Verification
    178. Feature - EDI Profile to Print One Packing List Per Box from Shipment Verification
    179. Feature - Print Total Number of Cases on Packing List
    180. Feature - Packing List Default Value for Field 7 - Print Unbilled Orders
    181. Feature - Allow Entry of Freight Pay Code/Order Status in Sales Desk
    182. Feature - Add Wish List Access to Order Entry Line Item Search
    183. Feature - Add Printing by First Line Bin to DYO Packing List

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