IdealWare Online Users Manual

IY4-03 I/Y MAINTENANCE
31006 Contract Pricing Maintenance

 

PURPOSE

 

The contract pricing maintenance program enables you to create, modify, copy and delete contracts and price flyers.

 

Customer contracts can be set up to maintain special contract pricing and multiple job site addresses. Multiple contracts can be set up for each customer. During sale order entry, after a customer code has been entered at the SHIP-TO field, the program displays the customer's contract, if there is only one, or allows the operator to select a contract, if there is more than one.

 

Contract pricing can also be automatically generated and maintained from the quotation management system.

 

The contract pricing system consists of the following maintenance screens:

  • Flyer header, used to define flyer (or promotional) events.
  • Contract header, used to define customer contracts.
  • Contract pricing, used to define product pricing for either flyer events or customer contracts.
  • Copy, move and delete utilities.

Contract Pricing Maintenance is accessed from:

  • Contract System menu.

PROCEDURE - FLYER MAINTENANCE

 

Select Contract Master/Pricing Maintenance from the Contract System menu. The Flyer Maintenance screen displays.

 

FLYER MAINTENANCE DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│Dec06/07                 THE IDEAL COMPUTER GROUP INC.                          â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│CUSTOMER CODE       FLYER                                                       â”‚
│FLYER NUMBER        ____                                                        â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 DESCRIPTION                                                                  â”‚
│02 PRICE EFFECTIVE                      DATE LAST CHANGED                       â”‚
│03 PRICE EXPIRY                         DATE LAST USED                          â”‚
│   FLYER STATUS                         DELETED                                 â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│PRESS F2=SCAN; F4=END; F5=CONTRACT INQUIRY; F12=OTHER OPTIONS                   â”‚
│      F8=FLYER MAINT; F9=CONTRACT MAINT; F10=PRICING MAINT; F11=COPY/MOVE/DEL.  â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
FLYER NUMBER
PRESS F2=SCAN; F4=END; F5=CONTRACT INQUIRY; F12=OTHER OPTIONS
      F8=FLYER MAINT; F9=CONTRACT MAINT; F10=PRICING MAINT; F11=COPY/MOVE/DEL.

 

Enter flyer number to add, modify or delete.

 

If you enter a flyer number that does not exist you will be prompted to add a new flyer. See PROCEDURE - ADD A NEW FLYER. If you enter an existing flyer you will be prompted to modify or delete the flyer. See PROCEDURE - MODIFY AN EXISTING FLYER.

 

 

[F2] to scan existing flyers for selection.

 

[F4] to exit to menu.

 

[F5] to display list of contracts for selection.

 

[F8] to access flyer maintenance.

 

[F9] to access contract maintenance.

 

See PROCEDURE - CONTRACT MAINTENANCE.

 

 

[F10] to access pricing maintenance.

 

See PROCEDURE - PRICING MAINTENANCE.

 

 

[F11] to access copy, move & delete utilities.

 

See PROCEDURE - COPY, MOVE, DELETE.

 

 

[F12] to access product options menu.

 

See PROCEDURE - PRODUCT MAINTENANCE OPTIONS.

 

 

 

PROCEDURE - ADD A NEW FLYER

 

If you enter a flyer number which is not defined the following prompt displays.

 

** NOT ON FILE. DO YOU WANT TO ADD ? (CR=YES/F2=NO):

 

[Enter] to add a new flyer.

 

The program will step you through each field (see FIELDS below). Once all fields have been entered, the following prompt displays:

 

 

** OK TO UPDATE? (CR TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept and update.

 

[F2] to modify.

 

See MODIFY AN EXISTING FLYER below.

 

 

[F4] to not add the flyer and return to FLYER NUMBER field.

 

[F2] to not add a new flyer.

 

You can enter a different NEW flyer number, an existing flyer number or press [F4] to exit.

 

 

Example Flyer Maintenance display:

┌────────────────────────────────────────────────────────────────────────────────┐
│07/08/07                  IDEAL BUILDING SUPPLIES LTD.                          â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│CUSTOMER CODE       FLYER                                                       â”‚
│FLYER NUMBER        0005      INSTORE SPECIAL                                   â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 DESCRIPTION      LUMBER CLEARANCE                                            â”‚
│02 PRICE EFFECTIVE  02/16/07            DATE LAST CHANGED   07/06/10            â”‚
│03 PRICE EXPIRY     99/99/99            DATE LAST USED      00/00/00            â”‚
│   FLYER STATUS     *** OFF ***         DELETED             N                   â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│** ENTER 'M' TO MODIFY; 'D' TO DELETE; 'Q' TO PRINT QUOTES; 'E' TO EXPORT; CR  _│
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

 

PROCEDURE - MODIFY AN EXISTING FLYER

 

If you enter an existing flyer number you will be prompted whether or not you wish to modify or delete the flyer:

 

** ENTER 'M' TO MODIFY; 'D' TO DELETE; 'Q' TO PRINT QUOTES; 'E' TO EXPORT; CR

 

[Enter] to not modify flyer and return to FLYER NUMBER field.

 

"M" to modify data fields.

 

To modify or delete a flyer, the Flyer Status must be OFF.

 

 

** FIELD NUMBER TO MODIFY (CR TO CONTINUE):

 

Enter number of field to modify.

 

Once you have modified the field data press [Enter] to return to this prompt where you can enter the number of additional fields to modify.

 

 

[Enter] to indicate modifications complete.

 

** OK TO UPDATE? (CR=UPDATE; F2=MODIFY; F4=BYPASS):

 

[Enter] to accept changes and update flyer.

 

The cursor returns to the FLYER NUMBER field.

 

 

[F2] to make additional modifications.

 

The main prompt redisplays.

 

 

[F4] to cancel changes and return to FLYER NUMBER field.

 

"D" to delete flyer.

 

** DELETE THIS FLYER? (Y/N):

 

"Y" to delete flyer.

 

>> DO YOU WANT TO DELETE THIS FLYER'S PRICES? (Y/N):

 

"Y" to delete associated prices.

 

"N" to not delete associated prices.

 

"N" to not delete flyer.

 

"Q" to print quotes.

 

This option is not currently used.

 

 

"E" to export flyer.

 

This option exports the flyer events details to an ASCII text file.

 

 

** ENTER REGION CODE FOR EXPORT:

 

Enter destination store code to export flyer file.

 

 

FIELDS

 

DESCRIPTION

 

Enter description for flyer.

 

You can enter up to 30 characters.

 

 

[F3] to return to previous field.

 

PRICE EFFECTIVE

 

Enter date flyer prices take effect (MMDDYY).

 

[Enter] for current system date.

 

[F2] for 00/00/00 (immediately).

 

[F3] to return to previous field.

 

PRICE EXPIRY

 

Enter date flyer expires (MMDDYY).

 

[Enter] or [F2] for 99/99/99 (no expiry).

 

[F3] to return to previous field.

 

 

PROCEDURE - CONTRACT MAINTENANCE

 

Select Contract Master/Pricing Maintenance from the Contract System menu. At the display press [F9] to access the contract maintenance screen.

 

CONTRACT MAINTENANCE SCREEN DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│Dec06/07                 THE IDEAL COMPUTER GROUP INC.                          â”‚
│                             CONTRACT HEADER ENTRY                              â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   CUSTOMER CODE  ________                                                      â”‚
│   CONTRACT NO.                                                         DELETE  â”‚
│01 STORE/REGION                                                                 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│02 DESCRIPTION                                                                  â”‚
│03 DISPLAY DESC                                                                 â”‚
│04 ADDRESS LINE 1                                                               â”‚
│05 ADDRESS LINE 2                                               YTD         LYR â”‚
│06 CITY                                        SALES                            â”‚
│07 PROVINCE                  PSCD              COGS                             â”‚
│08 TELEPHONE #1                                QUOTE NUMBER                     â”‚
│09 TELEPHONE #2                                QUOTE DATE                       â”‚
│10 FAX                                         CANCEL DATE                      â”‚
│11 CONTACT PERSON                              CONFIRM DATE                     â”‚
│12 GUARANTOR                                   LAST CHANGED                     â”‚
│13 PRICING EFFECT            16 PRICE LEVEL       19 GST?    20 PST?            â”‚
│14 PRICE EXPIRY              17 DEL'Y UPCHARGE    21 MATCH BILL-TO?             â”‚
│15 LIEN EXPIRY               18 GENERIC?          22 SUB-CONTRACT               â”‚
│────────────────────────────────────────────────────────────────────────────────│
│PRESS F2=SCAN; F4=END; F5=CUST INQUIRY; F6=CONTRACT INQUIRY; F12=OTHER OPTIONS  â”‚
│      F8=FLYER MAINT; F9=CONTRACT MAINT; F10=PRICING MAINT; F11=COPY/MOVE/DEL.  â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
CUSTOMER CODE
PRESS F2=SCAN; F4=END; F5=CUST INQUIRY; F6=CONTRACT INQUIRY; F12=OTHER OPTIONS
      F8=FLYER MAINT; F9=CONTRACT MAINT; F10=PRICING MAINT; F11=COPY/MOVE/DEL.

 

The customer code you enter here does not have to exist already in the A/P customer file.

 

Enter customer code and contract number to add, modify or delete.

 

If you enter an customer code/contract that does not exist you will be prompted to add a new contract. See PROCEDURE - ADD A NEW CONTRACT. If you enter an existing customer code/contract you will be prompted to modify or delete the contract. See PROCEDURE - MODIFY AN EXISTING CONTRACT.

 

 

[F2] to scan existing contracts for selection.

 

[F4] to exit to menu.

 

[F5] to display list of customers for selection.

 

[F6] to display list of contracts for selection.

 

[F8] to access flyer maintenance.

 

See PROCEDURE - FLYER MAINTENANCE.

 

 

[F9] to access contract maintenance.

 

[F10] to access pricing maintenance.

 

See PROCEDURE - PRICING MAINTENANCE.

 

 

[F11] to access copy, move and delete utilities.

 

See PROCEDURE - COPY, MOVE, DELETE.

 

 

[F12] to access product options menu.

 

See PROCEDURE - PRODUCT MAINTENANCE OPTIONS.

 

 

CONTRACT NO.

 

Enter new contract number to create new contract.

 

[F5] to display list of contracts for selection.

 

01 STORE/REGION

 

Enter store or region code to apply contract.

 

In a single store environment this defaults to the normal store code.

 

 

[F3] to rturn to previous field.

 

[F5] to display list of locations for selection.

 

 

PROCEDURE - ADD A CONTRACT

 

If you enter a contract number which is not in the system you will be prompted to add a new contract:

 

** NOT ON FILE. DO YOU WANT TO ADD? (CR=YES/F2=NO):

 

[Enter] to add new contract.

 

The program will step you through each field (see FIELDS below). Once all fields have been entered, the following prompt displays.

 

 

** OK TO UPDATE? (CR=UPDATE; F2=MODIFY; F4=BYPASS):

 

[Enter] to create new contract.

 

[F2] to modify data fields.

 

See PROCEDURE - MODIFY AN EXISTING CONTRACT.

 

 

[F4] too not add new contract.

 

The cursor returns to CUSTOMER CODE field.

 

 

[F2] to not add contract.

 

You can enter a different new contract number, an existing number or press [F4] to exit.

 

 

Example Contract Maintenance Header display:

┌────────────────────────────────────────────────────────────────────────────────┐
│10/01/07                  IDEAL BUILDING SUPPLIES LTD.                          â”‚
│                             CONTRACT HEADER ENTRY                              â”‚
│────────────────────────────────────────────────────────────────────────────────│
│   CUSTOMER CODE  AHCON       A&H CONCRETE LTD                                  â”‚
│   CONTRACT NO.   0000        USUAL CONTRACT                            DELETE N│
│01 STORE/REGION   00          REGION 00 - ALL YARDS                             â”‚
│────────────────────────────────────────────────────────────────────────────────│
│02 DESCRIPTION    A.H. CONSTRUCTION                             YTD         LYR â”‚
│03 ADDRESS LINE 1 C/O ARSI HATAKKA              SALES                           â”‚
│04 21 - 58'A' STREET, R.R.#10                   COGS            0.00        0.00│
│05 ADDRESS LINE 3 SURREY,   B.C.                                                â”‚
│06 POSTAL CODE    V3S 8E7                                                       â”‚
│07 TELEPHONE #1   574-0837              09 CONTACT PERSON ARSI HATAKKA          â”‚
│08 TELEPHONE #2   C:657-5090            10 GUARANTOR      DONNA HATAKKA         â”‚
│────────────────────────────────────────────────────────────────────────────────│
│11 PRICING EFFECT.Sep 22/07    QUOTE NUMBER               14 PRICE LEVEL R      â”‚
│12 PRICE EXPIRY   NO ExPIRY    SALESMAN                   15 GENERIC?  N        â”‚
│13 LIEN EXPIRY                 QUOTE DATE                 <----SUB-CONTRACT---->│
│   LAST CHANGED                CANCEL DATE                16 CUSTOMER  QUOTGEN  â”‚
│   LAST USED                   CONFIRM DATE                  CONTRACT  0001     â”‚
│                                                             GENERIC QUOTE      â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** ENTER 'M' TO MODIFY; 'D' TO DELETE; 'Q' TO PRINT QUOTES _                    â”‚
│   CR TO CONTINUE:                                                              â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

 

PROCEDURE - MODIFY AN EXISTING CONTRACT

 

If you enter an existing number you will be prompted to modify or delete the contract.

 

** ENTER 'M' TO MODIFY; 'D' TO DELETE; 'Q' TO PRINT QUOTES _
   CR TO CONTINUE:

 

[Enter] to not modify contract.

 

The cursor returns to the CUSTOMER CODE field.

 

 

"M" to modify data fields.

 

** FIELD NUMBER TO MODIFY (CR TO CONTINUE):

 

Enter number of field to modify.

 

Once you have modified the field data press [Enter] to return to this prompt where you can enter the number of additional fields to modify.

 

 

[Enter] to indicate modifications complete.

 

** OK TO UPDATE? (CR=UPDATE; F2=MODIFY; F4=BYPASS):

 

[Enter] to accept update contract.

 

The cursor returns to the CUSTOMER CODE field.

 

 

[F2] to make additional modifications.

 

See main FIELD NUMBER prompt.

 

 

[F4] to cancel changes.

 

The cursor returns to CUSTOMER CODE field.

 

 

"D" to delete contract.

 

** DELETE THIS CONTRACT? (Y/N):

 

"Y" to delete contract.

 

>> DO YOU WANT TO DELETE THIS CONTRACT'S PRICES? (Y/N):

 

"Y" to delete associated prices.

 

"N" to not delete associated prices. 

 

"N" to not delete contract.

 

"Q" to print quotes.

 

This option enables you to print letter format quotations if the contract was generated by the quotation management system.

 

 

[F5] to display list of contracts for selection.

 

 

FIELDS

 

CUSTOMER CODE

 

Enter customer code.

 

[F2] to scan existing contracts for selection.

 

[F4] to exit to menu.

 

[F5] to display list of customers for selection.

 

CONTRACT NO.

 

Enter contract number.

 

[F3] to return to previous field.

 

[F5] to display list of contracts for selection.

 

01 STORE/REGION

 

Enter store or region code to apply contract.

 

In a single store environment this defaults to the normal store code.

 

 

[F3] to return to previous field.

 

02 DESCRIPTION

 

Enter description, up to 30 characters.


03 ADDRESS LINE 1
04 ADDRESS LINE 2
05 ADDRESS LINE 3

 

Enter customer's address.

 

[F3] to return to previous field.

 

06 POSTAL CODE

 

Enter postal code.

 

[F3] to return to previous field.

 

07 TELEPHONE #1
08 TELEPHONE #2

 

Enter customer's phone number(s).

 

[F3] to return to previous field.

 

YTD

 

Displays year to date heading of orders for contract.

 

LYR

 

Displays last year heading of orders for contract.

 

SALES

 

Displays sales dollars of orders for contract.

 

COGS

 

Displays cost of goods sold in dollars of orders for contract.

 

09 CONTACT PERSON

 

Enter name of customer's contact person.

 

[Enter] to bypass.

 

[F3] to return to previous field.

 

10 GUARANTOR

 

Enter name of contract guarantor.

 

[Enter] to bypass.

 

[F3] to return to previous field.

 

11 PRICING EFFECT

 

Enter date contract pricing goes into effect (MMDDYY).

 

Sale order entry will not allow selection of a contract without an effective date.

 

 

[Enter] for current system date.

 

[F2] for 00/00/00 (immediately).

 

[F3] to return to previous field.

 

12 PRICE EXPIRY

 

Enter date contract pricing expires.

 

Sale order entry will not allow selection of a contract past expiry date.

 

 

[Enter] or [F2] for 99/99/99 (no expiry).

 

[F3] to return to previous field.

 

13 LIEN EXPIRY

 

Enter date lien for contract, if any, expires.

 

[Enter] or [F2] for 99/99/99 (no expiry).

 

[F3] to return to previous field.

 

LAST CHANGED

 

Displays date contract was last modified.

 

LAST USED

 

Displays date contract was last used.

 

QUOTE NUMBER

 

Displays quote number that generated contract from quotation management system.

 

SALESMAN

 

Displays salesman code from original quote.

 

QUOTE DATE

 

Displays contract quote date from original quote.

 

CANCEL DATE

 

Displays contract cancel date (if not confirmed) from original quote.

 

CONFIRM DATE

 

Displays contract confirmation date from original quote.

 

14 PRICE LEVEL
ENTER PRICING LEVEL R, 1, 2 OR 3.

 

"R" for retail pricing level.

 

"1" for pricing level 1.

 

"2" for pricing level 2.

 

"3" for pricing level 3.

 

The default value is retail. The pricing level specified here will be used on any order that selects this contract.

 

 

15 GENERIC?

 

This field indicates whether or not this contract is a generic contract, which will be specified by other contracts if they have identical pricing. This allows for product pricing details to be defined only once in the generic contract while other customer contracts simply point to it via the SUB-CONTRACT fields.

 

"Y" to indicate this is a generic contract.

 

"N" to indicate this is not a generic contract.

 

SUB-CONTRACT

 

Displays any sub-contract information.

 

16 CUSTOMER

 

Enter customer code of generic contract to use for pricing.

 

[F3] to return to previous field.

 

[F5] to display list of customers for selection.

 

[F6] to display list of contracts for selection.

 

CONTRACT

 

Enter code of generic contract to use for pricing.

 

[F3] to return to previous field.

 

 

PROCEDURE - PRICING MAINTENANCE

 

Pricing Maintenance is used to define pricing details for flyer events and customer contracts. Prices can be defined as follows:

  • Individual product prices set.
  • Product group pricing levels set.
  • Product group discount percentages from retail set.

When defining product group pricing, you can also specify any group levels (up to 4). Also, you can define any mix of product groups and individual product prices desired. When setting flyer pricing by group, you can also specify a supplier code. This limits applicable products in the group to those products only that have the indicated supplier as their primary supplier.

 

Select Contract Master/Pricing Maintenance from the Contract System Menu. At the flyer maintenance display press [F10] to access the pricing maintenance screen.


CONTRACT PRICING MAINTENANCE DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│Dec06/07                 THE IDEAL COMPUTER GROUP INC.                          â”‚
│                          CONTRACT PRICING MAINTENANCE                          â”‚
│────────────────────────────────────────────────────────────────────────────────│
│CUSTOMER CODE       ________                                                    â”‚
│CONTRACT NUMBER                                                                 â”‚
│ENTRY TYPE                                                                      â”‚
│STORE/REGION                                                                    â”‚
│ENTRY CODE                                                                      â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 PRICE CALC TYPE                                DELETED                       â”‚
│02 CALC SETTING                                   POSTED                        â”‚
│03 GROUP SUPPLIER                                                               â”‚
│────────────────────────────────────────────────────────────────────────────────│
│UNITS OF MEASURE      BASE                ALT-1                ALT-2            â”‚
│                            DIS                  DIS                  DIS       â”‚
│04 CONT PRICES                                                                  â”‚
│                                                                                â”‚
│LIST PRICES                                                                     â”‚
│LEVEL1 PRICES                                                                   â”‚
│LEVEL2 PRICES                                                                   â”‚
│LEVEL3 PRICES                                                                   â”‚
│────────────────────────────────────────────────────────────────────────────────│
│PRESS F2=SCAN; F4=END; F5=CUST INQUIRY; F6=CONTRACT INQUIRY; F12=OTHER OPTIONS  â”‚
│      F8=FLYER MAINT; F9=CONTRACT MAINT; F10=PRICING MAINT; F11=COPY/MOVE/DEL.  â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘
CUSTOMER CODE
PRESS F2=SCAN; F4=END; F5=CUST INQUIRY; F6=CONTRACT INQUIRY; F12=OTHER OPTIONS
      F8=FLYER MAINT; F9=CONTRACT MAINT; F10=PRICING MAINT; F11=COPY/MOVE/DEL.

 

Displays customer code set at contract maintenance screen, if any.

 

Enter customer code and contract number to add, modify or delete.

 

The customer code does not have to exist already in the A/P Customer file.

 

 

[F2] to scan existing contracts for selection.

 

[F4] to exit to menu.

 

[F5] to display list of customers for selection.

 

[F8] to access flyer maintenance.

 

See PROCEDURE - FLYER MAINTENANCE.

 

 

[F9] to access contract maintenance.

 

See PROCEDURE - CONTRACT MAINTENANCE.

 

 

[F10] to access pricing maintenance.

 

[F11] to access copy, move and delete utilities.

 

See PROCEDURE - COPY, MOVE, DELETE.

 

 

[F12] to access product options menu.

 

See PROCEDURE - PRODUCT MAINTENANCE OPTIONS.

 


CONTRACT NUMBER

 

Displays contract number set at contract maintenance screen, if any.

 

Enter a new contract number to create new contract.

 

[F3] to return to previous field.

 

[F5] to display list of contracts for selection.

 

PRODUCT OR GROUP

 

"P" for product.

 

"G" for group.

 

[F3] to return to previous field.

 

STORE/REGION

 

Enter store code.

 

[F3] to return to previous field.

 

[F5] to display list of locations for selection.

 

PRODUCT/GROUP CODE

 

Enter product or group code to access or add.

 

[F3] to return to previous field.

 

[F5] to access product inquiry for selection.

 

[F6] to access group inquiry for selection.

 

If you enter a product or group which does not exist for this customer you will be prompted to add a new product or group contract.

 

** NOT ON FILE. DO YOU WANT TO ADD? (CR=YES/F2=NO):

 

[Enter] to add a new product or group contract.

 

The program will step you through each field, see FIELDS below. Once all fields have been entered, the following prompt displays.

 

 

** OK TO UPDATE? (CR=UPDATE; F2=MODIFY; F4=BYPASS):

 

[Enter] to update new contract.

 

[F2] to modify data fields.

 

See PROCEDURE - MODIFY EXISTING PRODUCT OR GROUP.

 

 

[F4] to not add new contract.

 

The cursor returns to CUSTOMER CODE field.

 

 

[F2] to not add product or group contract.

 

You can enter a different new product or group code, an existing code or press [F4] to exit.

 

 

01 LEVEL/DIS/MARKUP

 

"L" to use a pricing level (1, 2 or 3).

 

"D" to use a percentage discount from retail.

 

"M" to use a percentage markup from cost.

 

02 LEVEL/PERCENT

 

Enter pricing level or percentage discount/markup.

 

03 GROUP SUPPLIER

 

Enter supplier code to limit products within group.

 

[F2] to indicate not supplier specific.

 

Example Pricing Maintenance Header display:

┌────────────────────────────────────────────────────────────────────────────────┐
│Oct21/07                     DEMOS BUILDING CENTRE                              â”‚
│                          CONTRACT PRICING MAINTENANCE                          â”‚
│────────────────────────────────────────────────────────────────────────────────│
│CUSTOMER CODE       FLYER                                                       â”‚
│CONTRACT NUMBER     0000      INSTORE WINTER SALE                               â”‚
│PRODUCT OR GROUP    GROUP ENTRY                                                 â”‚
│STORE/REGION        00        REGIONAL HEAD OFFICE                              â”‚
│PRODUCT/GROUP CODE  DO-IN-WD            WOOD                                    â”‚
│────────────────────────────────────────────────────────────────────────────────│
│01 LEVEL/DIS/MARKUP DISCOUNT %          DELETED                                 â”‚
│02 LEVEL/PERCENT    10                  POSTED    2007/10/21 17:14:08           â”‚
│03 GROUP SUPPLIER   MACBLO    MACMILLAN BLOEDEL                                 â”‚
│────────────────────────────────────────────────────────────────────────────────│
│UNITS OF MEASURE      BASE                ALT-1                ALT-2            â”‚
│                            DIS                  DIS                  DIS       â”‚
│04 CONT. PRICES                                                                 â”‚
│                                                                                â”‚
│RETAIL PRICES                                                                   â”‚
│LEVEL1 PRICES                                                                   â”‚
│LEVEL2 PRICES                                                                   â”‚
│LEVEL3 PRICES                                                                   â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** ENTER 'M' TO MODIFY; 'D' TO DELETE; CR TO CONTINUE: _                        â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

If you enter an existing product or group contract you will be prompted to modify or delete the existing contract pricing.

 

** ENTER 'M' TO MODIFY; 'D' TO DELETE; 'Q' TO PRINT QUOTES _
   CR TO CONTINUE:

 

[Enter] to not modify contract.

 

The cursor returns to CUSTOMER CODE field.

 

 

"M" to modify data fields.

 

** FIELD NUMBER TO MODIFY (CR TO CONTINUE):

 

Enter number of field to modify.

 

Once you have modified the field data press [Enter] to return to this prompt where you can enter the number of additional fields to modify.

 

 

[Enter] to indicate modifications complete.


** OK TO UPDATE? (CR=UPDATE; F2=MODIFY; F4=BYPASS):

 

[Enter] to update contract.

 

The cursor returns to the CUSTOMER CODE field.

 

 

[F2] to make additional modifications.

 

See FIELD NUMBER prompt above.

 

[F4] to cancel all changes.

 

The cursor returns to CUSTOMER CODE field.

 

 

"D" to delete contract.

 

** DELETE THIS CONTRACT? (Y/N):

 

"Y" to delete contract.

 

>> DO YOU WANT TO DELETE THIS CONTRACT'S PRICES? (Y/N):

 

"Y" to delete associated prices.

 

"N" to not delete associated prices.

 

"N" to not delete contract.

 

"Q" to print quotes.

 

This options enables you to print letter format quotations, if the contract was generated by the quotation management system.

 

 

[F5] to display list of contracts for selection.

 

 

FIELDS

 

CUSTOMER CODE

 

Enter customer code.

 

[F2] to scan existing contracts for selection.

 

[F4] to exit to menu.

 

[F5] to display list of customers for selection.

 

CONTRACT NUMBER

 

Displays contract number set at contract maintenance screen, if any.

 

Enter a new contract number to create new contract.

 

[F3] to return to previous field.

 

[F5] to display list of contracts for selection.


PRODUCT OR GROUP

 

"P" for product.

 

"G" for group.

 

[F3] to return to previous field.

 

STORE/REGION

 

Enter store code.

 

[F3] to return to previous field.

 

[F5] to display list of locations for selection.

 

PRODUCT/GROUP CODE

 

Enter product or group code to access or add.

 

[F3] to return to previous field.

 

[F5] to access product inquiry for selection.

 

[F6] to access group inquiry for selection.

 

01 LEVEL/DIS/MARKUP

 

"L" to use a pricing level (1, 2 or 3).

 

"D" to use a percentage discount from retail.

 

"M" to use a percentage markup from cost.

 

02 LEVEL/PERCENT

 

Enter pricing level or percentage discount/markup.

 

03 GROUP SUPPLIER

 

Enter supplier code to limit products within group.

 

[F2] to indicate not supplier specific.

 

DELETED

 

In a multi store environment this field displays whether or not product has been flagged for deletion from head office.

 

POSTED

 

Displays time and date contract terms were last updated.

 

UNITS OF MEASURE

 

Displays product's units of measure.

 

BASE

 

Displays product's base unit of measure.


ALT-1

 

Displays product's Alt-1 unit of measure.

 

ALT-2

 

Displays product's Alt-2 unit of measure.

 

DIS

 

Displays product discount, if any.

 

The following fields are applicable only to specific products.

 

03 CONT. PRICES

 

Enter price to set for contract.

 

RETAIL PRICES

 

Displays product's retail pricing.

 

LEVEL1 PRICES

 

Displays product's level 1 pricing.

 

LEVEL2 PRICES

 

Displays product's level 2 pricing.

 

LEVEL3 PRICES

 

Displays product's level 3 pricing.

 

 

PROCEDURE - PRODUCT MAINTENANCE OPTIONS

 

Select [F12] at any maintenance screen to access product maintenance options.

 

 

PRODUCT MAINTENANCE OPTIONS

┌──────────────────────────────────────┐
│   Product Maintenance Options        â”‚
│      1 Product & Inventory           â”‚
│      2 Supplier/Product Costing      â”‚
│      3 Product Pricing               â”‚
│      4 Product Location Maint        â”‚
│      5 Security Tag Maint            â”‚
│                                      â”‚
│** Enter Selection (F4 To End): ____  â”‚
└──────────────────────────────────────┘
1 Product Maintenance

 

"1" to access product maintenance screen 1.

 

2 Supplier/Product Costing

 

"2" to access supplier cost file maintenance screen.

 

3 Product Pricing

 

"3" to access product price file maintenance screen.

 

4 Product Location Maint

 

"4" to access inventory location maintenance screen.

 

5 Security Tag Maint

 

"5" to access product security tag maintenance screen.

 

F4 To End

 

[F4] to return to data entry screen.

 

 

PROCEDURE - COPY, MOVE, DELETE

 

At the flyer or contract maintenance display press [F11] to access the file utilities.

 

CONTRACT/FLYER FILE UTILITIES DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│07/08/07                  IDEAL BUILDING SUPPLIES LTD.                          â”‚
│                     CONTRACT/FLYER PRICE COPY/MOVE/DELETE                      â”‚
│────────────────────────────────────────────────────────────────────────────────│
│CUSTOMER CODE                                                                   â”‚
│CONTRACT NUMBER                                                                 â”‚
│STATUS                                                                          â”‚
│────────────────────────────────────────────────────────────────────────────────│
│CUSTOMER CODE                                                                   â”‚
│CONTRACT NUMBER                                                                 â”‚
│STATUS                                                                          â”‚
│────────────────────────────────────────────────────────────────────────────────│
│PRODUCT/GROUP/BOTH                                                              â”‚
│START PRODUCT CODE                      STARTING GROUP                          â”‚
│END PRODUCT CODE                        END GROUP                               â”‚
│FROM STORE                              TO STORE                                â”‚
│────────────────────────────────────────────────────────────────────────────────│
│** COPY, MOVE OR DELETE RECORDS (C/M/D):  _                                     â”‚
│   F8=FLYER MAINT; F9=CONTRACT MAINT; F10=PRICING MAINT; F11=COPY/MOVE/DEL.     â”‚
└────────────────────────────────────────────────────────────────────────────────┘
** COPY, MOVE OR DELETE RECORDS (C/M/D):  _
   F8=FLYER MAINT; F9=CONTRACT MAINT; F10=PRICING MAINT; F11=COPY/MOVE/DEL.

 

"C" to copy a flyer/contract.

 

See COPY A FLYER/CONTRACT.

 

 

"M" to move a flyer/contract.

 

This field is reserved for future use.

 

 

"D" to delete flyer/contract.

 

See DELETE A FLYER/CONTRACT.

 

 

[F8] to access flyer maintenance.

 

See PROCEDURE - FLYER MAINTENANCE.

 

 

[F9] to access contract maintenance.

 

See PROCEDURE - CONTRACT MAINTENANCE.

 

 

[F10] to access pricing maintenance.

 

See PROCEDURE - PRICING MAINTENANCE.

 

 

[F11] to access copy, move and delete utilities.

 

 

COPY A FLYER/CONTRACT

 

Select [C] to copy a flyer or contract record.

 

CUSTOMER CODE

 

Enter the customer code of the contract to copy.

 

Alternatively you can enter "F""L""Y""E""R"" to copy a flyer.

 

 

[Enter] to accept default display.

 

The program will step you through each field (see FIELDS below). Once all the relevant fields have been entered, the following prompt displays.

 

 

** OK TO COPY? (F2=COPY; F4=BYPASS):

 

[F2] to copy record from source to destination.

 

You are then returned to the menu.

 

 

[F4] to not copy and return to menu.

 

 

MOVE A FLYER/CONTRACT

 

This function is reserved for future use.

 

 

DELETE A FLYER/CONTRACT

 

Select [D] to delete a flyer or contract. You must first flag a record for deletion and then actually delete it. When you select [D] the following prompt displays.

 

FLAG RECORDS FOR DELETION; UNFLAG RECORDS; DELETE FLAGGED RECORDS? (F/U/D)

 

"F" to flag records for deletion.

 

The program steps you through each field (see FIELDS below). Once the relevant fields have been entered the following prompt displays.

 

 

** OK TO DELETE? (F2=DELETE; F4=BYPASS):

 

[F2] to flag records for deletion.

 

The records are flagged for deletion and you return to menu.

 

 

[F4] to not flag records for deletion and return to menu.

 

"U" to unflag records.

 

The program steps you through each field (see FIELDS below). Once the relevant fields have been entered the following prompt displays.

 

 

** OK TO DELETE? (F2=DELETE; F4=BYPASS):

 

[F2] to unflag records.

 

The records are unflagged and you return to menu.

 

 

[F4] to not unflag records and return to menu.

 

"D" to delete all flagged records.

 

The program steps you through each field (see FIELDS below). Once the relevant fields have been entered the following prompt displays.

 

 

** OK TO DELETE? (F2=DELETE; F4=BYPASS):

 

[F2] to delete flagged records.

 

The flagged records are deleted and you return to the menu.

 

 

[F4] to not delete flagged records and return to menu.

 

 

FIELDS

 

COPY/MOVE/DELETE FROM:

 

Displays source records.

 

CUSTOMER CODE

 

Enter "FLYER" or customer code of contract to be copied, moved or deleted.

 

[Enter] to accept displayed value.

 

CONTRACT NUMBER

 

Enter flyer or contract number to copy, move or delete.

 

STATUS

 

Displays item status.

 

The status must be current to copy, move or delete. Reset the current or expiry date if necessary. See PROCEDURE CONTRACT MAINTENANCE or PROCEDURE FLYER MAINTENANCE.

 

 

COPY/MOVE TO:

 

Displays destination records.

 

CUSTOMER CODE

 

Enter "FLYER" or customer code of contract destination.

 

[Enter] to accept displayed value.

 

CONTRACT NUMBER

 

Enter flyer or contract destination record.

 

STATUS

 

Displays item status.

 

The status must be current to copy or move.

 


PRODUCT/GROUP/BOTH

 

"A" to include all products and all groups.

 

"B" to include both products and groups.

 

"P" to include products only.

 

"G" to include groups only.

 

START PRODUCT CODE

 

Enter first product code to include.

 

[F5] to access product inquiry for selection.

 

END PRODUCT CODE

 

Enter last product code to include.

 

[F5] to access product inquiry for selection.

 

FROM STORE

 

Enter store/region code of source record.

 

TO STORE

 

Enter store/region code of destination record.

 

STARTING GROUP

 

Enter first group to include.

 

[F5] to access group inquiry for selection.

 

END GROUP

 

Enter last group to include.

 

[F5] to access group inquiry for selection.

 

OVERWRITE DUPLICATE RECORDS

 

This option determines what action will occur if a copy or move encounters a file of the same name as the source already existing at the destination.

 

"O" to overwrite duplicates without confirmation.

 

"C" to prompt for confirmation before overwriting.

 

"N" to not overwrite duplicates.


Example Contract/Flyer Copy/Move/Delete display:

┌────────────────────────────────────────────────────────────────────────────────┐
│10/01/07                  IDEAL BUILDING SUPPLIES LTD.                          â”‚
│                     CONTRACT/FLYER PRICE COPY/MOVE/DELETE                      â”‚
│COPY FROM:                                                                      â”‚
│────────────────────────────────────────────────────────────────────────────────│
│CUSTOMER CODE       FLYER                                                       â”‚
│CONTRACT NUMBER     0000                                                        â”‚
│STATUS              CURRENT CONTRACT                                            â”‚
│                                                                                â”‚
│COPY TO:                                                                        â”‚
│────────────────────────────────────────────────────────────────────────────────│
│CUSTOMER CODE       FLYER                                                       â”‚
│CONTRACT NUMBER     0002                                                        â”‚
│STATUS              CURRENT CONTRACT                                            â”‚
│                                                                                â”‚
│COPY LIST:                                                                      â”‚
│────────────────────────────────────────────────────────────────────────────────│
│PRODUCT/GROUP/BOTH  PRODUCT                                                     â”‚
│START PRODUCT CODE  321830              STARTING GROUP                          â”‚
│END PRODUCT CODE    329460              END GROUP                               â”‚
│FROM STORE                              TO STORE                                â”‚
│OVERWRITE DUPLICATE RECORDS:            CONFIRM RECORD OVERWRITES               â”‚
│────────────────────────────────────────────────────────────────────────────────│
│                                                                                â”‚
│** OK TO COPY? (F2=COPY; F4=BYPASS): _                                          â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘