Setting up National Program records

Use the PD Pricing Setup-National Program function to set up National Program pricing records. The National Program records you set up here are a subset of the PD Pricing Setup records in the database.

You can set up National Program records with this function, or you can import records with PD Import/Export National Program batch report program.

Note: These instructions demonstrate one price record level. Only fields relevant to that type of record are available on the form. If you select a different price record level, different fields are available on the form. Repeat steps as necessary to create National Program records.
  1. Select Pricing and Discounting > Setup > Pricing.
  2. Click National Program.
  3. In Price Records, select Customer/Product, and click Search. This step ensures the relevant fields are available on the form.
  4. Click New.
  5. In Level, ensure Customer/Product is selected.
  6. In Vendor #, select the Vendor Setup record for the Vendor [Manufacturer]. Do not select the Customer Setup record set up as a National Program Claim Account for this vendor.
  7. In Customer, select an appropriate customer.
  8. In Product, select an appropriate product.
  9. In Start Date, select the start date for this National Program.
  10. Click Save.
  11. In End Date, select the end date for this National Program.
  12. Select Active.
  13. Select Allow Returns.
  14. Select Program Only.
  15. In National Program Code, specify up to a 15-character alphanumeric code for this National Program. The Vendor [Manufacturer] may have a specific code they require you use.
  16. In Description, optionally specify a description for the code.
  17. In Commission Type, select Percent.
  18. In Based On, select Base Price.
  19. In Commission, specify an appropriate percent.
  20. In Claim Product, specify a valid Product Setup record that is set up as a labor product.
  21. In Commission Type, select from the options set up in Sales Commissions Setup.
  22. Click Save.