PD Customer Pricing Report ranges and options

Ranges

Vendor #

Specify a beginning and ending Vendor # range to limit the customer pricing records to those products from a specific vendor or range of vendors. The Vendor # refers to the authorized replenishment path (ARP) vendor number on the Product Warehouse Product Setup record. If the ARP is a warehouse and a vendor number does not exist, a vendor number range is not applicable.

Product

Specify a beginning and ending Product number range to limit the customer pricing records to a specific product or range of products. All products are included if this is range left blank, but within the additional parameters entered.

If price Type 2, 4, or 8 records exist and you specify a product range, all warehouse/product records which qualify for the price Type 2, 4, or 8 records may not print due to the Product range limitation.

Note: The Product range is not used to select catalog records. To limit the records that print for catalog products, we recommend you use a Vendor # range or Price Book Sequence #.

Price Book Sequence #

Specify a beginning and ending Price Book Sequence #. The Price Book Sequence # is defined in Product Setup.

The sequence number allows you to customize the order in which the products appear on the price books. You can select Sequence # order for the option, (P)rod,(T)ype,Prc Bk (S)eq #,(C)ust Prod. This is beneficial if you want to make the price books look like a product catalog you have developed.

Price Type

Specify a customer price type beginning and ending range. If you specify a Ship To range in addition to the Customer # range, Customer Ship To Setup records set up with the specified Price Types are included, in addition to the Customer Setup record.

The Price Type is obtained from the Product Warehouse Product Setup record for the qualifying product. The price type is used for dual purposes when running the PD Customer Pricing Report. If the product Price Type on the Product Warehouse Product Setup record does not match the Price Type range specified, the product is not included on the report. Also, the Price Type range is compared to the Price Type 2, 4, and 8 records to determine which records qualify to print.

Rebate Type

Specify a beginning and ending Rebate Type. The Rebate Type is obtained from the Product Warehouse Product Setup record for the qualifying product.

Low Margin Range/High Margin Range

The Low and High Margin ranges can be used to include only items that fall within an acceptable margin range. For example, if your acceptable margin range is 20 to 40%, then you would specify a beginning and ending Low Margin Range of -999999.99 to 20 and a beginning and ending High Margin Range of 40 to 999.99. To exclude items with a negative or low margin range, specify values in the Low Margin Range only and leave the High Margin Range blank.

Records are selected based on a calculated margin %:

Margin $ = net price - actual cost + rebate amount

Margin % = if net price is not zero, then (margin $ / net price * 100)

Customer #

The Customer # range is required. Specify a beginning and ending customer number. If multiple customers are specified and you send the output to a printer, page breaks are added between each customer.

Ship To

Optionally, specify a beginning and ending Customer Ship To number. If you specify a Customer Ship To, the Customer Price Type is obtained from the ship to’s PD Pricing Setup record.

Customer Price Type

Specify a beginning and ending Customer Price Type. This is obtained from the PD Pricing Setup record for the qualifying customer or customer ship to pricing record.

Options

Whse: Specify the warehouse for the products you are printing prices for. You can only print the report for one warehouse at a time.
(P)rod,(T)ype,Prc Bk(S)eq#,(C)ust Prod: This option determines the sort order of products. On the print output, catalog products are always sorted by vendor, then product line, then catalog item.; Specify P to print in product order.; Specify T to print in product price type order. If you select Yes for the Page Break Between Price Types option, you must print the report in price type order.; Specify S to print in sequence number order. If you specify a sequence number range, you should also print the report in sequence number order.; Specify C to print in customer product order.
Single Line Report?: Select Yes to print limited information about the product. This includes one line per product to include these fields: Product, Description, Unit, Price, and Ending Date.; Select No to print the multiple line report. Two lines are printed per product to include these fields: Product, Description 1, Unit, Price, Discount, Net Price, and Ending Date.
Page Break Between Price Types?: If you are printing the report in product price type order, you can create a page break for a new product price type to make the products easier to find on the report output.; If you print the report in product or sequence number order, this option does not apply.
Honor Ship To Range?: This option is used if you do not specify a Ship To range. If a Ship To range is specified, it is always used.; Select Yes to generate a price book for each customer selected and all ship to records for those customers.; Select No to generate a price book for each customer specified in the Customer # range only. Customer Ship Tos are not included.
Include Kits?: Select Yes to include kit products. Select No to exclude kit products.
Print Printable Product Notes?: Select Yes and printable notes for the selected product records are included on the report. Be aware that including notes can substantially lengthen the report. If a note is not printable, an asterisk is printed next to the product to indicate that a note exists.; The Allow Access to Secured Notes option in SA Operator Setup must be selected for any secured notes to be printed.
Print Promotional Prices?: Select Yes if you are using promotional Type 7 and Type 8 prices in addition to the normal Type 7 and Type 8 pricing records. In the pricing hierarchy, promotional prices are always checked first for a valid price and discount. If there are promotional price records, the normal Type 1 through Type 8 pricing records are checked.; Select No to ignore all promotional price records.
For Future Price List Enter Start Date: Specify a future date to only print PD Pricing Setup records that are in effect for that date or later. You can specify -1 to -7 to also include pricing records in effect for 1 to 7 days before the current date.
Include (D)o Not Reorder, (O)AN, (B)oth or N)either: Specify whether to include Do Not Reorder or Order As Needed products, both, or neither. This option is ignored if you select Yes to Include Catalog Items.
Include Catalog Items?: If you are generating printed output, a CSV file, or an ION BOD, the catalog price is calculated using pricing records instead of using the base or list price from Product Catalog Setup. Select Yes to include qualifying catalog records. Catalog products are included in the printed, CSV, and ION output, but they are listed in a separate section before stock products in the printed output.; If a catalog item was already reported as a stock product it is skipped. If a product is set up in both Product Warehouse Product Setup and Product Catalog Setup, the descriptions and costs from Product Setup and Product Warehouse Product Setup are used.
Customer Products Only?: Select Yes to only include customer products that are set up in Product Extended Product Cross Reference Setup.
Note: This option applies to products only, not catalog products set up as customer products. Also, customer cross reference products are checked, not customer/ship to cross reference products.
P)rint,CSV F)ile,E)mail,D)ropbox or I)ON?: This option is used to determine the output type for the report.; Select P to print the basic price book to a printer.; Select E to generate a CSV file and send it as an email attachment.; Select D to generate a CSV file and upload it to your Dropbox application, if configured.; Select I to generate the output in XML format. This sends the output to ION in the SXCustomerPricing BOD.
Note: Do not specify F. It is not supported in CloudSuite Distribution.
CSV File Name or Email Address: This field is required if you select F or E for the option, P)rint,CSV F)ile,E)mail,D)ropbox or I)ON. If you select F, specify the name of the CSV file. If you select E, specify the email address to whom the CSV file is to be sent.
Condensed CSV?: Select Yes to generate CSV output that includes these fields only: Product (or Catalog), Unit, Net Price, and Catalog Y/N flag. Catalog products are included in the CSV output with the same columns as existing products. The Net Price is the calculated system price.; Select No to include all columns or fields.; See PD Customer Pricing Report CSV output.
Note: The Customer Ship To is not included in the condensed version of the CSV. This option is only available if you are generating the CSV output for a single customer ship to.