PD Pricing Setup - Vendor Contract Records - Detail field descriptions

Fields are presented in alphabetical order within each section.

General

Active

This option indicates if the record is active or inactive. When you create a record, the record is active by default. When you clear the option, the record is inactive and is not used in the vendor contract hierarchy. When you reactivate a record, the vendor contract record is used in the vendor contract hierarchy if the record meets one of the conditions:

• The End Date field is blank.
• The current date falls within the start and end date range.

Actual Quantity/Amount

This field is used in conjunction with the Maximum Quantity and Quantity Break Per fields. This field gets defaulted and the value in the field increases each time a sales order or purchase order line uses this record until the Quantity Break Per selection is reached. When the Quantity Break Per field is blank, this field is not updated. When you select Monthly or Yearly in the Quantity Break Per field, the first order must qualify for the minimum quantity before the order quantity begins to accumulate. The actual quantity decreases when the line items on an order are changed, deleted, or canceled. The actual quantity plus the current quantity ordered is used to determine the correct quantity break level when these conditions are met:

• The vendor contract record is based on quantity breaks.
• The value in the Quantity Break Per field is Contract, Monthly, or Yearly.

Contract Price

Specify the price for the contract. This field is not valid for Vendor Contract records.

End Date

Specify the date when the vendor contract record expires. If this field is blank, the vendor contract never expires. You can use the PD Administrator Remove/Inactive Customer Price Report to inactivate and remove expired vendor contract records.

Hard Maximum

If you specify a maximum quantity, select this option to prevent the vendor contact from being applied after the maximum quantity is reached. A warning message is displayed indicating that the maximum quantity is reached. Additionally, an Event Manager event is triggered to notify the manager that the customer is given the vendor contract after reaching maximum quantity. This field is not valid for Vendor Contract records.

Maximum Quantity/Amount

Specify the maximum amount of the product that a customer can order. After the maximum quantity is reached, the prices and discounts from this record no longer apply. The next qualifying vendor contract record is then selected in Sales Order Entry.

The value in the Actual Quantity field determines if the maximum quantity has been reached. When the actual quantity plus the quantity being ordered exceeds the maximum quantity, the order line is updated with the price and discount from the vendor contract record. When the next order is placed, the customer no longer qualifies for the prices and discounts on the vendor contract record.

Leave this field blank if the prices and discounts always apply unless the ending date has expired.

Quantity Based on

If you set up a vendor contract record with minimum and maximum quantities, select the unit that the quantities are based on. You can select Stocking Unit, Weight, Cube, or SPC Unit. If you select SPC Unit, then verify that all products that are assigned to this price type have the same value in the Special Price/Cost Unit field in Product Setup. Any product that does not is assigned a factor of 1. This field is not valid for Vendor Contract records.

Quantity Break Per

Use this field to determine how to apply the minimum quantity and maximum quantity requirements. When you select Order, the actual quantity is set to zero at the beginning of each new order. This field is not valid for Vendor Contract records.

When you select Contract, Monthly, or Yearly, the actual quantity is updated when these conditions are met:

• You specify or change a product in Sales Order Entry or Sales Shipping Feedback Entry.
• The vendor contract record is used to price the line item on the sales order.

Quote ID

Specify the ID for the quote.

Reference

Select a reference code to apply to the record. Reference codes are set up in SA Table Code Value Setup. This field is not valid for Vendor Contract records.

Type

The type of pricing for the vendor contract. Select one of these values to indicate that the contract price of the vendor contract record is based on:

• Amount: Select this value to indicate that the vendor contract pricing is based on the amount.
• Percent: Select this value to indicate that the vendor contract pricing is based on the percentage.

Note: This field is valid for these vendor contract types:

• Vendor Contract/Prod Type
• Vendor Contract/Rebate Type
• Vendor Contract/Prod Line

Percent Based on

The percentage for the vendor contract pricing. Possible options:

• Last Cost
• Replacement Cost
• Standard Cost
• List Price
• Base Price

Note: This field is displayed only if the Type field is set to Percent. This field is valid for these vendor contract types:

• Vendor Contract/Prod Type
• Vendor Contract/Rebate Type
• Vendor Contract/Prod Line

Customer

Customer #

Specify the name of the customer associated with this vendor contract record.

Ship To/Job #

Specify the name of the job associated with this vendor contract record.