PD Pricing Setup - Price Records - New field descriptions

Customer/Product, Customer/Product Price Type, Customer/Product Line, Customer, Customer/Product Category, Vendor Contract/Product, and Vendor Contract/Prod Price Type records use the Customer # field to tie a pricing record to a customer.

Customer price types are valid for Customer Price Type/Product, Customer Price Type/Product Price Type, and Customer Price Type records. This is used if prices and discounts are to be applied to a group of customers, such as retail or wholesale, and refers to the price type on the Customer Setup and Customer Ship To Setup records.

Specify a division group to limit the price record to that group.

Division groups are set up in SA Table Code Value Setup-Division Group. They are assigned to divisions in SA Table Code Value Setup-Division.

This field is available if the Pricing by Division option is selected in SA Administrator Options-Products-Pricing.

You must also have the proper security to create or maintain a pricing record assigned to a division group. The selection for the Restrict Pricing and Price Sheets option in SA Operator Setup-Other Options determines what type of pricing record you can create or maintain.

The division group you assign must include divisions that are in your allowed list of divisions in SA Operator Setup-Other Options.

The type of pricing record.

If you select pricing by Customer/Product, Customer Price Type/Product, Product, or Vendor, you can specify the product on the pricing record.

If you are setting up a product rebate, this field is displayed. If you specify a product that does not have an Product Setup record, Product Extended Product Cross References Setup is checked to determine if an interchange, barcode, or superseded product record exists. If more than one interchange product exists, you can select the desired cross-reference product. If a cross-reference record cannot be found, it is assumed that the product is a nonstock product. Each time you specify this product on a purchase order or customer order, the rebate is calculated until the ending date is reached.

This field is displayed if you selected Customer/Product Category and refers to the product category set up in Product Setup. This allows you to apply the same prices and discounts to products grouped by product category. This field is also displayed if you are setting up a Product Category rebate. Specify the desired product category, which is validated in SA Table Code Value Setup.

This field is displayed if you selected Customer/Product Line and refers to the product line set up in Product Line Setup. This allows you to apply the same prices and discounts to products grouped by product line. This field is also displayed if you are setting up a product line rebate. Specify the desired product line, which is validated in Product Line Setup.

Refers to the Product Warehouse Product Setup Price Type field and is useful for applying the same prices and discounts to a group of products, such as plumbing supplies, office equipment, and so on. Pricing types Customer/Product Price Type, Customer/Product Line, Customer/Product Category, Customer Price Type/Product Price Type, and Product Price Type use this field.

This field is displayed if you are setting up Rebate Type Rebates and is accessible if the SA Administrator Options-Products-Rebates-Rebate Sub Types option is selected. Specify a product rebate sub type that was set up in SA Table Code Value Setup.

A code identifier that is set up in SA Table Code Value Setup for Rebate Type Rebates.

If you have enabled the Pricing by Region or Rebate by Region in SA Administrator Options-Products-Pricing, you can specify a region to assign to the pricing record. The region must be set up in SA Table Code Value Setup.

If you are setting up a Pricing record, and the Pricing by Ship To/Job option is selected in SA Administrator Options-Products-Pricing, this field is used to record the customer price type for Customer Price Type/Product, Customer Price Type/Product Price Type, or Customer Price Type. It also records the ship to/job for Customer/Product Category, Customer types, Vendor Contract/Product, and Vendor Contract/Prod Price Type.

If you are setting up a Rebate record, specify the job or ship to location in this field. If you specify a ship to location, specify a valid customer number in the Customer field. This field is accessible if this rebate record is for a customer and the Rebate by Ship To/Job option is selected in SA Administrator Options-Products-Rebates.

If you are setting up a Customer/Product pricing record, the State Date is a required field for all pricing types and represents the date the record becomes effective. If you specify a future date, the prices and discounts are not applied to orders until the beginning date is reached.

If you are setting up a Vendor Contract/Rebate Type record, specify a start date if the contract and rebate on this record becomes effective on a specific date.

The Unit is an optional field for Customer/Product, Customer Price Type/Product, and Product records, but if you specify a unit, it must exist in SA Table Code Value Setup or Product Extended Unit Conversion Setup.

Sales Order Entry searches for an exact match of the unit specified on the order and a Price/Discounting record with the same unit. If one does not exist, the stocking unit or special costing unit is checked on the Product Setup record to tie to a corresponding Price/Discounting record. If a pricing record with an identical unit is not available, the pricing record with a blank Unit field is used to determine the correct price and discount for the order. For example, a customer places an order for one box of product 1-101. Price/Discounting does not have a record for a box, but it does find a blank record for the stocking unit. The unit conversion for a box is multiplied by the Price/Discounting price and discount to determine the price and discount for the order.

If you are creating a pricing record for a product line or vendor, the Vendor # is required. The vendor is validated in Vendor Setup. This field is relevant to vendor rebates on sale and vendor rebates on purchase. It is not accessible if the rebate is for a customer.

You do not need a pricing record for all products you purchase from this vendor. You only need them for special prices and discounts in addition to the costs contained on the Product Warehouse Product Setup record. When you set up vendor pricing, the prices and discounts are applied to all purchase orders created for this vendor. Each record contains the information your vendor provides for target buying. If a special pricing record does not exist, the cost specified in the SA Administrator Options-Documents-Purchase Orders-Entry Defaults is used as the price when you create a purchase order.

If the Pricing by Whse option is selected in SA Administrator Options-Products-Pricing, specify a warehouse. The pricing record is applied in Sales Order Entry if the warehouse on the order and the warehouse on the pricing record match. For Customer/Product, Customer Price Type/Product, and Product type records, the warehouse is validated in Product Warehouse Product Setup. If the record is not product based, the Product Warehouse Description Setup record is used for validation.

If the Rebate by Whse option is selected in SA Administrator Options-Products-Rebates, you can make the rebate specific to a warehouse by specifying a warehouse in this field. To set up the rebate to include all warehouses, leave this field blank. Warehouse-specific rebates have priority over rebates that are valid in all warehouses.

If you are creating a Vendor Contract/Rebate pricing record by warehouse, specify a warehouse.