SA Table Code Value Setup - Vendor Product Group overview

System Administrator > Setup > Table Code Value

Use this page to set up an association between a specific vendor and a specific rebate/sub rebate type, price type, product category, or product line. This association is used by the EDI Entry Processing Contract Pricing Report when it processes an 845 inbound document.

As part of the EDI 845 inbound (Price Authorization Acknowledgment/Status) process, if your vendor uses rebates in conjunction with product groups, Distribution SX.e allows you to create and use Vendor Product Groups to accommodate this data and help streamline processing.

Generally, "a Vendor Product Group is a designation created by a manufacturer to group specific parts or families of parts. [...] Manufacturers group items for a variety of reasons–pricing purposes, product categorization, or item velocity. And some manufacturers have multiple levels of categorization." [National Association of Electrical Distributors (NAED)]

Types and association

As with all EDI processing, pre-planning is required, including between you and your vendor.

To group and automate vendor product rebates, begin by enabling the rebate-related option in SA Administrator Options.

See Setting up vendor rebates.

Next, set up any prerequisite table types, such as Rebates (Product Type) and Rebates (Product Sub Type), in SA Table Code Value Setup prior to associating a Vendor Product Group to the types. Then, set up the Vendor Product Group in SA Table Code Value Setup.

Note: The 845 inbound document is limited to rebate records that are Vendor on Sale rebates. Customer and Vendor on Purchase rebates are excluded from the process. This is because most rebates are product-driven, therefore, the majority of rebates can be processed. Vendor on Sale rebates are usually connected to a contract. You might receive a contract price rebate upon proof of sale, for example, a discount based on volume of sales to a specific customer.

Stock Pricing Adjustment

You can also associate a Vendor Product Group with a Stock Pricing Adjustment. The EDI Entry Processing Contract Pricing Report uses Vendor Product Group settings in SA Table Code Value Setup to calculate a rebate amount or percent based on the incoming stock price on the EDI845in document. The Operand and Modifier Amount field are available for all Vendor Product Group Types: Rebate Type, Price Type, Product Category, and Product Line.

The operand (+-/*) you select is applied against the amount specified in the Modifier Amount field. If a vendor's Product Group Code is specified in the ITEM section of the 845in and a modifier amount has been set up in SA Table Code Value Setup, the Rebate Percentage specified in the PRICE section is either added to, subtracted from, divided by, or multiplied by the modifier amount.

For example, if you specify an operand of - (minus), a modifier amount of 0.1525, and the rebate percentage from the flat file is 0.05, the adjusted amount is 0.1025, or 10%. When the EDI Entry Processing Contract Pricing Report is run in update mode, a PD Pricing Setup rebate record is created with this adjusted rebate amount based on the rebate type. A message is printed on the report output indicating an adjustment was made.