activant prophet 21 - epicor · contracts on the fly create contract on fly while entering sales...
TRANSCRIPT
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Activant Prophet 21
The Benefits of Using Contract Pricing
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This class is designed for…
Customers who have a need for contract pricingCustomers curious about other pricing functionality in the Prophet 21 system
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Objectives
Create and maintain contract pricingUse contract pricing defaultsUse contract pricing features in order entryEnter contracts on the fly in order entry
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This course will NOT cover…
Basic customer pricing set upPricing libraries
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Customer Contract Pricing
Special agreement between distributors and customers covering:
PricingDiscountsTermsDelivery conditions and scheduleVolume expectationsPackaging requirementsReplenishment of bin locations at customer ship-to
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Benefits
Minimizes re-entry of contracts and related associated with multiple ship-to recordsIncreases customer service Insures correct pricing and protection of profit margins Allows distributor to provide pricing arrangements within specific stocking location at a customer site
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Contract Pricing System Settings
System Setup / System / System Settings / Order Processing / Pricing
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System Settings
New defaults can be established to aid in entering new contracts
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Customer Maintenance Defaults
Job/Contract PricingEnables Contract Pricing for Customer
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Customer Maintenance Defaults
Always Use Job/Contract PricingRequires contract at Order EntryIf only one contract exists, it populates automaticallyIf multiple contracts, popup window appears
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Customer Maintenance Defaults
Allow Non-Job/Contract ItemsAllows items not on contracts to be added to ordersMust activate checkbox if non-contract items are allowed on orders or error message is given
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Customer Maintenance Defaults
Prompt User for Non-Job/Contract ItemsEnabled gives user prompt that an item is not part of the contractDisabled allows non-contract items without comment
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Customer Maintenance Defaults
Cumulative Qty May Exceed Job/Contract QtyMay exceed maximum order qty on contractUses contract pricing even after limit is surpassed
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Customer Maintenance Defaults
Use All ContractsAutomatically assigns contract pricing without any helpIf multiple contracts, you choose which contract to use
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AppShare
Set up a customer #1 for job/contract pricing where they may sometimes place regular orders and sometimes place contract orders. If the customer places order for a contracted item, have the system automatically assign the contract.Set up Customer #2 for job/contract pricing where they can only enter orders with contracted items and they may not exceed contracted quantities.
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1. True2. False
If a customer is to still get their contracted price, even after they have exceeded the contracted quantity, then Cumulative Qty May Exceed Job/Contract Qty must be checked.
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Job/Contract Pricing Maintenance
Order Processing / Maintenance / Job/Contract Pricing Maintenance
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Job/Contract Pricing Maintenance
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Job/Contract Maintenance Tab
Job/Contract Maintenance TabCorporate ID - All or some of the customers associated
with a corporate address can be added
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Job/Contract Maintenance Tab
Only enter Customer ID/Ship To ID to retrieve, view or edit informationWhen entering information, go to Customer/Ship To tab to
enter customer and ship to info
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Customer/Ship To
Customer/Ship ToTab allows you to view or add ship tos for the selected customer that will get contract pricingAll ship tos can be easily added by searching on the ship to field, then use RMB functionality to select all
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Customer/Ship Info
Customer/Ship InfoThe Customer/Ship Info tab allows you to change billing and shipping defaults established in ship to maintenance for this contract only Defaults apply to all items added to order using contract
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Ship To/Item tab
Ship To/Item TabDisplays list of items assigned to one or more bins for ship to entered on Job/Contract Maintenance tabQuick view of items on the contract used by the ship to
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Job/Contract Notes
Job/Contract NotesAny information that you would like to be viewable or mandatory in order entry can be added
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Items Tab
Items TabPricing method - source, price, or noneIf pricing method is set to source, a source price must be selectedMultiplier against the source price if applicablePrice can be used when not using a source price
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Items Tab
Items Tab continuedContract part number can be used in order entryDefault Src Location indicates picking locationMax Qty is upper limit amount for which contract is validExp Date on line may override header Exp DateQty Ordered field tracks totals ordered already
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Costs Tab
Costs TabCreate contract specific rebate (other) cost and commission costVendor Authorization Number indicates pre-arranged agreement to define pricing
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Values Tab
Values TabPrice breaks can be established
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Bins Tab
Bins TabAssign customer bins to this contract itemCan only use tab is using handheld bin managementThe Bin ID is a user defined alphanumeric field that must be uniqueGenerate Unique Bin ID can suggest Bin IDLine, Line Feed and Line Station allow tracking assembly line locations in customer’s warehouse
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Bins Tab
Bins Tab continuedCapacity, min/max and reorder qty can be used for VMIQuantity Ordered keeps track of what has been ordered thus far
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Bin/Item Tab
Bin/Item TabDisplays item on contract in bin number sequence for ship toSorting available on columnsEditing available on many fields too
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Bin/Item Tab
Bin/Item TabRight side fields
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Item/Bin Notes
Enables you to enter a note and have it appear in:Job Pricing MaintenanceOrder AcknowledgementsPick Tickets and Packing listsInvoices
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Customer PO Information
Customer PO number field added in several places to help track contract items
Customer/Ship Info Tab, Items Tab, Bin TabQuote to Order wizard, Contract Line Info popup in Order Entry, Front Counter Order and RMA EntryContract report, Order Acknowledgement, RMA Acknowledgement; Pick Ticket, Packing List and Invoice forms
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Customer PO Information
Ship Info PO Number will override the PO field on main Job/Contract Maintenance TabCustomer PO Number specified at the contract line level will override PO number in Customer/Ship Info Tab
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Assemblies
Assemblies that price via the components may NOT be entered on a contract.Assemblies that price via the assembly header may be entered on a contract.Assemblies that price via the assembly using the components may be entered on a contract and the contract prices will be used.
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AppShare
Set up a job/contract for a customer
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1. Job/Contract Maint2. Customer/Ship Information3. Customer/Ship To4. Ship To/Item
On which tab are the Customer and Ship To Ids entered for a contract?
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1. Values2. Items3. Costs4. Bin/Item
Rebate Costs can be established on the ____ tab.
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Job/Contract in Order Entry
Use All Contracts from Customer MaintenanceSystem applies any contracts to items automaticallyIf multiple contracts exist, system will prompt as line items are entered.If item is not on a contract, system uses customer’s default pricing
If not using Use All Contracts setting, then system prompts for contract after customer is entered
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Job/Contract in Order Entry
Select a CustomerIf more than one contract exists for the customer this window will pop upIf the customer is flagged to always use contracts, items cannot be added until a contract is selected
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Job/Contract in Order Entry
Selecting contract itemsItems can be added as
usual in order entry When using contracts
they can be added using right mouse button functionality
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Job/Contract in Order Entry
Selecting contract itemsThis window appears after clicking Display Contract ItemsContract value limit and amount used are informationalContract line allows the user to jump to a specific contract line for large contractsAfter entering the desired quantities, click Update the Order
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Order Entry/Front-Counter
Order and line item required dates must fall within the dates specified on the contract.Prices tab will display Contract ID and Contract price.Sales History tab will display Contract ID, Contract Name and Line number of the contract.
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Contracts on the Fly
Create contract on fly while entering sales orderIf material is in stock, use contract to request rebate on sold qty and offer reduced prices to customerIf material is backordered, resulting PO is at normal cost, but system submits rebate amount for that under contract.If item is non-stock, special or direct ship, system submits contract cost on order
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Contracts on the Fly
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Use Rebate ExceptionSystem Setup > System menu >
System Settings > Accounts Payable
Items with expired date or order qty over maximum can show on
Rebate Exception Report
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Creating On the Fly Contracts
Items TabEnter Item ID and Qty OrderedRMB click and choose Create Contract
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Contracts on the Fly
Contract HeaderEnter Contract Number and DescriptionEnter SalesRep ID if different from usual salesrepEnter End Date for On the Fly ContractRest of fields default
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Contracts on the Fly
Contract LinesChoose Select checkboxPricing Method can only be set to PriceIf rebated item, enter After Rebate CostEnter Vendor Auth Number if one necessaryIf D or S item, enter PO costEnter Expiration Date for item if different from header
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Prices Tab
Prices tab displays Contract Info and Vendor Authorization Number
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Vendor Authorization Number
Prints on Rebate ReportIncluded in EDI filesFor D or S disposition items, prints on PO formsViewable in PO Drill Down by Supplier/Item/POAlso viewable in Order Drill Down/Item Detail TabItem Master Inquiry Contract Tab also displays the Vendor Authorization Number
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AppShare
Demonstrate Order Entry using contracted itemsEnter a contract on the fly
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RMA Entry
RMA for contract item, if linked will display contract number, contract description and line number
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Form Changes
Form modifications to display contract number and contract line numbers for those items purchased using a customer contract:
Order AcknowledgementPacking ListInvoice
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Sales Pricing Inquiry
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Job/Contract Reports
Sales History ReportThe sales history report now
includes a contract number range
This report now also has a contract number sort level
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Job/Contract Reports
Order Processing > Reports Menu > Contract Price List Report
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Job/Contract Reports
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Rebate Exception Report
Accounts Payable > Reports > Rebate Exception Report
Displays rebates entered via contract in Order Entry, but are invalid
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Importing Job/Contract Maintenance
All Job/Contract maintenance information can be imported
See the help file for specific layout information
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1. True2. False
Required dates and Release dates must fall within the date range of the Contract in order to receive contract pricing.
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AppShare
Demonstrate the Sales History Report and Contract Price List Report
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Summary
Create and maintain contract pricingUse contract pricing defaultsUse contract pricing features in order entryEnter contracts on the fly in order entry
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Published Solutions
Solution 23970 – Can you copy a contract from one customer to anotherSolution 28459 – How to enable contracts from OE on version 11.0 and upSolution 24152 – Why is the bin tab not available during Job/Contract entry
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