SOE PRICE General

The following control maintenance records belong to the PRICE area within the SOE (Sales Order Entry) category.

Best Price Check Through Matrix Cells

Indicate how the system should check matrix cells for the best price for an item on a sales order or a transfer order. More:

C - Contract Cells	Checks for contract matrix cells at the ship-to level and uses the one with the best price. If no contract matrix cells exist at the ship-to level, the system checks for contract matrix cells at the bill-to level and uses the one with the best price. If no contract matrix cells exist, the system follows the logic for option N-No Cells.
A - All Cells	Checks all effective matrix cells for the best price for an item, regardless of the type of matrix cell. If a class/group matrix cell has a better price than a customer/product matrix cell, the system uses the class/group price.
N - No Cells	Checks effective matrix cells according to the normal pricing hierarchy. The system respects the setting in Best Price Check field in the matrix cells that are checked. For more information, see Creating Individual Matrix Cells.
P - Contract and Promo Cells	Checks for contract cells at the ship-to level and selects the one with the best price. Eclipse checks the following: Ship-to Customer Contract, Product Ship-to Customer Contract, Group Bill-To Customer Contract, Product Bill-To Customer Contract, Group This means, Eclipse first checks the ship-to level at the product level and then the group level. If no contract cells exist at the ship-to level, the system checks for contract cells at the bill-to level and selects the one with the best price. The system then compares the selected cell with all available promotional cells and uses the one with the best price in the following order: Class WEB (WOE), product Customer Type, product Class, product Class ALL, product Class ALL, group If no contract cells exist, the system uses the best promotional cell. If no contract or promotional cells exist, the system performs the normal best price check, as if the control record were set to N-No Cells. Note: All of the above options must have the Best Price Check option set to Yes or Eclipse skips the matrix cell. If no matrix cells are defined based on this list, then Eclipse performs the standard pricing hierarchy check.
Outcome of setting this control record	Determines how the system checks sell matrix cells for items on a sales order or transfer order, to ensure that you are giving the best price for the item. Review the descriptions of each item above.
Default Value(s)	N-No Cells
Dependencies	You must log off the system and back on for this control maintenance record to take affect.
Action if set to Null	Same as if set to No Cells.
Additional Information	The functionality in this control maintenance record is in effect for both Sell Matrix Maintenance and Quick Sell Matrix Maintenance. The system applies best price check logic before applying rounding rules. If you are using the Strategic Pricing companion product, the system treats this record as if it were set to No when the system encounters a matrix cell using Strgc List or Strgc Cost as the basis. If there are no Strategic Pricing matrix cells for a customer or a product, the system uses the setting in the record.

Branch To Use For DFLT Branch Matrix Cell Product Groups

Indicate which branch the system should use when populating the Product Count column in the Buy or Sell Group Quick Matrix Maintenance window if the Branch field is set to DFLT. More:

Options	Yes - Displays the message after the user exits from a sales order's Body tab. No - Does not display the warning message.
Outcome of setting this control record	If set to Yes, alerts the salesperson that the customer would get the products that have a zero unit price on the order without charge.
Default Value(s)	No
Dependencies	To allow a zero-price item on an order the user must be assigned the SOE.MIN.GP authorization key and enter Yes in response to the message.
Action if set to Null	Same as if set to No.
Additional Information	None

Check For Line Items With Zero Pricing

Indicate whether the system should display a message when one or more products on an order has a zero unit price. More:

Options	Yes - Displays the message after the user exits from a sales order's Body tab. No - Does not display the warning message.
Outcome of setting this control record	If set to Yes, alerts the salesperson that the customer would get the products that have a zero unit price on the order without charge.
Default Value(s)	No
Dependencies	To allow a zero-price item on an order the user must be assigned the SOE.MIN.GP authorization key and enter Yes in response to the message.
Action if set to Null	Same as if set to No.
Additional Information	None

Check For Rebate Information For Matrix Cell Cost Overrides

Select whether the system displays a warning message when a user exits Sell Matrix Maintenance or Quick Sell Matrix Maintenance without completing rebate information for a Cost or COGS override. More:

Options	Null - Does not display a warning. Warn - Displays the following warning message: Rebate information is missing and there is a Cost or COGS Override. Continue? (Y/N). If a user enters No, the system positions the cursor on the first matrix cell with missing rebate information. Required - Does not allow the user to exit the window until the user enters the missing rebate information.
Outcome of setting this control record	Determines whether a user can exit Sell Matrix Maintenance or Quick Sell Matrix Maintenance without providing rebate rebate information if there is a Costor COGS override in the matrix cell. In addition, if you set this record to Required, you can set whether the contract number, vendor, effective date, or expire date are required in the Matrix Cell Rebate Maintenance window before the user can exit.
Default Value(s)	Null
Action if set to Null	The system does not display a warning and allows the user to exit Sell Matrix Maintenance or Quick Sell Matrix Maintenance without providing the rebate information.
Additional Information	If you enter Required, indicate which fields on the Matrix Cell Rebate Maintenance window are required before a user can exit Sell Matrix Maintenance and Quick Sell Matrix Maintenance. Enter Y in the fields that are required. For more information about applying rebate information, see Applying Rebate Information to Matrix Cells.

Default Retail Price Class

Select the price class the system should use as the default retail price class. More:

Options	Any price class defined in your system.
Outcome of setting this control record	The price class you enter here displays in the Class column in the View Pricing view of the sales order entry Body tab. This view is designed for the salesperson who may be working in the presence of the customer, such as in a showroom. When the Print Style Maintenance screen displays Dft Retail as the print style in the Basis column, the calculated retail price prints on any document using that print style.
Default Value(s)	None
Action if set to Null	Class pricing for the product comes from the Default (All-All) matrix cell.
Additional Information	None

Disallow Inv/Cus Inquiry From Changing Price In Quick Price Screen

Indicate whether the system should disallow a product inquiry from the Last Price Verification window in sales order entry from changing the Current Sale Price of a product on the Last Price Verification window and subsequently on the current order. More:

Options	If from the sales order entry Body tab the user displays the Last Price Verification window, then uses the Customer Inventory History option or Inventory History option to display one of those inquiry windows, and then positions the cursor on an invoice and exits, the system: No - Changes the Current Sale Price for the product on the Last Price Verification window and subsequently on the current order to match the price for the product on the invoice. Yes - Does not change the price for the product on the Last Price Verification window or on the current order.
Outcome of setting this control record	Determines if the price on the order changes to that in the inventory history when the user returns to the order.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Display All Quantity Breaks

Indicate whether, in standard order entry, the system displays all quantity breaks for a customer/vendor who has quantity break prices defined for a product in Sell/Buy Matrix Maintenance. More:

Options	Yes - All quantity breaks for the product. No - The next quantity break for the product.
Outcome of setting this control record	The system looks at the percentage specified in the Quantity Break Display Percentage control maintenance record. Based on that percentage and the setting in this record, the system displays either all the quantity breaks for the product or the next quantity break.
Default Value(s)	No
Dependencies	Quantity Break Display Percentage control maintenance record
Action if set to Null	Same as if set to No.
Additional Information	If the next quantity break window and all quantity breaks window do not display for a customer/vendor when you think they should, the matrix cell applicable to the customer/vendor is not be set up for quantity breaks.

Display Prod Count For Buy/Sell Group In Quick Matrix Maint

Indicate if you want the Product Count column to display in the Quick Buy or Sell Group Matrix Maintenance window. More:

Options	Yes - Displays the Product Count column in both Quick Buy Matrix Maintenance and Quick Sell Matrix Maintenance. No - Does not include the Product Count column. This is the default to ensure optimum performance for this screen. However, the performance impact will vary from site to site depending on your product list
Outcome of setting this control record	This column can affect the speed at which the maintenance window displays because of the data being selected.
Default Value(s)	No
Dependencies	If you have the Branch field set to DFLT, you can use the Branch To Use For DFLT Branch Matrix Cell Product Groups control maintenance record to indicate which branch to use to populate this column.
Action if set to Null	Same as if set to No.

Display Warning When A Master Job Bid Exceeds The Estimated Totals

Indicate whether the system displays a warning when the price or cost values in order entry exceed the estimated price or cost values for a master job bid. If the estimated price or cost values are zero (0) or blank, the system does not display a warning. More:

Options	Yes - Displays a warning. No - Does not display a warning.
Outcome of setting this control record	The system checks to see if the prices or costs on a norder have exceeded the values in the Estimated Total Price and Estimated Total Cost fields in the Job Bid Maintenance window accessed from the sales order entry Header tab. If the prices or costs exceed the estimates, the system looks to this record to determine whether it displays a warning in sales order entry.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	This functionality is only active for master job bids.

Enter Sell Matrix Maintenance In Edit Mode From Sales Order Entry

Indicate whether authorized users can enter Sell Matrix Maintenance in edit mode from a line item in Sales Order Entry using the Inquiries > Matrix Pricing menu. More:

Options	Yes - Users assigned the SMATRIX.MAINT authorization key can access Sell Matrix Maintenance from sales order entry. No - Users cannot access Sell Matrix Maintenance from sales order entry, regardless of their authorization..
Outcome of setting this control record	Determines whether Sell Matrix Maintenance is accessible in edit mode directly from a sales order.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	Sell Matrix Maintenance when accessed from sales order entry respects the SMATRIX.MAINT, SMATRIX.MAINT.CUS.CLASS, and OE.PRICE.CLASS.LEVEL authorization keys.

Include Price Line With Sell Groups For Pricing

Indicate whether the system should include the price line when checking for sell groups to find valid matrices, if the price line to which a product belongs is not set up as a sell group for the product. More:

Options	Yes - Includes the price group that represents the price line in the list of sell groups associated with the product when searching for a matrix cell match during sales order entry. No - Does not include the price group that represents the price line in the list of sell groups associated with the product when searching for a matrix cell match during sales order entry.
Outcome of setting this control record	If set to Yes, if a product on a sales order is not found in a customer/sell group or price class/sell group matrix cell, the system looks at the matrix cell for the price group that represents the price line to which the product is assigned to arrive at the price for the product. If the product is found in a customer/sell group or class/sell group matrix cell, and the Best Price Check field is set to Yes in that matrix cell, the system continues on and looks at the matrix cell for the price line for a better price. If a better price is then found in the matrix cell for the price line, that is the price the system uses for the product.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Leave Prices Unchanged On Pricing Branch Change On Header

Indicate whether the system leaves prices unchanged when a user changes the pricing branch on an order. More:

Options	Yes - Does not reprice the order. No - Reprices the order. Prompt - Displays the following prompt when the user exits the Header of the sales order: Reprice All Items (Y/N)?
Outcome of setting this control record	Determines whether an order's line items are repriced when a user changes the branch in the Branch # field in the Header tab of a sales order.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Post Invoicing Auto Apply Mode

For each branch, indicate whether the system automatically posts unapplied payments to invoices when a user exits an order, when that branch is the price branch for the first generation of the order. More:

Options	Yes - The system posts an unapplied payment on the order to an invoice for the order if the payment amount exactly matches the invoice amount being checked. No - The system does not automatically post unapplied payments.
Outcome of setting this control record	If set to Yes and the payment amount does not match any invoice amount, the system displays the Apply Payment window, so the user can choose if or how to apply the payment. If there are multiple unapplied payments, the system displays the Apply Payment window for each one.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Price View Level

Enter the minimum OE.PRICE.VIEW.LEVEL authorization key view level a user must be assigned to print, fax, and e-mail a direct purchase order. More:

Options	Any view level between 0 and 9.
Outcome of setting this control record	Users assigned the OE.PRICE.VIEW.LEVEL authorization key with a level greater than or equal to the number specified here, can print, fax, and e-mail a direct purchase order. For users to fax direct purchase orders, this record must be set to a number greater than zero (0).
Default Value(s)	Blank
Action if set to Null	Order entry assumes a default price level value of 8.
Additional Information	The OE.PRICE.VIEW.LEVEL authorization key also allows users access to view and edit price and cost fields. .

Prohibit Quantity Break Repricing On Closed Orders

Indicate whether to prohibit the re-pricing of lines when changing quantities or price branch on closed orders. Orders are closed once a ship ticket has been printed. More:

Options	Yes - Disallows quantity break pricing on closed orders. No - Allows quantity break pricing on closed orders.
Outcome of setting this control record	If set to Yes, after a ship ticket prints for an order, if you make changes to the quantities on the order or change the price branch in the Branch # field on the order's Header tab, the system does not change the pricing on the order. If set to No, the system changes prices on the order in respect to quantity breaks if you have them set up, and reprices the order if you change the pricing branch based on the setting in the Leave Prices Unchanged On Pricing Branch Change On Header control maintenance record.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Prompt For Price Branch When Absent In Terminal Setup

Indicate whether the system prompts the user to enter a price branch on every new sales order if the user does not have a default price branch specified in Terminal Setup. More:

Options	Yes - Prompts the user to enter a price branch on each new sales order. No - Prompts the user to enter a price branch for the initial sales order entered by the user. On each subsequent order, the system assigns the price branch used on the previous order.
Outcome of setting this control record	If set to Yes and the Price Branch field for the terminal in Terminal Setup is blank for the user, the systems asks the user for the price branch each time that user enters a sales order. If you enter No, the user if prompted once and then the system uses that pricing branch for each subsequent order during the user's login session.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	If a default branch is defined in the Price Branch field in Terminal Setup for the user, the system enters that price branch on orders created by that user on that terminal

Quantity Break Display Percentage

Specify, for customers/vendors who have quantity break prices defined for a product in Sell Matrix Maintenance/Buy Matrix Maintenance, how close to the next break point they must be when ordering an item before the system shows the next break point and its pricing. More:

Options	Any percentage between 0 and 99.
Outcome of setting this control record	The order quantity must be greater than the specified percentage for the system to display the next break point. The lower the percentage, the more likely it is that the next quantity break point is displayed. To always display the next break point when quantity breaks are defined for a product, set the percentage at zero (0). Use this record to display the next quantity break available and encourage your sales people to up-sell when the product quantities are close to the next break point.
Default Value(s)	75 percent
Example(s)	If the customer is offered a price break for Product X at 10 units and this record is set to 70, if the customer orders eight or nine of the product (more than 70% of 10), the window showing the next price break and price displays. If the customer only orders seven of the product (equal to 70% of 10), the window showing the next break point and price does not display.
Action if set to Null	The system uses 75 percent.
Additional Information	The Display All Quantity Breaks control maintenance record determines whether the system displays the next quantity break or all quantity breaks for the designated product. Note: If the next quantity break and all quantity breaks windows do not display for a customer/vendor when you think they should, the reason may be that the matrix cell applicable to the customer/vendor is not defined for quantity breaks.

Respect Price Branch When Searching For Last Price Of Last Sale

For each branch, indicate whether the last price verification program searches for the last price of the last sale in the current pricing branch. More:

Options	Yes - Searches the current pricing branch for the last price. No - Searches for the last price of the last sale regardless of branch, if the Use Last Price/Cost Logic control maintenance record is set to Yes or Prompt. If last pricing logic is not enabled, then the system searches the current pricing branch for the last price.
Outcome of setting this control record	Determines where the system looks for last price on an order when the Line Item > Quick Price option is used in sales order entry.
Default Value(s)	No
Dependencies	Use Last Price/Cost Logic control maintenance record must be set to Yes or Prompt.
Action if set to Null	Same as if set to No.
Additional Information	For more information about using the last price paid in sales order entry, see Viewing Customers' Last Price Paid.

Require Authorization For Line Items With Zero Pricing

Indicate if you want users to be blocked from adding zero priced items to a sales order. If set to Yes, the system displays a user ID and password prompt for an authorized user to enter credentials and allow the zero priced line item. Authorized users have the SOE.MIN.GP authorization key assigned.

Search Contract Pricing In Order Listed

Indicate how you want the system to search through contracts for pricing information. More:

Options	Yes - System searches contracts in the order the contracts are listed, first checking for a Contract/Product cell, then a Contract/Group cell. The search starts at the first contract in the list, and when it finds a matrix cell, it stops. Using this method it is possible to set up contracts in a specific order so that a Contract/Group cell is used over a more specific Contract/Product cell. No - System looks through all contracts for a Contract/Product cell and stops at the first one found. If a Contract/Product cell is not found we then look through all contracts again for a Contract/Group cell.
Outcome of setting this control record	Determines how the system searches through contracts when looking for pricing information.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	For more information about contract pricing, see Using Contract Pricing with Customer Records in the Entity Maintenance documentation.

Show Unit Price And Unit Of Measure Based On Order Unit Of Measure

Indicate whether to base the unit price and unit of measure displayed in the Unit Price order entry view on the order's unit of measure. More:

Options	Yes - Displays prices based on the order's unit of measure. No - Displays prices based on the product's default unit of measure defined for order entry.
Outcome of setting this control record	If set to Yes, prices are displayed based on the order's unit of measure. If the order is entered using a mixed quantity, such as 1 cs and 4 ea, the system uses the lowest unit of measure entered for the product.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Stop Best Price Check At First Valid Sell Group

Indicate whether the system should stop at the first valid sell group matrix cell found within a hierarchy level or check multiple sell group matrix cells within each pricing hierarchy level when doing a best price check. More:

Options	Yes - Stops at the first sell group matrix cell found. No - Loops through all sell group matrix cells to find the one with the best price, assuming the best price flag is set for each cell. This process applies to all sell group levels for contract and non-contract pricing.
Outcome of setting this control record	The Eclipse pricing hierarchy checks the matrix beginning with the standard matrix cells. If the system encounters a contract matrix cell while searching the standard matrix cells, the sequence is temporarily interrupted while it checks the list of contract customers for the correct matrix cell. The system then checks the promotional matrix cells, and finally the default matrix cell. If you set this record to Yes, the system stop it's best price check at the first sell group matrix.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	If you are using the Strategic Pricing companion product, the system treats this record as if it is set to Yes.

Valid Buy/Sell Group Types

Specify system-level types to assign to groups defined in Buy/Sell Group Maintenance for reporting purposes.

Valid Product Matrix Types

Options	Any matrix type up to 15 characters. Enter matrix types in upper case letters.
Outcome of setting this control record	If you populate this record with entries, the system requires users to select a type in the Matrix Type fields in the Product Price Maintenance window and the Nonstock Entry window.
Default Value(s)	Blank
Action if set to Null	Matrix types are not available in the Matrix Type fields in the system.
Additional Information	From the Customer Pricing Information window, use the Price Class Overrides tab where you can override the matrix types assigned to a customer's prices classes.

Note: We recommend that after you create and use a product matrix type, do not delete it.

While Repricing A Bid Should All Open Gens Be Repriced

Indicate whether the system should reprice all open generations when users reprice bids.

SOE PRICE General Control Maintenance Records