Creating Contracts for Customers and EDI Trading Partners

The EDI 845 Contract Upload program can create cost-only overrides or both cost and price overrides for rebates that you have set up for a customer's EDI trading partners.

When you receive a pricing contract from a vendor, you need to create a customer contract record for which the system sets up the sell matrix information. Then link the customers for which this contract was created to the customer contract record. Creating and then linking to a customer contract record, enables you to link multiple customers to one pricing contract.

To create contracts for a customer and EDI trading partner:

From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter the customer ID for the generic customer contract record.

In the Name and Index fields, include words that identify the vendor and the contract number, or use the Addl Keywords hot key on the Additional Info screen to store them as keywords.

Note: Because the system displays the Index in the 845 Queue, we recommend that you at least include the contract number in the Index field. The system cannot create the upload without the contract number being in one of these three locations.

Use the Pricing hot key to display the Customer Pricing/Printing screen.
Use the Contract Upload hot key to display the Contract Upload Setting screen.

Any active trading partner that has a group profile for this customer set up for inbound 845s displays in the Trading Partner column.

In the Cost Only column, enter Y if you want the EDI 845 Contract Upload program to create cost-only overrides rather than both cost and sell overrides. Leave N as the entry to create both cost and sell overrides.
In the Formula column, enter the formula that the system uses to apply a markup to each vendor used by the customer.

Note: This markup is used only when new groups or items are added to the updated contract, or a when a contract is set up for the first time.

Press Esc to save the information and exit the screen.

Note: The sell matrix cells will be associated with this customer contract record. The actual customer records to which this contract applies will link to this customer contract record for pricing. Create a customer contract record for each new contract number. If a vendor sends an 845 with updated pricing and effective dates for an existing contract, the system uses the customer contract record that you set up the first time you received that contract number.