Generating Price Sheets

Price sheets are lists of products and their prices. Generate price sheets for all or part of your product file: customers, vendors, sales representatives at the counter or in the field, and branches. Use data source selections to limit the information displayed on our price sheets.

Note: You must be assigned the COGS.VIEW or COST.VIEW authorization key to print cost on a price sheet.

To set general options:

1. From the Price Update menu, select Print Price Sheets to display the Print Price Sheets window.

2. In the Price Sheet field, enter a price sheet ID or click New Price Sheet to create a new price sheet from which to work.

3. On the Parameters tab:

4. Review and complete the fields in the General area, as needed.

   Field	Description
   As of Date	Enter the date for the pricing data on the price sheet. The field defaults to the current date. This field accepts variable dates. Use the Future Date field to print future-dated pricing data in addition to the as of date pricing data. For example, to compare today's pricing data with next month's pricing data, enter the date one month from the current date.
   Branch	Enter the branch, branches, or territories to use for pricing the items on the price sheet.
   Selection	The entry in this field determines the next field's name and selections: If you select Customer/Vendor, the system prints price sheets for selected customers or vendors. The next field becomes Customer/Vendor, where you enter the customer or vendor's names to include in the price sheet. Customer name - Prints price sheets specific to that customer. Vendor name - Prints price sheets that show what you pay this vendor for the products in the price lines. If you select Out Salesperson, the system prints price sheets for selected salespeople. The next field becomes Out Salesperson. Enter a salesperson's ID - Prints a list of all of this salesperson's customers. Leave this field blank, and enter price classes using the CLASS# selection in the Data Source field to create a generic price book. If you select the Only Customers with Assigned Lines option, you cannot make a selection in this field.
   Last Activity Date	Enter a date to include only the products purchased from a vendor or sold to a customer on or after that date.
   Future Date	Enter a date in the future to print future-dated pricing data in addition to the as of date pricing data. For example, to compare today's pricing data with next month's pricing data, enter the date one month from the current date.
   Saved List	Leave this field blank unless you want to enter a saved list, if so enter the name of a saved list in this field. If you are using a saved list, deselect the following options. The system ignores, or does not allow entry in these fields when using a saved list: Only Custs with Assigned Lines Only Customer Specific PNs Select from Reorder Pad Sort by (Format tab) Note: If no saved list exists, and if you understand how to use TCL (Terminal Control Language), you can build your own editable saved list. Alternately, you can contract with Eclipse to create a saved list that gives you the information you want.
   Only Customer  Specific Overrides	Select the check box to include only those products whose prices come from a customer-specific sell matrix for each customer's price sheet. If this item remains unchecked, all products are included on the report regardless of which sell matrix it comes from.
   Only Customers with Assigned Lines	Select the check box to print the price sheet for only those customers who have price lines assigned in Customer Maintenance, and include only the products in those price lines. This entry overrides the Price Lines field on the Product Selection tab. If you select this option, you cannot populate the Selection field.

5. Review and complete the field in the Product Selection area, as needed.

   Field	Description
   Price Lines	Enter price lines to include on the price sheets. The lists can be saved for future use. If you leave this blank, the system includes all price lines assigned to the customer. The system ignores settings on this window if Only Customers with Assigned Lines is selected, price lines specified in this field are ignored.
   Product Status	Limit the list of products on the price sheets to only those assigned a certain status, for example, stock, nonstock, or miscellaneous charges on the product record.
   Sell Group	Limit the products in the price sheets to those assigned to certain sell groups.
   Print Quantity Breaks	Select one of the following for products subject to quantity break pricing: None - Does not display the product's quantity breaks on the price sheet. If this option is activated, the Extend Quantity Breaks option is not available. Row - Prints the product's quantity breaks in rows below the product. Column - Prints the product's quantity breaks in columns to the right of the price column. If the Print Quantity Breaks option is set to Row or Column, check Extend Quantity Breaks to display the dollar amount that the customer has to spend to reach each break point on the price sheet. If this option is not checked, the break point dollar amount on the price sheet does not display. Use the CUST SPEC data source to display quantity breaks on the report.
   Inventory "Stock" Status	This option works with the Stock column on the Primary Inventory Maintenance window for all products in the branch. Select one of the following: Stock - Includes the product if the Stock field on the Primary Inventory Maintenance window contains Yes or Auto and meets the minimum number of hits to consider the product a stock product. Nonstock - Includes the product if the Stock field on the Primary Inventory Maintenance window contains No or a Auto and does not meet the minimum number of hits to consider the product a stock product.. All - Includes both stock and nonstock items.

5. Select the remaining check boxes in the Product Selection area, as needed:

   Select this check box...	To...
   Select Active Products Only	limit the products on the price sheet to only those that are active at the selected branches. Use the Branch/Terr field to select the branches in which you want to limit the active product selection.
   Select from Reorder Pad	print a price sheet for only those products on the customer's Reorder Pad. If deselected, the system selects all products for the price lines specified.
   Respect Print Flag	honor the Respect Print flag in Additional Product Pricing. The Respect Print Flag check box is dependent upon the entry in the Print Price Sheet column in the Product Price Additional Data window (Maintenance > Product Maintenance > Pricing > Additional) being deselected. The Print Price Sheet option flags a product on a branch-by-branch basis to include or exclude from a price sheet. If this Respect Print Flag option left deselected, the Print Price Sheet flag is ignored, and all selected products are included on the price sheet print.
   Only Customer Specific PNs	create a price sheet that includes only products that have a customer-specific part number. If deselected, the system includes all products in the selected price lines. This option is active only when you enter a customer in the Customer/Vendor field. Note: If a save list is used for this report, it displays in the Use Save List field, and the Only Customer Specific PNs option is inactive.
   Extend Quantity Breaks	display the extended dollar amount needed to hit the defined break, set to Yes. This works in conjunction with the Print Quantity Breaks field in the Product Selection area.
   Select Both Reorder Pad and Customer Overrides	have the system check to see if an item is in the Reorder Pad or has a customer specific override. If either is true, the system includes the item in the price sheet. Select this field only if both the Select from Reorder Pad and Only Customer Specific Overrides fields are selected. If this field is not selected and the Select from Reorder Pad field and Only Customer Specific Overrides field is selected, the system first checks the Reorder Pad and then checks the customer part number. If the item exists in the Reorder Pad and the Only Customer Specific Overrides field is selected, the system includes it in the list.
   Only Price Changes	include products whose dollar amounts change between the As of Date and the Future Date. Price changes can be further filtered by using combinations of the following fields: Respect Print Flag Select from Reorder Pad Only Customer Specific PNs Select Reorder Pad and Override This field is dependant upon the inclusion of at least one of the following data sources: CUS SPEC BASIS# COGS CUST COMM DLFT COST DFLT LIST LIST GP% CUST GP% COST OVRD For more information about data sources, see Defining Data Sources and Columns for Price Sheets.
   Only Fixed Pricing	limit the price sheet to select only customers that have fixed pricing (price formulas that start with $)
   GP Range From and GP Range To	include only customers with a gross profit that falls into that range. Using these fields allows you to print the price sheet for only customers with margins less than or more than what you specify.

4. On the Format tab:

5. Select your price sheet display options.

   Field	Description
   Sort By	Select whether to sort the price sheet by price line or customer part number.
   Date Format / Date Separator	Select how you want your dates to display on your price sheets. Indicate the date format, such as MMDDYYY and the separator such a /. Your dates display as 10/26/1998.
   Page Break On	Select one of the following page break preferences: Price Line - Breaks at each price line. Customer - Breaks at each customer. Nothing - Breaks where the page margin dictates. Customer/Price Line - Breaks at each customer and each price line. Salesperson - Breaks at each outside salesperson.
   Report Break	Select this check box to start a new report on each new item in the Page Break field. For example, if you set the Page Break field to Customer, a new report begins for each customer. Leave this check box deselected to create one report. A blank row is inserted between each item, and the report breaks as you specified in the Page Break field.
   Data Source	Select a data source for each column heading to include on this price sheet. You must be assigned the COGS.VIEW or COST.VIEW authorization key to print cost on a price sheet. Note: To delete old price sheet formulas in the Eclipse Product File use the Rebuild Price Sheet/Discount Class Cache Utility. For example, if a vendor gives you disks with new price sheets and discount classes, run this utility to delete the old price sheets and discount classes in your Eclipse Product File.

6. Format the column structure using the table to adjust your price sheet format.

   Column	Description
   Column	The column on the price sheet you are formatting.
   Data Source	Select the type of data you want for the column, such as Avg Cost.
   Heading	Enter the heading name you want to use.
   Justify	Indicate which side of the column to justify the text to, such as R for prices and L for text.
   Width	Define the maximum width for the columns depending on the data. For example, the column for branches may only need to be 3 characters wide, while a part number may need 15 characters.
   Pad	Select the separator between columns: periods, zeroes, or blank spaces.
   Decimals	Enter the number of decimal places you want to use in the column. Leave blank to eliminate decimals.
   Comma	Indicate if you want to use commas in when there are more than four place values, such as $4,623.
   Support Zero	Indicate if you want to support zeroes in the column.

    

5. Set options and generate the price sheets. You can schedule price sheets to print regularly, if needed using the Phantom Scheduling.

Note: If you make changes to the price sheets through the phantom scheduler, the system pushes the changes back to the original report. You do not need to delete and reschedule the price sheets to run to make changes.

See Also:

Defining Data Sources and Columns for Price Sheets

Quantity Break Guidelines

Defining Auto Update Parameters