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
New in Release 9.0.6
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.
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
Percentagecontrol 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.
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
New in Release 9.0.6
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.
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 Headercontrol 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 Logiccontrol 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.
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.
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.
Strategic Pricing Customer To Use On Contract Matrix
Options
For each field, indicate which setting to use by default when creating a new contract matrix: contract or order. The following fields are available to set: Core Status, Category, and Sensitivity.
Outcome
of setting this control record
Indicate the set up you want to use by default for the Strategic Pricing customer on a contract matrix.
Default
Value(s)
Contract
Use Rebate Cost for Strategic Pricing Basis
Options
Yes and No.
Outcome
of setting this control record
When set to No, the strategic cost results in over stock cost. For example:
Note: To calculate GP30% follow: 30/100= .3 then 1-.3 = .7 then 1/.7 = 1.4285
When set to Yes, the strategic cost results in over Rebate Cost. For example, if Price Matrix is set to Strgc Cost GP30 and the user adds this item to an order, the Price is calculated based as follows:
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.
Y
- The system reprices all open generations of the bid.
N
- The system reprices only the current bid generation.
More: