Standard functionality exists that allows you to amend a batch of contracts. For each account, ensure that you identify the method of contract pricing (P) in the Pricing category field on the Sales Ledger account. If you are using individual customer details at branch level in Point-of-Sale, you must identify the pricing category on Sales Ledger accounts at branch and main account levels. The pricing category on the customer details file overrides the category on the Sales Ledger account.
Warning: Proceed with extreme caution and ensure that you have sufficient knowledge and expertise required before commencing. Seek help and advice if appropriate.
To amend a batch of contracts:
The POINT OF SALE menu is displayed.
Select the Contract pricing option.
The SO CONTRACT PRICING menu is displayed.
Select the Batch amend contract pricing option.
The Contract Price File form is displayed.
The Contract Price File form is displayed when you select the Batch amend contract pricing option from the SO CONTRACT PRICING menu. From this form you can amend a batch of contracts.
Comp/MScomp/rectype: The Point-of-Sale company number/record type, and Manufacturer Systems company number if applicable.
Account code: The Sales Ledger (SL) account number or discount code from the SL account.
Vehicle model/number: The vehicle model group or CRM vehicle record number to which the contract applies, if applicable. If the CRM vehicle record number is entered here, the record number is prefixed with a hash (#).
Product code: The product code to which the contract applies. This varies according to the contract type. For example, if this is a parts fixed price contract, this field contains the part number. If it is an enhanced discount parts contract, the system populates this field with the parts discount code and prefixes the code with a hash (#).
Company: The Point-of-Sale company number to which the contract applies.
Record type: The contract type.
MS Company: This field is completed if the contract type is M (Menus) or R (RTS codes). This is the Manufacturer Systems company number.
Contract price/Breaks_[1-6]: The selling price or enhanced discount percentage to be given for the quantity breaks (volume) required. For example, enter selling prices for a parts fixed price contract or the enhanced discount percentages for an enhanced (additional) discount parts contract. The correct order is important for display purposes in Point-of-Sale. If volume terms are not part of the contract, enter a single price in the first slot with a quantity break (volume) of zero or minimum quantity to obtain the special price, or a discount in the fourth slot with a quantity break (volume) of zero or minimum quantity to obtain the discount.
Labour rate code_[1-2]: The labour rate code for the selected POS company.
Reference number_[1-2]: This field must be completed for the contract to be effective. Enter something meaningful, such as the initials of the person who agreed the contract or an order number.
Start date[1-2]: Enter the date on which the contract terms start.
End date[1-2]: Enter the date on which the contract terms end. A date must be entered.
Created by: The ID of the user that created the contract.
Last amended by: The ID of the user that amended the contract.
Date created: The date on which the contract was created.
Date last amended: The date on which the contract was last amended.
Dead record: Is this a dead record? Yes, No or blank. This field is normally set by the Mark Dead Contracts report.
Customer part ref: This field if the contract reference number is appended to the Free text field in the WIP line group box of the Part Details form. If required, set this field to Y, otherwise set to N.
Currency code: Enter the Nominal Ledger currency code in order for the system to convert contract prices at the correct exchange rate.
