Contract Pricing Updates

Updating Contract Pricing

When the DAF Contract price file data needs to be updated the options that enable you to carry out this update and maintain contract records are accessed from the Contract pricing option.

To upload contract pricing data to Autoline

From the DAF TRUCKS OPERATIONS menu, select Contract pricing.
Select the POS company.
Select the Upload and Import option from the menu.

The Upload and Import Contract Pricing Data form is displayed.

Upload and Import Contract Pricing Data

From this form you can load price file updates for trucks, vans or both.

Warning: Though the process is simple the upload may take hours.

PUSH BUTTONS

Vans: Transfers the Vans update file from the server to the Autoline system and converts the data into a Kerridge format.

Trucks: Transfers the Trucks update file from the server to the Autoline system and converts the data into a Kerridge format.

Both: Transfers the Vans and Trucks update files from the server to the Autoline system and converts the data into a Kerridge format.

Cancel: Returns you to the previous menu.

Example of a data upload

Note: For the purpose of this example, it will be assumed that both the vans and trucks data is being uploaded.

When the Both option is selected, the Autoline system will start to upload the Trucks contract price file (RMLDT.CSV) and then the vans contract price file (RMLDV.CSV). A progress of the transfer will be displayed.

When the trucks contract price file has been uploaded successfully, the upload of the vans contract price file will commence automatically. A progress gauge of the file transfer will be displayed. On completion, an Import complete dialog will be displayed.
The uploaded records will now be converted to Kerridge file format. A record count for the Trucks and Vans conversion will be displayed in the command line and the indexes will be rebuilt.
When the conversion is complete, you will be returned to the main ring menu.

Note: Before contract pricing can be used in POS, sales ledger accounts and account mapping must be updated as necessary and the contracts must be activated to transfer parts pricing data into the POS Contract Pricing area.

Removing a contract

The Remove contract option allows you to remove contracts already activated in POS.

To remove a contract

From the DAF TRUCKS OPERATIONS menu, select Contract pricing.
Select the POS company.
Select the Remove contract option from the main menu. The following prompt will be displayed.

Toggle items in the list: Select active contract(s) to be removed from the list of accounts
Select OK: The Removing accounts progress gauge is displayed.

All selected contracts are removed from POS.
Select Cancel: Returns you to the main menu.

Activating a contract

When contracts have been uploaded and converted on the Autoline system, and sales ledger accounts and account mapping have been updated, the parts pricing data needs to be copied into the Point-of-Sale area. This is carried out using the Activate contract option.

To activate a contract

From the DAF TRUCKS OPERATIONS menu, select Contract pricing.
Select the POS company.
Select the Activate contract option from the main menu. The following prompt will be displayed.

Activate contracts on mapped accounts?
Select OK: The Activating contracts progress screen is displayed
Select Cancel: Takes you back to the main menu.

Contract pricing is now ready for use in POS. For a general description of contract pricing, please refer to the Point-of-Sale User Manual.

Mapping

You are required to complete an Account mapping table to specify which accounts can use DAF contract pricing.

The mapping table can be set up to use the DAF contract price data in one of two ways.

In the event that you are making contract pricing available to a large number of accounts, it is recommended that you specify which discount code can use DAF contract pricing.
If only a small number of accounts are involved, enter each sales ledger account number that uses contract pricing.

To access account mapping

From the DAF TRUCKS OPERATIONS menu, select Contract Pricing.
Select the correct POS company.
Select the Mapping option from the main menu.
The Contract Pricing Account Mapping form is displayed.

Contract Pricing Account Mapping Form

The Account mapping table is accessed by taking the Contract pricing option from the DAF TRUCKS OPERATIONS menu, followed by Mapping from the edit menu.

Note: From this form you can create, display or delete mapping from SL account to the Contract pricing contracts by right clicking on the grid.

Fields

POS Company name: The POS company name.

Sales ledger account/Discount code:The Autoline sales ledger account number or discount code to which contract pricing is made available. Ensure that a discount code is preceded by a hash (#). The Account mapping table looks at the code entered in the Discount code 1 and Discount code 2 fields on the Other-details page of a Sales Ledger account. Discount code 1 relates to Parts-only sales. If you want contract pricing to apply to workshop or bodyshop WIPs, enter the discount code in the Discount code 2 field.

Contract: The DAF Trucks Contract Pricing Account Reference e.g. RML or BOC.

PUSH BUTTON

List SL accts: Click on the List SL accts button to list the current Sales Ledger accounts available for contract pricing discounts.