This program allows you to create a batch of contracts for a range of part numbers and accounts. For each part that you specify, the average cost is brought in from the stock record. However, you have the option to edit this price, if required.
Note: 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.
To create 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 create contract pricing option.
The Batch create contract pricing form is displayed.
Complete the following tabs:
Click the Generate Batch button.
A dialog box is displayed advising how many contract pricing records will be created.
The records are created and you are returned to the Batch create contract pricing form.
The Batch create contract pricing form is displayed when you select the Batch create contract pricing option from the SO CONTRACT PRICING menu. From this form you can create a batch of contracts for a range of part numbers and accounts.
Start Date: Enter the date on which the contract terms start.
Expiry Date: Enter the date on which the contract terms end. A date must be entered.
Reference: 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.
On this tab, you must identify the range of parts to which the contract applies.
Part Number: Enter the part numbers if known or click the Ellipsis button
to search for a part.
For each part, the following details are displayed in a grid:
Part code: The unpacked part number.
Description: The description of the part on the stock record.
Price: The system defaults the average price of the part from the Price 1 field of the stock record into this field. To amend the price, double left-click the cell, enter the correct price and click OK.
Tip: To delete an item from the grid, select the record and click the Delete Entry button
On this tab you must identify the range of accounts to which the contract applies.
Account Number: Enter the account numbers if known or click the Ellipsis button
For each account, the following details are displayed in a table:
Account code: The Sales Ledger account number.
Account Name: The customer name on the SL account.
Tip: To delete an item from the grid, select the record and click the Delete Entry button
PUSH BUTTONS:
Generate Batch: When you have completed the main details, and specified the range of part numbers and accounts, click this button to generate the batch of contracts.
Delete Entry: This button is enabled when you select a record on the Parts tab or the Accounts tab. It deletes the selected entry.
