The contract pricing facility allows you to set up a contract defined by SL account and part number combination, giving the customer a greater unit discount dependent on the quantity/price break points agreed.
Up to two contracts for a product/account combination can be set up and used by POS. A contract is only effective if the contract is current (falls between the start and end dates) and has a reference number. When parts fixed price or enhanced discount parts contracts are set up, it is also necessary to identify the method of contract pricing on the customer's Sales Ledger account. If this is not done, the contracts for this customer will not have any effect at Point-of-Sale. In the event that both types of contract are available for the same part number (a specific contract price for the part AND an extra discount percentage for the discount code to which the part belongs), the part number specific price takes precedence.
In Point-of-Sale, the operator will be aware that the contract exists for the customer/part number combination because an Ellipsis button ![[...]](Ellipsis.gif){kind=small}
is displayed next to the Order quantity field on the Part Details Form if the contract is current. When you click this button, the break points for the contract are displayed. The contract reference is also appended to the Free text field in the WIP line group box of the Part Details form in Point-of-Sale if the Customer part ref box is ticked on the contract. The free text is not normally printed on the invoice. In order to do this, a format stationery is required which should be set up under guidance from an Autoline consultant.
The Contract menu is displayed when you select the Contract pricing option from the POINT OF SALE menu. From this menu, you can create and maintain contracts.
Add/modify contracts: Allows you to create, amend or delete a contract.
Batch create contract pricing: Allows you to create a batch of contracts for a range of part numbers and accounts.
Batch amend contract pricing: Allows you to amend a batch of contracts using standard file maintenance functionality.
Contract reminders: This is a report that allows you to identify when contracts are due for renewal. It prompts for an expiry date and reports on all contracts that expire within the number of days specified.
Ad-hoc enquiries: The facilities of the Ad-hoc enquiries option are common to all Rev.8 software applications. A powerful and sophisticated set of tools allows specialised enquiries of any module. Enquiries can be formulated using field and verb references. Reports can be saved for regular use enquiries.
Mark dead contracts: This is an update report that sets the Dead flag on all contracts that have expired.
Consolidate contracts: Allows you to delete all contract price records flagged as dead.
