Activant Prophet 21. The Benefits of Using Contract Pricing

Transcription

1 Activant Prophet 21 The Benefits of Using Contract Pricing

2 This class is designed for Customers who have a need for contract pricing Customers curious about other pricing functionality in the Prophet 21 system

3 Objectives Create and maintain contract pricing Use contract pricing defaults Use contract pricing features in order entry Enter contracts on the fly in order entry

4 This course will NOT cover Basic customer pricing set up Pricing libraries

5 Customer Contract Pricing Special agreement between distributors and customers covering: Pricing Discounts Terms Delivery conditions and schedule Volume expectations Packaging requirements Replenishment of bin locations at customer ship-to

6 Benefits Minimizes re-entry of contracts and related associated with multiple ship-to records Increases customer service Insures correct pricing and protection of profit margins Allows distributor to provide pricing arrangements within specific stocking location at a customer site

7 Contract Pricing System Settings System Setup / System / System Settings / Order Processing / Pricing

8 System Settings New defaults can be established to aid in entering new contracts

9 Customer Maintenance Defaults Job/Contract Pricing Enables Contract Pricing for Customer

10 Customer Maintenance Defaults Always Use Job/Contract Pricing Requires contract at Order Entry If only one contract exists, it populates automatically If multiple contracts, popup window appears

11 Customer Maintenance Defaults Allow Non-Job/Contract Items Allows items not on contracts to be added to orders Must activate checkbox if non-contract items are allowed on orders or error message is given

12 Customer Maintenance Defaults Prompt User for Non-Job/Contract Items Enabled gives user prompt that an item is not part of the contract Disabled allows non-contract items without comment

13 Customer Maintenance Defaults Cumulative Qty May Exceed Job/Contract Qty May exceed maximum order qty on contract Uses contract pricing even after limit is surpassed

14 Customer Maintenance Defaults Use All Contracts Automatically assigns contract pricing without any help If multiple contracts, you choose which contract to use

15 AppShare Set up a customer #1 for job/contract pricing where they may sometimes place regular orders and sometimes place contract orders. If the customer places order for a contracted item, have the system automatically assign the contract. Set up Customer #2 for job/contract pricing where they can only enter orders with contracted items and they may not exceed contracted quantities.

16 If a customer is to still get their contracted price, even after they have exceeded the contracted quantity, then Cumulative Qty May Exceed Job/Contract Qty must be checked. 1. True 2. False

17 Job/Contract Pricing Maintenance Order Processing / Maintenance / Job/Contract Pricing Maintenance

18 Job/Contract Pricing Maintenance

19 Job/Contract Maintenance Tab Job/Contract Maintenance Tab Corporate ID - All or some of the customers associated with a corporate address can be added

20 Job/Contract Maintenance Tab Only enter Customer ID/Ship To ID to retrieve, view or edit information When entering information, go to Customer/Ship To tab to enter customer and ship to info

21 Customer/Ship To Customer/Ship To Tab allows you to view or add ship tos for the selected customer that will get contract pricing All ship tos can be easily added by searching on the ship to field, then use RMB functionality to select all

22 Customer/Ship Info Customer/Ship Info The Customer/Ship Info tab allows you to change billing and shipping defaults established in ship to maintenance for this contract only Defaults apply to all items added to order using contract

23 Ship To/Item tab Ship To/Item Tab Displays list of items assigned to one or more bins for ship to entered on Job/Contract Maintenance tab Quick view of items on the contract used by the ship to

24 Job/Contract Notes Job/Contract Notes Any information that you would like to be viewable or mandatory in order entry can be added

25 Items Tab Items Tab Pricing method - source, price, or none If pricing method is set to source, a source price must be selected Multiplier against the source price if applicable Price can be used when not using a source price

26 Items Tab Items Tab continued Contract part number can be used in order entry Default Src Location indicates picking location Max Qty is upper limit amount for which contract is valid Exp Date on line may override header Exp Date Qty Ordered field tracks totals ordered already

27 Costs Tab Costs Tab Create contract specific rebate (other) cost and commission cost Vendor Authorization Number indicates pre-arranged agreement to define pricing

28 Values Tab Values Tab Price breaks can be established

29 Bins Tab Bins Tab Assign customer bins to this contract item Can only use tab is using handheld bin management The Bin ID is a user defined alphanumeric field that must be unique Generate Unique Bin ID can suggest Bin ID Line, Line Feed and Line Station allow tracking assembly line locations in customer s warehouse

30 Bins Tab Bins Tab continued Capacity, min/max and reorder qty can be used for VMI Quantity Ordered keeps track of what has been ordered thus far

31 Bin/Item Tab Bin/Item Tab Displays item on contract in bin number sequence for ship to Sorting available on columns Editing available on many fields too

32 Bin/Item Tab Bin/Item Tab Right side fields

33 Item/Bin Notes Enables you to enter a note and have it appear in: Job Pricing Maintenance Order Acknowledgements Pick Tickets and Packing lists Invoices

34 Customer PO Information Customer PO number field added in several places to help track contract items Customer/Ship Info Tab, Items Tab, Bin Tab Quote to Order wizard, Contract Line Info popup in Order Entry, Front Counter Order and RMA Entry Contract report, Order Acknowledgement, RMA Acknowledgement; Pick Ticket, Packing List and Invoice forms

35 Customer PO Information Ship Info PO Number will override the PO field on main Job/Contract Maintenance Tab Customer PO Number specified at the contract line level will override PO number in Customer/Ship Info Tab

36 Assemblies Assemblies that price via the components may NOT be entered on a contract. Assemblies that price via the assembly header may be entered on a contract. Assemblies that price via the assembly using the components may be entered on a contract and the contract prices will be used.

37 AppShare Set up a job/contract for a customer

38 On which tab are the Customer and Ship To Ids entered for a contract? 1. Job/Contract Maint 2. Customer/Ship Information 3. Customer/Ship To 4. Ship To/Item

39 Rebate Costs can be established on the tab. 1. Values 2. Items 3. Costs 4. Bin/Item

40 Job/Contract in Order Entry Use All Contracts from Customer Maintenance System applies any contracts to items automatically If multiple contracts exist, system will prompt as line items are entered. If item is not on a contract, system uses customer s default pricing If not using Use All Contracts setting, then system prompts for contract after customer is entered

41 Job/Contract in Order Entry Select a Customer If more than one contract exists for the customer this window will pop up If the customer is flagged to always use contracts, items cannot be added until a contract is selected

42 Job/Contract in Order Entry Selecting contract items Items can be added as usual in order entry When using contracts they can be added using right mouse button functionality

43 Job/Contract in Order Entry Selecting contract items This window appears after clicking Display Contract Items Contract value limit and amount used are informational Contract line allows the user to jump to a specific contract line for large contracts After entering the desired quantities, click Update the Order

44 Order Entry/Front-Counter Order and line item required dates must fall within the dates specified on the contract. Prices tab will display Contract ID and Contract price. Sales History tab will display Contract ID, Contract Name and Line number of the contract.

45 Contracts on the Fly Create contract on fly while entering sales order If material is in stock, use contract to request rebate on sold qty and offer reduced prices to customer If material is backordered, resulting PO is at normal cost, but system submits rebate amount for that under contract. If item is non-stock, special or direct ship, system submits contract cost on order

46 Contracts on the Fly

47 Use Rebate Exception System Setup > System menu > System Settings > Accounts Payable Items with expired date or order qty over maximum can show on Rebate Exception Report

48 Creating On the Fly Contracts Items Tab Enter Item ID and Qty Ordered RMB click and choose Create Contract

49 Contracts on the Fly Contract Header Enter Contract Number and Description Enter SalesRep ID if different from usual salesrep Enter End Date for On the Fly Contract Rest of fields default

50 Contracts on the Fly Contract Lines Choose Select checkbox Pricing Method can only be set to Price If rebated item, enter After Rebate Cost Enter Vendor Auth Number if one necessary If D or S item, enter PO cost Enter Expiration Date for item if different from header

51 Prices Tab Prices tab displays Contract Info and Vendor Authorization Number

52 Vendor Authorization Number Prints on Rebate Report Included in EDI files For D or S disposition items, prints on PO forms Viewable in PO Drill Down by Supplier/Item/PO Also viewable in Order Drill Down/Item Detail Tab Item Master Inquiry Contract Tab also displays the Vendor Authorization Number

53 AppShare Demonstrate Order Entry using contracted items Enter a contract on the fly

54 RMA Entry RMA for contract item, if linked will display contract number, contract description and line number

55 Form Changes Form modifications to display contract number and contract line numbers for those items purchased using a customer contract: Order Acknowledgement Packing List Invoice

56 Sales Pricing Inquiry

57 Job/Contract Reports Sales History Report The sales history report now includes a contract number range This report now also has a contract number sort level

58 Job/Contract Reports Order Processing > Reports Menu > Contract Price List Report

59 Job/Contract Reports

60 Rebate Exception Report Accounts Payable > Reports > Rebate Exception Report Displays rebates entered via contract in Order Entry, but are invalid

61 Importing Job/Contract Maintenance All Job/Contract maintenance information can be imported See the help file for specific layout information

62 Required dates and Release dates must fall within the date range of the Contract in order to receive contract pricing. 1. True 2. False

63 AppShare Demonstrate the Sales History Report and Contract Price List Report

64 Summary Create and maintain contract pricing Use contract pricing defaults Use contract pricing features in order entry Enter contracts on the fly in order entry

65 Published Solutions Solution Can you copy a contract from one customer to another Solution How to enable contracts from OE on version 11.0 and up Solution Why is the bin tab not available during Job/Contract entry

66 For More Information Prophet 21 Help Files Visit Activant on the web: View Educational Services course offerings Browse Documentation Search the Solutions database Submit a Support case Professional Services Sales pss@activant.com