Activant Prophet 21 - Epicor · 2010. 7. 20. · Capacity, min/max and reorder qty can be used for...
Transcript of Activant Prophet 21 - Epicor · 2010. 7. 20. · Capacity, min/max and reorder qty can be used for...
Activant Prophet 21
Contract Pricing Basics
This class is designed for…
Customers who have a need for contract pricing
Customers curious about other pricing functionality in the Prophet 21 system
Objectives
Use contract pricing defaults in Customer Maintenance
Create and maintain contract pricing
Copy contracts
Use contract pricing features in order entry
Enter Line Item Contracts on Quotes
Enter contracts on the fly in order entry
Create Contracts from Quotes
Contract Export and Import
This course will NOT cover…
Basic customer pricing set up
Pricing libraries
Vendor contracts
Consignment contracts
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
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
Contract Pricing System Settings
Setup Band/ System Setup/ System/ System
Settings / Order Processing / Pricing
System Settings
Defaults can be established to aid in entering new contracts
Customer Maintenance Defaults
Job/Contract Pricing
Enables Contract Pricing for Customer
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
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
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
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
Customer Maintenance Defaults
Use All Contracts
Automatically assigns contract pricing without any help
If multiple contracts, you choose which contract to use
Necessary for creating a contract from a quote
Orders Band / Order Entry / Maintenance / Job/Contract Pricing Maintenance
Job/Contract Pricing Maintenance
Job/Contract Maintenance Tab
Corporate ID - All or some of the customers associated with a corporate address can be added
Enter Contract No and Contract Name
Step 1
Step 2
Job/Contract Maintenance Tab
Enter Customer ID and Ship To ID or go to Customer/Ship To tab to enter multiple IDs for the contract
Optional to enter PO, Contact ID and SalesRep ID
Job/Contract Maintenance Tab
Leave Contract Source default to Standard
Set End Date
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
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
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
Job/Contract Notes
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
Items Tab continued
Contract part number can be used in order entry
PO Number allows line item specific PO number entry
Source Location ID indicates picking location
Max Qty is upper limit amount for which contract is valid
Enter a Start Date for the line item
Exp Date on line may override header Exp Date
Rebate Cost, Price Page Dates only for Vendor Contracts
Items Tab
Items Tab continued
Cost Page Description, Price Page Description and
PO Cost fields are for vendor contracts
Qty Ordered field tracks quantities ordered already
Items Tab
Costs Tab
Costs Tab
Create contract specific rebate (other) cost and
commission cost
Vendor Authorization Number indicates pre-arranged
agreement to define pricing
Values Tab
Values Tab
Price breaks can be established
Bins Tab
Bins Tab
Assign customer bins to this contract item
Can only use tab if 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 identify specific
stocking area in customer’s warehouse
Bin/Ship To specific PO Number
Bins Tab continued
Capacity, min/max and reorder qty can be used for
managing replenishment
Quantity Ordered keeps track of what has been
ordered thus far
Bins Tab
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
Right side fields
Left side fields
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
Customer PO Number
Customer PO number field added in several places to help track contract items
Job/Contract Maintenance Tab, Customer/Ship Info
Tab, Items Tab, Bin Tab
Contract report, Order Acknowledgement, RMA
Acknowledgement; Pick Ticket, Packing List and
Invoice forms
Start Date for Contract Lines
Enter line item start dates on contract items
Available in Contract Fast Edit, Copy Contract and create contract from Order Entry feature
Applies to customer and consignment contracts
Start Date for Contract Lines
Setup / System Setup / System / System
Settings / Order Processing / Pricing
Entering new contract lines
If enabled, then new lines entered on contracts will
default to header start date
If not enabled, dates default to 00/00/00
Updating existing contract lines
Prompted to update the line item start dates
Start Date for Contract Lines
Copy Contracts
Copy Contracts
Copy Contracts
Assemblies
Assemblies that price via the assembly header may be entered on a contract
Assemblies that price via the components may NOT be entered on a contract
Assemblies that price via the assembly using the components may NOT be entered on a contract
Job/Contract in Order Entry
Prompt if more than one contract exists
If the customer is flagged to always use contracts, items cannot be added until a contract is selected
Step 1: Enter Customer and
Ship To ID
Step 2: Enter
Contract ID
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
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
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.
System applies contracts to line items on orders and quotes
Allows contracts on the fly to be entered
Use All Contracts
Use All Contracts
If multiple contracts for line item, system prompts for which contract to use
Without contract number on header, no RMB option to Display Contract Items
Line Item Contracts on Quotes
Use contract prices for quote line items
Only available for standard customer contracts, not vendor contracts or consignment contracts
In order to utilize functionality
Turn on system setting Allow Customer Contract Lines
on Contracts
Set customers to Use All Contracts on Sales Pricing tab
Setup / System Setup / System / System Settings / Order Processing / Pricing
Line Item Contracts on Quotes
Must have both Job/Contract Pricing and Use All Contracts enabled
System verifies valid contract when quote is entered and when converted to an order
Line Item Contracts on Quotes
Line Item Contracts on Quotes
Popup when item is on more than one contract
Line Item Contracts on Quotes
Converting Contract Quote Lines to Order
Cannot use RMB Convert to Order, use Tools option
Convert Quote to Order wizard
Link is retained to contract
Wizard checks to see if contract line is expired
Converted qty may not exceed the contract line’s
maximum qty
Line Item Contracts on Quotes
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
Contracts on the Fly
Items Tab
Enter Item IDs and Qty Ordered
RMB click and choose Create Contract
Contracts on the Fly
Contracts on the Fly
Contract Header
Enter Contract Number and Description
Enter End Date for On the Fly Contract
Rest of fields default
Contracts on the Fly
Contract Lines
Choose Select checkbox
Pricing Method can only be set to Price
If rebated item, enter After Rebate Cost
Contracts on the Fly
Contract Line continued
Enter Vendor Auth Number if necessary
If D or S item, enter PO cost
Enter Start/Expiration Date if different from header
Prices Tab
Prices tab displays Contract # , Vendor Authorization and Contract Line #
Create Contracts from Quotes
Create contract pricing by starting off with a quote
User must be enabled to Create Contract from OE in User Maintenance
Customer must have setting enabled for Use All Contracts on the Sales Pricing tab
Enter quote and RMB click on Items tab to open Create Contract wizard
Create Contracts from Quotes
Create Contracts from Quotes
Create Contracts from Quotes
RMA Entry
RMA for contract item, if linked will display contract number, contract description and line number
Forms Displaying Contract Numbers
Forms display contract number and contract line numbers for those items purchased using a customer contract:
Order Acknowledgement
Packing List
Invoice
Sales Pricing Inquiry
Job/Contract Reports
Job/Contract Reports
Orders Band > Order Entry > Reports
Menu > Contract Pricing
Job/Contract Reports
Use Rebate Exception
Items with expired date or order qty over
maximum can show on Rebate Exception Report
Rebate Exception Report
Displays rebates entered via contract in Order Entry, but are invalid
Accounts Payable > Reports >
Rebate Exception Report
Importing Job/Contract Maintenance
All Job/Contract maintenance information can be imported
See the help file for specific layout information
Setup / Imports/Exports / Imports / Order Processing /
Job/Contract Pricing
Export standard contracts
Update contracts within spreadsheet program and
import them back into system
Setup / Imports/Exports / Exports / Order Processing /
Job/Contract Pricing
Contract Export and Import
Contract Export and Import
Filetype-dayMonthyear_time
Edit data on spreadsheet and import data back into Prophet 21
Existing contracts are updated and contracts with new contract numbers are added
Cannot edit these fields: Contract Type, Corporate Address ID, Item ID and Prior Qty
Contract Export and Import
Summary
Use contract pricing defaults in Customer Maintenance
Create and maintain contract pricing
Copy contracts
Use contract pricing features in order entry
Enter Line Item Contracts on Quotes
Enter contracts on the fly in order entry
Create Contracts from Quotes
Contract Export and Import
For More Information…
Prophet 21 Help Files
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