Contract Prices

Is there a global contract price profile. If so, set values.
Is there a unique client contract price profile. If so, reset values else retain global values.
If so, is there a start and/or revert date
If so, is the logon-date within the valid range.
If no start or revert dates, or today is less than the revert date, then the contract price applies.
If there is no contract price then is there a promotional price and is today greater or equal to the start date and less than revert date for the promotional price. If so, the promotional price applies.

If one of these is not true, then

Is there a global discount product group profile. If so, set values.
Is there a unique customer discount product group profile. If so, reset values else retain global values.
If there is not a discount product group profile then is there an account discount. If
so then set value.
Is there a quantity break discount. If so, then set the quantity break discount value
Get the sell price for the client price level (and that level may be changed on the
‘fly)’. Deduct the quantity break discount.
Set the discount field equal to the discount product group value or the account discount

The Contract Price Account Code

Contract prices for a specific customer one-to-one, or many belong to the one customer group, you can use the customer account code. Where one-to-many (independent) then a global customer code should be used. These should be prefixed with ZZ to highlight that they are global. ZZ will place them at the end of the customer master table – out of the way. They should be set as Prospect Only. EG ZZMID005.

Maintaining Contract Prices

The Update (Chg)

Export/Import

The export/import is a fixed field format; it must be in the browse field sequence.

Use Query to select account and SendTo to export.

Use CSV if you have Account, Pro(file), Item commencing with a zero as Excel will strip it. CSV will ensure you can manage the column import to Excel. Save to your personal file directory on H drive. If no leading zero Excel.

If Data > From Text/CSV

Excel strips the leading zero on Profile 01 (a string). Click on Transform Data

The sheet loads into an Excel formatter

Right click on Profile

Click on Change Type Click on Text

Select Replace Current

Profile is now 01. Select Close & Load

Make the required changes

Save to a new Tab Delimited file in your directory on H drive.

Import

Lookup import file

Select file

Enter Start at Row = 2 to bypass column headings. The data is imported. Select Validate to check that codes exist

Select Update to import changes.

To import a new table, use the same procedure but select Validate and Add.