You use this program to view customer pricing information.
This query enables you to obtain the best price and alternatives for a specific stock item for a specific customer without having to use the Sales Order Entry or Quotation Entry programs. This enables you to improve customer service and save time.
The results of the query are displayed according to the information you enter and the preferences you defined.
- Customer Price Query
- Best Price Details
- Stock Code Details
- Last Price Paid
- Price Category/Code Table
- Inventory Prices
- Customer Contracts
- Order Discounts
- Product Class Discounts
- Service Charges
- Trade Promotions
- Application Help Pane
| Field | Value | Description |
|---|---|---|
| Options | ||
| Preferences | Select this to configure options that will determine the level of detail to display in the query. | |
| Customer | Enter the code of the customer for whom you want to view pricing information. | |
| Stock code | Enter the code of the stock item for which you want to view pricing information. | |
| Quantity | Enter the quantity to use for the query. This defaults to your entry at the Quantity to use field in the Preferences, but can be changed. The quantity you enter here is used for the current run of the query only. This is only enabled after enter an valid customer and stock code. |
This screen is displayed when you select the Preferences option from the Options menu.
| Field | Value | Description | ||||
|---|---|---|---|---|---|---|
| Price Preferences | The options on this tab enable you to define options related to pricing. | |||||
| Contract Preferences | The options on this tab enable you to define options related to customer contracts. | |||||
| TPM Preferences | The options on this tab enable you to define options related to trade promotions. | |||||
| Save Preferences | Select this to save the configurations against your
operator code.
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| Close | Select this to return to the previous screen. If you have not selected the Save Preferences function, then the configurations are saved for the current run of the program only. | |||||
The following options can be selected from the Price Preferences tab:
| Field | Value | Description |
|---|---|---|
| Quantity to use | Enter the default quantity to use in the
Quantity for query field (Best Price Details). This quantity is saved for future queries when the Customer Price Query program is called from the Inventory menu. You can also indicate the quantity to use for individual queries in the Quantity field on the main query screen. When the Customer Price Query program is called from another program (e.g. Sales Order Entry), the line's order quantity is used. This quantity cannot be negative or zero. |
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| Default unit of measure | Define the unit of measure for the quantity to use
and for the quantity for the best price. The following units of measure can be selected:
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The following options can be selected from the Contract Preferences tab:
| Field | Value | Description |
|---|---|---|
| Days for inclusion in contracts | ||
| Include all contracts | Select this to include all contracts in the query.
If you deselect this option, then you can enter the dates for which contracts must be included. |
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| Expiry - days before | Enter the expiry date (expiry date up to n days before today) up to which you want to include contracts in the listview. | |
| Starting - days ahead | Enter the starting date (starting date within n days of today) from which you want to include contracts. | |
| Warehouse to use for costs | This enables you to define the warehouse from which
the cost of the item must be displayed. The gross profit percentage for the prices are based on the cost in the selected warehouse. |
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| Operator default | Select this to use the default warehouse defined against your operator code (Operator Maintenance - Defaults tab). | |
| Customer warehouse | Select this to use the default warehouse defined against the customer (Browse on Customers - General 2 tab). | |
| Inventory distribution warehouse | Select this to use the default distribution warehouse defined against the stock item (Stock Code Maintenance - Descriptive tab). | |
| Inventory warehouse to use | Select this to use the default warehouse to use defined against the stock item (Stock Code Maintenance - Sales tab). | |
| Specific warehouse | Select this to specify the warehouse to use. |
The following options can be selected from the TPM Preferences tab:
| Field | Value | Description | ||||
|---|---|---|---|---|---|---|
| Promotion selections | ||||||
| Include global trade promotions | Select this to include global promotions in the query. | |||||
| Include unqualified promotions | Select this to include promotions the customer did
not qualify for. This is useful if, for example, you defined a 'Buy 5 get 1 free' promotion. The customer orders a quantity of 4, therefore the promotion does not apply. If you display these unqualified promotions, then you can inform the customer that the order would qualify for the promotion if the order quantity was increased to 5. |
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| Promotion date options | Indicate the promotion start and end dates for which
you want to include promotions in the query. If you do not define these dates, then all promotions, which have not expired at the time of running the query, are included.
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| Start date | Enter the promotion start date for which you want to include promotions in the query. | |||||
| Expiry date | Enter the promotion end date for which you want to include promotions in the query. | |||||
This pane displays details of the best price for the customer/stock code combination.
![[Note]](images/note.png)
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Only contracts that have not yet expired are considered when calculating the best price. |
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The following information is included in this pane:
| Field | Value | Description | ||||
|---|---|---|---|---|---|---|
| Quantity for query |
This display the quantity entered at the Quantity to use field (Price Preferences) when the Customer Price Query program is called from the Inventory menu. This is the quantity of the stock item on which the query is based if a contract with a Pricing method of Quantity discountbreaks (Contract Prices) is in force or the stock code's pricing method is Quantity discounted. When the Customer Price Query program is called from another program (e.g. Sales Order Entry), then this is the line's order quantity. |
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| Unit of measure for query | This indicates the unit of measure on which the query is based. This defaults to the stocking unit of measure but can be changed using the Preferences option from the Options menu. | |||||
| Best price | This indicates the best price found for the
customer/stock item combination.
The best price is based on the customer and stock code pricing combination, as applied in Sales Order Entry. It is determined as follows:
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| Pricing unit of measure | This indicates the unit of measure on which the price is based. | |||||
| Price code | This indicates the price code for the best price. | |||||
| Price after TP discount | This indicates the price after applying trade promotion
line discounts. This does not apply to global promotions. This field can be displayed using the Show Captions option. |
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| Price after TP pricing | This indicates the price using trade promotion line
pricing. Note that this is the price before discount. This does not apply to global promotions. This field can be displayed using the Show Captions option. |
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| Discount details | ||||||
| Discount value 1-3 | This indicates the discount percentages applied to the price. | |||||
| Discount value | This indicates the discount value less unit discount value if the contract method is Coded. Nothing is displayed in this field for any other types of contracts. | |||||
| Price after line discount | This indicates the best price after applying customer or
price code line discount. This excludes any Trade Promotions
pricing and is not applicable if a contract has been used as the
best price from the contract is already the net price. This field can be displayed using the Show Captions option. |
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| Contract details | Contracts are defined and maintained using the Contract Prices program. | |||||
| Contract number used | This indicates the sales contract number for the best price. | |||||
| Start date | This indicates the date on which the contract became effective. | |||||
| Expiry date | This indicates the date on which the contract will no longer be valid. An entry of 00/00/00 indicates that there is no expiry date. | |||||
| Pricing method | This indicates the pricing method defined against the contract. | |||||
| Gross profit percent | This indicates the gross profit percentage for the price,
based on the cost in the selected warehouse. This is calculated as: ((Unit cost/Contract price) x 100) - 100 |
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The following information is included in this pane:
| Field | Value | Description |
|---|---|---|
| Stock code details | ||
| Stock code | This indicates the stock code of the item you are
querying. The following queries can be accessed from this field by typically using your left mouse button:
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| Description | This indicates the description for the stock code displayed in the previous field. | |
| Long description | This indicates the long description defined against the stock code. | |
| Warehouse | This indicates the warehouse on which the costs are
based. This is the warehouse selected at the Warehouse
to use for costs preference (see Contract Preferences). The following queries can be accessed from this field by typically using your left mouse button:
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| Unit cost | This indicates the unit cost of the item in the warehouse selected in the Preferences. | |
| Costing unit of measure | This indicates the costing unit of measure defined against the stock item. | |
| List price | This indicates the List price defined against the stock item (Stock Code Maintenance - Sales Details). | |
| List price unit of measure | This indicates the unit of measure defined against the List price code for the stock item (Stock Code Maintenance - Sales Details). | |
| Pricing category | This indicates the pricing category defined against the
stock item (Stock Code Maintenance - Sales Details). It is only used with Extended pricing. It is used to establish the price or discount code (depending on the pricing method) to be applied to the stock code by finding the corresponding entry in the customer's price category/code table. |
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| Pricing method | This indicates the pricing method defined against the
stock item (Stock Code Maintenance - Sales
Details). Refer to Pricing and Discounts for additional information. |
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| Customer details | ||
| Customer | This indicates the customer for whom you are processing
the query. The following queries can be accessed from this field by typically using your left mouse button:
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| Customer branch | This indicates the branch defined against the customer
(AR Customer Maintenance - Customer Details). The following queries can be accessed from this field by typically using your left mouse button:
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| Geographic area | This indicates the geographic area defined against the
customer (AR Customer Maintenance - Customer Details). The following queries can be accessed from this field by typically using your left mouse button:
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| Currency | This indicates the currency defined against the customer
(AR Customer Maintenance - Customer Details). The following queries can be accessed from this field by typically using your left mouse button:
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| Auto price code | This indicates the auto price code defined against the
customer (AR Customer Maintenance - General Details). It is used to establish the price (or discount code) applicable to the sale of a specific stock code to the customer, depending on whether the inventory pricing method is coded or discounted. |
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| Customer discount details | This displays the discount details defined against the customer (AR Customer Maintenance - General Details). | |
| Qty/Value discount | This indicates whether quantity/value discounts are applicable for the customer. These are order discount breaks assigned when processing sales orders for the customer. These discounts are applied to the total value or total quantity of a sales order processed for the customer. | |
| Invoice discount code | This indicates the automatic discount that is applicable to each invoice processed for the customer. A blank entry indicates that automatic invoice discount is not required for the customer. | |
| Product class discount | This indicates whether product class discounts are
applied to the customer. These discounts are applied to the order line value or order line quantity of sales orders processed for the customer. All common product classes for an order are accumulated; the total of each product class is compared to the discount break tables; and the discount applied to each line accordingly. |
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| Line discount code | This indicates the line discount code defined against the
customer. It indicates the automatic discount applicable to each sales order line processed for the customer. If blank, it indicates that automatic line discount for the customer is not required. |
The details in this pane are only displayed if you selected the option: Customer/stock code cross-ref. required (AR Customer Maintenance - General Details).
The last two sales details of any stock item sold to the customer are displayed.
This table is defined against the customer (AR Customer Maintenance) and is used together with the Extended pricing method. The pricing method is defined in Sales Order Setup.
The information in this listview relates to the inventory prices for the stock item. Details are only displayed where the stock item's coded prices and quantity discount breaks are defined in the customer's currency.
| Column | Description |
|---|---|
| Inventory price code | See Browse on Stock Code Pricing |
Information is only displayed in this listview for contract customers.
Your selections on the Contract Preferences tab of the Preferences screen determine which contracts are listed for the customer/stock code combination.
| Column | Description |
|---|---|
| Expiry date | This indicates the expiry date of the contract. Only contracts that have not yet expired are considered when selecting the best price. |
| Contract method | This indicates the Pricing method defined against the contract (see Contract Prices). |
The information displayed in this pane relates to the currently highlighted line in the Customer Contracts listview.
| Column | Description |
|---|---|
| Quantity discounted |
These fields are only populated if the contract method is Q - quantity discount breaks. Up to five quantity/price code combinations defined against the contract are displayed. |
This displays the order level discount break information for the customer where these are applicable.
| Column | Description |
|---|---|
| Type | This indicates whether the discounts are based on quantity or value. |
| Discount 1 - 3 | This indicates the discount percentages applied. |
| Unit of measure | This indicates the unit of measure for a quantity type discount. |
This displays the product class discount details for the customer where these are applicable.
| Column | Description |
|---|---|
| Product class | This indicates the product class to which the order discount breaks apply. |
| Discount 1- 3 | This indicates the discount break percentages. |
This displays the service charges attached to the selected stock code.
| Column | Description |
|---|---|
| Code | This indicates the service charge code. |
| Description | This indicates the description for the service charge code. |
| Calculation type | This indicates how the service charge is calculated (see Service Charge Maintenance). |
| Product class | This indicates the product class to use for the service charge. |
| Value/Price | This indicates the value if the service charge calculation type is Fixed. |
| Prompt | This indicates the wording displayed for this charge code if this is a user-defined miscellaneous charge code. |
| Returnable item | This indicates the returnable item's stock code for a returnable items service charge. |
| Quantity factor | This indicates the factor to apply to the order quantity before calculating the value of the charge line. |
| Method | This indicates whether the order quantity must be multiplied or divided by the Quantity factor specified. |
| Currency | This indicates the currency assigned to the service charge code. This only applies if you selected the option: Foreign currency sales required (Accounts Receivable Setup - General tab). |
| Minimum quantity | This indicates the minimum order quantity for which the charge must be raised. |
| Minimum charge | This indicates the minimum service charge value to be invoiced to the customer for the service charge code. |
| Maximum charge | This indicates the maximum service charge value to be invoiced to the customer for the service charge code. |
| Fixed percent | This indicates the fixed percentage assign to the charge code. This only applies if the Calculation type is Fixed percent. |
This indicates trade promotions applicable to the customer/stock code combination.
The promotions included are based on the Preferences you indicated.
| Column | Description |
|---|---|
| Promotion code | This indicates the code of the promotion. |
| Description | This indicates the description attached to the promotion code. |
| Start date | This indicates the date from which the promotion can be applied. |
| Expiry date | This indicates the last date on which the promotion can be applied. |
| Promotion type | This indicates the type of promotion (see Promotion Code Maintenance). |
| Basis | This indicates the threshold type for the promotion. |
| Qualifies | This indicates whether the customer qualifies for the promotion. |
| Promotion value | This indicates the value applicable to this promotion only and excludes other relative promotions. |
| Free goods quantity | This indicates the free goods applicable to this promotion only and excludes other relative promotions. |
| Unit promotion value |
This indicates the unit value of this promotion only and excludes other relative promotions. This is only displayed for accruals and off invoice promotion types. Free goods are excluded. This column can be accessed from the Field Chooser. |
This pane displays the price breaks against Trade Promotions pricing. This is only applies if the customer is a Trade promotions customer and Trade promotions pricing applies (AR Customer Maintenance) and Trade promotion pricing applies to the Stock code (Stock Code Maintenance).
The quantity of the customer/stock code combination is not used in TPM pricing lookup, so all price breaks are displayed. Only the Quantity basis is used and Mass and Volume are ignored in the search for the price.
The order in which TPM pricing is searched is by:
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Area - checked against the customer's geographic area
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Product Group - although multiple buying groups may exist, only the first one against the customer is considered.
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Customer Class - checked against the customer's customer class
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All - general with no specific requirements or special instructions
As soon as a price is found in one of these, it is displayed and search stops. If more than one price type is defined against the stock code, then the price and quantity for the last one are displayed.
Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.
You can embed an Application Help Pane:
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in the main SYSPRO menu
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in any program with panes, if not using roles
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when adding a role layout in Design Mode.
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.