Customer Special Price File - FIL 18

Associated Files

You can use the Customer Special Price File to enter special prices, which override the standard pricing set up in the Customer, Price, Promotional, and Item Files. Special prices are accessed by many programs including Order Entry, Quick Quoter, and Special Price Lists by Customer. Be careful not to confuse the Customer Special Price File with the Promotional Pricing File. In general, you should set up special pricing in the Promotional Pricing File rather than in this file. The most notable feature of the Customer Special Price File is that links special prices to a customer's contract number or purchase order number.

Special customer pricing overrides specific price (P) promotions, but not promotions that are based on percentage (%) discounts or price allowances ($). Percentage discount and price allowances/promotions can be used for funds and the system is designed to pick up Fund %s.

You can accomplish most special pricing in the Promotional Pricing File. Some pricing functions can be accomplished using either file. In those cases, the Promotional Pricing File operates more efficiently. The following functions are unique to the Customer Special Pricing File:

  • Relate special prices to a customer's purchase order or job.
  • Relate special prices to the color portion of an item number only (relates to all patterns for that color number)
  • Create a user sequenced logic when special prices are in conflict.
  • Restrict the special price to entries in a specified unit of measure, and for a specified quantity range of that unit of measure. For example, you can enforce that a special price is given only if you enter between 1 and 10 PA for pallets.

Field Name

Description/Instructions

Type

The following are valid type codes:

  • 1 - Special price for a manufacturer

  • 2 - Manufacturer and product line

  • 3 - Manufacturer and color number

  • 4 - Item number

  • 5 - PO number (or contract/job number)

  • 6 - PO number and manufacturer

  • 7 - PO number, manufacturer, and product line

  • 8 - PO number, manufacturer, and color number

  • 9 - PO number and item number

  • P - Price class

  • D - Delete

You must complete the fields that relate to each code you enter. For example, for code 7, you must complete the PO# field, the Manufacturer field, and the Product Line field.

Item#

This field has multiple purposes. If you choose:

  • 1 - manufacturer code, enter the manufacturer code in the first three positions.

  • 2 - manufacturer code, enter the manufacturer code in the first three positions.

  • 3 - manufacturer code and color number, enter the manufacturer code in the first three positions. Then, enter the next four-digits of the color number that is part of the item number.

  • 4 - item number

  • 5 - leave blank (fill in the PO# field only for this code)

  • 6 - manufacturer code, enter the manufacturer code in the first three positions.

  • 7 - manufacturer code, enter the manufacturer code in the first three positions.

  • 8- manufacturer code and color number, enter the manufacturer code in the first three positions. Then, enter the next four-digits of the color number that is part of the item number.

  • 9 - item number

  • P - price class (a six-character code)

Product Line

Product line code for special pricing for types 2 and 7 only.

Job/PO or Contract #

Purchase order number, job number, or the contract number of the special pricing for types 5, 6, 7, 8, and 9. An order only qualifies for this type of special pricing if this number is entered in the Cust PO# field or the Job Name field of the Order Entry Header screen.

Start Date

Date on which the special pricing is to start in MMDDYY format .

Expire Date

Date on which the special pricing is to end in MMDDYY format. Enter 123199 to continue indefinitely.

Xtra Chg%

Handling charge or discount that is applied to the special pricing item. If it is a discount, enter the number including the two decimal places and press Field Minus on the numeric keypad. This field assumes two decimal places. For instance, 700 is 7%. You can either enter an extra charge or discount, or a special price, but not both.

If the figure is a handling charge, enter the number including two decimal places.

Spcl$ Price

Exact amount of the special price that is applied to the special pricing item. The price includes three decimal places as shown on screen. You can either enter an extra charge/discount or a special price but not both.

U/M

Unit of measure that applies to the special price, and to the quantity span. If you do not have a special price or a quantity span, then you can leave this field blank. If you enter a quantity span, you must enter a unit of measure. The special price is given only if you enter a quantity within the quantity span and in that exact unit of measure. For example, if you enter a 50% discount for U/M = PA (pallet), with a quantity span of 2 - 99999, you must enter two or more PAs on order entry to get the discount. Entries in any other unit of measure do not get the discount. Special pricing entered through the Promotional Pricing File does not have this special restriction, and the quantity can be entered in any unit of measure. If you choose to use this U/M restriction feature, both your customers and your customer service personnel should be aware that the special price applies only to the specific required unit of measure.

Qty/from

Enter the starting quantity of the special pricing item that is to be applied. If no minimum quantity exists, enter 0.

to:

Enter the quantity limit of the special pricing item. If there is no limit, enter 9999999.

When entering special price lines, try to enter the most specific prices first, and most general last. For example, if a customer gets 5% off on a certain manufacturer's products, but an additional 5% off of on one of the same manufacturer's items, then enter the special discount item first (at 10% off), followed by the special manufacturer discount (5%). The application always uses only the first applicable special price it finds. Therefore, the way in which you sequence the Customer Special Price File entries is extremely important. You can use this feature to design printing strategies that differ from those in the Promotional Pricing File, which always retrieves the best applicable price for the customer.

Associated Files

Billto File Pricing Exceptions Screen

Promotional Pricing File - FIL 30