Price Lists (RPL)
Use these reports to generate customer and management Price Lists and Specials Lists.
Customer Price Lists by Item (RPL 1)
Price Lists Summarized by Price Class (RPL 4)
List Promotional Pricing File (RPL 6)
A General Note about Price Lists
- Price lists for specific customers omit any entries for which price list number 99 or price $99999.99 is assigned. Price list 99, or a price of $99999.99 indicates that the customer cannot buy these products, usually because the products are sold on an exclusive basis. This prevents price lists for specific customers from displaying the products a customer is not allowed to purchase.
Customer Price Lists by Item (RPL 1)
This functionality covers options 1 and 4 on the Price List menu.
Running the Customer Price List by Item Report for Cost Plus Customers
The Customer Price List by Item Report can be used for Cost Plus customers, whose prices are based on cost plus handling charge. The prices include the markup percentage from the Billto File Handling Charge field, which is added to the cost before printing.
The Cost Plus method of pricing is usually done for intercompany accounts, and for cooperative accounts with other businesses. Cost Plus pricing may be based on standard cost (using Price List SC) or average cost (using Price List AC). The average cost used when a customer price list is based on Price List AC (Average Cost) is a composite average cost, because no particular serial number or warehouse can be assumed. The program recalculates the average cost of all onhand stock for the items on the report, so that the most current possible average is used.
The average cost calculation uses all serial numbers at warehouses, except for directs, special orders, and negative onhand balances. If there is no inventory at all, then the standard cost or last cost (whichever is greater) is used, since there is no actual average cost when stock = zero.
The following screen shows a Billto File Profile screen for an account. The Extra Charge/Discount% field is circled.
When the Customer Price List is run, the percentage (5%) in the Extra Charge/Discount field is added to the item price.
The original cost for the item is established in the Cost File for price list SC. For price list AC, the original costs are established in the SKU file.
Price Lists Summarized by Price Class (RPL 4)
When you request to include promotional pricing, which is most applicable when running price lists for specific customers, the program includes the following logic regarding item policies: Any item policies that are present in all selected items of a price class will be passed to the promotional file processing of the program. Remember that this price list is based upon price classes, not individual items, and previous to this enhancement it ignored item specific information. However, given that promotions can be created that apply only to item policies, this enhancement can make customer price lists more customized. For example, when policy RI is used to identify restricted items, the new logic works as follows:
If all selected items in a price class contain policy RI, and the customer is locked out of policy RI items in that price class, the price class will not appear on the customer's price list.
If any or all of the selected items in a price class do not contain policy RI, then the price class can appear on the customer's price list even if the customer is locked out of the RI items in that price class. This is because at least one item in the price class is not restricted.
This logic also applies to any other policies that are used in promotions. Also see the file maintenance section of this publication for the information regarding item policy RI.
You can run price lists summarized by price class in the following three basic methods:
- Run price lists for up to twenty-four specific customer account numbers at a time.
- Run price list for a specific price list, such as LP or A1.
- Run price list for all customers, or groups of customers, such as by marketing program, display, customer type, mailing list, state, and branch. This option enables you to specify parameters for customers to include, as well as parameters for which items (manufacturer, items classes, end user categories) should be included. The system then summarizes the selected items by price class, and runs one price list for each selected customer. For example, you can run a Tile Price List for all customers that are in marketing program T22. An individual price list will print for each customer in that marketing program.
Learning to fully utilize the end-user category and other new features enables you to create many types of customized price lists.
Price lists summarized by price class, when run for future effective dates, considers all future list price changes that affect other price lists, even if the other price lists have no future price entries. For example, you can run a future price list for price list number KD, which is linked via a formula to LP, even when future price file entries exist for LP, but not KD. The Price List Program checks all current and future file entries in order to determine the most applicable price based on the effective date you selected.
The rules contained in the Fund File for overbills now apply to the Price Lists Summarized by Price Class Program and the Price Lists by Item Program. If the Fund File rules dictate that the overbill should be included in the price, it will be added to the price that appears on the price list. If the Fund File rules dictate that the overbill should be kept separate, then the price list will not include the overbill. This feature applies to price lists that are generated for specific customers or by groups of customers. The program checks the Fund File first by account number. If no Fund File record exists for the account, it checks the default fund record for the Marketing Program.
Price Lists Summarized by price class can be:
- sorted by end user category
- page break on end user category
The sort on the end user category (and optional page break) enables you to sort price lists the way your customers require them. Remember that unlike item class codes, end user category codes are specifically for customer use.
On a management price list (Price Lists Summarized by Price Class), the costs that are showing are now considering all the available costs in the Cost File chart depending on type of transactions. For direct ships, the report will only use the base cost. For other transaction types, it uses the last cost which includes freight. If a promo file cost is found, then it is used for direct ship and/or other transaction types based upon the coding within the promo file record.
The following parameter screens can refine your selection of customers for whom a price list can be generated.
The options above allow you to run price lists for specific accounts, for price list numbers, or for groups of customers such as by Marketing Program.
Work through the parameter selection screens until you get to the following screen that allows you to select the format of the report.
Options
- 1 - Regular customer version. Designed for distribution to customers. Prints in 80 or 120 column formats depending on the parameters utilized.
- 2 - Extended customer version. This is a 132 column format showing Promo Program information as well as prices.
- 3 - Management version. This is a 132 column format showing the price, cost and GP% as well as Promo Program numbers.
- 4 - Customer Rolled Goods Version. This version is designed for rolled goods and has separate columns for roll and cut prices.
The next step is to enter an effective date to run the report for.
Next, enter the Price List Print Options.
| Field | Description/Instructions |
| Sub-Headings |
|
| Headings | Enter a company number to print the company name in the header, or P to not print any company name because you are using a preprinted form. |
| Address | Enter 1 to print the customer address positioned for a standard window envelope. Enter 2 to not print the customer's addresses. |
| Price Class |
Your customers probably only need the description. The Price Class code has no meaning for your customers.
|
| Price Rolled Goods in U/M:____ Price Other Goods in U/M____ |
The Price Lists can be printed in alternate units of measure. This option was primarily designed for rolled goods (in order to issue a SF price list) and for imports/exports (in order to convert between SF and M2). The two parameters that control the conversion to alternate units of measure are displayed on the bottom of the above screen. The first is Price Rolled Goods in unit of measure. The second is Price Other Goods in units of measure which is for all non-rolled good items. You can enter only the following units of measure:
Standard conversion factors are used. The packaging files for each item are NOT accessed.
|
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Enter 1 to print all occurrences of the same Price Class or Enter 2 to print only the first occurrence of a Price Class |
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List Promotional Pricing File (RPL 6)
Information is transferred to this report via the Promotional File Maintenance screen. When this report is run, you can easily identify the Manufacturer's Program Number and check the ship by date for expiration.