New features added, version 7.5.2, 7.5.3, 8.1, 8.5.2
Program CMCP, Customer Contract Maintenance, is used to establish and maintain price contracts, which define a specific customer's price for specific inventory items in program OEOE, Sales Order Entry Maintenance. It is also used to enable restrictions based on a do not exceed dollars and/or quantity.
Program CMCP, Customer Contract Maintenance, can also be used to establish and maintain sales order blanket contracts, which are used to create forecasts, sales orders, and production schedules for a specific item and customer. For more information about blanket contracts, see the description under the sales order blanket contract section.
The customer number and inventory item numbers specified in a contract must already exist in the system. Establish these records with program CMMM, Customer Master Maintenance, and program ICMM, Inventory Master Maintenance.
Multiple customers can share a single price contract, but once a contract has been shared, it can not be released with program CMRO, Customer Contract Release. The contract price will still be used in order entry for all customers who share the contract.
Sales representatives with a commission scheme of product are paid according to the line item total on sales orders. For this reason, these sales representatives can be assigned to contracts, in either the header or on the contract line. However, when the contract item is used in a sales order or when the contract is released with program CMRO, Customer Contract Release, only the sales representatives who have been added to the contract lines will be copied. Sales representatives added to the header are for reference only.
Sales representatives with a commission scheme of volume are paid according to the entire sales order total. Contracts are used for sales order lines, and for that reason volume sales representatives should not be added to contracts.
Adding a Sales Representative to a Contract
1. In the Contract No field, enter the contract ID.
2. In the Customer No field, enter the customer number for whom you are entering the price contract.
3. In the Ship To field, enter the ship to code to which the pricing contract applies, if this price contract is only for a specific ship to code. Leave this field blank to have the price contract apply for all ship to codes.
4. In the Blanket PO field, enter the blanket purchase order number for the contract, if desired.
When the contract is used during sales order entry, the blanket purchase order number is written to the order header.
5. In the Agent/Buyer field, enter the agent or buyer name, if desired.
6. In the OE Display field, enter the OE display text, if desired.
7. If you set the Firm Price flag to on, the price entered in this program will be used, even if it is higher than other eligible prices.
During sales order entry, the system checks for the existence of a valid contract price for the customer and item, for a price matrix, for an enterprise or store special price, and for the base list price in the inventory master. The system follows the pricing logic to determine the price to use.
However, firm contract prices override other prices, even if the contract price is higher. If the contract is marked as active (the Active flag is set to on) after the contracted quantity has been shipped, the customer is still given the contract price for subsequent purchases.
Flat discounts can be entered for contract pricing on sales orders, regardless of the Firm flag.
8. Verify that the Active flag is set to on for the contract. If the Active flag is set to off, then the contract will not be used during order entry.
9. In the Approved By field, enter the approved by person.
10. In the Eff Date Based On pop-list, select the date that will be used to determine if the contract line is effective or not.
Order Date: the effective dates for the contract will be compared with the sales order date to determine whether the contract price will be used.
Estimated Ship Date: the effective dates for the contract will be compared with the ship date in the sales order to determine whether the contract price will be used.
11. In the Effective From and Thru fields, enter the effective dates for this contract. These are the dates that the contract is valid. Sales order entry programs check these dates to see whether to use the contract price.
Program CMCP, Customer Contract Maintenance, allows you to create multiple contracts for the same item for a customer.
If an order is placed for an item for which more than one contract is effective, the system selects the firm contract price first, and if no firm price exists, it will select the lowest contract price.
12. In
you
want to enter a Do Not Exceed threshold, enter the Dollars and/or Quantity
amounts in the Do Not Exceed fields. Enter the values in either the Released,
Produced or Ship columns, depending
on where you want the audit enforced. The Cumulative fields will be updated
by the system.
13. Press [Commit].
14. In the lower block, in the Item field, enter the item number for which you are entering a contract price. You can enter the item price group, if the pricing contract should apply to all items in an item price group.
15. In the Cust Item field, enter the customer item number, if desired.
When a customer item number is entered, a customer/item cross reference is set up automatically in program ICCR, Customer / Item Cross Reference Maintenance, for the contract customer and entered item.
16. In the Unique ID field, enter the identifying code for the contract line, if desired.
You can enter multiple contract lines for the same item on the same customer contract by entering different unique ID's.
During sales order entry, when you enter a unique ID, the price for that ID will be displayed.
Once the Unique ID has been entered, it cannot be changed.
If you do not enter a unique ID, the contract line will be used for pricing purposes only in the sales order programs. If multiple contracts exist for the customer and item, the contract price that is used will be the lowest price that falls within the correct effective dates.
17. In the Sales U/M field, enter the sales unit of measure, if the pricing contract is for a specific sales unit of measure.
To have the price contract apply to all sales units of measure for an item price group, enter **** as the sales unit of measure.
18. In the Price field, enter the contract price.
19. In the Min Qty field, enter the minimum quantity of the item that must be ordered for the customer to receive the contract price, for reference.
The system does not check the quantity to determine whether to use the contract price during order entry.
20. In the Max Qty field, enter the maximum quantity of the item that can be ordered for the customer to receive the contract price, for reference.
21. In the Eff From and Eff Thru field, enter the effective dates for this price for this item. These are the dates that the contract price is valid for this item. Sales order entry programs check these dates to see whether to use the contract price.
22. In the Reference field, enter a user-defined note for this contract line.
23. Press [Commit]. Repeat steps 11 to 21 until all items for this contract have been entered.
Multiple customers can share a single price contract, but once a contract has been shared, it can not be released with program CMRO, Customer Contract Release. The contract price will still be used in order entry for all customers who share the contract.
Shared contracts cannot be released with program CMRO, Customer Contract Release. Only blanket contracts are released with program CMRO, Customer Contract Release.
When a customer is added to a shared price contract, a customer/item cross reference will be made for the contract customer items and the shared customers in program ICCR, Customer / Item Cross Reference Maintenance.
When a new item with a customer item number is added to a contract on which customers are shared, a customer/item cross reference will be made for the new customer item and the shared customers in program ICCR, Customer / Item Cross Reference Maintenance.
1. To share a contract among multiple customers, press the [Sharing] button.
2. In the Cust No field, enter the customer number for the customer with which the contract price will be shared.
3. In the PO Number field, enter the purchase order number for the customer with which the contract price is being shared. The purchase order number will be copied to the sales order when the price is used in sales order entry for this customer.
4. Set the Share Sales Reps flag to the desired setting. When this flag is set to on, the sales representative assigned to the contract line item will be used on the sales order line. When this flag is set to off, the sales representative assigned to the customer record will be used for the sales order line.
5. Press [Commit] and repeat the step to add additional customers.
1. You can enter different prices for different quantity ranges. Either prices or discounts can be defined for each quantity break.
2. Press the [Quantity Breaks] button.
3. In the Quantity Break field, enter the lowest quantity to which the price will apply.
4. If a specific price will be charged, in the Price field, enter the price. This price will be used in sales order entry for order quantities that fall between the entered quantity and the next quantity break.
5. If a discount will be applied, in the Disc % field, enter the discount. This discount will be applied to the list price in sales order entry for order quantities that fall between the entered quantity and the next quantity break.
6. Press [Commit].
Sales representatives with the commission scheme of product can be added to a contract. Those entered in the header are for reference only and will not be copied to a released contract. Those added to the contract lines will be copied to sales order lines using the contract price.
1. Press the [Sales Reps] button in the lower block.
2. Enter the sales representative. The sales representative entered in this field must be a sales representative with the commission scheme of product.
3. Enter the commission code for the sales representative on this contract line.
4. Enter the percentage of the line item total dollar amount that will be used in calculating the sales representative's commission.
5. Press [Commit].
6. To enter a sales representative for reference in the contract header, press the [Sales Reps] button in the header and enter the sales representative information. This information will not be used in sales order entry or contract release.
Press this button to enter quantity price breaks for the selected item.
Press this button to add other customers to the contract. The customers that you add will also receive the contract price for the items on the contract. Shared contracts cannot be released with program CMRO, Customer Contract Release.
Press this button to assign sales representatives to a contract header or a contract line. Sales representatives entered with this button should have a commission scheme of product. The commission code entered here is used to determine the commission rate for the sales representative and item entered. Only the sales representatives entered for the contract lines will be copied when the contract item is used or when the contract is released with program CMRO, Customer Contract Release.