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 sales order blanket contracts, which are used to create forecasts, sales orders, and production schedules for a specific item and customer.
Program CMCP, Customer Contract Maintenance, can also be used to establish and maintain price contracts, which define a specific customer's price for specific inventory items in sales order entry programs. Sales order entry programs include program OQEM, Sales Order Quotation Entry/Maintenance, program OEOE, Sales Order Entry Maintenance, program ARIE, One Step Invoice Entry, and program OEXP, Fast Order Entry. For more information about price contracts, see the description under the pricing section.
For sales order blanket contracts, multiple inventory items can be entered for each contract. The program gives you the options to have forecasts and quantity breaks for the selected items as well. Released forecasts and releases that have been ordered, produced, and shipped are monitored by this program.
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.
Once a contract has been created, production and sales orders can be created from the contract in program CMRO, Customer Contract Release.
To create these orders, the contract must have a blanket purchase order number, a Unique ID, a customer item number, and forecasts released.
The blanket purchase order number is copied to the sales order if the item and quantity entered in a sales order entry program make the contract price applicable to the sales order.
The unique ID is a unique contract identifier.
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.
Entering a Sales Order Blanket Contract
Adding Sales Representatives 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 contract applies, if the contract is only for a specific ship to code.
4. In the Blanket PO field, enter the blanket purchase order number for the contract.
Without a blanket purchase order number, contracts cannot be released with program CMRO, Customer Contract Release.
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 lowest of these prices is then displayed as the default unit price for the sales order.
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.
8 Set the Release Auth flag to on if the release authorization is required.
9. Verify that the Active flag is set to on. If this flag is set to off, then the contract is not used by the system.
10. In the Phone field, enter the telephone number of the agent/buyer, if desired.
11. In the Approved By field, enter the person who approved the contract.
12. 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.
13. 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.
14. In the Do Not Exceed fields, enter the quantity and dollars for released, produced and shipped. A Error will be raised when these numbers are exceeded.
15. The Cumulative fields will be updated via a trigger as items get released, produced and shipped. Dollars are based on the contract price for the item, not pricing breaks.
16. Press [Commit].
17. In the lower block, in the Item field, enter the item number for the contract.
18. In the Cust Item field, enter the customer's item number for this item.
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.
If the customer item number is changed on an existing contract, all customer/item cross reference records will be updated to match the new number. If the customer item number is cleared, the customer/item cross reference records will be deleted.
19. In the Unique ID field, enter the identifying code for the contract line. Without a unique ID, the contract cannot be released with program CMRO, Customer Contract Release, and the contract price will only be used during sales order entry.
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 effectivity dates.
20. In the Sales U/M field, enter the sales unit of measure for the item.
20. Set the Sales order lines match pop-list to indicate whether sales order lines will match the production schedule or the release frequency.
If Production is chosen, then there will be a sales order line for each day's production.
If Release is chosen, then there will be one line for the entire amount released.
22. In the Price field, enter the price that will be charged for the item on the contract.
23. In the Min Qty field, enter the minimum quantity that must be ordered to receive the contract price.
24. In the Max Qty Field, enter the maximum quantity that can be ordered to receive the contract price.
Quantity breaks can be entered with the [Quantity Break] button. See the Entering Quantity Breaks section for more information.
25. In the Eff From and Eff Thru fields, enter the effective dates for this item and price. 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.
26. In the Reference field, enter a user-defined note for this contract line.
27. In the Annual Forecast field, enter the annual forecast quantity for this item.
28. Press [Create Forecasts]. The program will calculate the weekly forecast quantity and create forecasts to be released.
29. Press [Commit].
30. Repeat steps 14 to 27 until all contract items are entered.
1. Query the contract number.
2. Press the [Forecasts] button for the item for which you are releasing forecasts.
3. Set the Release flag to on.
4. Press [Commit].
5. To view the forecasts that have been released, press the [Releases] button.
6. To create sales or production orders for released forecasts, use program CMRO, Customer Contract Release.
1. You can enter different prices for different quantity ranges.
2. Press the [Quantity Breaks] button.
3. Enter the lowest quantity to which the price will apply.
4. 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.
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 and to sales orders created by program CMRO, Customer Contract Release.
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.
Create forecast records that are maintainable.
Maintain forecast information and to release a forecast to create a sales order.
Create and maintain quantity breaks for the contract.
Maintain release information for the contract.
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.
Enter customers who will also receive the contract price.