New features added, version 7.5.2, 7.5.3, 8.1, 7.5.4, 8.4
Program ICSM, Inventory Sales Data Maintenance, is used to maintain sales related information for inventory items. New sales units of measure, when entered in program ICSM, Inventory Sales Data Maintenance, will update as alternate units of measure to program ICMM, Inventory Master Maintenance.
The data entered in this program determines the default values that will be used during order entry. However, some of these values can be changed when orders are entered.
In addition to maintenance of inventory information, this is the master maintenance program for item price groups. The price groups must be established on the Item Price Groups tab before they can be applied to items. Once applied to an item, the item price group works in conjunction with the customer price group in a price matrix to determine the price of the item during order entry.
Entering Sales Information for Items
Entering Multiple Sales and Price Units of Measure for an Item
Freezing Base List Price for Customer Price Groups
Assigning Item Price Groups by Sales Location
Copying Item Price Records to Other Plants
Viewing Customer/Item Contracts
The List Price Rounding feature allows the list price to be rounded to a certain value to determine the unit price during sales order entry. The list price is first calculated using the price matrix, and then that price is rounded using the entered Round Direction and Round to Nearest value. The unit price calculated from the entered Base List Price, Round Direction, and Round to Nearest value is displayed in this program.
* This means that when the list price is calculated according to the rules of the price matrix, it will also be rounded. For example, if the list price is a contract price, the contract price will be rounded according to the rules entered in this program.
* For more information on the pricing matrix, see the Pricing section.
There are three round directions available in this program.
Standard: The standard round direction uses the standard rounding logic. If the Round to Nearest value has two digits, and the third digit in the list price is less than 5, the price will be rounded down. If the third digit is 5 or greater, the price will be rounded up.
Up: Prices are rounded up. Anything other than an even divisor of the Round to Nearest value will be rounded up to the next even divisor of the value
Down: Prices are rounded down. Anything other than an even divisor of the Round to Nearest value will be rounded down to the next even divisor of the value.
The value entered in this field and the Round Direction applied to the list price determines the calculated unit price. Prices are rounded up or down to even divisors of the value entered here.
For example:
Round Direction Round to Nearest List Price Calculated Unit Price
Standard .01 2.259 2.26
Up .01 2.259 2.26
Down .01 2.259 2.25
Standard .25 2.259 2.25
Up .25 2.259 2.5
Down .25 2.259 2.25
Standard .75 .75001 .75
Up .75 .75001 1.50
Down .75 .75001 .75
Standard .75 .74999 .75
Up .75 .74999 .75
Down .75 .74999 .00
The calculated unit price displayed here is based on the Base List Price entered in this program. The unit price actually used in sales order entry is based on the list price calculated using the pricing matrix. See Pricing for more information on the pricing matrix.
The item weight rounding feature allows the weight of an item to be rounded to a certain value during sales order entry and shipping. The item's weight for the sales unit of measure is obtained from this program and multiplied by the quantity ordered or shipped in sales order entry. That weight is rounded using the entered Weight Round Direction and Weight Round to Nearest value. The total sales order line weight is calculated from the entered Weight, Weight Round Direction, and Weight Round to Nearest value is displayed in this program.
There are three round directions available in this program.
Standard: The standard round direction uses the standard rounding logic. If the Weight Round to Nearest value has two digits, and the third digit in the sales order line weight is less than 5, the price will be rounded down. If the third digit is 5 or greater, the sales order line weight will be rounded up.
Up: Sales order line weights are rounded up. Anything other than an even divisor of the Weight Round to Nearest value will be rounded up to the next even divisor of the value
Down: Sales order line weights are rounded down. Anything other than an even divisor of the Weight Round to Nearest value will be rounded down to the next even divisor of the value.
The value entered in this field and the Weight Round Direction are applied to the calculated sales order line weight (item weight*quantity ordered/shipped). The sales order line weight is rounded up or down to even divisors of the value entered here.
For example:
Round Direction Round to Nearest Line Item Wt Final Calc'd Weight
Standard .01 2.259 2.26
Up .01 2.259 2.26
Down .01 2.259 2.25
Standard .25 2.259 2.25
Up .25 2.259 2.5
Down .25 2.259 2.25
Standard .75 .75001 .75
Up .75 .75001 1.50
Down .75 .75001 .75
Standard .75 .74999 .75
Up .75 .74999 .75
Down .75 .74999 .00
Sales units of measure can be designated as sellable and non-sellable for an item in a specific plant. This allows certain sales units of measure for items to only be sold in some plants but not in others.
* To designate a sales unit of measure as sellable, set the Sellable Item flag in program ICSM, Inventory Sales Data Maintenance, to on.
* To designate a sales unit of measure as non-sellable, set the Sellable Item flag in program ICSM, Inventory Sales Data Maintenance, to off.
When a sales unit of measure is flagged an non-sellable, and the sales unit of measure is entered on a sales order line, a message will be displayed, and the sales unit of measure will be changed automatically to a sellable sales unit of measure.
* If no sellable sales unit of measure exists for the item, the sales unit of measure will be cleared, and the user will have to clear the item and enter a new item.
When the sales unit of measure is set to be non-sellable, existing sales order quotes and incomplete or open sales orders that have the item and sales unit of measure as one of the sales order lines will allow changes to the quantity for that existing sales order line. However, new sales order lines cannot be entered for the non-sellable sales unit of measure.
Promotional items can be entered for non-sellable sales units of measure. This allows certain items in the database to only be distributed as promotional items.
The Sellable Item flag cannot be set to off for an item if the item has been entered in program ICAM, Supersede/Substitute Maintenance, as a supersede or substitute item for another item.
1. Query the item for which you wish to enter sales information.
2. In the U/M Conversion field, for the existing sales unit of measure, enter the unit of measure conversion factor.
* This is the multiplier that will make the sales unit of measure equal to the stock unit of measure. For example, if the stock unit of measure is inches, and the sales unit of measure is feet, the conversion factor would be 12. If the stock unit of measure was feet and the sales unit of measure was inches, the conversion factor would be 0.08333.
* You cannot change the unit of measure here once the sales unit of measure record has been committed. To create a record for a different sales unit of measure, see the Entering Multiple Sales and Price Units of Measure for an Itemsection.
3. In the U/M Conversion field, for the existing price unit of measure, enter the unit of measure conversion factor.
* This is the multiplier that will make the price unit of measure equal to the sales unit of measure. For example, if the sales unit of measure is inches, and the price unit of measure is feet, the conversion factor would be 12. If the sales unit of measure was feet and the price unit of measure was inches, the conversion factor would be 0.08333.
* You cannot change the unit of measure here once the sales unit of measure record has been committed. To create a record for a different price unit of measure, see the Entering Multiple Sales and Price Units of Measure for an Itemsection.
4. In the Base List Price field, change the base list price for the item, if desired.
* This is the default price for the item if the OE List Price Source pop-list in program ARLM, Location Maintenance, is set to ICSM List Price.
5. In the Default Item Price Group field, enter the item price group that will be used for this item if no sales location item price group is defined. This is an optional field.
* Item price groups can be defined by sales location for an item in the lower block of this program. See the Assigning Item Price Groups by Sales Location section for more information.
* The item price group must be entered into the system before an item can be assigned to it. Item price groups are set up in the lower right block of program ICSM, Inventory Sales Data Maintenance. See the Entering Item Price Groups section for more information.
* If the ICSM_DISALLOW_IPG_UPDATE parameter in program MURM, Initialization Parameter Maintenance, is set to N, then the default item price group cannot be updated here. For more information, see Controlling Item Price Group Modifications.
6. Set the Primary Sales U/M flag to the desired setting. If you only have one sales unit of measure record for the item, this flag will default to on for that record.
* Checkbox set to on determines which sales unit of measure for an item will be the default during sales order entry. Only one record can have this flag set to on. If the item has only one sales unit of measure, the flag should be set to on for that unit of measure.
* To change the primary sales unit of measure, set the flag to off for the current primary sales unit of measure, and press [Commit]. Query the record that you want to be the primary sales unit of measure for the item, set the flag to on for that record and press [Commit].
7. Set the Taxable flag to the desired setting.
* Setting the flag to on or off determines whether the item is taxable or not for sales order entry.
8. Set the Commissionable flag to the desired setting.
* Setting this flag to on or off indicates whether sales representative commissions will be calculated, based on the commission rate for the sales representative from program SMMM, Sales Representative Master Maintenance.
9. If the price is to be manually entered by the order entry operator each time the item is ordered, set the Manual Price Entry flag to on.
* This will set the Override flag to on automatically for this item each time it is entered in an order entry program.
* The list price will be inserted, but it can be overwritten when the Override flag is set to on.
10. Set the Sellable Item flag to the desired setting.
* When this flag is set to on, the item and sales unit of measure can be entered on sales order line during sales order entry.
* When this flag is set to off, the item and sales unit of measure cannot be entered on sales order lines during sales order entry.
* For more information, see the Sellable Items section.
11. Set the SKU Not Mutable flag to the desired setting. When this flag is set to on, shipments for this item and unit of measure can only ship from locations that contain a matching SKU unit of measure for the item.
12. In the Next Price field, enter the next price to be assigned to the item, if desired.
* The displayed next price is the retail price calculated by program IMCC, Calculate / Set Retail Prices from Costs, the last time it was run. When program IMCC, Calculate / Set Retail Prices from Costs, is run, the current base list price becomes the last price, and the next price becomes the current base list price.
13. In the Effective Date field, enter the effective date for the next price. This field is used for reference only.
14. Set the Round Direction pop-list to the desired setting. This determines how the list price will be rounded during sales order entry, according to the Round to Nearest field.
* Standard: Prices are rounded according to standard rounding rules.
* Up: Prices are rounded up according to the Round to Nearest field.
* Down: Prices are rounded down according to the Round to Nearest field.
* For more information, see List Price Rounding.
15. In the Round to Nearest field, enter the value to which the unit price will be rounded. Prices will be rounded according to the Round Direction and the value entered here.
* For example, suppose that the list price was $.74999 and the value entered in this field was .75.
* If the Round Direction was Standard, the list price would be rounded to the unit price of $.75.
* If the Round Direction was Up, the list price would be rounded to the unit price of $.75.
* If the Round Direction was Down, the list price would be rounded to the unit price of $.00.
* For example, suppose the list price was $.75001, and the value entered in this field was .75.
* If the Round Direction was Standard, the list price would be rounded to the unit price of $.75.
* If the Round Direction was Up, the list price would be rounded to the unit price of $1.50.
* If the Round Direction was Down, the list price would be rounded to the unit price of $.75.
* For more information, see List Price Rounding.
* For new sales unit of measure records, if the item has been assigned a product group from program IPGM, Product Group Maintenance, the value will default from the ICSM Default Price Rounding field for the product group for the item.
16. The Calc'd Unit Price will display the unit price according to the Base List Price, Round direction, and Round to Nearest value.
* For more information, see List Price Rounding.
17. In the Gross Weight field, enter the gross weight of the item, if desired.
* The gross weight is used in the sales order entry and shipping programs.
* The gross weight is used to calculate the purchase line item weight in program POEM, PO Entry/Maintenance, for the item and purchase unit of measure.
* The Weight Round Direction and Weight Round to Nearest field is used with the gross weight entered here to determine the sales order line weight in sales order entry.
18. In the Gross Volume field, enter the gross volume of the item, if desired.
* The gross volume is used in the sales order entry and shipping programs.
19. Set the Weight Round Direction pop-list to the desired setting. This determines how the sales order line weight will be rounded during sales order entry, according to the Weight Round to Nearest field.
* Standard: Sales order line weights are rounded according to standard rounding rules.
* Up: Sales order line weights are rounded up according to the Round to Nearest field.
* Down: Sales order line weights are rounded down according to the Round to Nearest field.
* For more information, see the Item Weight Rounding section.
20. In the Weight Round to Nearest field, enter the value to which the sales order line weight will be rounded. Sales order line weights will be rounded according to the Weight Round Direction and the value entered here.
* For example, suppose that the sales order item weight*quantity ordered was $.74999 and the value entered in this field was .75.
* If the Weight Round Direction was Standard, the sales order line weight would be rounded to $.75.
* If the Round Direction was Up, the sales order line weight would be rounded to $.75.
* If the Round Direction was Down, the sales order line weight would be rounded to $.00.
* For example, suppose the sales order item weight*quantity ordered was $.75001, and the value entered in this field was .75.
* If the Round Direction was Standard, the sales order line weight would be rounded to $.75.
* If the Round Direction was Up, the sales order line weight would be rounded to $1.50.
* If the Round Direction was Down, the sales order line weight would be rounded to $.75.
* For more information, see the Item Weight Rounding section.
21. In the Freight Class field, enter the freight class for this item and sales unit of measure.
* Freight Class is an industry-standard classification that allows shipping rates to be normalized by weight without having to know the density or physical dimensions of the product. For example, packing peanuts cost more to ship per pound than zinc ingots, simply because they take up so much room. Freight class values fall in the range from 50 to 500, with 50 being the most dense and 500 being the least dense.
22. Press [Commit].
1. You can enter multiple sales and price units of measure for an item. To do so, query the item to which you wish to add units of measure.
2. Press the [New Record] button.
3. Press the [Duplicate Record] button.
4. Change the units of measure and their conversion factors, as desired.
5. Change any other information for the record, as desired.
6. Press [Commit]. You have added another sales unit of measure and/or price unit of measure to the item.
Government contracts require that the base price list be frozen for government customers, independently of any other pricing changes or policies. On the Alternate List Price tab, the customer price groups can be set up with an override base list price for the item.
1. In the Cust Price Group field, enter the customer price group for which you are defining a frozen list price.
2. In the Name field, the customer price group name is displayed.
3. In the Base List Price, enter the base list price that will be used for the item for customers with a matching customer price group.
4. Press [Commit].
Item price groups can be assigned to items by sales location. If item price groups are not set up for a sales location, the item price group entered in the Default Item Price Group field will be used.
1. Query the item price record for which you wish to assign item price groups by sales location.]
2. On the Group by Location tab, in the Location field, enter the sales location.
3. In the Item Price Group field, enter the item price group that will be used in the sales location to determine list prices and discounts.
* The item price group must be entered into the system before an item can be assigned to it. Item price groups are set up in the lower right block of program ICSM, Inventory Sales Data Maintenance. See the Entering Item Price Groups section for more information.
* If the ICSM_DISALLOW_IPG_UPDATE parameter in program MURM, Initialization Parameter Maintenance, is set to N, then the default item price group cannot be updated here. For more information, see Controlling Item Price Group Modifications.
4. Press [Commit].
5. Repeat until all desired records are entered.
1. You can copy item prices to other plants unless the PLANT_PROTECT parameter is set to Y in program MURM, Initialization Parameter Maintenance.
2. Query the item for which you wish to copy the prices to other plants.
3. Press the [Push to Other Plants] button. The Price Push screen will be displayed.
4. All plants except for the one that you are logged into will be displayed.
5. Set the Select flag to on for all plants to which you want the item's price records copied.
* To select all plants, press the [Select All] 
button.
* To de-select all plants, press the [Deselect All] 
button.
6. Set the Push Price Matrix Also flag to the desired setting.
* Set this flag to on to copy the price matrix records entered in CMPC, Price Matrix Maintenance, for this item to the plants for which the Select flag is set to on.
* Set the flag to off to prevent the price matrix from being copied to the plants.
7. Press the [Push Prices Now] button.
8. The item's price records will be copied to all plants for which the Select flag was set to on, overwriting any existing sales price records for the item and sales units of measure in those plants. If the Push Price Matrix Also flag was set to on, the price matrix for the item will also be copied to the plants for which the Select flag was set to on.
1. On the Item Price Groups tab, the existing item price groups are displayed.
* If the ICSM_DISALLOW_IPG_UPDATE parameter in program MURM, Initialization Parameter Maintenance, is set to N, then the item price group tab cannot be modified. For more information, see Controlling Item Price Group Modifications.
2. In the Item Price Group field, enter the item price group
3. In the Description field, enter the description for the item price group.
4. Set the Combine Order Lines for Price Break flag to the desired setting. When set to on, the sales order line quantities for items assigned to this item price group will be combined on sales orders and the sales order lines will be repriced using the new quantity.
5. Press [Commit].
The Contracts tab allows you to view the customer contracts for this item and sales unit of measure that have been set up in program CMCP, Customer Contract Maintenance. The information displayed on this tab includes the customer number, contract number, minimum quantity, maximum quantity, price, effective dates, and whether or not the contract is active.
This information cannot be maintained in this program.
Press this button to set the Select flag to off for all displayed plants.
Press this button to copy the item price records from the current plant to the selected plants. The price records being copied will overwrite any existing records for the item and sales units of measure in the selected plants.
Press this button to copy the item price records from the current plant to other plants. The Price Push screen will be displayed to allow you to select the desired plants to which you wish to copy the prices.
This button is disabled if the PLANT_PROTECT parameter is set to Y in program MURM, Initialization Parameter Maintenance.
Press this button to set the Select flag to on for all displayed plants.