New features added, version 7.5.3, 8.1
Program CMPC, Price Matrix Maintenance, is used to establish and maintain a price matrix that interfaces with sales order entry programs for automatic pricing.
The concept behind the price matrix is that a specific group of customers can be assigned the same prices and discounts for a specific group of inventory items. To accomplish this, customers are grouped into "customer price groups" and items are grouped into "item price group"; then prices and discounts are assigned to combinations of the two. In other words, if two customers belong to the same customer price group, they will get the same price for items in the same item price group. If a customer is a member of the specified price group, and buys a quantity that falls within the quantity range for that item, the specified price and discount will be displayed automatically during sales order entry, where it can be accepted or changed.
Individual items can also be linked to a customer price group, and individual customers can be linked to an item price group. In these cases, the matrix price will not be selected in sales order entry if the item is assigned to any item price group or if the customer is assigned to any customer price group.
Customer price groups are established in program CMPM, Customer Price Group Maintenance. Item price groups are established in program ICSM, Inventory Sales Data Maintenance. These groups must already exist before they can be included in the price matrix.
Program CMPC, Price Matrix Maintenance, can be used to enter manufacturing enterprise and store special prices normally entered in programs CMUP, Enterprise Special Price Maintenance, and CMSP, Store Special Price Maintenance.
If you are using enterprise special pricing, you must first use program CMPM, Customer Price Group Maintenance, to create a customer price group in the format [SP]UUU, where UUU is the manufacturing enterprise code. For example, [SP]200.
If you are using store special pricing, you must first use program CMPM, Customer Price Group Maintenance, to create a customer price group in the format [SP]UUUPP, where UUU is the manufacturing enterprise code and PP is the store code, for example [SP]20010.
The customer can be assigned to a default price group on the Attributes Tab in program CMMM, Customer Master Maintenance. The customer can also be assigned to different price groups for specific product lines or product codes on Pricing Tab. This will override the default price group during sales order entry with program OEOE, Sales Order Entry Maintenance.
The list price is used in conjunction with the discount percent for automatic pricing during sales order entry. The three separate fields indicate the period to which the prices apply. Current prices apply now, last prices are the previous prices, and next prices apply when you make them current. Next prices are made current with the second page of the program.
The margin percent is used in conjunction with the discount percent for automatic pricing during sales order entry. Margin percentages must be less than 100.
The discount percent is used in conjunction with the list price and margin percentage for automatic pricing during sales order entry. The three separate fields indicate the period to which the discounts apply. Current discounts apply now, last discounts are the previous discounts, and next discounts will apply when you make them current. Next prices are made current with the second page of this program.
It is not recommended that all three pricing methods (list price, margin percentage, and discount) be used on the same item for the same customer.
This program begins in Query mode.
Replacing Current Prices and Discounts with the Next price and discount
Switching the Current and Next Prices and Discounts
1. The program opens in query mode. Select the desired catalog in the Catalog field and then execute the query.
Only catalogs with the Used for Pricing flag set to on in program SPCG, Catalog ID Maintenance, are displayed in this pop-list.
2. Press [New Record].
3. In the Customer No or Cust Price Group field, enter the customer number or customer price group code for which you are entering prices.
4. In the Item No or Item Price Group field, enter the item number or item price group for which you are entering prices.
5. In the Sales U/M field, enter the sales unit of measure for the item for which this price applies. If the entry applies to all sales units of measure, enter **** in this field.
6. In the Min Qty field, enter the minimum quantity that must be ordered for the customer to receive the price.
7. In the Max Qty field, enter the maximum quantity that the customer can order and receive the price.
8. In the Req'd Margin field, enter the required margin for this customer and item, if appropriate.
Both the margin entered here and the discount will be used in calculating the unit price for the sales order lines.
9. In the List Price Curr field, enter the price for this customer and item, if appropriate.
Both the price entered here and the discount will be used in calculating the unit price for the sales order lines.
10. In the Discount Percent field, enter the percentage of the discount for this customer and item, if appropriate.
Both the discount entered here and the price or margin will be used in calculating the unit price for the sales order lines.
11. In the Eff From and Eff To fields, enter the effective dates for this price. These are the beginning and ending dates of the period to which this special price applies. The order date in the sales order header is compared to the effective dates to determine whether the special price applies to the sales order line.
12. Press [Commit].
On page two of the program, current prices and discounts can be replaced with the price and discount in the Next fields. When the replacement occurs, the current price and discount are moved to the Last fields, and the next price and discount are copied to the Current fields.
Replacement occurs according to the revision level assigned to an item.
1. For each item for which you are replacing the current price and discount with the next price and discount, enter the revision level in the Rev Lev field.
The revision level is used by the program to determine which items will be affected. All items with the same revision level will be affected at the same time. Items that have a different revision level than the one entered on page two will not have the current price and discount replaced with the next price and discount.
2. In the List Price Next field, enter the price with which you wish to replace the current price. In the Discount Next Field, enter the discount percentage with which you wish to replace the current discount.
3. Press [Commit].
4. Go to page two.
5. Enter the revision level of the items for which you wish to replace the current price and discount with the next price and discount.
6. Change the Replace or Switch pop-list to replace.
7. Set the Revision Level Clear flag to on. This will clear the revision level after the update.
8. Press [Commit].
9. Return to the first page and re-query the items.
10. The price and discount that were in the Next fields are now in the Current fields.
11. The price and discount that were in the Current fields are now in the Last fields.
12. The price and discount in the Next fields are the same, but they can be changed.
The current price and discount can be switched with the price and discount in the Next fields so that the next price and discount will be in the current fields and the current price and discount will be in the next fields. This is done according to revision level entered for an item.
1. For each item for which you are switching prices and discounts, enter a revision level in the Rev Lev field.
The revision level is used by the program to determine which items will be affected. All items with the same revision level will be affected at the same time. Items that have a different revision level than the one entered on page two will not have the current price and discount switched with the next price and discount.
2. In the List Price Next field, enter the price that you wish to switch with the current price. In the Discount Next field, enter the discount that you wish to switch with the current discount.
3. Press [Commit].
4. Go to page two.
5. Enter the revision level of the items for which you wish to switch the current price and discount with the next price and discount.
6. Change the Replace or Switch pop-list to switch.
7. Set the Revision Level Clear flag to on. This will clear the revision level after the update.
8. Press [Commit].
9. Return to the first page and re-query the items.
10. The price and discount that were in the current fields are now in the next fields.
11. The price and discount that were in the next fields are now in the current fields.
12. The last fields have not changed.