Using Price Exceptions Inquiry

1. At the Customer field, enter the customer ID code.

If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer ID Code.

2. Enter the item group for the item and select the item code from the Select An Item window.

If you are uncertain of the item code, see Navigating Net Yield - Selecting an Item Code.

Note: If the selected item group contains only one item, that item will automatically default into the item field.

Note: If no pricing exceptions are found that meet the selection criteria, the following message will display: "No pricing exceptions for selected customer/item/day."

Pricing exceptions are only applicable to product and carton-type items, as designated in the Item table. If an other-type item is selected, the following message displays: "Pricing Exceptions only apply to product and carton type items!!! Press space bar to continue."

3. At the Order Date field, enter the order date desired for the inquiry. Press Enter to accept the system default – the current date – or enter a different date for the inquiry.

4. At the Ship Date field, enter the shipping date desired for the inquiry. Press Enter to accept the system default – the current date – or enter a different date for the inquiry.

Note: Price exceptions are shipping date sensitive. In calculating the Price Exception Inquiry, the shipping date is assumed to be the current system date. The sales order date is used with pricing exceptions that have an advance order date to determine whether the price exception applies to the item.

The Pricing Exceptions Inquiry will contain the following columns of data for the item selected:

• Cust Mask – The customer ID or customer maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number preceding it (1/////// or AB////). For example, if you enter AB//// this indicates that you want to list all customer defined in the system whose names begin with AB. the price exception applies to. "//////" indicates that the price exception applies to all customers.
• Item Mask – The item or item maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number(s) preceding it (1/// or AB///). For example, if you enter ////////, this indicates that you want to list all items defined in the system. If you enter in 1//1//1/, this indicates that you want the system to list items that have the digit "1" in those locations. the pricing exception applies to. "/" indicates the pricing exception is applicable to any character in this position. "/////////" would indicate that the price exception applies to all items.
• FX – Indicates whether the pricing exception is a fixed amount
• Amount – The amount of the pricing exception
• Cap – The cap amount, if a cap was entered for a percentage based price exception
• Calc On – The variable on which the percentage pricing exception has been calculated on, if it applies to this price exception. The choices are:
  • Base – Base price
  • Net – Net price
  • D – Double net price.
• Start/Stop Date – The date range for the price exception
• Adv Days – The number of days in advance of shipping that the item must be ordered for the price exception to apply
• Volume Thresh – The minimum item quantity that must be ordered before the price exception applies.
• Description – The price exception description.

The following information appears in the footer:

• Item Price Today – The current base price for this item. Base prices are entered using Set Selling Prices and applied to the customer based on the price class assigned to the customer.
• Adjusted Price – The current base item price adjusted by all of the price exceptions displayed or the fixed selling price for the item if such an exception appears on the screen
• PPD Freight – This field will show a Y (Y=yes) or N (N=no) indicating whether or not the customer default terms are pre-paid.
• Freight Type – The default freight type cost adjustment type for the customer. Freight-type price exceptions will only apply to the sales order if the freight type on the order matches the freight type for the price exception.
• Include Tax – This field will show a Y (Y=yes) or N (N=no) indicating whether the customer is taxable or not, and whether the tax type used is added to the selling price.

5. Command options will appear:

• Print(X) – Select Print(X) to print the inquiry. See Printing a Price Exceptions Inquiry for more information.
• Next Page/Prior Page – Select Next Page/Prior Page to move forward or backward one page, if more than one page of information displays.
• Distribution – Select Distribution to display the Cost Distribution window which shows the summary of all cost adjustment types and their amounts that are used to calculate the selling price. Select F10 to exit the Cost Distribution window.
  • Description – The product price and a list of all price exceptions
  • Per unit dollar or percentage, based on the price exception
  • Price – The product selling price and per unit price exception amount.
• Exit – Select Exit to exit and return to the Customer field.

Use the Available Actions links below for further information.

Security Required : Sales - Price Exceptions