Adding Price Exceptions

1. At the Customer field, enter into the customer ID code 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. for the price exception. Or, enter "//////" to add a price exception to all customers.

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

If a customer mask or "//////" has been entered in the customer field, a Select A Price Class window will display. Scroll to the appropriate price class and press Enter to confirm your selection or select ALL to add the price exception to all price classes.

You may also press Enter in a blank Customer field to display a Select an Option window with the following options:

• EXIT – Select EXIT to exit and return to the Sales menu.
• NEXT CUSTOMER – Select NEXT CUSTOMER to select another customer ID code or customer mask. Proceed to Step #3.
• PRINT LIST – Select PRINT LIST to print a list of price exceptions. See Printing Price Exceptions for more information.

2. A Select A Price Exception window will display with the following options (only if price exceptions were previously defined for the customer or customer mask entered, otherwise, proceed to Step #3):

• EXIT – Select EXIT to exit and return to the Customer field.
• ADD PRICING EXCEPTION – Select ADD PRICING EXCEPTION to add a pricing exception.
• PRINT LIST – Select PRINT LIST to print a list of pricing exceptions for the selected customer, 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., or "//////".
• A list of price exceptions, if price exceptions have been defined for the customer selected.
• The item code ID or item mask
• The item class and item subclass mask(s)
• The item name if the price exception is for a single item
• F and the dollar amount to indicate a fixed selling price exception or the amount and method of calculation (per LB or %)
• The price exception type – product or the cost adjustment type assigned to the price exception.

Select ADD PRICING EXCEPTIONS.

3. At the item field, enter 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. for the price exception.

Note: Price exceptions can only be entered for items designated as P (P=product type) or C (C=carton type); price exceptions cannot be entered for other-type items.

4. If you have specified multiple items, a Select A Grouping window will appear. Select a grouping for the items from the window by scrolling to the item class and pressing Enter. Enter the item subclass for the price exception – up to six item classes/subclasses can be entered.

5. At the Applies Ship Days fields, enter Y (Y=yes) to indicate that the price exception applies to that day of the week or enter N (N=no) if there will not be a price there will be a price exception for that day of the week.

6. At the Fixed Price (Y/N) enter Y (Y=yes) to indicate the price exception will be a fixed selling price or enter N (N=no) to indicate the price exception will be a fixed amount per pound or percentage adjustment to the base selling price.

• If you answer Y (Y=yes), enter the fixed dollar amount for the selling price in the Amount field.

Important: A pricing exception with a negative fixed price is not allowed. A fixed price exception will override all other prices and exceptions in the system.

• If you answer N (N=no), enter a fixed amount or percentage to raise or lower the base selling price:
  • Enter the fixed amount per pound as a positive number to raise the selling price or a negative number to lower the selling price. If Use Advanced Pricing Exceptions is set to Y (Y=yes) in Depreciated Options, enter the fixed amount per unit as a positive number to raise the selling price or a negative number to lower the selling price. Enter the unit of measure to use to apply the price exception as per pound – LB or per each –EA.
    • Enter the base on for the price exception. A Select A Base On window will appear with the following options:
      • EXIT – Not applicable. You must select an option below.
      • Base Price – Select Base Price to add the price exception to the base selling price of the item.
      • Net Price – Select Net Price to add the price exception to the base selling price plus all other base price exceptions.
      • Double Net Price – Select Double Net Price add the price exception to the base selling price plus all other base price
• Enter the percentage adjustment amount in the Percent Change field to raise or lower the base selling price by a percentage of the price based below. Enter the per unit cap or maximum amount to apply in the Cap field.
  • A Select A Based On window will display:
    • EXIT – Not applicable. You must select an option below.
    • Base Price – Selecting Base Price multiplies the price exception rate by the base selling price to calculate the price exception then applies the price exception to the base price.
    • Net Price – Selecting Net Price multiplies the price exception rate by the base selling price plus all base selling price exceptions to calculate the price exception then applies the price exception to the base price.
    • Double Net Price – Selecting Double Net Price multiplies the price exception rate by the base selling price plus all base price exceptions plus all net price exceptions to calculate the price exception then applies the price exception to the base price.

     

If Use Advanced Pricing Exceptions is set to Y (Y=yes) in Depreciated Options a Select A Based On window will display:

• EXIT – Not applicable. You must select an option below.
• Base Price Multiple – Multiplies the price exception rate by the base selling price to calculate the price exception then applies the price exception to the base price 
• Base Price Divided – Divides the base selling price by (1- price exception rate) to calculate the price exception then applies the price exception to the base price
• Net Price Multiple – Multiplies the price exception rate by the base selling price plus all base selling price exceptions to calculate the price exception then applies the price exception to the base price
• Net Price Divide – Divides the total of the base selling price plus all base selling price exceptions by (1- price exception rate) to calculate the price exception then applies the price exception to the base price
• Double Net Price Multiple – Multiplies the price exception rate by the base selling price plus all base price exceptions plus all net price exceptions to calculate the price exception then applies the price exception to the base price.
• Double Net Price Divide – Divides the total the bases selling price plus all base price exceptions plus all net price exceptions by (1- price exception rate to calculate the price exception. then applies the price exception to the base price.

Note: A single price exception can only be one of the three allowable types: Fixed Price, Fixed Amount per Pound, or Percentage Change. Therefore, once a number has been entered into any one of these three fields, the other fields will not be able to be accessed.

8. Enter the start date and stop date for the price exception or leave the Start Date and Stop Date fields blank if the price exception never expires.

9. At the Advance Order Days field, enter the number of days in advance of the shipping date that the item must be ordered for the pricing exception to apply. Zero days means the pricing exception always applies.

10. At the Volume Threshold field, enter the minimum quantity of the item which must be ordered before this pricing exception applies. Zero volume threshold indicates no minimum quantity applies.

11. At the Exception Type field, enter the cost adjustment type to be included in this exception. Valid entries are P = product and O = other. If P (Product) was selected the price exception will increase or decrease the selling price. If O (O=other) was selected, a Select An Adjustment Type window will appear with a list of sales-type cost adjustments. Scroll to the appropriate cost adjustment and press Enter to select. The price exception will increase or decrease the base selling price and allocate the amount of the price exception as an "other" cost allocation (a.k.a "cost bucket").

Note: 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.

Note: Cost allocations can be added without increasing the base selling price for the item. Enter the price exception as an other-type price exception, then enter another price exception as a negative value as a product-type price exception. The other-type price exception will add to the base price; the product-type will deduct from the base price causing the base price to remain the same.

12. If an "other-type" exception is an "off-invoice" price exception (shown as a line item on the invoice rather than an adjustment to the selling price), enter Y (Y=yes) in the Off-Invoice (Y/N) field. The price exception will show as a deduction on the invoice as a credit to off-invoice item selected. If Y (Y=yes) is entered in this field, a Select An Off-Invoice Item window will display a list of off-invoice type items. Select the off-invoice item that the exception will be charged to. Up to five off-invoice price exceptions can be applied to a single item through the item ID code 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 Sales Cost Accrued setting in Ledger Options must be set to Yes to create an off-invoice price exception.

Enter N (N=no) if this item does not need to be an off invoice price exception.

13. (Optional) Enter a description for the price exception or press Enter to accept the system default – the cost adjustment entered the Exception Type field (Step #11).

14. Command options will appear:

• Add – Select Add to add the price exception.
• Exit – Select Exit to exit without adding the price exception and return to the Customer field.

Select Add to add the price exception.

15. You will return to the Customer field, where you can add another price exception, if necessary. If you are finished adding price exceptions, press Enter to exit.

Note: Remember, pricing exceptions are cumulative and multiple exceptions can apply to the same customer and item from multiple sources.

To view which price exceptions are being used to calculate a particular item price, use the Price Exceptions Inquiry.

The price exception capability is limited to 100 price exceptions per customer 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..

For more information on the Price Exception option see Price Exceptions.

Security Required : Sales - Price Exceptions