OVERVIEW
This window provides for maintenance of customer part records. These records provide specific customer information about parts that override normal Sales Order or Job details.
The window works in consort with the Customer Parts Menu.
NOTE: The listing on the maintenance window has one of two modes. It shows either all parts for a customer or all customers for a particular part. The mode is determined by your action that caused the list data to be collected. If you find, next or previous on a part, the list will show customers for the located part. If you find, next or previous on customer code or customer part number, the list will show parts for the located customer. If you already have a list, selecting a part/customer line and then using a customer/part next or previous button will change the mode of the list. For example, if you had a list up of all customers for part 12345, selecting customer ABC and clicking on the next customer button (up arrow beside the customer code field) will create a list of all parts for customer ABC.
File Path
Masters > Customer Parts > Find
This file path takes you to the Customer Parts Maintenance window. This window has a sub-window with four tabs.
List field
List of parts for a customer or customers for a part.
Our part number
Unique part number
The part must be pre-defined in the parts master. A partial code can be entered, whereupon the nearest match code record is located by the system. You can use the ScratchPad to locate a part.
Description
Part description.
Customer Code
Unique customer code.
You can only create a Customer Part record for a particular Customer, that must be pre-defined in the master file. Once you have created this record you cannot change the customer it is associated with. You can use the Customer ScratchPad to locate a customer.
Stock UoM
Standard stock unit of measure.
Show Extra Part Text button
This button will bring forward a window in which the part’s extra sales texts can be viewed and amended. Both individual and standard sales texts are shown. These texts are inserted in the Sales Order or Job following the item line for the part.
Customer Information tab
Customer’s part number
Customers part number.
Up and down arrows
Allows you to find the previous or next number on the system or can be used to cycle through as many part numbers as required.
Link icon
Click to view any linked external files. Hold the shift key down and click to create a new file link for the record.
Language swap icon
Click to open the language swap maintenance by record or file window, as applicable, to translate available texts into swap languages.
Customers description
Customers part description.
Currency
Currency of price values.
Current Exchange rate
Exchange rate.
Sales UoM
Sales Unit of Measure.
Multiplier
UoM multiplier.
Quantity prices rather than additional discount
Tick to use prices rather than discounts.
Quantities apply to a sales order rather than a line item
Click to use quantity prices per sale order rather than order line items.
Promotional based on dates rather than quantities
Promotional prices or additional discounts based on dates rather than quantities.
Promotional pricing or additional discounts are applied when a sales order or job item is entered for dispatch or issue within a date range. The dates are inclusive. If there is no start date then the end date is a limit for the price or additional discount. If there is no end date, the price or additional discount applies from the start date thereafter. If there are no dates for the price or additional discount it will never apply. If two or more date ranges overlap, the lowest price or greatest additional discount will be applied. If no promotional dates are relevant the first sales price or additional discount applies.
Warning: Customer parts data always overrides any part master settings, so any part master promotional values are irrelevant to customers where there exists a customer part record.
Contract Information tab
Expiry date
Expiry date for prices.
*Order
Customer order number.
*Order line
Customer order line.
*Order date
Customer order date.
Quantity limit
Shown in sales UoM.
Quantity dispatched
Shown in sales UoM.
Due to dispatch
Balance due in sales UoM.
Carriage
Carriage code
NOTE: For the fields marked with * above: This data is not functionally used elsewhere in the program. However, data is reported in a full Customer Parts report.
Pricing 1 and 2 tab
Sales Quantity from
Zero quantities upwards
Sales Price 1
Sales price from zero quantities upwards
Sales UoM
First or base additional discount rate or price per sale UoM in currency.
*Authority
First price authority text.
*Authority date
First price authority date.
*Effective date First price effective date.
*Quotation date
First price quotation date.
*MMQ
First price minimum manufacturing quantity in sales UoM.
Comment
First price comment text.
Sales quantity from second price group
Shown in Sales UoM
NOTE: The first quantity is always system set at zero. You can leave the first price at zero. When you do this, you cannot enter a quantity for the customer of less than the second quantity entered. This technique, in effect, enforces a minimum order quantity for this part for this customer, as opposed to any other customer.
Sales Price 2
Second additional discount rate or Price per Sales UoM in Currency
*Authority
Second price authority text.
*Authority date
Second price authority date.
*Effective date
Second price effective date or promotion start date.
*Quotation date
Second price quotation date or promotion end date.
*MMQ
Second price minimum manufacturing quantity in sales UoM.
Comment
Second price comment text.
NOTE: For the fields marked with * above: This data is not functionally used elsewhere in the program. However, data is reported in a full Customer Parts report.
Pricing 3 and 4
Sales Quantity from
Shown in Sales UoM
Sales Price 3
Third additional discount rate or price per Sales UoM in currancy.
Sales UoM
Third additional discount rate or price per sale UoM in currency.
*Authority
Third price authority text.
*Authority date
Third price authority date.
*Effective date
Third price effective date.
*Quotation date
Third price quotation date.
*MMQ
Third price minimum manufacturing quantity in sales UoM.
Comment
Third price comment text.
Sales quantity from third price group
Shown in Sales UoM
Sales Price 4
Fourth additional discount rate or Price per Sales UoM in Currency
*Authority
Fourth price authority text.
*Authority date
Fourth price authority date.
*Effective date
Fourth price effective date or promotion start date.
*Quotation date
Fourth price quotation date or promotion end date.
*MMQ
Fourth price minimum manufacturing quantity in sales UoM.
Comment
Fourth price comment text.
NOTE: For the fields marked with * above: This data is not functionally used elsewhere in the program. However, data is reported in a full Customer Parts report.
Revert Button
Re-reads the record from file and reverts to the last saved information.
Save Changes button
Saves all changes to file.
Cancel button
Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
OK button
The OK button updates the data you have entered or confirms the selection and/or processes the function you have called.
Sales Pricing Logic
Sales Order Item prices and discounts applied under different conditions are as follows:
When there is NO Customer-Part record matching the SO customer and line-item part:
Condition | SO Item Price | SO item Discount |
| A. Normal currency. No part quantity prices | Part’s selling price | Customer discount for the part’s discount type |
| B. Foreign currency. No currency prices. No part quantity prices | Part’s selling price times the Sales Order currency exchange rate | As A above |
| C. Foreign currency. Currency price. No part quantity prices | Parts currency selling price | As A above |
| D. Normal currency. Quantity additional discounts | Part’s selling price | Customer discount for the part’s discount type plus the part additional discount for the item stock UoM quantity |
| E. Foreign currency. No currency price. Quantity additional discounts | Part’s selling price times the Sales Order currency exchange rate | As D above |
| F. Foreign currency. Currency price. Quantity additional discounts | Part’s currency selling price | As D above |
| G. Normal currency. Part quantity prices | Part’s price for the item stock UoM quantity | Customer discount for the part’s discount type |
| H. Foreign currency. No currency price. Part quantity prices | Part’s price for the item stock UoM quantity times the Sales Order currency exchange rate | As G above |
| I. Foreign currency. Currency price. Part quantity prices | Part’s currency selling price ignoring any quantity prices | As G above |
When there is NO Customer-Part record matching the SO customer and line-item part:
Condition | SO item Price | SO item Discount |
| J. So in normal currency. Additional discounts in Cust-Part record | Part’s selling price | Customer discount for the part’s discount type plus the cust-part additional discount for the item stock UoM quantity |
| K. SO in foreign currency. No part record currency price. Additional discount in Cust-part record | Part’s selling price times the Sales Order currency exchange rate | As J above |
| L. SO in foreign currency. Part record currency price. Additional discount in Cust-Part record | Part’s currency selling price | As J above |
| M. So equals Cust-part currency. Quantity prices in Cust-part record | Cust-Part selling price in SO currency for the item stock UoM quantity | Customer discount for the parts discount type |
| N. SO NOT equals Cust-Part currency. Quantity prices in Cust-Part record (only descriptive data from Cust-Part record applies) | As A to I | As A to I |
See also: |
|
Compiled in Program Version 6.00. Help date last modified on 16th January 2023
Class wCptEdit last modified 25 May 2022 FP: File > Customer Parts > Find