Entering Additional Customer Pricing and Printing Data

Use this screen to enter additional customer information related to printing and pricing in addition to data entered on the Customer Pricing/Printing screen.

To enter additional customer printing and pricing data:

From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter a customer ID to display the customer record.
Use the Pricing hot key to display the Customer Pricing/Printing screen.
Use the Add'l hot key to display the Additional Customer Pricing/Printing Data screen.

In the Print Kit Comp Override field, enter one of the following:

Y – Prints the kit components as well as a kit description, regardless of the setting in the Print Components field in Product Kit Maintenance.
N – Prints only the kit description.
Default – Uses the setting in the Print Components field on the Product Kit Maintenance sub-screen.

Note: For any of these selections to apply, you may need to modify your forms program to honor the selection.

In the following fields, define the default printing format for the system to use from the Carting Packing screen. Set the Carton Packing Labels activity triggers to automatically print these items.

Field	Description
Shipping Label Format	Displays format on which shipping labels print for this customer.
Product Label Format	Displays format on which product labels print for this customer.
Carton Label Format	Displays format on which carton labels print for this customer.

Note: If you do not define default printing formats for a customer, the system uses the default printing formats defined for your shipping branch. You can override default printing formats from the Carton Packing screen.

In the SOE User Defined Document field, press F10 and select the print routine to run when an order for this customer prints, such as Sales Order Zebra Label, Product Zebra Label, or Shipping Label. Typically, this option defines print labels.
In the Parent Statement Customer field, enter the customer to include on a parent statement. Typically, this is the bill-to customer.
In the Single Invoice field, enter one of the following to define how the system bills the customer for an order:

Y – Sends the customer an invoice for the full order amount after the first shipment is made. The system bills for the entire order, even if the invoice contains a backorder.
N – Sends the customer an invoice with each shipment on the order. This is the default.

In the Use Last Price/Cost Logic field, specify whether a customer's last price and cost for a product determines the current price and cost for that product. See guidelines, below, if necessary.

Your entry in this field overrides the setting in the Use Last Price/Cost Logic control maintenance record:

Prompt – Displays the Last Price Verification screen for the customer in Sales Order Entry when a product is placed on an order. The last price displayed in this dialog box is the last price paid for the item over all branches. The customer is not affected by the setting in the Use Last Price/Cost Logic control maintenance record.
Price Only – Uses the last price as the current price. To determine the current cost, the system uses the normal costing calculation. If last price pricing is found, and thus overrides standard best-price-check logic, setting this option overrides promotional pricing. Typically, only companies whose business type dictates it will activate last price pricing.

Cost Only – Uses the last cost as the current cost of an item. To determine the current price, it uses the normal pricing calculation.
Both – Uses the last price and last cost of an item as the current price or cost of an item.
None – Checks the Use Last Price/Cost Logic control maintenance record to determine if last price pricing is enabled for the customer.

Note: To correctly price branch transfers, you must set the Last Price/Cost Logic to None when the Use Last Price/Cost Logic control maintenance record is turned on.

The following guidelines apply to last price pricing:

Last price pricing disregards all other pricing or matrix cells with the exception of contract pricing and customer-specific matrix cells (ship-to or bill-to) and generates an order entry price based on the percentage markup from the last sale of the item to that customer.
When a contract price or customer specific matrix cell is not in effect, the system prices an item at the COGS cost multiplied by the gross margin of the selling price from the customer's most recent shipment for the same item. The pricing audit displays the basis as "LP" and the formula as the percentage of difference between the last price and the calculated new price. The formula for margin is:

Price - Cost

Price

For example, if the customer's price for the item on the most recent invoice was $1.25, the cost was $1.00 (a margin of 20%), and the current cost is $1.10, then the new price will be $1.375 and the audit displays LP+.10.

You can activate last price pricing during system implementation, based on your business requirements. For more information, see Viewing a Customer's Last Price in Sales Order Entry.
For this customer at each branch, you can define a threshold variance and a cost reduction factor to use to reduce a price if the current cost is less than the previous cost and the difference exceeds the threshold. Define the threshold and reduction factor in the Minimum Variance Before Last Price Reduction control maintenance record.

In the # of Decimal Places for Pricing field, enter the number of decimal places to show for prices on this customer's invoices. For example, to display prices with two decimal places, such as 10.53, enter 2. The number of decimals you set here also determines how prices display for the customer on your Web Commerce site.

Note: A setting in this field overrides the Number Of Digits Of Accuracy For Pricing control maintenance record for the customer.

In the Restrict Price Changes in Sales Order Entry field, enter one of the following to determine if a sales order writer can change prices for this customer:
Y – Prevents sales order writers from changing prices in Sales Order Entry for this customer.
N – Allows the sales order writer to change prices in Sales Order Entry for this customer, based on user authorization.

In the Remit-To Override field, press F10 and select a remit-to override entity to display a different remit-to address than the remit-to for the branch on the customer's bills. The remit-to is the entity where the customer sends payment.
In the Back Order Printing field, enter one of the following to define how backordered items print on invoices:
No Back Order Printing – Does not print backordered items on the ship ticket.
Print on First Gen Only – Prints all backordered items on the first generation ship ticket only.
Print Back Orders – Prints backordered items on all ship tickets printed for this customer.

Press Esc to save the settings and return to the Customer Pricing/Printing screen.