Defining Data Sources and Columns for Price Sheets

The system uses data sources, such as AVG COST, to help you analyze your price sheets. For example, you can review price lines, units of measure, matrix group and sell groups across products. Use the Format function on your price sheet to determine the data sources that display on a printed price sheet. The system predefines data sources, and you must be assigned the COGS.VIEW or COST.VIEW authorization key to print cost on a price sheet.

To define data sources and columns for a price sheet:

1. Display the Print Price Sheets window.

2. Enter the necessary criteria for the price sheet as described in Generating Price Sheets.

3. Click the Format tab.

You must be assigned the COGS.VIEW or COST.VIEW authorization key to print cost on a price sheet.

4. In the Sort By field, select how to sort the data: Line (sorts by price line) or Part Number.

5. In the Page Break on field, indicate where to add page breaks.

   • Price Line - Breaks at each price line.

   • Customer - Breaks at each customer.

   • Nothing - Breaks where page margin dictates.

   • Customer/Price Line - Breaks at each customer and each price line.

    

6. Check Report Break to start a new report on each new item in the Page Break On field. For example, if you set the Page Break On field to Customer, a new report begins on each customer. If this is unchecked, the list continues without page breaks. A blank row is inserted between each item in the list.

7. In the Data Source column, enter a data source for each column to display on this report.

   Data Source	Description
   *LINEBREAK*	Inserts a line break and starts printing the following columns of information on a new line. The columns after the *LINEBREAK* print on the next line down.
   3M SQTY	Prints the quantity sold in the last three months to the customer entered on the price sheet.
   ATTB#	Prints the value in the product file assigned to the attribute number that you enter. You must know the dictionary layout of the product file to know what value you are pulling. Enter the attribute number next to the number sign (#), before moving to the next column. For more information, see Eclipse Dictionary Overview.
   AVG COST	Prints the current system-calculated average cost for the product in inventory at the branch.
   BASIS#	Prints the price that corresponds to the local basis name in the line provided, counting down from the top. Enter the basis number next to the number sign (#), before moving to the next column.
   CLS#	Enter the class price for the products to include on the price sheets. This class prices the items as if the customer were assigned to that price class. Enter the class number next to the number sign (#) before moving to the next column.
   COGS COST	Prints the price assigned on the Product Price Sheet Maintenance window to the local basis name that is assigned to the COGS COST global basis name for the product's price line.
   COMM CODE	Prints the commodity code assigned to the product on the Product Maintenance window.
   COST OVRD	Prints any cost override associated with the product. The column is blank if there is no override cost.
   CUST COGS	Prints overridden cost of goods sold cost from the matrix cell for the customer. If an override does not exist on the matrix cell for this customer, the report displays the value found in the basis that is pointing to the global basis COGS-COST in Price Line Maintenance. Use this option only for internal reporting.
   CUST COMM	Prints overridden commission cost from the matrix cell for the customer. If an override does not exist on the matrix cell for this customer, the report displays the value found in the basis that is pointing to the global basis COMM-COST in Price Line Maintenance. Use this option only for internal reporting.
   CUST GP%	Prints gross profit percent that is found based upon the matrix for the customer. The system uses the cost of goods sold cost when calculating the GP%. Use this option only for internal reporting.
   CUST ID	Prints the customer's internal ID number, which identifies the customer to the system.
   CUST PN	Prints the customer-specific part number if one has been assigned to an item that is included on the price sheet.
   CUST SPEC	Prints the customer-specific price, which is the customer's normal price for the as-of date of the report.
   DESC2-6	Prints lines two through six of the product description.
   DESC LINE 1	Prints the first line of the product description, unless DESC.WORD.1 comes before DESC1. Then DESC1 prints everything after the first word in the first line of the product description.
   DESC LINE 2	Prints the second line of the product description. If that line is blank, the column contains a blank line.
   DESC LINE 3	Prints the third line of the product description. If that line is blank, the column contains a blank line.
   DESC MULTI	Prints all lines of the product description.
   DESC WORD 1	Prints the first word in the first line of the product description. If DESC WORD 1 comes before DESC LINE 1, DESC LINE 1 prints everything after the first word in the first line of the product description.
   DFLT COST	Prints the price assigned on the Product Price Sheet Maintenance window to the local basis name that is assigned to the DFLT COST global basis for the product's price line.
   DFLT LIST	Prints the price assigned on the Product Price Sheet Maintenance window to the local basis name that is assigned to the DFLT LIST global basis for the product's price line.
   DISC CLASS	Prints the discount class assigned to the product on the Product Price Maintenance window.
   EXPIRE DATE	Prints the expiration date of the corresponding pricing matrix cell that is currently in effect for the product.
   HEADING	Prints the heading as a column value in the report. For example, if the heading were 10 underlines, it prints the underlined area to be used as a place to write something, such as, DATE.
   ID	Prints the system's internal product number.
   KEYWORD 1	Prints the first word, delimited by a space, that is in the Additional Key Words field in the product record. If that line is blank, the column contains a blank line.
   KEYWORD 2	Prints the second word, delimited by spaces, that is in the Additional Key Words field in the product record. If that line is blank, the column contains a blank line.
   LAST COST	Prints the last amount, purchase price, or COGS COST, paid for the product at the branch.
   AVG COST	Prints the current system-calculated average cost for the product in inventory at the branch.
   LAST SALE DT	Print the date the product was last sold to the customer entered on the price sheet.
   LAS SALE PRC	Prints the price the product was last sold to the customer entered on the price sheet.
   LIST DISC	Prints the difference between the price the customer is being charged and the LIST PRICE.
   LIST GP%	Prints the gross profit percent found using the LIST price of the product to the cost of goods sold cost for the product. Use this option only for internal reporting.
   MATRIX GRP	The sell group or product ID on the matrix cell.
   PRC LINE	Prints the name of the product's price line.
   QTY SOLD	Reports the quantity sold for a specified date range. You can include the QTY SOLD data source only if you set the Select from Reorder Pad field to Yes.
   RANK #	Prints the products for the rank you select.
   SELL GROUP #	Prints only the sell group position selected, regardless if the product lives in multiple sell groups.
   SELL GROUP	Prints all the sell groups assigned to the product, from the Price Group Maintenance window, in the product's branch.
   SORT CODE	Prints the sort code assigned to the product on the Product Maintenance window.
   SPACE	Inserts a blank column of the defined width.
   U/M DESC	Prints the descriptive unit of measure defined in the Per UM field on the Product Price Sheet Maintenance window, which describes the unit of measure. For example, box or each. Note: When you move to another data source line, the system prompts you to select how to display the unit of measure: Make Upper Case (BX), Make Lower Case (bx), or Keep As Is (default from the system). For each U/M data source, you select how to handle the display.
   U/M QTY	Prints the quantity defined in the Per Qty field on the Product Price Sheet Maintenance window that is assigned to the unit of measure entered in the Per UM field on the same window. For example, if the Per UM were box, the Per Qty might be 12 per box. Note: When you move to another data source line, the system prompts you to select how to display the unit of measure: Make Upper Case (BX), Make Lower Case (bx), or Keep As Is (default from the system). For each U/M data source, you select how to handle the display.
   UPC	Prints the number in the Primary UPC field on the UPC Codes Maintenance window, accessed by using selecting Additional Data >UPC Code Maintenances on the Product Maintenance window.
   WEIGHT	Prints the weight assigned to the product on the Product Maintenance window.
   YTD QTY	Prints the total quantity, in the lowest unit of measure, of the item that has been sold out of the branch from the beginning of the fiscal year through the as of date.

8. In the Heading column, enter the name of the heading to display for each data source.

The heading is user-defined up to the width of the column. If you enter a heading that exceeds the width of the column, the system truncates it to fit the column width.

9. In the Jus column, enter the justification you want for the column:

• L (left) - Starts printing the entry at the left side of the column. Use this setting if the data is alphabetic.

• R (right) - Starts printing the entry at the right side of the column. Use this setting if the data is numeric.

Note: If you enter L in this column and move the cursor to the Pad column, an entry is required in the Pad column before exiting that column to ensure blank spaces display appropriately.

10. In the Width column, enter the number of characters for displaying data in each column. The width of the column depends on the remaining number of character spaces available. The total number of characters available in portrait mode is 80. The total number of characters available in landscape mode is 100.

11. In the Pad column, enter one of the following:

• Y (periods) - Fills the blank spaces in a column with periods before or after the data, depending on the justification selected.

• Z (zeros) - Fills the blank spaces in a numeric column with zeroes.

• N (blank spaces) - Leaves the blank spaces in a column blank.

12. In the Decm (decimal) column, enter the number of decimal places for a numeric entry. You cannot access this column if the Jus column is set to L.

13. Select the Comma check box for each data source that you want to insert a comma in numeric entries greater than 999.

You cannot access this column if the Jus column is set to L.

14. Select the Support Zero check box for each data source if you want to leave a numeric field blank for entries of zero. If left deselected, entries of zero print as numeric.

You cannot access this column if the Jus column is set to L.

See Also:

Generating Price Sheets