Setting Minimum Gross Profit Percentages for Products

You can set a minimum gross profit percentage (GP%) at the order, product, price line, and user levels. These settings follow the below hierarchy:

Order - A GP% set at the order level overrides the settings at all other levels.
Product - A GP% set at the product level overrides the settings at the price line and user levels.
Price Line - A GP% set at the price line level overrides the settings at the user level.
User - A GP% set at the user level applies to any order entered by that user.

During order entry, when you make a change that affects the GP% for a product, the system compares the new GP% to the specified minimums, in the order stated above. If the new GP% falls below one of these minimums, one of two things will happen:

If you do not have the SOE.MIN.GP authorization key, the system prompts for authorization from someone who has the authorization key to accept the change.
If you have the SOE.MIN.GP authorization key, the system warns that you are going below the minimum GP%. Authorize the change.

Define a minimum gross profit percentage for products from Product Maintenance.

To set a minimum GP% for a product:

From the Maintenance menu, select Product to display the Product Maintenance window.
Display the product record for which to set a minimum GP%.
From the Additional Data menu, select Minimum GP % to display the Product GP% Maintenance window.
From the File menu, select Insert Branch to display the Product GP% Maintenance dialog box.
In the Enter new branch or territory field, enter the branch or territory ID for which to set the GP%.
Click OK to populate the Branch/Terr column with the selected branch or territory.
Repeat steps 5-6 for each branch or territory to use.
Enter the following information for each branch or territory:

Column	Description
Order Stock GP %	Minimum gross profit percentage to use for stock sales of this product during order entry.
Order Direct GP %	Minimum gross profit percentage to use for direct shipment sales of this product during order entry.
Report Stock GP %	Minimum gross profit percentage as it should display for stock sales of this product on the Detailed Invoiced GP% report.
Report Direct GP %	Minimum gross profit percentage as it should display for direct shipment sales of this product on the Detailed Invoiced GP% report.

Save the information and exit the window.

More Options in the Product GP% Maintenance Dialog Box

The Product GP% Maintenance dialog box also offers these options:

To...	Select this menu option...
remove a branch from the Product GP% Maintenance window.	File > Clear Branch The system deletes the selected branch.
find a branch that is not currently visible in the window.	File > Find Branch The Product GP% Maintenance dialog box displays. In the Enter branch or territory to find field, enter the branch or territory ID and click OK. The cursor moves to the requested branch in the Product GP% Maintenance window.
toggle between the branch hierarchy, which displays all territories that contain the indicated branch in the Branch/Terr column and in territory priority order, and the branches set up for the product's minimum GP%.	File > Toggle Hierarchy The Product GP% Maintenance dialog box displays. In the Enter hierarchy branch field, enter the branch for which to view the branch hierarchy and click OK to return to the Product GP% Maintenance window with the selected branch hierarchy displayed. Select the menu option again to display the branches set up for the product's minimum GP%.