You can set the following price line criteria specific to each branch:
Product tracking for tracking products in a price line at the branch or territory level, such as one of the following:
Individually or by group with lot numbers. For example, spools of wire are sold by the foot. You can track of the remnants of the spool using this feature.
For quality by using Detail Lot. For example, a government contract manufacturer buys heat-treated bolts used in aircraft production. These bolts must be tracked for quality and safety requirements.
For example, when a requested product or full product quantity is unavailable, the system checks for the due-in date of the next purchase order, or calculates a plenty date.
Assign a pass-along discount, a percentage discount from the vendor that you can extend to your customers, takes a percentage off the purchase price of all products in a price line. The system subtracts the discount amount from the price at the time of purchase.
Exclude products in a price line from your cycle counts to make the counting process more efficient for the warehouse employee doing the counting. For example, if you have your warehouse locations divided by price lines, excluding all but a few price lines from the count provides a reasonable number of items for the employee to count in a day. Another example is that you might want to divide counting price lines between employees.
To enter price line branch data:
From the Maintenance > Price Maintenance menu select Price Line to display the Price Line Maintenance window.
In the Price Line field, enter a price line ID to display the price line.
Select Edit >Branch Data to display the Price Line Branch Data Maintenance dialog box.
Select File >Toggle Hierarchy, enter a branch, and click OK to view the settings for a specific branch and where those settings came from. All territories that contain that branch display in the Branch /Territory column below the branch, in the order of the territory priority. For more information, see Branch Hierarchy Details.
In the Control Type column, enter one of the following to determine how to track products:
None - Items are interchangeable and do not need to be individually identified.
Lot - Items must be tracked individually or by group. When received, record a lot number, so when the item is shipped, it can be identified with that lot number. Lots can have any quantity from zero to the total on-hand amount for the branch. Products with no on-hand amounts do not require a lot number for a location without inventory.
Detail Lot - Items have been set up for Detail Lot Maintenance, so you can monitor manufacturing quality of inventory at the lot level. Along with manufacturing information, use Detail Lot Maintenance to track the original cost of a product, value of any enhancements, and the current appraised value.
Note: You can override these settings at the product level.
In the Check Available column, enter Yes to allow checking of product availability in this price line at the branch from order entry; otherwise, enter No.
For example, when a requested product or full product quantity is unavailable, the system checks for the due-in date of the next purchase order, or calculates a plenty date.
In the Pass Discount column, enter the percentage discount to offer on all the products in this price line. A pass-along discount is a percentage discount from the vendor that you can pass-along to your customers. Pass-along discounts at the product level override pass-along discounts at the price line level.
Note: Terms codes may affect the system's ability to apply a pass-along discount to a product. For more information, see Creating or Editing a Terms Code.
In the Exclude From Cycle Count column, enter Yes to exclude the products in this price line from cycle counts; otherwise enter No.
For example, if you have your warehouse locations divided by price lines, excluding all but a few price lines from the count provides a reasonable number of items for the employee to count in a day. Another example is that you might want to divide counting price lines between employees.
In the Allow Increase to Pick Quantity column, enter one of the following:
No - Does not allow you to increase quantity during picking for products in the price line.
Transfers - Allows you to increase picking quantity for transfers.
Sales Orders - Allows you to increases picking quantity for sales orders.
All - allows increases to picking quantity for all transactions.
Note: You must be assigned the RF.PICK.QTY.INCREASE authorization key at level 3 or higher to increase the quantity for customers that are flagged to allow quantity increases.
In the Notify on COGS Chg column, enter Yes or No to indicate if you want the system to send notification to users when the COGS changes on an order. The default is No.
Note: Use the
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