M9-SO-1173 Item Pricing by Total Quantity

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Contents

Synopsis

This Extended Solution to the standard MAS 90 MAS 200 Sales Order module allows the price of Inventory Items entered on a Sales Order to be recalculated using one of the following methods:

  • Total Quantity of all items in a Product Line
  • Total Quantity of all items on the Sales Order
  • Sum of the Quantity Ordered
  • Total Quantity of all items in a Category Code

This Extended Solution supports only the following Extended Solutions pricing options:
IM-1097: Additional Pricing Tiers for Item Pricing
IM-1069: Contract Pricing by Valid Date

Installation

Before installing any Extended Solution, please verify that the version level referenced on your installation file is the same version level as your Sage 100 (MAS 90 MAS 200) installation. (For more information please call (800) 425-9843). It is recommended to have a complete and tested backup prior to installing any application on your Sage 100 (MAS 90 MAS 200) platform.

Extended Solutions Control Center

Installing any Extended Solution will add an Extended Solutions Control Center to the Sage 100 (MAS 90 MAS 200) Library Master Utilities menu. When you open the Control Center, the following options will be available:

  • Merge Installation Files
  • Extended Solutions Setup options

Custom Office

If you customize your Sage 100 (MAS 90 MAS 200), then you must run the Update Utility every time you install this Extended Solution.

Setup

Upon completion of software installation, you will need to access Extended Solutions Setup from the Sales Order Setup menu. Select this part number, and the Setup screen for this Extended Solution will appear (Figure 1). Check the ‘Enable Extended Solution’ box to activate this Extended Solution.

SO-1173 Setup Options
Figure 1


Answer the following prompts:

ITEM PRICING METHOD: Select the format: Product Line Total Quantity, Sales Order Total Quantity, Sum of the Quantity Ordered, or the Category Code Total Quantity.
WHEN TO PROMPT: select one of the following:
  • Never - the calculation during Sales Order Data Entry will proceed every time the lines are accessed and the prompt ‘Do You Want to Proceed with Item Price Recalculation’ will never appear.
  • Old Orders Only - the calculation will proceed if the order is new; if not, you will be prompted.
  • Always - you will be prompted before any action is taken
  • Button – lines will be re-priced only when you click a button in sales order entry
DEFAULT ANSWER: Select ‘Yes’ or ‘No’ as the default answer to the ‘Do You Want to Proceed with Item Price Recalculation’ prompt discussed above.

If you selected to use the ‘Category Code Total Quantity’, you will have access to this option:

I/M CATEGORY CODE TO USE FOR ‘CATEGORY CODE TOTAL QUANTITY’ PRICING METHOD: Enter the I/M Category Code you want to use for the ‘Category Code Total Quantity’ Pricing Method.

You should visit this Setup screen after each upgrade or reinstallation of this Extended Solution.

Role Maintenance
The following Task has been added to Sales Order, Setup Options:

  • Extended Solutions Setup

Please review your security setup in Role Maintenance and make appropriate changes.

Operation

If you answered ‘Button’ to the setup option ‘When To Prompt’ an ‘Itm Prcg’ button will be added to the Lines tab of Sales Order Entry (Figure 2). The unit price of items will be recalculated only when the button is selected.

SO-1173 Sales Order Entry
Figure 2


If you answered ‘Old Orders Only’ or ‘Always’ to the setup option ‘When to Prompt’, you will be prompted to perform a price recalculation when exiting the Lines tab (Figure 3).

SO-1173 Proceed Msg
Figure 3


If you answered ‘Never’, the recalculation will take place automatically each time you exit the Lines Tab to the Totals Tab.

The prompt does not appear, nor does auto recalculation take place if you Accept an Order while on the Lines Tab.


Item Pricing Based On Product Line Quantity
During Sales Order data entry, the recalculation function totals all Quantities Ordered by Product Line. This total is used as the Quantity to calculate the discount tier level for each Inventory item in that Product Line. After recalculating the Quantity, the Price will be refreshed with the price tier corresponding to the Quantity Ordered within that Product Line.

Kit Option Pricing is not calculated with this option, and pricing recalculation will not take place if Pricing by Item or Customer is not set up.

Item Pricing Based On Sales Order Total Quantity
During Sales Order data entry, the recalculation function totals all Quantities Ordered in the unit of measure referenced on the lines (e.g., 2 Tons and 2 Ounces will equal a Total Quantity of 4). This total is used as the Quantity to calculate the discount tier level for each Inventory item on the order. Inventory Price records are read with the Total Quantity, rather than with each individual line quantity. After recalculating the Quantity, the Price will be refreshed with the price tier corresponding to the Total Quantity Ordered. Note: line items for which a line item discount percent has been entered will not have their prices refreshed. The quantities of these lines will be included in the Total Quantity, but their prices will not be changed.

Item Pricing Based on the Sum of the Quantity Ordered
This option sums the Quantity Ordered for all Inventory lines, regardless of UOM, on this order. Next, it applies this result to each Inventory line item on the order by multiplying that result by the item’s I/M Masterfile Sales UOM conversion factor. The result of this calculation is then used to determine which Quantity Tier to look to in I/M Item Pricing. The Unit Price from that Item Pricing Tier will then be placed in the Unit Price field on the Sales Order line.

The Quantity is calculated using the Sales Unit of Measure from the Inventory Masterfile. If you are calculating items with different UOMs, you may get undesirable results.


Item Pricing Based on the I/M Category Code Total Quantity
When adding or removing lines in Sales Order Data Entry, each line item will be reviewed. If an Inventory Item has a value maintained in the I/M Category Code specified in Setup that matches any other value maintained in the same Category Code for any other Inventory Item on the Sales Order, the Quantity Ordered for these Inventory Items will be totaled, and that will be the quantity used to determine the Unit Price for each item. The program will look at the Item pricing file maintained for each Item Number using the new ‘quantity’ to determine the Line Item’s Unit Price. If this calculated Unit Price is less than the line’s existing Unit Price, the Unit Price field will be filled in with the new Unit price. If the calculated Unit Price is equal to or greater than the existing line’s Unit Price, no changes will be made to the Unit price field. The Unit Price will be refreshed whenever a line is added to or removed from the Sales Order.

With IM-1069, Contract Pricing by Valid Date As SO-1173 recalculates pricing in order entry, it will check to see if any IM-1069 pricing records exist which meet the date criteria. If so, the IM-1069 pricing record will be used.

IM-1069 supports pricing in Invoice Entry as well as an option to re-price an order when it is being invoiced. Because SO-1173 does not modify Invoice Entry, undesirable results will occur if you elect to re-price an order when it is being invoiced. Inconsistent pricing for a customer will occur if you elect to create an invoice on the fly rather than creating an order first, and then invoicing it.

Helpful Hints

  • This Extended Solution is active in Sales Order Data Entry only. Sales Order Invoice Data Entry is not affected.


What’s New

With the 02-11-08 release:

  • Added ‘Button’ option to the Setup Option ‘When to Prompt’.


Upgrades and Compatibility

The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade.


Documentation

Only changes made by Blytheco, LLC to the standard operation of Sage Software, Inc. MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document.

Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200.


Acknowledgments

Copyright © 2010 Blytheco, LLC. MAS 90 and MAS 200 are registered trademarks of Sage Software, Inc.


Revision Note: 4.4

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