Copy a Discount Record

Use the Price-Contract Maintenance (PCM) program to enter, change, copy, and delete discount records. With the copy option, you can create a new record that has a different effective date, pricing branch, or currency, or is for a different item or customer that the original. See Background and Road Map for more information.

Click Discounts. The program displays discount methods set up in the Price Hierarchy Maintenance (PHM) program.
Select a discount method and click Select. The program displays discount records for this method.
Select the record that you want to copy and click Copy.
Enter data in these fields:

Field Name	Type / Max Length	Action / Description
The name of the first field depends on your pricing hierarchy	Required	Enter the customer or item number for the new discount record or click the Lookup icon and use the standard lookup options to select the customer or item from a list. Select the customer price class, customer type, item price class, product class, or product subclass.
Branch	Optional 4 alphanumeric	Accept the displayed branch or select another.
Sales UOM	Optional 4 alphanumeric	Accept the displayed unit of measure or select another.
Currency	Optional 2 alphanumeric	Accept the displayed currency or select another. This field is available only if you activated the multi-currency feature during installation or conversion.
Effective date	Optional 10 date	Select the date on which this discount goes into effect, enter a date shortcut, or leave blank to use 01/01/1900.

Enter or change data in these fields for the new record:

Field Name	Type / Max Length	Action / Description
Expiration date	Optional 10 date	Select the date on which this pricing expires, enter a date shortcut, or leave blank to use 12/31/9999.
Sugg list price	Optional 14 numeric in the format 999999999.99999	Enter a recommended selling price. This field is not used by the system, but you can use it in custom reports.

Change the fields that are different for this new record. See Enter a Discount Record for field descriptions.
Press F10 when you completed data entry. The program displays the Volume discount screen.
Change the fields that are different for this new record. See Enter a Discount Record for field descriptions.
Choose the appropriate options:

To	Do This
Change a field	Click Modify.
Exit without changing this discount structure	Click Cancel. The program prompts Exit without updating? Click Yes to exit without updating the record or click No to retain the record with the changes that you made.
Enter or change a volume discount	Click Other info. See Enter Volume Discounts.
Enter or change notes	Click Notes. See Enter Notes or Change Notes.
Enter data in custom fields your company uses	Click User. See Enter Data in User or Shadow File Fields. This button displays only if you set up user fields for this program in the User Fields Maintenance (XMO) program.
Go to a related program	Click Jump. See Jump.
Display the date the record was created or changed, and the user responsible	Click Audit. Click Close to remove this data from the display.
Display costs for this item (average, standard, actual, loaded, user, and base)	Click Costs. Note This button displays only if the See costs in PCM? option is selected in the System Options Maintenance (XM) program and this pricing is for a single item (pricing methods Item or Customer / Item).
Markup or markdown the list price	Click Adjust list. The program prompts Enter percentage markup or markdown. Enter the amount of the markup or enter a minus (-) and the amount of a markdown. For example, .05 for a 5% markup or .025- for a 2.5% markdown. The program adjusts the price displayed in the Price field and prompts Correct? Enter Y to accept the price adjustment or enter N to change the amount.
Display a graphic of this item	Click View image. Click Close to remove the image from the display.
Accept this data	Click OK. The program prompts you to enter another discount record. Leave the first fields blank to exit add mode.
Exit and return to the menu	Click Quit.

Note
You cannot delete a record until it has been saved; use Cancel.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Add another discount record	Click Add. See Enter a Discount Record.
Delete the selected discount record	Click Delete. See Delete.
Copy the selected discount record	Click Copy.
Change the selected discount record	Click Select.
Display discount records from a specific record	Click Restart. Enter one of more fields to select the first record you want to display or leave all fields blank to display the first record in the file.
Print the discount record listing	Click Print. See Print.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Exit the program	Click Exit.
Exit and return to the menu	Click Quit.

Choose the appropriate options when you click Exit:

To	Do This
Display the selected discount method	Click Select.
Exit discounts	Click Exit.

Choose the appropriate options when you click Exit:

To	Do This
Enter, change, and copy price records	Click Prices. See Enter a Price Record, Change a Price Record, and Copy a Price Record.
Enter and change discount records	Click Discounts. See Enter a Discount Record and Change a Discount Record.
Enter, change, copy, and print contracts	Click Contracts. See Enter a Contract Record, Change a Contract Record, Copy a Contract Record, and Print Contract Records.
Enter, change, and copy surcharge records	Click Surcharges. See Enter a Surcharge Record, Change a Surcharge Record, and Copy a Surcharge Record.
Exit the program	Click Exit.