Enter a Price Record

Use the Price-Contract Maintenance (PCM) program to enter or change, copy, and delete a price record. See Background and Road Map for more information.

When you select Prices, the program displays pricing methods set up in the Price Hierarchy Maintenance (PHM) program:

Field Name	Displays
Lvl	The level
Pricing type	The pricing type

Choose the following options:

To	Do This
Display price records	Highlight a line and click Select or double click the line. See step 3.
Return to the previous screen	Click OK.

Pricing records are listed with information that varies based on the hierarchy. The following fields are included:

Field Name	Displays
Branch	The branch for this pricing
UOM	The unit of measure for this pricing
Curr	The currency for this pricing
Effective	The date this pricing goes into effect
Expiration	The date this pricing expires

Choose the following options:

To	Do This
Enter a new pricing record	Click Add.
Delete a pricing record	Highlight the line and click Delete. See Delete.
Copy a pricing record	Highlight the line and click Copy. See Copy a Price Record.
Review or change a pricing record	Highlight the line and click Select or double click the line.
Print the listed records	Click Print. See Print.
Change the sort order or limit the number of records displayed per screen	Click Prog opts. The Number of lines per screen limits the number of pricing records displayed. The Primary sort column determines the order in which records are displayed and enables you to start typing to restart the display where desired.
Return to the previous screen	Click OK.

Enter or change data in the following fields:

Field Name	Type / Max Length	Action / Description
The fields depend on your hierarchy	Required	Enter the customer number or item number or click the Lookup icon and use the standard lookup options to select the customer from a list. Select the customer price class, customer type, ARC, item price class, product class, or product subclass.
Branch	Optional 4 alphanumeric	Select the branch for this pricing.
Sales UOM	Required 4 alphanumeric	Select the unit of measure for this pricing.
Currency	Required 2 alphanumeric	Select the currency for this pricing. 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 pricing goes into effect, enter a date shortcut, or leave blank to use 01/01/1900.

After you accept the effective date, enter data in these fields:

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.
No charge item?	Optional	Select if the price that you want to display for this item is 0.00 or leave blank if you want to set another price.

Enter data in these fields for up to 9 pricing structures:

Note
If you are entering pricing for a specific customer, use the pricing structure that corresponds to the Price code selected for this customer in the Customer Maintenance (CM) program. In other words, if the customer's Price code is 2, enter the price record in row 2.

Field Name

Type / Max Length

Action / Description

Type

Required
1 alphanumeric

Select	If the price is
L	Calculated from the List price
C	Cost plus: calculated from Cost
M	Margin: a markup added to the Cost

Leave blank if you selected No charge item?

Cost

Conditional
1 alphanumeric

If you selected C or M for Type, select the cost type to use for the price calculation.

Select	Type of cost
A	Actual
B	Base
L	Loaded
S	Standard
U	User-defined
V	Average

If the See costs in PCM? option is selected in the System Options Maintenance (XM) program (Pricing Options) and this pricing is for a single item (for examples, pricing methods Item or Customer / Item), press F10 twice and click Costs to display current costs for this item.

Price

Required
14 numeric in the format 999999999.99999

Enter the list price or leave blank if you selected No charge item?

Adj %

Optional
5 numeric in the format 999.99

If you want to adjust the list price or cost by a percent, enter an percent. This percent is added to the cost or price; if you want to decrease the cost or price by this percentage, enter a - (minus sign) before you enter the percent. For example, enter 10.00 to increase the price by 10% or -5.00 to decrease it by 5%.

Adj amount

Optional
14 numeric in the format 999999999.99999

If you want to adjust the list price or cost by a fixed amount, enter the amount. This amount is added to the price or cost. If you want to decrease the cost or price by this amount, enter a - (minus sign) before you enter the amount. For example, enter 10. to increase the price by 10.00 or or -5. to decrease it by 5.00.

Note
If you enter both an Adj % and Adj amount, both will be applied. Your setting for the Apply adjustment amount or percent first option in the System Options Maintenance (XM) program (Pricing Options) determines the order in which they are applied.

Choose the appropriate options:

To	Do This
Change a field	Move to cursor to the field and make required changes. Click Apply to accept the changes or click Cancel to reject them.
Display additional fields	Click Other info. See step 10. Click Other info again to return to the price display.
Enter or review notes	Click Notes. See Enter 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 who created or changed the record and when	Click Audit. See Display an Audit Trail. Click OK to return to this program.
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).
Display weights, dimensions, packaging, and harmonization codes	Click Item info. Click Close to exit the display.
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 price record. Leave the fields blank to exit.
Exit and return to the pricing type selection screen	Click Exit. See step 3.

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

When you click Other info you can set up discounts based on the quantity or amount ordered:

Field Name	Type / Max Length	Action / Description
Type	Required 1 alphanumeric	Select Quantity to base the discount on the quantity ordered on the line or select Extension to base it on the extended amount: Quantity x Price
Minimum	Required 14 numeric in the format 999999999.99999	Enter the minimum order quantity or extended amount required to receive the special price or discount.
Disc %	Optional 5 numeric in the format 999.99	Enter the discount percent to be subtracted from the previously calculated price (list, cost plus, or margin plus any adjustments).
Disc amount	Optional 14 numeric in the format 999999999.99999	Enter the discount amount to be subtracted from the previously calculated price (list, cost plus, or margin plus any adjustments). Note If you enter both a Disc % and Disc amount, your setting for the Apply discount amount or percent first option in the System Options Maintenance (XM) program (Pricing Options) determines the order in which they are applied.