Road Map: Price-Contract Maintenance

Use the Price-Contract Maintenance (PCM) program to:

See Background for more information.

Before you run this program each time

You should run these programs: None required

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Pricing Options) to set these options: Apply adjustment amount or percent first, Apply discount amount or percent first, Default all list prices to list price 1?, Use list price 1 as default?, See costs in PCM?, and Split carton based on UOM or pack

  • System Options Maintenance (XM) (Inventory Control Options) to set the Update actual and average costs? option.

  • System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.

  • Number System Setup (XOC) to set up a customer contract numbering scheme.

  • Price Hierarchy Maintenance (PHM) to build price, discount, and surcharge hierarchies.

  • Branch Maintenance (TBM) to set up branches.

  • Surcharge Codes Maintenance (TSCM) to set up surcharge codes.

  • Customer Price Classes Maintenance (TCPC) to set up customer price classes if you are pricing by customer price classes.

  • Customer Types Maintenance (TYM) to set up customer types if you are pricing by customer type.

  • Product Class Codes Maintenance (TPC) to set up product classes if you are pricing by product class.

  • Product Subclass Master Maintenance (TSP) to set up product subclasses if you are pricing by product subclass.

  • Item Price Classes Maintenance (TIPC) to set up item price classes if you are pricing by item price class.

  • Unit of Measure Codes Maintenance (TUM) to set up unit of measure conversions.

  • Currency Codes Maintenance (TCU) to set up currency codes.

  • Enterprise Item Maintenance (IM) to set up inventory items for your enterprise.

  • Branch Item Maintenance (IMB) to set up inventory items for your branch.

  • Item Cost Maintenance (ICM) to enter and change item costs, if you are using cost-based pricing.

  • Standard Cost Rollup (MCR) to update the standard unit cost of items you make.

  • Base Year Cost Update (IBCU) to update the base year cost.

  • Customer Maintenance (CM) to set up customer records.

  • (Optional) User Field Maintenance (XMO) to set up user fields for this program.

  • Audit Trail Maintenance (XAT) to activate the audit trail to track changes made to price and discount records.

After you run this program

You will most likely run these programs:

  • Price Lookup (PLU) to determine the price for a specific customer, item, and quantity.

  • Pricing History by Item (PHQ) to display pricing history by item.

  • Pricing Report (PLR) to print a report that shows the prices you have set for specific customers and items.

  • Audit Trails (ATR) to print an audit trail report.

  • Pricing Purge (PCX) to delete price and surcharge records that have expired, records for inactive customers or items, and an entire hierarchy level that you are no longer using.