Display a Discount Record

Use the Price-Contract Inquiry (PCQ) program to display price, discount, contract, and surcharge records and print contract records. See Road Map for work flow.

Note
If you want to display the price for a specific item and customer, use the Price Lookup (PLU) program.

  1. Click Discounts to display a discount record. The program displays these fields:

Field Name

Displays

Lvl

The hierarchy levels set up with the Price Hierarchy Maintenance (PHM) program

Pricing type

The pricing methods set up with the Price Hierarchy Maintenance (PHM) program

  1. Select the discount type you want to display and click Select. The program displays these fields:

Field Name

Displays

Customer
Customer type
Cust price cls
Item number
Product class
Product subclass
Item price class

The field(s) displayed depend on how the hierarchy was set up in Price Hierarchy Maintenance (PHM).

Br

The pricing branch for this discount

UOM

The sales unit of measure for this discount

Curr

The currency for this discount

Effective

The date this discount went into effect

Expiration

The date this discount expires

Disc %

The first discount percentage

Disc amount

The first discount amount

  1. Select the discount record you want to display and click Select. The program displays these additional fields:

Field Name

Displays

Suggested list

The selling price that you, the manufacturer or distributor, recommends

Expiration

The date on which this discount is no longer effective

Pricing 1 - 9

The number of a pricing structure that corresponds to the Price code field in the customer's record in the Customer Maintenance (CM) program. If a customer has a Price Code of 1, the pricing routine uses price structure 1; if the Price Code is 2, it uses price structure 2, and so on, through Price Code 9.

Type

The price type:
L
: List price: calculated from the list price
C
: Cost plus: calculated from the cost
M
: Margin: a markup that is added to the cost

Cost

The type of cost the price is based on:
A
:  Actual
B
:  Base
L
:  Loaded
S
:  Standard
U
:  User defined
V
:  Average

Price

The list price

Adj %

An adjustment percent that is added to the cost or price; if a - (minus sign) appears after the percent, this percent is subtracted from the cost or price.

Adj amount

A fixed amount that is added to the price or cost; if a - (minus sign) appears after the percent, this amount is subtracted from the cost or price.

Note
If there is both an Adj % and Adj amount, both are 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.

  1. (Optional) Click Other info to display discounts that are based on the quantity or amount ordered. The program displays these fields:

Field Name

Displays

Level 1 - 6

Up to six levels of volume discounts for the record for price breaks based on volume ordering

Type

The discount is based on the:
Q
:  Quantity ordered
E
:   Extended amount: Price x Quantity

Minimum

The minimum order quantity or extended amount required to receive the special discount

Disc %

The percent to be subtracted from the previously calculated price (list, cost plus, or margin plus any adjustments)

Disc amount

The amount to be subtracted from the previously calculated price (list, cost plus, or margin plus any adjustments)

Note
If there is 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.

  1. Choose the appropriate options:

To

Do This

Switch the display between discount structures and volume discounts

Click Other info.

Display notes

Click Notes. See Display Notes.

Display data in custom fields your company uses

Click User.

This button displays only if you set up user fields for the Price-Contract Maintenance (PCM) 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 last 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. Click Close to remove this data from the display.

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.

Display a graphic of this item

Click View image. Click Close to remove the image from the display.

Exit this record

Click OK.

Exit and return to the menu

Click Quit.

  1. Choose the appropriate options when you click OK:

To

Do This

Display the selected discount record

Click Select.

Display discount records from a specific record

Click Restart. Enter one or 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.