Customer Pricing
Data Source: PARTDISC
The Customer Pricing screen allows you to view customer pricing, create a customer pricing record and view price inquiries.
Note that expired records are purged out after at least 31 days depending on when you run your Accounts Receivable month end and subsequent full database reorganize.
Customer Pricing records displayed on this screen are recognized by the system if the Customer Discount Pricing switch in the CMBR table is activated.
If the Your Savings switch in the CMBR table is also activated, invoices created for customers with a pricing record include a "Your Savings" line, displaying the total discount that was applied. For details, see the Configuration Tables topic.
To open the Customer Pricing screen, navigate to Product Support > Parts > Customer Pricing.
The sorting options on the Customer Pricing screen are:
| Sort by | |
|---|---|
| Field | Description |
| Customer Number | Sort the search results by customer number. |
| Location | Sort the search results by location. |
| Vendor | Sort the search results by vendor number. |
| Source | Sort the search results by source code. |
| Class | Sort the search results by class code. |
| Type | Sort the search results by type code. |
The search fields on the Customer Pricing screen are:
| Search by | |
|---|---|
| Field | Description |
| Select Customer/Group | Search for customer pricing by entering a customer/group. |
| Select Part Number | Search for customer pricing by entering a part number. |
| Select Vendor Number | Search for customer pricing by entering a vendor number. |
| Select Source | Search for customer pricing by entering a source code. |
| Select Class | Search for customer pricing by entering a class code. |
| Select Type | Search for customer pricing by entering a type code. |
| Select Location | Search for customer pricing by entering a location. |
The fields on the Customer Pricing screen are:
| Field | Description |
|---|---|
| Customer/Group |
Enter a specific customer. Or enter a group name used to identify a group of customers that this pricing applies to. This is a free text field and it is your responsibility to ensure that the group name entered here matches the Group Name entered elsewhere in the system, such as customer profile , service agreements, work orders, and so on. |
| Location | The location where the customer pricing is located or all locations. |
| Vendor | The vendor number associated with the customer pricing or all vendor numbers. |
| Source | The source code or all source codes. |
| Class | Applies the customer pricing to parts with a specific class code or parts with all class codes. |
| Type | Applies the customer pricing to parts with a type code or parts with all type codes. |
| Part Number | The number of the part that is affected by the customer pricing. |
| Comment | Any comments associated with the customer pricing. |
When you move the cursor over a customer/group on the Customer/Group field, a popup menu appears with these options:
-
Edit—to edit a customer pricing.
-
Copy —to copy a customer pricing.
Click on the Need to create a new customer pricing record? Click here to add link to add a new customer pricing record.
Click on the Price Inquiry link to add a price inquiry.
Click on the Customer Pricing Import link to import a CSV file updating customer pricing records (customer special pricing).