1. Open the Contract Entry program. You can access this program by selecting Sales Orders -> Contract Pricing-> Contract Entry.
2. In the Contract # field, enter the contract number to assign to this document. You can use the next contract number on file, search or copy a contract: The system displays a copy dialogue box where you can select the contract to copy, and enter a new description. The system loads the new contract for the user to edit. When you create a contract by copying it will force the Awaiting Review flag to default to Yes.
3. In the Description field, enter the contract description.
4. Enter the effective date of this contract price record.
5. Enter the expiration date of this contract price. When running this Remove Contracts program, a cutoff date is entered and expiration dates up to that cutoff are removed. On any date after the expiration date, the contract price is not eligible for the price search program in the sales order entry programs.
6. In the Type field, select a contract price type--Levels or Quantity Breaks. Refer to the Contract Pricing topic for details about contract price types.
7. The Convert Fixed Prices and Qty Breaks field is only available if the contract is for a specific item and a specific UM. For all other quantity break contract types (non-specific) the flag is automatically set to Y and this field is skipped. Enter N or Y to indicate whether the quantity break prices for this item and UM should be used as the default to calculate prices for other quantity break UMs that do not have contract prices set up. For example, a quantity break price is set up for $5.00 EA for a minimum of 10 (10 EA /BX). If on the sales order 1 BX is sold the system would calculate a price of $50.00 BX. Or, a fixed price is set for $1.00 EA , if there are 10 each per box, and a line is entered on a sales order with a UM of ‘boxes’ the system would calculate a price of $10.00 BX.
8. Indicate whether this contract is for all customers by selecting the All Customers field.
OR
Press the Customer button or press F1 to access Customer Scope Entry (SOE561) to define the customers for the contract.
If the contract is marked as valid for all customers, the Customers button is disabled. If you enter any information on the Customer Scope screen, then the system changes the All Customers prompt to selected (flag to "Yes)", and the system displays a message prompting for whether to remove all entries from the Customer Scope screen. If you select to not remove the Customer Scope information, the All Customers prompt will remain selected.
If you don’t select the All Customers prompt and do not enter any information on the Customer Scope screen, the system will not allow you to exit.
9. Indicate whether this contract is for all items by selecting the All Items field.
OR
Press the Item button or press F1 to access Item Scope Entry (SOE563) to define the customers for the contract.
If the contract is marked as valid for all items, the Items button is disabled. If you enter any information on the Item Scope screen, then the system changes the All Items prompt to selected (flag to "Yes)", and the system displays a message prompting for whether to remove all entries from the Item Scope screen. If you select not to remove the Item Scope information, the All Items prompt will remain selected.
If you don’t select the All Items prompt and do not enter any information on the Item Scope screen, the system will not allow you to exit.
10. Indicate if the contract is valid for warehouse ships: If the Whse Ships prompt is set to Yes, you must enter the shipping warehouses that the contract applies to on the Shipment Scope screen. If it is set to No or All, individual warehouses cannot be entered on the Shipment Scope screen.
To access the Shipment Scope Entry (SOE565) screen, press the Shipment button.
If you enter any warehouse information on the Shipment Scope screen, then the system changes the Whse Ships prompt to Yes, and the system displays a message prompting for whether to remove all warehouses from the Shipment Scope screen. If you select not to remove the Shipment Scope information, the Whse Ships prompt will remain selected.
11. Indicate if the contract is valid for direct shipments from vendors. If the Direct Ships prompt is set to Yes, you must enter the direct ship vendors that the contract applies to on the Shipment Scope screen. If it is set to No or All, individual vendors cannot be entered on the Shipment Scope screen.
To access the Shipment Scope Entry (SOE565) screen, press the Shipment button.
If you enter any vendor information on the Shipment Scope screen, then the system changes the Direct Ships prompt to Yes, and the system displays a message prompting for whether to remove all vendors from the Shipment Scope screen. If you select not to remove the Shipment Scope information, the Direct Ships prompt will remain selected.
12. (Optional) Enter the rounding code to establish rounding rules for contract prices.
13 In the Excluded Items section of the screen you can select to exclude the following item types from the contract scope: Stocked, NonStocked, Uninventoried, and Catalog.
14. After you complete the header information above, you can select from the options that are available during entry of contract prices:
A or Add Choose this option to add contract pricing information for the first time to contracts. You must complete the contract header information before you can add pricing information to a contract. This option is available only if no contract pricing information is on file. Refer to the How to add pricing information to contracts or How to add quantity break price information to contracts procedure for step-by-step instructions.
D or Delete Choose this option to delete the highlighted contract price line.
Review Accesses the Price Contract Review screen where you can mark/unmark a contract as awaiting review. Contract awaiting review are not active.
Customers Accesses Customer Scope Entry (SOE561) to enter any number of individual customers (with or without ship-to’s) and any number of customer classes.
Items Accesses Item Scope Entry (SOE563) to enter any number of specific items (with or without UM specifications), any number of item classes, and any number of primary vendors for a contract..
Shipping Accesses Shipment Scope Entry (SOE565) to specify whether the contract is valid for drop ship lines.
Header Accesses Price Contract Header Detail to allow you to modify contract information such as description, effective dates or contract scope details.
Done Completes the contract and returns you to the Contract # field so you can enter or modify additional contracts.