Contract Hierarchy F/M (SOF550)

The Contract Hierarchy F/M is an optional program that allows you to set the hierarchy for contract prices. This hierarchy provides the order in which contract prices are searched during the Sales Order Entry programs.

In the SO Static Control F/M, the Default Price control determines what priority the order entry programs give contract prices in relation to other types of prices set up in the system.

Contract prices will not appear in Sales Order Entry programs if the Use Contract Pricing flag in SO Static Control F/M is not selected, or is set to N.

The contract pricing matrix that you create in this program is based on the customer (who is placing the order) and the item (what merchandise is being purchased). You must determine the priority by customer of which price the system should select as well as the priority by item of which price the system should select. The choices of the hierarchy are as follows:

• Customer Scope Priority (Individual Customer, Customer Price Class, All Customers)
  
• Item Scope Priority (Individual Item, Item Price Class, Vendor, All Items)
  

Based on how you set the priorities of customer and item, the system sets the priorities of all contracts from highest priority to lowest automatically.

Setting up a hierarchy for contract pricing

1. Click Sales Orders>Contract Pricing>Contract Hierarchy F/M (SOF550).
2. Check the Select Lowest Price check box to indicate whether you want the lowest calculated price to be chosen from the hierarchy if two or more price contracts exist. Press Enter to initially default to N.
3. Specify the order of the Customer Scope Priority. For example, specify CIA if you want the order to be 1) customer price class, 2) individual customer and 3) all customers. Press Enter to initially default to ICA. Press F2 to access the Customer Priority Options screen where you can specify or modify the order of the customer priority.
4. Specify the order of the  Item Scope Priority. For example, specify VCIA if you want the order to be 1) vendor, 2) item price class, 3) individual item and 4) all customers. Press Enter to default to ICVA. Press F2 to access the Item Priority Options screen where you can specify or update the order of the item priority.
5. Click OKon the Customer Priority Options screen or Item Priority Options screen to add the order record with the displayed hierarchy.
6. Click Save.
7. Once set up, you have these options.

D  Deletes the record.

F3 or Reset Resets the hierarchy to the default hierarchy. If you specify this option, the following question will display: Are you sure you want to reset the hierarchy to default setting? Specify N or YES. Press Enter to default to N.

8. Click Exit.

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