Use these fields to enter contract header information.
1. Vendor
Specify the vendor for this contract. Press F2 to search for vendors. If contracts already exist for this vendor, the system displays them by the effective date order in the list view in the lower portion of the screen. At the bottom of the screen, you can specify a date in the List from field to limit the display by effective date.
2. Warehouse
Specify the warehouse for this contract. Press F1to default to ALL. Press F2 to search for warehouses.
3. Effective Date
Specify the effective contract date
4. Scope
Specify the item scope of the contract. You can select from I-Specific Item, C-Cost Class, or A-All Items. Press Enter to accept A, the default.
If you select I, the next prompt is Item. If you select C, the next prompt is Cost Class. If you select A, the system disables the next prompt.
5. Item/Cost Class
Specify the item for this contract. Press F2 to search or F4 to back up.
-or-
Specify the cost class for this contract. Press F2 to search or F4 to back up.
6. Customer
Specify the customer for this contract. Press F1 to specify N/A, F2 to search for customers, or F4 to backup. Specify customer number for contracts used for special orders (i.e. a purchase order tied to sales order). If you specify a customer number for the cost contract, then it is available only for special orders for the customer indicated.
Once all header fields have been entered, the program determines if the contract is already on file or if it overlaps another contract with the same scope. For new contacts, the system displays the Contract Detail screen for line entry on the contract.
In the list view in the lower portion of the screen, the system displays any existing contracts
Use the Contract detail screen to specify quantity break/costing information for the contract line.
If the contract is not for a specific item, you can specify the basis and multipliers.
You can specify a single level contract (i.e. a contract that applies to any quantity purchased) by leaving the first quantity break set to blank, and doing so, all other breaks are disabled. If you specify a quantity, all breaks are enabled.
If the contract is for a specific item, you can specify a fixed cost or a basis/multiplier, but all breaks must have the same kind of costs (i.e. all fixed or all basis/multiplier).
Each quantity must be progressively larger. If you leave a quantity blank, all subsequent breaks are disabled.
Once you have designated an item cost as fixed cost or basis/multiplier, you cannot change the type. You can edit the fixed cost, basis and multiplier values, but you must delete and reenter the contract to change it from a fixed cost to a basis/multiplier cost or to add/remove quantity breaks.
Effective and expiration dates cannot overlap for contracts with the same scope (including warehouse, scope and entity, and customer).
Use these fields to specify contract line detail information.
Quantity Breaks: The first break can be either a fixed cost or a basis and multiplier. The second break can be the same as the first or it can be a basis and multiplier even if the first is fixed. The only restriction for the second one is that it can’t be fixed if the first is a basis and multiplier. Breaks three through six must be the same type (fixed or basis and multiplier) as the second.
1. Expiration Date
Specify the contract expiration date. Press F1 for None, F4 to Backup If the date causes the contract to overlap another contract with the same scope, a message will be given, and a new date must be entered.
2. Required
Indicate whether this is the required cost when selling to this customer. If you select this check box the system uses this contract cost even if the Use Lowest Cost check box is s elected on the Costing view of Vendor F/M (APF910).
3. Quantity Breaks
Indicate whether to include quantity breaks for cost information.
If you select the Quantity Breaks check box, for level 1:
Specify the quantity for break 1. Press F1 to specify None or F2 to change the UM, or F4 to backup. You can leave the quantity blank, and if it is, all remaining breaks are disabled and blanked. If this is the first break and the value is left blank, you can still specify a cost. But if you specify a blank in the quantity of subsequent breaks, you cannot specify a cost.
The quantity must be greater that the previous break’s quantity.
You can press F2 to change UM only for the first break and only when the scope is for a specific item. Press F1 to set the field to blank and move on to next field. Press F2 to select any valid buying UM for the item. If quantities are already entered, the system converts the quantities to the new UM.
4. Fixed Cost
Specify the contract cost. For Break 1, you can press F1 to specify Basis/Multiplier instead. Press F4 to backup. This field is only available if the scope is for a specific item.
The cost entered should be lower than the previous break’s cost, and if it isn’t, the system displays a message indicating this.
5. Basis
Specify the basis for the contract cost. You can press F1 to specify a Fixed Cost or F4 to backup. For the Basis you can select from: M--Manual Cost, L--List Price, 1--Quantity Break 1, 2--Quantity Break 2, 3--Quantity Break 3,4--Quantity Break 4, or 5--Quantity Break 5 (if quantity breaks exist).
If you specify M, L, or P, the system goes to the Multiplier prompt. The default value is L for the first break, but subsequent breaks default to the previous break’s basis. Options 1-5 are only valid for breaks 2 through 6, and the only ones available are the breaks prior to the current break, so for break 4, you have the option of breaks 1 through 3 as the basis.
6. Multiplier
Specify the multiplier. Press F4 to backup.
7. Memo
Specify the contract memo. Press F4 to backup.