Identifies when Special / Fixed Pricing has been set up for your customer, and the end date set is due to expire
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Overview
Overview
eAutomate gives you the option to set special pricing on assigned items for specific customers, and there is an option to assign an expiration date. However there is not good visibility in EA to see which customers have been set up with what start/end dates. This alert will fire weekly and advise that pricing for a given customer is due to expire within the next 30 days, or days set in Variable X.
This gives you time to consider extending the date, modifying or to remind your customer that pricing will be reverted to standard pricing.
It is important to note this alert will only consider a customer with pricing assigned that has an end date set. It is not a required field to set an end date, and special pricing can be set up with no dates, in those cases the alert will not report on them.
Run Schedule: Weekly on Tuesday morning
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable X: # of days out the alert will look for an upcoming expiration date for a customer with special pricing in place. Default is set to 30 days
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Alert Functionality
Alert Functionality
Access Special Pricing under Customers, select Prices at the top, or find your customer and right-click and select Prices
Set Up Special Fixed Pricing, select New to create. Or open / edit a previously created pricing
ID935 pulls the data from this screen, customer, item, price and end date. Reminder if no end date exists the alert will exclude the record from reporting.
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Best Practices & Tips
Best Practices & Tips
You must perform the following three activities to set up customer pricing:
1. Indicate which item categories are eligible for special pricing
Select Tools menu, Lists and Codes, Item categories
For each category you want to make eligible for customer pricing, do the following:
Double-click on the category eligible for customer pricing to open the Edit Item Category window.
Click OK to make the item category eligible for customer pricing. This change will not take effect for a customer until you close and re-open EA.
2. Indicate which customers are eligible for special pricing
Edit the customer record / billing tab and select 'use customer pricing'. This change will not take effect for a customer until you close and re-open EA.
3. Record the special pricing information for each item linked to each customer
Go to Customers, select the customer and right-click and select Prices. Or Select Prices at the top
Select the item, quantity, assign the new override price for the customer. Option to add a start/end date. Hit Apply and then OK to save
Recording Customer Pricing Information during Sales Order Entry
Select Sales Orders to open the Sales Orders window.
Click New to create a new order
Enter the customer
On the Items tab, click the Add button
In the Item number field, enter the drop-down menu to select the item you want to add to the order.
Note: When you select the Item number, the system displays one of the following icons to the right of the Price field:
The system displays this icon if the selected item number is not eligible for customer pricing based on the item's Item Category record and the customer is not eligible for customer pricing based on the customer's Customer record.
The system displays this icon (with a checkbox) if the selected item number is eligible for customer pricing based on the item's Item Category record or the customer is eligible for customer pricing based on the customer's Customer record.
To view information about how the currently displayed price is calculated, hover over the icon displayed to the right of the Price field. The system displays the following Computed Price Information:
Price Source: The source the system is using to calculate the price displayed by default in the Price field.
Computed Information: The price the system computed for this item based on the Price Source and then displayed by default in the Price field.
Customer Price Level: The Price level set for the customer on the Billing tab in the Customer record.
Customer Pricing (Customer): The system displays Enabled if the Use customer pricingcheckbox is checked for this customer on the Billing tab of the customer's Customer record. The system displays Disabled if the Use customer pricing checkbox is not checked in the customer's Customer record.
Customer Pricing (Item): The system displays Enabled if the Use customer pricing checkbox is checked in this item's Item Category record. The system displays Disabled if the Use customer pricing checkbox is not checked in this item's Item Category record.
Computed Price Level: The system-determined Price level defined on the Prices tab of this item's Item record that applies to this item for this customer unless overridden.
Note: The system does not display Computed Price Level information if a custom price is defined for this customer.
To view and enter customer pricing for this customer using the Customer Prices window, do the following:
Click the icon to the right of the Price field and select View customer prices to open the Customer Prices window.
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Related Alerts
Related Alerts
ID952 - Special Pricing cleanup, auto inactivates old & unused special pricing.
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Task App
Task App
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