A monthly process to delete special pricing for customers that is out of date.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
E-Automate offers the ability to set special pricing for customers, but this pricing can get out of date, and cleaning up old pricing is a chore. This process will sweep through monthly and delete any special pricing where:
1) The pricing has expired per the date entered on the pricing record.
2) The Customer record associated with the pricing is no longer Active.
3) The Customer shows no invoice activity, as customer or billto, in W years (this includes Sales and Service).
There is a second variable where you can post a 'grace period' in days before newly published pricing is considered for deletion to allow for a lag on the 1st order.
Run Schedule: Monthly on the 3rd
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Days for Idle Customer - # of days without any purchases in order to consider a Customer idle (and so delete any custom pricing associated with that customer), defaults to 1097
Variable X: New record limit - # of days old a given pricing record must be before it is considered for deletion, defaults to 1097
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Alert Functionality
Alert Functionality
1. We will run this alert in test mode and only switch to run live/update e-automate once we receive confirmation from you to switch.
2. Special pricing is found in the customer screen, either by clicking on the Pricing icon (1), or by right-clicking and selecting 'Pricing'(2):
3. There are three conditions that will cause the alert to remove the special pricing from the customer record:
A. The active option on the customer record is not checked.
B. The end date on the pricing has passed, or the end date has passed and the create date for the pricing is more than Variable X days past.
C. The customer has not had any invoice activity in the past Variable W days.
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Best Practices & Tips
Best Practices & Tips
See the documentation here on how to set up specific cost levels and pricing for customers.
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Related Alerts
Related Alerts
ID935 - Special Pricing / Price Levels Due to Expire
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