Difference between revisions of "Information Systems:Markup Classes"
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| + | =Overview= |
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Each item is attached to a Markup Class, which gives the markup percentage by price list. |
Each item is attached to a Markup Class, which gives the markup percentage by price list. |
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TR - transfer for an individual item will expire the 'from' class, and add the 'to' class. For an entire markup class it will do this for all items; or all items for a particular main supplier. |
TR - transfer for an individual item will expire the 'from' class, and add the 'to' class. For an entire markup class it will do this for all items; or all items for a particular main supplier. |
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| + | =Timing of markup class changes= |
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| + | '''''Note: This most likely only applies to changes involving the brand/generic markup classes.'''' |
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| + | Depending on when a change to a markup class takes effect, an important change to the customer sales history file (WSCSTSL2P) may need to be made: |
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| + | ====Beginning of the month==== |
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| + | If the markup class is set to take effect on the 1st of the month, no changes need to be made. |
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| + | ====Any other day of the month==== |
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| + | If the markup class is set to take effect on any other day of the month, the program BLDCSTSL2 that runs every night will begin to calculate sales history from the start date of the markup class. This effectively excludes sales for the |
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[[Category: Extensions]] |
[[Category: Extensions]] |
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Revision as of 09:18, 12 July 2016
Overview
Each item is attached to a Markup Class, which gives the markup percentage by price list.
11/20/15 08:57:51 uniPHARM --Volume test MKRIQ120/LISTCTL
UX - List of Markup Class Percentages VOLUME 1.00
Display Order Field Test Value
DATED By Effect Date Dsc, Price
AND
Limit to: AND
Markup Class Whrs Price List
HHC 13/15
MA=Main Info PU=Purge AU=Audit Trail
CP=Copy
Name WAREHOUSE EFFECT STR EFFECT END PRICE LIST PERCENTAGE
HHC 13/15 *ANY JAN 01 00 DEC 31 50 NON-SH-AB 15.000
HHC 13/15 *ANY JAN 01 00 DEC 31 50 NON-SH-BC 15.000
HHC 13/15 *ANY JAN 01 00 DEC 31 50 SHARE-AB 13.000
HHC 13/15 *ANY JAN 01 00 DEC 31 50 SHARE-BC 13.000
HHC 13/15 *ANY JAN 01 00 DEC 31 50 SHARE-PSC 13.000
HHC 13/15 *ANY JAN 01 00 DEC 31 50 SHARE-PSC1 13.000
HHC 13/15 *ANY JAN 01 00 DEC 31 50 SHARE-YT 13.000
HHC 13/15 *ANY JAN 01 00 DEC 31 50 STAFF 13.000
* END *
F21=Srcn Reset
F3=Exit F5=Refresh F6=Add F12=Previous F24=Srcn Save
We have the item account group, and shareholder and customer percentages as part of the code (instead of just in the description) to make it easier for us to understand. For example, 'HHC 13/15' and 'RX 8/9.193'.
This means that when a percentage changes, we have to move items to a new markup class - we can't just change the percentages.
We can use InfoNet to move an item to a new markup class by expiring one and adding another, or we can use the green screen function if we have to do a lot of changes.
TR - transfer for an individual item will expire the 'from' class, and add the 'to' class. For an entire markup class it will do this for all items; or all items for a particular main supplier.
Timing of markup class changes
Note: This most likely only applies to changes involving the brand/generic markup classes.' Depending on when a change to a markup class takes effect, an important change to the customer sales history file (WSCSTSL2P) may need to be made:
Beginning of the month
If the markup class is set to take effect on the 1st of the month, no changes need to be made.
Any other day of the month
If the markup class is set to take effect on any other day of the month, the program BLDCSTSL2 that runs every night will begin to calculate sales history from the start date of the markup class. This effectively excludes sales for the