Information Systems:Markup Classes

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 change (effective start date). This has the consequence of excluding all current monthly sales before that date, leading to inaccurate sales history data (pertaining to the sale of brand and generic drugs). Accounting and executive-level management has indicated that this stats file is important in determining amounts when issuing customer rebates, so the file needs to be accurate. The fix comprises the following steps:

1. Wait until the next month (month of the markup class effective start date + 1). This is because any changes you make to the file now will just be overridden by the nightly build (which deletes and rebuilds all records for the current month only).
2. Make a backup of the current file (WSCSTSL2P). This represents data up to the date the markup class was changed.
3. Edit the program that builds the aforementioned file to reflect the new markup class. This is WEBPRDP/BLDCSTSL2 (SQLRPGLE).
4. Run the program to rebuild the stats file. The table WSCSTSL2P will now contain sales totals for the time since the markup class was changed.
5. Use SQL to merge the data (sum up field/column C2BRAND in both tables) and update WSCSTSL2P. There is a multitude of ways to doing this - be creative but precise i.e. only "play with" the month in question.
6. The Customer Sales History Infonet program should now reflect the correct data for that month.