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 markup class. This effectively excludes sales for the