WILLIAMS ORDER PROCESSING 6/05/94
DSP01 PRICING/DISCOUNT TEMPLATE RELATIONSHIP FUNCTION SELECT
Template Code SJK99 0001
Start Date
Maintenance Code 2
1 - Add
2 - Change
3 - Delete
4 - Inquire
5 - Copy
Reference Template
F2=Command F3=Exit F4=Prompt F7=Price Templates
F8=Dsc Templates
This screen allows you to maintain pricing/discount template structures used in the Order Processing module. Templates are used to accommodate complex pricing or discounting structures -- those that base the applicability of a price list or discount on the specific combination of various order characteristics. To meet the requirements of these complex situations, templates have been designed to be flexible.
Before maintaining template relationships, the template code must be valid on Reference File category G69. This category defines the type of template (pricing or discounting) and indicates which key fields are associated with the template. These key fields will display on the detail screen of this conversation where you can define specific values for each key field. Additionally, if you create a new template relationship using the copy option, the reference template relationship must be the same type of template (i.e., price list, volume discount, etc.) as the template relationship you are creating.
NOTE:
There are four components which effect the way a template is processed: type of template, key fields, values of the key fields, and template start date. These factors influence the applicability, qualification requirements, and date eligibility for each template.
Four template types can be maintained: price list templates, volume discount templates, header discount templates, or line discount templates. Once active in the system, pricing/discounting templates can be applied to sales or quote order lines.
TEMPLATE CODE
Required. Indicates the unique code used to identify this template throughout the system. This code can be any combination of alphabetic characters and numerals; and must exist on Reference File category G69.
TEMPLATE VERSION
Optional. Indicates the template version that you wish to maintain. Template versions allow you to have multiple target sets for the same template. You can do this by creating variations for the values of the template's key fields where each set of key field values is associated with a different version number. For example, if you have a line discount template (LN001) which has one key field (Region) and you want to apply a different percentage for different regions of your sales territory, the version numbers (LN001 0001 or LN001 0002) identify which variation you are maintaining.
START DATE
Optional for add transactions. Indicates the date the template becomes effective. If you leave this field blank, it will default to today making the template effective immediately. Once established, the start date cannot be changed.
MAINTENANCE CODE
Required. Indicates the type of maintenance you wish to perform. Note that all maintenance options require that the template code exists on Reference File category G69.
REFERENCE TEMPLATE CODE
Required if copying the characteristics of an existing template. Indicates the unique code used to identify the template that you want to use as a reference. Additionally, when creating a new template relationship based on an existing template, the reference template relationship must be the same type of template (i.e., price list, volume discount, etc.) as the template relationship you being created.
COMMAND KEYS
Enter - Process the data entered on this screen.
F2 - Display a window where a fast path option or a mnemonic can be entered. Fast path allows the next menu selection to be made directly from this screen. When the window is displayed, pressing F3 will remove it.
F3 - Exit program without processing the entered data.
F4 - Display a list of values for the field where the cursor is positioned. If you select one of the items from the list, it will be returned to the application screen.
F7 - Display a list of valid pricing template codes by price list.
F8 - Display a list of valid discount template codes by discount type.
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