Overview
Customer Product records allow Customer-specific pricing and discounting, as well as an ability to cross-reference the Customer’s own Product Numbers and Descriptions to Rootstock Product Numbers and Descriptions, with the option to print the Customer’s Product Number and Description on various documents.
Pricing/Discounting options using this record are:
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None (used only to cross-reference Customer Product Numbers and Descriptions to Rootstock).
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Default SO Line Discount.
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Price Calculation Discount.
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Fixed price for Product.
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Price/Qty “tiers” for volume pricing.
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Price/Qty “tiers” for volume pricing by Effectivity Date.
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Price/Qty “tiers” for volume discounts.
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Combinations of any of the above.
NOTE There are two “categories” of discounts – a ‘SO Line Discount’ and a “Price Calculation Discount."
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A ‘SO Line Discount’ appears in the SO Line ‘Discount’ field but does not change to Unit Price itself – it is a discount off the Unit Price displayed on the SO Line. These discounts appear on the SO and print on the SO Acknowledgement as a “traditional” discount type.
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A 'Price Calculation Discount' (aka “price modification discount”) is when a price is initially derived, but then reduced by this type of discount, so that the price on the SO Line has already been reduced by said discount. This type of discount is really better characterized as a “price modifier”. (after which a SO Line Discount may still be applied).
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These discounts do not appear on a SO nor are they printed on the SO Acknowledgement as it is really an adjustment to the price itself.
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See Price Discount Logic document for more details, which includes the hierarchy by which process and discounts are derived from the myriad pricing and discount mechanisms available in Rootstock.
Application
Within the many mechanisms available to derive Product pricing and discounts, this is specifically intended to provide a means to modify prices and/or apply SO Line discounts for specific Customers for a given Product.
NOTE In SO Entry, when adding a SO Line, there is a “blue dot” adjacent to the Unit Price. When a Customer Product Discount is applied to the price, it will appear as ‘Price Discount Source’ and/or ‘Default Line Discount Source’ along with the values used to adjust the price and/or apply a line discount.
IMPORTANT In addition to pricing and discounting, this record allows users to specify the Customer’s Product Number and Description, and to (optionally) provide an ability to use said Product Numbers and Descriptions on SO Acknowledgements, Packing Slips and SO Invoices.
Terminology
Product Name (in context): The Customer's Product Number if different than the Rootstock Product, uniquely identifying the Rootstock Product they will be ordering. When adding a SO Line, the 'Customer Product Lookup' button allows user to enter Customer Product Name to retrieve the correct Rootstock Product.
Product Description (in context): The Customer's Product description which can optionally be printed on SO Acknowledgements, Packing Slips and SO Invoice.
Price Calculation Discount: Used in deriving the Unit Price (also referred to a “price discount” or “price modification discount”).
SO Line Discount: Used to set ‘Discount Pct’ field on SO Line; an additional discount after the ‘Unit Price’ is derived or set.
Prerequisite
Customers: Customers need to first be established.
Navigation
Sales Order Setup > Customers
Products: Products need to first be established
Navigation
Sales Order Setup > Products
Processing
On the list view, the display can be sorted, ascending or descending by any column. List view subsets can be defined and saved and list view can be used ad hoc.
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To add a new record ‘New Customer Product’ button
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To edit and existing record, select ‘Edit’ in the Action column
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To view, select the Name in the ‘Name’ Column
Key Fields
Header Section
Product: The Rootstock Product for which, when combined with a Customer, this record applies.
Customer: The Customer for which, when combined with a Product, this record applies.
Product Name: Customer's Product Number if different than the Rootstock Product, uniquely identifying the RS Product they will be ordering. When adding a SO Line, the 'Customer Product Lookup' button allows user to enter Customer Product Number to retrieve RS Product.
Product Description: The Customer's Product description which can optionally be printed on SO Acknowledgements, Packing Slips and SO Invoice.
Print Name and Desc on Acknowledgement: When set, drives printing of Name and Description from this record onto the SO Acknowledgement.
Print Name and Desc on Packing Slip: When set, drives printing of Name and Description from this record onto the Packing Slip.
Print Name and Description on Invoice: When set, drives printing of Name and Description from this record onto the SO Invoice.
Use Customer Prod Configuration Groups: When checked, a new tab or section (named Configuration Groups) is available on the respective "Customer Product" record, and these configuration groups will be used on the Configuration Session.
Default Order Qty: The Default order quantity for this Product for this Customer.
Price: The price for the given Product for this Customer.
NOTE If Product Price "tiers" are set up under ‘Customer Product Price’ and/or ‘Customer Product Price by Date’, these will supersede this Price setting.
Default SO Line Discount: When set, the given discount percent will be set as the 'Discount Pct' on applicable SO Lines added that use this Customer Product Group Discount.
Price Calculation Discount: When set, the given discount percent will be used in determining the Unit Price on applicable SO Lines added that use this Customer Product Group Discount. Note that this is a "price modification" discount and not a SO Line discount.
Always Use Best Price: This indicates that the best price from the various pricing "mechanisms" will always be used for the given Product for the given Customer.
NOTE This does not apply if a Price Book is used on a given Sales Order. See Price Discount Logic document for further information regarding how prices and discounts are derived.
Apply No Price Calculation Discount: When checked, no further price modification discounts will be applied to the price defined in this record. Note that SO Line discounts that may be established will still continue to be applied to the SO Line.
Alternate Price 1: This field holds an alternate price option to those configured in the ‘Customer Product Price’ and/or ‘Customer Product Price by Date’ tabs.
Alternate Price 2: This field holds an additional alternate price option to those configured in the ‘Customer Product Price’ and/or ‘Customer Product Price by Date’ tabs.
Accounts & Attributes tab
Fields
Sales Account: When set, this account is used to override the Sales Account (that is set on the Product or Product Group) for this Product for this Customer when adding a SO Line.
NOTE The Sales Account is the revenue Sub-Ledger Account credited when a Sales Invoice is generated.
Cost of Sales Account: When set, this account is used to override the Cost of Sales Account (that is set on the Product or Product Group) for this Product/ Customer combination when adding a SO Line.
NOTE The Cost of Sales Account is the Sub-Ledger Account debited when a SO Shipment is made.
Shipment Pending Account: When set. this account overrides the Shipment Pending Acct (set on the Product or Product Group) for this Product for this Customer.
NOTE The Shipment Pending Acct is the Mfg Acct debited when a SO Issue is made & credited when the SO Shipment is made.
Universal Product Code (UPC): Optional applicable Product UPC Code up to 12 characters in length.
International Article Number (EAN): Optional applicable International Article Number up to 13 characters in length.
Inventory tab
Fields
Ship From Division: When set, defines the Inventory Division from which the given Product will ship for this Customer.
Ship From Site: When set, defines the Inventory Site from which the given Product will ship for this Customer.
NOTE To set this field, the ‘Ship From Division’ must be set.
Ship From Location ID: When set, defines the Inventory Location ID from which the given Product will ship for this Customer.
NOTE To set this field, the ‘Ship From Division’ and ‘Ship From Site’ must be set.
Ship From Location Number: When set, defines the Inventory Location Number from which the given Product will ship for this Customer.
NOTE To set this field, the ‘Ship From Division’, ‘Ship From Site’ and ‘Ship From Loc ID’ must be set.
Customer Product Price tab (These records are a “child” record of ‘Customer Product’)
Using the page
Fields
From Qty: The “starting” quantity for which the given price will apply.
To Qty: The “ending” quantity for which the given price will apply.
Price: The applicable price for the quantity range defined (for the ‘From Qty’ through the ‘To quantity’).
Customer Product Price by Date tab (These records are a “child” record of ‘Customer Product’)
Using the page
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Click on ‘Add’ button
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Enter ‘First Effective Date’, ‘Last Effective Date’ and ‘Price’
- Click on “grid” ‘Save’ button to save added row
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Once saved, the 'Quantity Detail' button will appear
- Click the 'Quantity Detail' button
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Enter 'From Quantity', 'Thru Quantity' and 'Price'
- Click on “grid” ‘Save’ button to save added row
Fields
First Effective Date: The date that this price becomes effective.
Last Effective Date: The date that this price is no longer in effect.
Price: The applicable price for the date range defined (for the 'First Effective Date' through the 'Last Effective Date').
Once saved, the Quantity Detail button will appear.
Quantity Detail button
Fields
From Quantity: The “starting” quantity for which the given price will apply.
Thru Quantity: The “ending” quantity for which the given price will apply.
Price: The applicable price for the quantity range defined (for the ‘From Qty’ through the ‘To quantity’).
Customer Product Discount tab (These records are a “child” record of ‘Customer Product’)
IMPORTANT Discounts in this section are “price calculation” discounts and supersede any value that may be set in the “Price Calculation Discount” in the header section of the page.
Using the page
Fields
From Qty: The “starting” quantity for which the given discount will apply.
To Qty: The “ending” quantity for which the given discount will apply.
Discount: The applicable “price calculation” discount for the quantity range defined (for the ‘From Qty’ through the ‘To quantity’).
Configuration Groups tab (These records are a “child” record of ‘Customer Product’)
Using the page
Fields
Configuration Group: The Configuration Group to which the Customer Product is associated with.
Selection Sequence: The sequence in which Group Selections will be displayed. Must be unique within the Group.
SEE ALSO
SO Control
Price Discount Logic
Sales Order Fulfillment
