9 Processing Options

This chapter contains these topics:

• Section 9.1, "Customer Price Group Generation (P40932),"

• Section 9.2, "Item Price Group Generation (P40931),"

• Section 9.3, "Base Price Revisions - Proof (P41830),"

• Section 9.4, "Update Sales Cost, Price, or Exchange Rate (P42950),"

• Section 9.5, "Credit Order Generation (P42770),"

• Section 9.6, "Repost Rebate History (P42760),"

• Section 9.7, "Order and Basket Level Pricing (P42750),"

• Section 9.8, "Price Adjustments Report (P41840),"

• Section 9.9, "Orders Affected by Price Change (P4082),"

• Section 9.10, "Sales Order Entry (P4211),"

• Section 9.11, "Check Price and Availability (P40721),"

• Section 9.12, "Price Book - Advanced Pricing (P45510)."

9.1 Customer Price Group Generation (P40932)

Processing Option	Processing Options Requiring Further Description
GROUP CODES:
1. Specify up to five customer group codes to be processed. If no customer group codes are specified, the system uses all group codes. Customer Group Code 1 Customer Group Code 2 Customer Group Code 3 Customer Group Code 4 Customer Group Code 5

9.2 Item Price Group Generation (P40931)

Processing Option	Processing Options Requiring Further Description
GROUP CODES:
1. Specify up to five item group codes to be processed. If no item group codes are specified, the system processes all group codes. Item Group Code 1 Item Group Code 2 Item Group Code 3 Item Group Code 4 Item Group Code 5

9.3 Base Price Revisions - Proof (P41830)

Processing Option	Processing Options Requiring Further Description
UPDATE OPTIONS:
1. Enter a '1' to perform updates to the Base Price file.
ADJUSTMENT OPTIONS: If either option 2 or 3 is left blank, no price adjustments take place.
2. Enter the base price adjustment type. 'A' - adjust price by amount '%' - adjust price by percentage '*' - adjust price to an override price
3. Enter the amount used to add, multiply, or override the price. For 'A' (amount) adjustment: Enter 10 to increase price by 10 Enter -10 to decrease price by 10 For '%' (percentage) adjustment: Enter 10 to increase price by 10% Enter -10 to decrease price by 10% For '*' (price override) adjustment: Enter 10 to change price to 10
PRICE ADDITIONS:
4. Enter the effective date and the expiration date for the creation of new base price records. If left blank, the system changes the selected price records. Note: The effective date must be less than the expiration date. Effective From Date Effective Thru Date

9.4 Update Sales Cost, Price, or Exchange Rate (P42950)

Processing Option	Processing Options Requiring Further Description
UPDATE OPTIONS:
1. Enter '1' to update Sales Order with the most current unit cost. If left blank, the system does not update cost.
2. Enter '1' to update the currency exchange rate. Please note that only the domestic amounts are re-calculated, the foreign amounts remain the same. If left blank the currency exchange rate remains the same.
3. Enter '1' to update the inter-company currency exchange rate. Foreign amounts are not re-calculated. If left blank, the system does not update the inter-company exchange rate.
UPDATE PRICE OPTIONS:
4. Enter '1' to recalculate the unit price of the sales order. If left blank, the unit price remains the same.
5. Enter '1' to recalculate the Transfer Price for inter-branch sales. The system uses the pricing method specified when the order was entered.
6. Specify the date on which all base price and advanced price adjustment recalculations are based: ' ' - Transaction/Order Date '1' - Requested Ship Date '2' - Promised Ship Date '3' - Original Promised Date '4' - Actual Ship Date '5' - System Date '6' - Invoice Date '*' - Use System Constants value 'P' - Use Based-on Date Preference NOTE: Processing options 7 thru 9 are supported only by the Advanced Price Adjustment Module (45).
7. Enter the Line Type of the new sales detail line item. This line item contains the difference between the old sales price and the newly recalculated price. If left blank, the system updates the new price directly to the item. This must be a non-inventory Line Type.
8. If you have specified in the last processing option to create a sales detail record to record the price difference, enter the override next status of the detail line. If left blank, the system uses the original detail line's next status.
9. Enter '1' to base recalculation on the original order quantity. If left blank, the system recalculate based on the current quantities of the order.

9.5 Credit Order Generation (P42770)

Processing Option	Processing Options Requiring Further Description
DEFAULT VALUES OF CREDIT NOTE:
1. Order Type (Required)	This determines the order type of the credit note. This should be a special order type that is not used for any other type of order, because when we run the credit note through Sales Update, we need the 4230 AAI to debit Rebates Payable, not Revenue, as it normally does. Thus, we need a separate document type to use in the AAI setup, since we want to reverse the amount credited to the Rebates Payable account when we ran the original order through Sales Update.
2. Line Types: Non-stock, Reverse sign (Required) Direct-ship, Reverse sign (Required)	You use this option to specify the line types the system assigns to credit orders. If the rebate is based on an item number, the program is designed to use a line type with a D Inventory Interface and a Reverse Sign of Y (yes). The program carries the short item number over to the credit order. You must set up a line type with these variables in Order Line Types (P40205) and enter it in the Direct-ship option. If the rebate is not based on an item number, for example, if it is based on customer number only, the program is designed to use a line type with an N Inventory Interface and a Reverse Sign of yes. The program carries the name of the price adjustment over to the credit order. Enter this line type in the Non-stock option. Once you set up the line types, you must also set up Order Activity Rules (P40204) for the lines type. The system looks at the rebate set up in the F4078 to determine if an item number applies to the rebate
3. Override Next Status (Optional)
4. Unit of Measure (Optional)
5. Reason Code (Optional)
UPDATE OPTIONS:
6. Enter '1' to perform updates to the files. If left blank, the system runs the program in proof mode and does not perform updates.
7. Enter '1' to consolidate credit notes by the beneficiary address defined by the rebate adjustment. If left blank, the system creates one credit note for each rebate due.	If a 1 is entered, you receive one credit note for each beneficiary in F4078. For example, if there are two separate rebate adjustment records in F4078 for the same beneficiary, you end up with a two-line credit order - one line for each rebate adjustment. If left blank, you end up with 2 single line orders, one for each rebate adjustment.
8. Select the type on information to be updated to the Subledger of the credit note. If left blank, the Subledger is left blank. '1' = Sold To Address Book Number '2' = Beneficiary Address '3' = Adjustment Name
9. Enter a '1' to default the branch from the Address Book of the Beneficiary. If left blank, it defaults from the Rebate Thresholds file (F4077).	If this is left blank, the system uses the branch/plant you entered in the Threshold Maintenance window in the adjustment setup as the header branch/plant in the credit order.
CURRENCY PROCESSING:
10. Enter a '1' to print amounts in foreign currency. If left blank, the system prints only domestic currency amounts.

9.6 Repost Rebate History (P42760)

Processing Option	Processing Options Requiring Further Description
UPDATE OPTIONS:
1. Enter '1' to clear all the volume totals in the Rebate History record (F4078/F4079) prior to reposting the sales history. If left blank, the system continues reposting the sales history to the current rebate totals.

9.7 Order and Basket Level Pricing (P42750)

Processing Option	Processing Options Requiring Further Description
RECORD SELECTION:
1. Enter the From and To range of Next Statuses to process. The system bypasses any sales detail records with a Next Status outside of this range. If either From or To status left blank, selects all.
DEFAULT VALUES:
2. Enter the Override Next Status for the new sales detail line. If blank, retrieves status from the Order Activity Rules (F40203).	If you apply an order reprice adjustment to a sales order, this program adds a new line to the order. The line type for the adjustment is defined in the Price Adjustment Definition screen (P4071). You must have the line type set up in Order Activity Rules (P40203).
3. Enter the Override Next Status for existing sales detail lines that are repriced. If blank, the status remains the same.	If you apply a basket reprice adjustment to a sales order, this program changes the unit price on the existing sales order detail line. Use this option to update the Next Status Code on existing lines.
UPDATE OPTIONS:
4. Enter '1' to allow a Sales Detail record to be repriced repeatedly. If left blank, the system processes each Sales Detail record.	Set this option to 1 if you want the program to recalculate adjustments and add them to the order or detail line again, in which case previous adjustments still exist.
5. Enter '1' to delete old basket- and order-level adjustments and reapply them from "scratch".	Set this option to 1 if you want the system to delete previously calculated adjustments when the order is repriced repeatedly, based on processing option 4.
6. Enter '1' to only process basket- level adjustments and skip any order-level adjustments. Enter '2' to only process order-level adjustments and skip any basket-level adjustments. If left blank, the system process basket and order-level adjustments.	If you want to process separately you must create two versions of the P42750 program.

9.8 Price Adjustments Report (P41840)

Processing Option	Processing Options Requiring Further Description
UPDATE OPTIONS:
1. Enter a '1' to perform updates to the Price Adjustments file.
ADJUSTMENT OPTIONS: If either option 2 or 3 is left blank, no price adjustments take place.
2. Enter the price adjustment type: 'A' - adjust price by amount '%' - adjust price by percentage '*' - adjust price to an override price
3. Enter the amount used to add, multiply, or override the price. For 'A' (amount) adjustment: Enter 10 to increase price by 10 Enter -10 to decrease price by 10 For '%' (percentage) adjustment: Enter 10 to increase price by 10% Enter -10 to decrease price by 10% For '*' (price override) adjustment: Enter 10 to change price to 10
PRICE ADDITIONS:
4. Enter the effective date and the expiration date for the creation of new price adj. records. If left blank, the selected price records are changed. Note: Effective date must be less than the expiration date. Effective From Date Effective Thru Date
5. Enter a '1' to auto expire any adjustment which overlaps with the new adjustment being added.

9.9 Orders Affected by Price Change (P4082)

Processing Option	Processing Options Requiring Further Description
1. Enter date range (only price adjustment changes made within this range are considered in producing the report). Blank defaults the system date.
2. Enter the new price effectivity date. This is the date for which the report column 'New Extended Price' is calculated. Blank defaults to the 'Price Effective Date' which exists in the Sales Order Detail record.

9.10 Sales Order Entry (P4211)

Processing Option	Processing Options Requiring Further Description
SALES ORDER DEFAULT VALUES:
1. Document Type (Required)	Enter the document type relevant to this particular version of Sales Order Entry. You can have multiple versions of P4211 to accommodate each of the different document types you use, for example, sales orders, blanket orders, quote orders, ECS orders, and so on.
2. Line Type (Optional)	Enter the line type to default to all order lines; otherwise, the system retrieves the line type from Item Branch Information (P41026) or Item Master Information (P4101) set up for the item number. You can also manually enter a line type.
3. Beginning Status (Optional)
4. Override Next Status (Optional)
5. Unit of Measure (Optional)
6. Line Number Increment (Optional)
7. Reason Code (Optional)
UNIT OF MEASURE DEFAULT VALUES:
8. Enter '1' to use the Pricing UOM as the default Transaction UOM. If left blank, the system uses the Primary UOM.
WORK ORDER DREAM WRITER VERSIONS: Enter the version for each program. If left blank, the system uses version ZJDE0001.
9. Work Order Entry (P48013)
10. WO Server for Sale Order (X4201WO)
ORDER DUPLICATION DEFAULT VALUES:
11. Document Type	Enter the document type for new orders you create when you press F21 to copy an existing order.
12. Beginning Status	Enter the Last Status for new orders you create when you press F21 to copy an existing order.
13. Enter text duplication selection '1' to copy line text '2' to copy line and order text '3' to copy order text
ADDRESS BOOK DEFAULT VALUES:
14. Address Book default branch. '1' - Ship To Address '2' - Sold To Address ' ' - User default location
DOWNLOAD HEADER INFORMATION:
15. Enter '1' to automatically load header values to the detail lines after a change. If left blank, it must be done manually.
PROMPTING CONTROL:
16. Enter the Screen Format: 1 = Quantity, Item, Price 2 = Quantity, Item, Description 3 = Item, Quantity, Price 4 = ECS format 5 = Aggregates format (If left blank, format 1 is used.) Enter a '1' to:
17. Display Headings first.
18. Be prompted to accept the order. Note: Two-cycle order entry is not recommended for configured items.	Set this to blank if you enter configured items. Two-cycle order entry is not valid for configured items as the configuration is recorded on the first cycle.
19. Allow the addition of a Customer Master record, if not set up.	Set this to 1 to have the Customer Master screen (P01053) automatically appear when you enter a sold-to or ship-to address for which master information does not currently exist. If you don't set this option to 1, you can add an order without Customer Master information. However, the system displays an error on the order at Sales Update (P42800).
20. Prohibit order entry if customer master record is not set up.
21. Load Online Invoice information before the order is accepted.
22. Enter '1' to receive an error when no base price is in effect. Enter '2' to skip any notifications when no base price is in effect. If left blank, the system displays a warning.
23. Enter which Item Search screen is to be used to return items: 1 = Item Search window allowing the return of multiple items 2 = Full Item Search screen with Query capabilities (If left blank, the Item Search window allowing the return of a single item is used.)	The option you choose determines the item search screen that displays when you press F1 on the Item Number field in the detail screen. A blank in this option prompts the P40ITM1 window. Option 1 prompts the P40ITM2 window, and option 2 prompts the P41200 screen.
ORDER HOLD CODES:
24. Customer Credit Checking
25. Order Margin Checking
26. Order Line Margin Checking
27. Order Minimum Value Checking
28. Order Maximum Value Checking
29. Partial Order Hold
30. Product Allocation Hold
LINE CONTROL STATUS:
31. Enter the next status code beyond which a detail line cannot be changed. If left blank, no restriction are placed on the changing of a line.
FIELD DISPLAY CONTROL: Enter '1' to protect or '2' to suppress
32. Cost Fields
33. Price Fields Enter '1' to protect the following:
34. Status Codes
35. Price adjustment driver fields	Set this to 1 to protect the following fields: Branch, Adjustment Schedule, Trade Discount, Payment Terms, Payment Instructions, and Item Price Group. The value also protects freight charge related fields including Shipping Commodity Code, Shipping Condition, Rate Code, Route, Stop and Zone.
36. Sold To field on the header Enter a '1' to suppress the following:
37. Closed Detail Lines
38. Credit Card Information
39. Freight and Carrier Information
40. Commission Information
CREDIT ORDER PROCESSING:
41. Enter the status code to select when retrieving credit orders.	This option is relevant to the Credit Orders from History program (P42045).
42. Enter '1' if the previous status is the last status. If left blank it is the Next Status.	This option is relevant to the Credit Orders from History program (P42045).
CROSS REFERENCE INFORMATION:
43. Enter the Cross Reference Type for: - Substitute Items - Associated Items - Replacement Items
44. Enter '1' to use the substitute item's Unit Price. If left blank, the system uses the original item price to order the substitutes.
KIT PROCESSING:
45. Enter '1' to suppress Kit Component lines.
46. Enter the version of Kit Inquiry to call. If left blank, the system uses version ZJDE0001.
47. Enter '1' to suppress availability information in the Kit Window.
AVAILABILITY CHECKING:
48. Enter '1' to be notified of an automatic backorder or cancel. Enter '2' to be notified but not create the backorder or cancel. Enter '3' to create the backorder or cancel automatically and update the order without issuing the warning. If left blank, the system does not check item availability.
COMMITMENT CONTROL:
49. Enter '1' for commitment to Other Quantity 1. Enter '2' for commitment to Other Quantity 2. This option is typically used with a Blanket or Quote Order. If this option is used, the system ignores the commitment preference.	This option applies to stock items only. You set the option to 1 or 2 if you do not want the items you enter on the order to affect availability. For example, you usually do not want items on blanket orders or quote orders to affect availability. If you leave this option blank, all stock items you enter on the order accumulate to either the soft, hard, or future commitment buckets in the Item Balance file (F41021). If you set the option to 1 or 2, quantities accumulate to the SO Quantity 1 or SO Quantity 2 buckets. You can view cumulative quantities for an item in Detailed Availability (P41023). When you set this option to 1 or 2, the system also updates the Other Quantity 1 or 2 fields (SDOTQY) in the Sales Order Detail file (F4211). It also prevents the system from updating the Open Order Amount (SHOTOT) in the Sales Order Header file (F4201). If you release items from blanket or quote orders using the Release Orders program (P420111), the program assumes released orders were initially recorded to the other quantity 1 or 2 buckets.
AUTOMATIC PROCESSING:
50. Enter '1' to automatically display the Supply and Demand screen when a new sales detail line is backordered.
51. Enter '1' to print pick slips or a '2' to print invoices through the subsystem. Enter '3' for on-line commitment or a '4' for subsystem commitment. Note: If ECS is on, '1' prints order-based packed loading notes through a subsystem.	Set this option to 3 to have the system automatically hard commit orders, in which case P4211 calls the Batch Commitment program (P42997) to perform the hard commitment.
52. Enter '1' for auto order repricing.
DREAM WRITER VERSIONS: Enter the version for each program. If left blank, the system uses version ZJDE0001.
53. Pick Slip Print (P42520)
54. Supply and Demand (P4021)
55. Std Order/Basket Reprice (P421301) or Adv Order/Basket Reprice (P42750)	If you choose to process order and basket level adjustments separately, you must create two versions of the P42750 program.
56. Customer Service (P42045)
57. Online Invoice (P42230)
58. Preference Profile (P40400)
59. Check Price (Advanced) (P40721)
60. Customer Master (P01053)
61. TM Rate & Route server PSMR9100
CONFIGURATOR PROCESSING:
62. Enter one of the following for the mode of Specification Entry. If left blank, the system uses 2: '1' = Text Mode '2' = Assisted Mode '3' = Assisted Prompt Mode
TRANSFER PRICE UPDATE:
63. Enter the order type(s) that the system uses to invoke inter-branch updates. To specify multiple order type, type them one after the other along this field.
64. Enter the transfer pricing method to be used. Default method is 1. 1 = Branch cost mark-up 2 = Transfer pricing
65. Enter '1' to allow inter-branch invoicing. If left blank, no inter-branch invoice can be run.
66. Enter '1' to allow tax calculation on inter-branch invoicing.
WAREHOUSE PROCESSING:
67. Enter the request processing mode: ' ' = No pick requests '1' = Generate requests only '2' = Generate requests and process using the subsystem
68. If processing pick requests using the subsystem, enter the DREAM Writer version to use. If blank, XJDE0002 is used. (See Form ID P46171.)
69. Enter an override next status for sales order lines for which requests have been generated.
ORDER TEMPLATE PROCESSING:
70. Enter a '1' to use the Sold-to address number for order template. Enter a '2' to use the Ship-to address number. If left blank, the system does not perform automatic order template processing.
71. Enter the order template name.
BLANKET/QUOTE PROCESSING:
72. Enter '1' for automatic access to the blanket/quote release processing by Sold To address. Enter '2' for automatic access to the blanket/quote release processing by Ship To address. If left blank, the system does not perform automatic access to the blanket/quote release processing.
PREFERENCE PROFILE PROCESSING:
73. Enter a '1' to use preference profile defaults. If left blank, the system does not use default reference profile information.	If you enter 1 in this field, you must also set up a corresponding version of the Preference Processing program (P40400) and attach it to processing option 56.
74. Enter a '1' to use the Inventory Commitment Preference to source from multiple branches or to view grade or potent items in the commitment window.
CURRENCY PROCESSING:
75. Enter the tolerance limit percentage to warn you of currency rate changes. A 15.0 indicates a warning if the rate is 15 percent greater or less than the current rate.
LOAD CONFIRM PROCESSING: (ECS):
76. Enter '1' to automatically branch to load confirm when order are added.
77. Enter the version of Bulk Load Confirm (P49510) to be used.
78. Enter the version of Packaged Load Confirm (P49530) to be used.
AVIATION/MARINE PROCESSING: (ECS):
79. Enter the version of the Additional Parameters program (P49510A) to be used.
TRIP ASSIGNMENT WINDOW: (ECS):
80. Enter the version of the Trip Assignment window (P49200) to be used.
MARK-FOR ADDRESS PROCESSING:
81. Enter '1' to display Mark-for Address.
ADVANCED LOT MANAGEMENT:
82. Enter '1' to issue an error when the Ship Ascending Date Rule is violated. If left blank, the system displays a warning message.
83. Enter '1' to issue a warning when an immature lot (one not yet in effect) is entered and to include immature lots in the calculation of availability. If left blank, the system displays an error message and does not count immature lots as available.
SERVICE WARRANTY MANAGEMENT:
84. Enter '1' to submit a batch job upon exiting Sales Order Entry to automatically assign service warranties to sales order detail lines.
85. Enter the DREAM Writer version for Batch Assign Service Warranty (P42404). If left blank, XJDE0001 is used.
USER DEFINED DATA:
86. Enter '1' to automatically display S.O. Header-User Defined Data (P42016) whenever a new sales order header is added. Enter '2' to allow access to S.O Header-User Defined Data by function key from the sales order header, but not display the data automatically. If left blank, there is no access to user defined data for the sales order header.
87. Enter '1' to automatically display S.O. Detail-User Defined Data (P42116) whenever a new sales order detail line is added. Enter '2' to allow access to S.O. Detail-User Defined Data by selection option from a sales order detail line, but not display the data automatically. If left blank, there is no access to user defined data for the sales order detail lines.
Enter the DREAM Writer version for each program. If left blank, the system uses version ZJDE0001. 88. S.O. Header-User Defined (P42016). 89. S.O. Detail-User Defined (P42116).
90. Enter '1' to retain the original base price but recalculate the price adjustments when the order quantity is changed. Enter '2' to retain the original base price and also retain the original price adjustments. If left blank, the system retrieves a new base price and calculates new price adjustments.

9.11 Check Price and Availability (P40721)

Processing Option	Processing Options Requiring Further Description
PREFERENCE PROFILE PROCESSING:
1. Enter '1' to use preference profile defaults. If left blank, the system does not use default preference profile information. 2. Enter the version of the preference profile server (P40400). If left blank, the system uses version ZJDE0001. 3. Enter '1' to suppress Cost Fields.

9.12 Price Book - Advanced Pricing (P45510)

Processing Option	Processing Options Requiring Further Description
DISPLAY OPTIONS:
1. Enter '1' to price by customer. Enter '2' to price by customer group. If left blank, show all prices by item.
2. Enter the Price Effective Date. If left blank, the system uses the system date.
3. Enter '1' to hide detail on adjustments. If left blank, the system displays adjustment details.
4. Enter '1' to display the category detail for complex pricing groups.If left blank, the system does not display the category code detail.
5. Enter Adjustment Schedule name to determine pricing by a specific schedule. If left blank and pricing by customer, the default schedule is used. If left blank and pricing by customer group or by item, the schedules selected are by DREAMWRITER version Price Book - Advanced Pricing Select By Adjustment Schedule (P45513). If left blank, the system uses version ZJDE0001.
IF PRICING BY CUSTOMER:
6. Enter DREAMWRITER version to select by Customer. If left blank, the system uses version ZJDE0001. Price Book - Advanced Pricing by Customer (P45511).
7. Enter '1' to show net prices in foreign currency. If left blank, the system displays the net prices in base currency.
8. Enter '1' to use preference profile defaults. If left blank, the system does not default preference profile information.
9. Enter the quantity to be used when retrieving preference profile defaults. If left blank, a quantity of 1 is used.
10. Enter DREAMWRITER version for Preference Processing (P40400). If left blank, the system uses version ZJDE0001.
IF PRICING BY CUSTOMER GROUP:
11. Price Book - Advanced Pricing by Price Group (P45512). If left blank, the system uses version ZJDE0001.