Membership ID

A code representing the membership program.

Alphanumeric, 12 positions; optional.

Description

The description of the membership program.

Alphanumeric, 30 positions; optional.

Start dt (Start date)

The first date when you can begin creating customer memberships for this membership program, or to include when calculating the customer’s total order or sales to date in order to determine whether the customer qualifies for this loyalty program.

Numeric, 6 positions (in user date format); optional.

End dt (End date)

The last date when you can create new customer memberships for this membership program.

Numeric, 6 positions (in user date format); optional.

Type

The code representing the membership type of a program. You can use the membership type to identify loyalty programs, to further identify or group membership programs, or to indicate that membership settings are compulsory and cannot be changed for specific customers. See Working with Membership Types (WWMT) for an overview.

Alphanumeric, 2 positions; optional.

Membership ID

Enter the unique code to identify a membership program. The code you enter cannot be assigned to an existing membership program.

Matching a membership program with an item for order entry: You can create standard customer memberships through order entry by adding an item whose Membership flag is selected to the order. When you add the membership item to an order, the system displays a pop-up window for you to enter the membership ID. You can save a step in order entry by assigning the same name to both the membership program and the item; if there is a membership program whose name matches the membership item, this name defaults in the window.

Example: You can create a membership program with an ID of MEMB01 and also create a membership item named MEMB01. When you enter the item MEMB01 in order entry, the correct membership ID defaults into the pop-up window.

Alphanumeric, 12 positions; required.

Description

Enter the description of the membership program. You can change the description, if needed, on the next screen.

Alphanumeric, 30 positions; required.

Type

Enter the membership type code that identifies:

• Loyalty membership program or standard program? The membership type distinguishes a loyalty program, in which the background job automatically assigns customers to the program based on order history, from a standard membership program, which you can sell or create and use to generate membership orders and/or apply discounts. If the type indicates a loyalty program, you advance to the Loyalty Membership Program Screen; otherwise, you advance to the Membership Program Screen.

• Allow overrides? The membership type indicates whether you can override program defaults for specific customer memberships. If the Change customer membership field for the membership type is unselected, the information that defaults from the membership program to the customer membership is compulsory and cannot be changed for specific customers. Related to standard membership programs only.

• Grouping and tracking: You can also use the membership program type to group different membership programs. When you use the Generating Membership Orders (EGMO) menu option, you can specify one or more membership types for order generation (standard membership programs only).

Membership types are defined in and validated against the Membership Type table; see Working with Membership Types (WWMT).

Alphanumeric, 2 positions; required.

Membership ID

A unique program to identify a membership program. See the Enter Membership Program Window for more information.

Change screen: display-only.

Description

The description of the membership program. Your entry from the Enter Membership Program Window defaults, but you can override it.

Alphanumeric, 30 positions; required.

Type

The type of membership program. You can use the membership type code to further identify or group membership programs. See the Enter Membership Program Window for more information.

Alphanumeric, 2 positions; display-only.

Effective start date

The first date when you can begin creating customer memberships for this membership program.

If you enter a start date, you must also specify an end date.

Numeric, 6 positions (in user date format); optional.

Effective end date

The last date when you can create a new customer membership for this membership program. This field does not control the duration of customer memberships you create for the membership program.

If you enter an end date, you must also specify an start date.

Numeric, 6 positions (in user date format); optional.

Delay initial shipment

Indicates whether to delay the Next release date for customer memberships by the Shipment interval, or to use the current date as the Next release date. The Next release date indicates when to start generating membership orders for the customer through Generating Membership Orders (EGMO).

Example: You create a customer membership on June 28, and the Shipment interval is set to 30 days. If the Delay initial shipment flag is selected, the Next release date for the customer membership is set to July 28, and the membership generation program will not generate an order for the membership until then. If the Delay initial shipment flag is unselected, the Next release date for the customer membership is set to June 28, and you can generate an order for the membership the next time you use the membership generation program.

Valid values:

• selected = When creating a regular (non-loyalty) customer membership that specifies a Shipment interval, set the Next release date to the current date plus the Shipment interval

• unselected = When creating a regular (non-loyalty) customer membership that specifies a Shipment interval, set the Next release date to the current date

Note: This flag applies only to regular (non-loyalty) membership programs that generate orders, and only if the membership program specifies a Shipment interval rather than a Fixed shipment day.

Shipment interval

The minimum interval, in number of days, that the Generate Customer Membership Orders program should wait between generating orders for active customer memberships. The system uses this value to determine the Next release date to assign a customer membership after generating a new order.

Example: If a customer membership's shipment interval is set to 30, the Release date will be set to 30 days in the future after you generate an order.

You cannot specify both a shipment interval and a fixed shipment day for a membership program.

Numeric, 3 positions; required if you do not specify a Fixed shipment day.

Fixed shipment day

The day of the month when the Generating Membership Orders (EGMO) program should consider active customer memberships eligible for order generation.

Example: If you set a membership program's fixed shipment day to 15, the system initially sets a new customer membership's release date as follows:

• if the current day of the month is 14 or earlier, the next Release date is set to the 15th of the current month.

• if the current day of the month is 15 or later, the next Release date is set to the 15th of the following month.

Each time you generate a new order for the customer membership, the Generate Customer Membership Orders program resets its Release date.

You cannot specify both a shipment interval and a fixed shipment day for a membership program.

Note: Your entry cannot be greater than 28, to make sure that the customer memberships will be eligible for order generation during each month of the year.

Numeric, 2 positions; required if you do not specify a shipment interval.

Discount percent

The percentage discount to apply to all orders for the customer who purchased the membership. The membership status must be active, and the Discount end date must not have been reached yet for the discount to apply (see Discount duration). This discount percentage defaults to the order header each time you enter a new order for the customer.

If you create the customer membership by adding a membership item in order entry, this discount percentage applies to the price of the membership item itself, unless you flag the item as nondiscountable (select the Discountable flag for the item).

See Membership Overview for a discussion of how membership discounts apply to orders. Also, see Working with Customer Memberships (WWCM) for more information on discounts.

Numeric, 5 positions with a 2-place decimal; optional.

Discount duration

The number of months that the discount percentage will apply to customer orders. The system calculates the discount end date when you create a customer membership based on the current date.

Applies to active memberships only: Regardless of the discount start and end dates on a customer membership, the system applies a discount to orders only if the customer membership is currently active.

Numeric, 2 positions; optional.

Default source code

The source code to default onto orders created from customer memberships.

The source code you enter here defaults onto customer memberships you create, but you can override it there if the membership type allows it. You can also update the source code for existing customer memberships and the membership program itself through the Update Customer Memberships (MMCM) option.

If this source code matches the source code in the Default Unknown Source Code (I58) system control value, the system updates the source code on the order header to the source code associated with the offer on the first order detail line; see Default Unknown Source Code Logic.

Source codes are defined in and validated against the Source Code table. See Working with Source Codes (WSRC).

Alphanumeric, 9 positions; required.

Ship via

The ship via to default onto orders you create through customer memberships.

The ship via code you enter here defaults onto customer memberships you create, but you can override it there if the membership type allows it.

If you do not specify a ship via code here:

• When you create a customer membership in order entry: The system uses the ship via code currently on the order header as the ship via for the customer membership.

• When you create a customer membership in Working with Customer Memberships (WWCM): You will need to specify a ship via for the customer membership.

Note: If you do not specify a ship via code here and if you use a membership type that does not allow changes, then you will not be able to create customer memberships in Working with Customer Memberships (WWCM), because there will be no way to specify the ship via to use.

Auto-selection of best way ship via: If the ship via for the customer membership matches the Best Way Ship Via for Auto-Assignment (J67), the system automatically selects the “best way” ship via with the lowest overall shipping costs when you generate a membership order. However, in this situation, the Order Total Window (Reviewing the First Order Total) displayed in order entry or in Working with Customer Memberships (WWCM) does not include any shipping charges. See the Best Way Ship Via for Auto-Assignment (J67) system control value for a discussion on auto-assignment.

Ship via codes are defined in and validated against the Ship Via table. See Working with Ship Via Codes (WVIA).

Numeric, 2 positions; optional.

Order type

The order type to default onto orders you create through customer memberships. The Generate Customer Membership Orders program will use the order type specified in the Default Order Type (B28) system control value if you do not enter an order type code here. You cannot override the order type for specific customer memberships.

Order type codes are defined in and validated against the Order Type table. See Establishing Order Types (WOTY).

Alphanumeric, 1 position; optional.

Ship complete

Identifies whether all items on an order you create through a customer membership must ship together.

Valid values are:

• Selected = Order must ship complete; available items will be held until each item is available and the entire order can ship together.

• Unselected = Items can be shipped as they become available; backordered items will be shipped at a later date.

The Default ship complete flag system control value does not control the default setting of this field.

Membership ID

The membership ID you entered at the Enter Membership Program Window.

Alphanumeric, 12 positions; display-only.

Description

The description of the program. Your entry from the Enter Membership Program Window defaults, but you can override it.

Alphanumeric, 30 positions; required.

Type

The membership type code you entered at the Enter Membership Program Window. The description is to the right.

Alphanumeric, 2 positions; display-only.

Effective start date

Indicates the earliest date to include when determining whether the customer has a sufficient order or sales dollar total to qualify for the loyalty membership for a loyalty program.

Evaluating order or sales history:

• O (Orders) program: the system adds the total merchandise dollar value of all orders from the effective start date to the current date, and compares this amount with the LTD dollars specified at this screen. Evaluation takes place during the Order Async.

• S (Sales) program: the evaluation takes place the same way as an O (Orders) program, except that it is based on total dollars sold rather than dollars ordered. Evaluation takes place during the Billing Async.

• E (External) program: the evaluation takes place the same way as an O (Orders) program, except that the evaluation takes place during the Order Async and Billing Async.

Adding dollar totals: The system bases its evaluation on the records of order activity in the Order Billing History table. See the Order Billing History Detail Screen for more information on how the system updates this table. Also, see Loyalty Memberships for an overview of how customers are evaluated for loyalty membership.

If you leave this field blank, the system does not restrict its evaluation by an effective start date; all order activity in the Order Billing History table is considered.

Numeric, 6 positions (in user date format); optional.

Effective end date

The last date when the system should evaluate customers for loyalty memberships. If you leave this field blank, the system does not automatically stop evaluating customers for the loyalty program.

Numeric, 6 positions (in user date format); optional.

Qualifying Values

Customer class

The customer class, if any, that qualifies a customer for the loyalty program. If the customer is already assigned to this class and has exceeded the LTD dollars, if any, specified for the loyalty program, the system creates a loyalty membership for the customer.

Customer classes are defined in and validated against the Customer Class table; see Setting Up the Customer Class Table (WCCL) for more information. Also, see the First Create Sold To Customer Screen for more information on assigning a customer class to a customer.

Note:

• Not to be confused with the Customer class, if any, to assign to the customer as one of the Benefits of the loyalty membership.

• You can specify either a qualifying Customer class, a qualifying LTD dollars, or both. If you specify both, the customer must meet both requirements in order to qualify for the loyalty program.

Alphanumeric, 2 positions; optional (required if no LTD dollars amount is specified).

LTD dollars (life-to-date dollars)

The total merchandise dollar value of all orders or all shipments (based on the setting of the Orders/Sales/External field at this screen) required to qualify for the loyalty membership. If the Net returns/exchanges, Net cancels, or Net soldouts flags are selected, the total merchandise dollar value of these activities are subtracted from the total merchandise order or sales dollars when evaluating the customer.

Start date for qualifying dollar value: The system uses the Effective start date for the loyalty program to determine the order activity to include in the qualifying dollar total. See Loyalty Memberships for a complete discussion.

Merchandise only: The system includes the merchandise value, based on the actual selling price, when calculating the total order or sales dollar value. Additional charges, freight, tax, additional freight, and special handling are not included.

Numeric, 11 positions with a 2-place decimal; optional (required if there is not a qualifying Customer class).

Orders/Sales/

External

Indicates the evaluation method to use in order to determine whether a customer qualifies for the loyalty membership program. Valid values are:

• External = Use total merchandise ordered since the Effective start date to evaluate whether a customer qualifies for a loyalty membership. If there is no Effective start date, include all of the customer’s order dollars. Evaluated during the Order Async and Billing Async.

• Orders = Use total merchandise ordered since the Effective start date to evaluate whether a customer qualifies for a loyalty membership. If there is no Effective start date, include all of the customer’s order dollars. Evaluated during the Order Async.

• Sales = Use total merchandise sold (that is, shipped) since the Effective start date to evaluate whether a customer qualifies for a loyalty membership. If there is no Effective start date, include all of the customer’s sales dollars. Evaluated during the Billing Async.

Note: See Loyalty Memberships for a discussion of loyalty program evaluation and examples.

Typically, you would use only one evaluation method for all loyalty programs in effect within a company.

Required.

Net returns/exchanges

Indicates whether to subtract the total merchandise dollar value of returns or exchanges from the total order or sales merchandise total when evaluating whether a customer qualifies for a loyalty membership. Valid values are:

• Selected = The system subtracts the total merchandise dollars returned or exchanged from the merchandise total (based on the setting of the Orders/Sales/External flag) in order to evaluate whether a customer qualifies for a loyalty membership. For example, the loyalty program requires $500 in merchandise sales. The customer’s total sales since the Effective start date are $525. The customer’s total returns since the Effective start date are $50. The result is that the customer is not qualified for the loyalty program ($525 - $50 = $475).

• Unselected = The system does not consider the total merchandise dollar value of returns or exchanges when evaluating whether a customer qualifies for a loyalty membership. In the above example, the customer still qualifies for the loyalty membership based on the total sales of $525 since the Effective start date, regardless of any returns processed.

Return activity against orders before the Effective start date: Return or exchange activity is evaluated based on the date of the return or the exchange itself, rather than the date of the original order. For example, you process a return of $50 in merchandise on January 31 against an order that was entered on December 30. The system is evaluating the customer for a loyalty program with an effective start date of January 1. The value of the $50 return is subtracted from the total dollar value since January 1, even though the order was originally entered before that date.

Exchange activity: If this value is unselected and you process an exchange, the dollar value of the exchange, or replacement, item is included in the calculation of loyalty eligibility. For example, if the customer exchanges an item with a selling price of $50 for an item with the same selling price, this activity effectively increases the customer’s total merchandise value to date by $50 if you do not net returns and cancellations.

Net cancels

Indicates whether to subtract the total merchandise dollar value of cancellations from the total order or sales merchandise total when evaluating whether a customer qualifies for a loyalty membership.

Valid values are:

• Selected = The system subtracts the total merchandise dollars canceled from the order or sales merchandise total (based on the setting of the Orders/Sales/External flag) in order to evaluate whether a customer qualifies for a loyalty membership. For example, the loyalty program requires $500 in merchandise sales. The customer’s total sales since the Effective start date are $525. The customer’s total cancellations since the Effective start date are $50. The result is that the customer is not qualified for the loyalty program ($525 - $50 = $475).

• Unselected = The system does not consider the total merchandise dollar value of cancellations when evaluating whether a customer qualifies for a loyalty membership. In the above example, the customer still qualifies for the loyalty membership based on the total sales of $525 since the Effective start date, regardless of any cancellations processed.

Cancellation activity against orders before the Effective start date: Cancellation activity is evaluated based on the date of the cancellation itself, rather than the date of the original order. For example, you process a cancellation of $50 in merchandise on January 31 against an order that was entered on December 30. The system is evaluating the customer for a loyalty program with an effective start date of January 1. The value of the $50 cancellation is subtracted from the total dollar value since January 1, even though the order was originally entered before that date.

Update demand flag: A cancellation always reduces the total order merchandise amount if you use a cancel reason code whose Update demand? flag is selected. The result of this type of cancellation might be to make a customer ineligible for a particular loyalty program if it is based on the order total.

Update demand for order maintenance transactions? If the Update Demand for Order Maintenance Transactions (C72) system control value is unselected, it is possible to understate the customer’s total merchandise order dollars. Because the order dollar total in this situation does not increase if, for example, you add an item in order maintenance, processing a cancellation can have the effect of “double dipping” when the system subtracts the cancellation dollars from the order total. For example, a customer’s total dollars ordered is $500.00. You add a $100.00 item in order maintenance, and then cancel it. Because the total dollars ordered was never increased by the $100.00 in order maintenance, the cancellation effectively reduces the customer’s total dollars ordered to $400.00. For this reason, you might want to leave this flag unselected if the Update Demand for Order Maintenance Transactions (C72) system control value is Unselected.

Net soldouts

Indicates whether to subtract the total merchandise dollar value of soldouts from the total order or sales merchandise total when evaluating whether a customer qualifies for a loyalty membership.

Valid values are:

• Selected = The system subtracts the merchandise dollars sold out from the total order or sales merchandise total (based on the setting of the Orders/Sales/External flag) in order to evaluate whether a customer qualifies for a loyalty membership. For example, the loyalty program requires $500 in merchandise sales. The customer’s total sales since the Effective start date are $525. The customer’s total soldouts since the Effective start date are $50. The result is that the customer is not qualified for the loyalty program ($525 - $50 = $475).

• Unselected = The system does not consider the total merchandise dollar value of soldouts when evaluating whether a customer qualifies for a loyalty membership. In the above example, the customer still qualifies for the loyalty membership based on the total sales of $525 since the Effective start date, regardless of any soldouts processed.

Soldout activity against orders before the Effective start date: Soldout activity is evaluated based on the date of the soldout cancellation itself, rather than the date of the original order. For example, you sell out $50 in merchandise on January 31 against an order that was entered on December 30. The system is evaluating the customer for a loyalty program with an effective start date of January 1. The value of the $50 soldout is subtracted from the total dollar value since January 1, even though the order was originally entered before that date.

Update demand for order maintenance transactions? If the Update Demand for Order Maintenance Transactions (C72) system control value is unselected, it is possible to understate the customer’s total merchandise order dollars. Because the order dollar total in this situation does not increase if, for example, you add an item in order maintenance, selling out an item can have the effect of “double dipping” when the system subtracts the soldout dollars from the order total. For example, a customer’s total dollars ordered is $500.00. You add a $100.00 item in order maintenance, and then sell it out. Because the total dollars ordered was never increased by the $100.00 in order maintenance, the sellout effectively reduces the customer’s total dollars ordered to $400.00. For this reason, you might want to leave this flag unselected if the Update Demand for Order Maintenance Transactions (C72) system control value is unselected.

Benefits

Discount percent

The discount percentage that a member of the loyalty program qualifies for. The system sets this percentage when it creates the customer loyalty membership, and it defaults to the order header each time you enter a new order for the customer. The discount percentage for a customer loyalty membership is displayed at the Loyalty Customer Membership Screen.

Numeric, 5 positions with a 2-place decimal; optional.

Discount duration

The number of months that the discount specified for the customer membership should be applied automatically to the customer’s orders. The system adds this number of months to the current date in order to set the Discount end date for the customer loyalty membership, displayed at the Loyalty Customer Membership Screen. Even if the customer membership status is Active, the discount does not automatically apply after this date.

If you leave this field blank, the system does not stop applying the discount automatically.

Numeric, 2 positions; optional.

Free freight

Indicates whether to provide free freight to customer who are assigned to the loyalty membership.

If this flag is selected, the Calc freight flag is unselected when you enter an order for the customer. The free freight flag for a customer loyalty membership is displayed at the Loyalty Customer Membership Screen.

Note: It is still possible for the customer to be charged additional freight even if freight is free.

Customer class

Indicates the customer class, if any, to assign to customers who are assigned to the loyalty membership. This customer class replaces the current class assignment, if any, for the customer.

When you deactivate a loyalty membership, or the system deactivates one, the system does not automatically update the customer class currently assigned to the customer. The update occurs only at the time of activating a customer loyalty membership.

Customer classes are defined in and validated against the Customer Class table; see Setting Up the Customer Class Table (WCCL) for more information. Also, see the First Create Sold To Customer Screen for more information on assigning a customer class to a customer.

Note: Not to be confused with the Customer class, if any, to use as one of the Qualifying Values for the loyalty membership.

Alphanumeric, 2 positions; optional.

Priority

The priority in which the system should evaluate this loyalty program compared to other current loyalty programs, where a lower number indicates a higher priority. If you are setting up multiple, graduated loyalty programs, you should assign a higher priority (lower number) to the ones with the higher dollar value requirement in order to ensure that the customer is assigned the highest-level loyalty program that he qualifies for.

Example: You are setting up two loyalty programs: PROGRAM2, with a discount of 5%, requires a total order value of $1000; and PROGRAM1, with a discount of 10%, requires a total order value of $2000. You assign a priority of 1 to PROGRAM1, and a priority of 2 to PROGRAM2. Each time you process an order from a customer, the system first evaluates whether the customer qualifies for PROGRAM1 with the higher discount percentage (priority 1). If the customer does not qualify for PROGRAM1, the system then evaluates whether the customer qualifies for PROGRAM2 and the lower discount percentage (priority 2).

If there are two current loyalty programs assigned the same priority, the system evaluates them in alphanumeric order based on Membership ID.

Numeric, 3 positions; required.

Priority B/O

Indicates the default Priority, if any, that the system should set on the order header when you enter an order for a customer in this loyalty program. 9 indicates the highest priority, while 0 is the lowest priority. You can override this default in order entry.

The Evaluate Backorders program uses the priority to determine which backorders to reserve first when inventory becomes available. See Working with the EBO_ASYNC Job for more information.

Numeric, 1 position; optional.

Pick msg (pick message)

Enter the message, if any, to print on the pick slip for customers who are members of this loyalty program. This message prints in addition to any other messages selected for the pick slip. See Performing Pick Slip Generation for more information on generating pick slips.

Alphanumeric, 60 positions; optional.

Membership ID

The code representing the membership program.

Alphanumeric, 12 positions; display-only.

Description (Unlabeled field to the right of the membership ID)

The description of the membership program.

Alphanumeric, 30 positions; display-only.

Item

An item to include on orders you create for customer memberships.

Note: You can replace an item for existing customer memberships and the membership program itself through the Update Customer Memberships (MMCM) option.

Alphanumeric, 12 positions; optional.

SKU

The item's unique characteristics, such as its color and size.

Alphanumeric, three 4-position fields; display-only.

Order quantity

The quantity of the item to include on each order you create for customer memberships.

Numeric, 5 positions; display-only.

Rot (Rotation)

The interval when the item should be included in an order. A rotation of 1 indicates that the item should be included on the first order you generate, and will always be included if there are no items with a rotation higher than 1. A rotation of 2 indicates that the item should be included on the second order, and so on. A rotation of 0 indicates that the item should be included on every order.

If the Generating Membership Orders (EGMO) program attempts to generate an order for a customer membership and there are no eligible rotations (either the current rotation number or a rotation of zero), then the program does not generate the order, and the customer membership is listed on the Memberships in Error Report.

Numeric, 3 positions; display-only.

# of times (Number of times to include)

The total number of times to include the item on an order. If this field is blank, there is no limit to the number of times to include the item.

Numeric, 3 positions; display-only.

N/C (No charge)

Indicates whether the item should be free of charge on orders you generate.

Valid values are:

• Selected = The item will be added to orders you generate free of charge

• Unselected = The item will not be free of charge

Ovr rsn (Price override reason code)

The price override reason code for the system to use when adding the item to the order at no charge, or with an override price.

Alphanumeric, 1 position; display-only.

Ovr price (Price override)

The price to charge for the item on orders you generate for customer memberships. You would specify a price override if you do not want the system to use the regular pricing hierarchy for membership orders.

Numeric, 7 positions with a 2-place decimal; display-only.

Membership ID

The code representing the membership program.

Alphanumeric, 12 positions; display-only.

Item

The item to include on orders you create for customer memberships.

Item codes are defined in and validated against the Item table. See Performing Initial Item Entry (MITM).

Alphanumeric, 12 positions; required.

SKU

The item's unique characteristics, such as its color and size.

Alphanumeric, three 4-position fields; required if the item has SKUs.

Order quantity

The quantity of the item to include on each order you create for a customer membership.

Numeric, 5 positions; required.

Rotation

The interval when the item should be included in an order. A rotation of 1 or zero indicates that the item should be included on the first order you generate. A rotation of 2 indicates that the item should be included on the second order, and so on. Once you have generated as many orders as the highest rotation number assigned to an item, items on rotation 1 are selected and the cycle begins again.

The default rotation is 1. A rotation of 0 indicates that the item should be included on every order you generate. If each item on the membership has a rotation of 1, they will all be included on each generated order.

If the Generating Membership Orders (EGMO) program attempts to generate an order for a customer membership and there are no eligible rotations (either the current rotation number or a rotation of zero), then the program does not generate the order, and the customer membership is listed on the Memberships in Error Report.

Numeric, 3 positions; optional.

# of times to include

The total number of times to include the item on an order. If this field is blank, there is no limit to the number of times to include the item.

Numeric, 3 positions; optional.

No charge

Indicates whether the item should be added free of charge to an order you generate.

Valid values are:

• No Charge = The item will be added to orders you generate free of charge

• Priced = The item will not be free of charge; use a price override or use the regular pricing hierarchy

If you select No Charge for this field, you need to complete the price override reason code, below.

Price override code

The price override reason code for the system to use when adding the item to the order at no charge, or with an override price.

Price override reason codes are defined in and validated against the Price Override Reason Code table. See Establishing Price Override Reason Codes (WPOR).

Alphanumeric, 1 position; required if the item is flagged as "no charge" or if you enter a price override.

Price override

The price to charge for the item on orders you generate for customer memberships. You would specify a price override if you do not want the system to use the regular pricing hierarchy for membership orders.

Numeric, 7 positions with a 2-place decimal; optional.