Defaults

These processing options determine the default information that the system uses to build the customer-based segment items.

1. Beginning Date Fence

Specify the number of days before today's date that the system includes in the calculations. The calculation is based on the actual shipped date on the sales order line. All days after today's date are automatically included in the calculation.

2. Minimum Average Quantity

Specify the average minimum quantity that any item should have to be placed in the customer segment-based selling list. The system calculates the average minimum quantity by using the sum of the quantities for each item on all of the sales order detail lines. The system divides this amount by the number of occurrences of that item in the F4211 table.

3. Minimum Weighted Average List Price

Specify the minimum-weighted average list price of any item that is placed in the customer segment-based selling list. The system calculates this price by using the sum of the list price times the quantity for each item an all of the sales order detail lines. The system divides this amount by the sum of that item's quantities on corresponding sales order detail lines.

4. Currency code to use in price comparison

Specify a code that the system uses when it builds the Customer Segment Items table (F42440). When it builds the table, the system uses this code with the average minimum base price. You must complete this processing option when a minimum base price value exists.

5. Minimum Percent Margin

Specify the minimum percent margin of any item that is placed on the customer segment-based selling list. The system calculates the minimum percent margin by calculating the difference between the weighted average list price and the weighted average base cost for each item on all of the sales order detail lines. This result is divided by the weighted average list price of that item on the corresponding sales order detail line.

6. Maximum Segment Items

Specify the maximum number of different items that can be stored in a customer-buying segment code. Enter a number from 1 to 99. If you leave this processing option blank, the system uses 99 as the default value.

7. Sort Field

Specify a code to use to sort the customer segment-based selling list. Values are:

Blank or 1: Price

2: Quantity

3: Margin