Period-To-Date Caps

A warning message appears if a sales order is entered that goes over the last price formula for a period-to-date adjustment. You can split the sales order line into two lines to receive as much of an adjustment as possible. A price formula cap is the highest formula value of the last price formula associated with the price rule.

For example, a period-to-date price rule is created for customer USA01 and Product ID 10001. The price formula is for 1 EA to 100 EA. The existing sales orders for this customer and product total 95 EA. A new sales order for customer USA01 and product 10001 is entered with an order quantity of 10, which puts the cumulative orders over 100 EA. If this price rule has no other price formulas (over 100 EA), a warning is issued to the CSR. The CSR can create two order lines to maximize the adjustment for the customer:

• One for 5 EA or less.

• One for the remaining quantity.