How to Override an Omni Price Contract ID in Sales Order Processing

Subject:

The information here describes how to override a Contract ID in Sales Order Processing.

Information:  

Here are the steps to follow: 

Pricing Setup Option for Overriding Contracts:

1. Go to Microsoft Dynamics GP | Tools | Setup | Omni Price | Pricing Setup.
2. Mark the Allow overriding Contracts during Sales transaction entry option.

• Enter a Password (optional) only if some of the Sales Transaction Entry Users are allowed to change the Contract ID. Then provide the Password to those specific Users.
• Click OK.

 Give access to the Omni Price Alternate window or use the Shortcut Key:  

1. Give the User(s) access to the Omni Price alternate window. See KB How to Display the Omni Price Contract ID Used in the Transaction Windows on how to give access to the Omni Price Alternate window.
2. If you are not using the Omni Price alternate window, from the Sales Transaction Entry window:

• The User can use the Shortcut Key (CTRL+Y) to select a different Contract ID than the one that defaulted.  
• Or, the User can use the Shortcut key (CTRL+Z) to open the Price Check window and select a different Contract ID than the one that defaulted.

Overriding a Contract ID in Sales Transaction Entry:

1. Go to Transactions | Sales | Sales Transaction Entry.
2. Create a new transaction or select an existing one.
3. Place your cursor on the line item, and then choose the Show Details button to expand the line item.
4. You can change the Contract ID one of the following ways:
5. If the Contract ID field is available:

• Click the Contract ID lookup button, select the appropriate Contract ID, and then click Select.
• • Press CTRL+Y, click the Contract ID lookup button, select the appropriate Contract ID, and then click Select.
  • Press CTRL+Z to open the Price Check window, select the appropriate Contract ID, and then click Select Contract.Manually enter the Contract ID.
•  If the Contract ID field is not available:
  • Press CTRL+Y, click the Contract ID lookup button, select the appropriate Contract ID, and then click Select.
  • Press CTRL+Z, select the appropriate Contract ID, and then click Select Contract.

   

More Information:

You can override a Contract ID in the following windows: 

1. Sales Transaction Entry (Go to Transactions | Sales | Sales Transaction Entry.)
2. Sales Item Detail Entry (Go to Transactions | Sales | Sales Transaction Entry. Select the line item and then click the Item Number expansion button.)
3. Selected Omni Price Contract (Go to Transactions | Sales | Sales Transaction Entry. Select the line item and then press CTRL+Y or choose Customer Pricing – See Contract from the Additional button.)

The Contract ID lookup button is available if all the following criteria is met:      

1. The Allow overriding Contracts during Sales transaction entry option is marked in the Pricing Setup window (Microsoft Dynamics GP | Tools | Setup | Omni Price | Pricing Setup).
2. A Transaction Log record exists for that line item. For this record to exist, the following must be true:

• The Do not log details when Customer Pricing System is used option in the Pricing Setup window needs to be unmarked.
• Omni Price has previously calculated a price and picked a Contract ID for the line item.

The following criteria must be met for a Contract ID to appear in the Applicable Contracts window: 

1. The Contract ID must exist and be open.
2. The Contract ID is one of those that are listed in the Price Check window if you were doing a Price Check for the same scenario as you have entered in the Sales Transaction Entry window. 

 

In addition to all the above, you will only be allowed to override a Contract ID when a Contract has been selected for the pricing scenario entered.  If Omni Price picks the GP pricing instead of Omni Price pricing, then no Contract ID will be selected; therefore, the Contract ID field will be grayed out and you will not be able to select a Contract ID.

 

Note:

If you are on Microsoft Dynamics GP 2015 or 2015 R2 and receive the error message below, click here for a work around using the CTRL+Y keys to open the Applicable Contracts window.   

 Unhandled script exception: Illegal address for field ‘local field’ in script ‘SetCustomerID’. Script terminated.