How the Use Item Filter for non specified Items Filter works in the Contract Maintenance window

The Use Item Filter for non specified Items option Item Filter you select works specifically with the line in the Pricing Matrix where the Item Number is blank. The lines with Item Numbers specified in the Pricing Matrix section will still be applicable to the Contract.

In this example, Customer AARONFIT0001 has a Contract with us where if they buy any Items assigned to Class ID Retail, they will be 100% Markup – Current Cost, and then the price will be specified in the Pricing Matrix section for the five other Item Numbers they buy from us.

Create the Contract

1. Go to Cards | Omni Price | Contract.
2. In the Contract Maintenance window, enter a Contract ID and Description. For example, 18_AARONFIT0001 for the Contract ID and 2018_AARONFIT0001 for the Description.
3. Adjust the Contract Priority. Select a lower value to make it a higher priority contract.
4. In the Customer Selection, select Specified Customer, and then select AARONFIT0001.
5. In the Item Selection, select Use Item Filter for non specified Items.
6. Drill back on Item Filter ID.
7. In the Item Filter Maintenance window, enter CLASS_RETAIL for the Filter ID.
8. Enter Item_Class_Retail for the Filter Description.
9. In the Ranges field, select Item Class.
10. In the From and To fields, enter Retail.
11. Click Insert.
12. Click Save.
13. In the Contract Maintenance window, select CLASS_RETAIL for the Item Filter ID.
14. In the Pricing Matrix section, enter the following:
15. On the first Item Number line, tab through the Item Number field leaving it blank, select % Markup – Current Cost for the Pricing Mode, enter 90.00% for the Percentage, and then tab to the next Item Number field.
16. For the second Item Number line, enter 128 SDRAM for the Item Number, select Fixed Price for the Pricing Mode, enter $170.00 for the Adjustment/Price, and then tab to the next Item Number field.
17. For the third Item Number line, enter 32 SDRAM for the Item Number, select Fixed Price for the Pricing Mode, enter $50.00 for the Adjustment/Price, and then tab to the next Item Number field.
18. For the fourth Item Number line, enter 6.5HD for the Item Number, select Fixed Price for the Pricing Mode, enter $230.00 for the Adjustment/Price, and then tab to the next Item Number field.
19. For the fifth Item Number line, enter 400PROC for the Item Number, select Fixed Price for the Pricing Mode, enter $440.00 for the Adjustment/Price, and then tab to the next Item Number field.
20. For the sixth Item Number line, enter 8.4HD for the Item Number, select Fixed Price for the Pricing Mode, enter $330.00 for the Adjustment/Price, and then tab to the next Item Number field.
21. Note: The pricing modes selected above are examples and can be changed to other pricing modes as appropriate.
22. Click Save.

Entering a Sales Transaction

1. Log into GP.
2. Go to Transactions | Sales | Sales Transaction Entry.
3. Select Invoice for the Type, for example.
4. Tab through to the Customer ID, and select AARONFIT0001.
5. Tab through to the Item Number field, and select HDWR-SWM-0100.
6. Tab through to the Invoice Quantity, and enter 1.
7. Tab through to the next line item.
8. The Unit Price should be $14,782.48 for Item Number HDWR-SWM-0100 if the Current Cost of HDWR-SWM-0100 is $7,780.25.
9. Select 128 SDRAM for the Item Number field.
10. Tab through to the Invoice Quantity, and enter 1.
11. Tab through to the next line item.
12. The Unit Price should be $170.00 for Item Number 128 SDRAM.