Line Item Discount Validation by Product Line SO-1333

Transcription

1 Line Item Discount Validation by Product Line SO-1333 Overview This Extended Solution adds the ability to default and validate an inventory line discount percent by Product Line in Sales Order and Invoice entry. A new button has been added to refresh discounts for all lines with matching product lines. Installation Before installing this Extended Solution, please verify that the version level(s) printed on the CD label are the same as the version level(s) of the MAS 90 MAS 200 module(s) you are using. For further information, please see the Upgrades and Compatibility section below. Check your Shipping Manifest for a complete list of Extended Solutions shipped. For detailed installation instructions, please refer to the Sage website at: Installing Your Extended Solutions under Windows From a CD If you have the autorun function turned on for your PC, the installation program will start up automatically. If not, find the autorun.exe file on your CD-ROM drive and double-click it to start the installation program. Follow the on-screen instructions. From the Sage FTP site When your Extended Solution is ready to be downloaded, you will receive an from extendedsolutions.na@sage.com telling you that it is ready. The will contain the Customer Name, Cross Reference, a case-sensitive Password, a link via which you can download your Extended Solution, instructions and a Shipping Manifest. If you have any problems with this order, please extendedsolutions.na@sage.com and we will assist you during normal business hours. Extended Solutions Control Center Installing any Extended Solution will add an Extended Solutions Control Center to the MAS 90 MAS 200 Library Master Utilities menu. When you open the Control Center, the following options will be available: Extended Solutions Manuals Remove Extended Solutions Unlock Extended Solutions Merge Installation Files Extended Solutions Setup options 2008 Sage Software, Inc. All rights reserved. SO-1333 (Revised 09/08) Page 1

2 Custom Office If you customize your MAS 90 MAS 200, then you must run the Update Utility every time you install this Extended Solution. Setup Upon completion of software installation, you will need to access Extended Solutions Setup from the Sales Order Setup menu. Select this part number and the Setup screen for this Extended Solution will appear (Figure 1). Check the Enable Extended Solution box to activate this Extended Solution. The manual for this Extended Solution can be viewed by clicking the Manual button next to the Enable Extended Solution check box. It can also be viewed via the Extended Solutions Control Center (see Installation, above). Figure 1 Answer the following prompts: USE CUSTOMER DISCOUNT AS INITIAL PRODUCT LINE DEFAULT: Check this box to attempt a match on the Customer s Discount Rate to a valid value in the product line file for the inventory item being entered. DEFAULT FIRST LINE ITEM DISCOUNT RATE: Check this box to have the first Line Item Discount rate from the Item s Product Line Maintenance setup default into the Disc % field in Sales Order Entry or SO Invoice Entry. You cannot have both Use Customer Discount as Initial Product Line Default and Default First Line Item Discount Rate checked at the same time Sage Software, Inc. All rights reserved. SO-1333 (Revised 09/08) Page 2

3 You should visit this Setup screen after each upgrade or reinstallation of this Extended Solution. Role Maintenance The following Task has been added to Sales Order, Setup Options: Extended Solutions Setup The following Security Event has been added to Sales Order, Miscellaneous: Allow Override of the Discount % field Please review your security setup in Role Maintenance and make appropriate changes. Operation I/M Product Line Maintenance A More button has been added to Inventory Product Line Maintenance (Figure 2). Figure 2 Click the button to access Default Line Item Discount Entry (Figure 3). Specify the valid discount percentage(s) and corresponding description(s). An unlimited list of valid discounts may be maintained. Click the lookup button to see all valid options and to select from the list for edit (Figure 4) Sage Software, Inc. All rights reserved. SO-1333 (Revised 09/08) Page 3

4 Figure 3 Figure 4 Sales Order and S/O Invoice Data Entry The line Discount % field has been enhanced with a lookup button (Figure 5). This button is only functional on Inventory lines and will list the valid discount percentages set up in Product Line Maintenance. If there are any valid discounts for the Product Line, only those 2008 Sage Software, Inc. All rights reserved. SO-1333 (Revised 09/08) Page 4

5 discounts or zero can be used for items in that product line. Any value can be entered if there are no records in the validation file for the Product Line. A user without the Role Security Event option Allow Override of the Discount % field can only select from the valid discounts setup for the product line regardless of the discount % value previously entered for this item. Figure 5 Upon setting the discount percentage to a non-zero value, that value will become the default value for each subsequent inventory line within this Product Line keyed onto the order or invoice until the default is changed or until you exit the Order/Invoice. If you re-access an existing Order/Invoice and key in another item, the Extended Solution uses the last recorded instance of product line usage on the order or invoice as the default. (Last recorded instance could have occurred at any line on the order; there is no correlation to row numbers in the grid.) If the Setup Option, Use Customer Discount as Initial Product Line Default is checked, the Discount Rate from the Customer Masterfile will be used as the default value for the discount rate in Order\Invoice entry for the first occurrence of an inventory item within a product line. If the rate from the Customer Masterfile is not in the list of valid discounts for that product line you will be warned (Figure 6) and the rate will default to zero. Figure Sage Software, Inc. All rights reserved. SO-1333 (Revised 09/08) Page 5

6 If the Setup Option, Default First Line Item Discount Rate is checked, then the Discount Rate from the first Line Item s Product Line Maintenance setup will default into the Disc % field in Sales Order Entry or SO Invoice Entry. A Pct Rfsh button is available above the grid on the Lines tab (Figure 5). Click this button after making a change to an inventory items existing discount field and all other items on the order which reside on the same Product Line will be changed to reflect the same discount rate. This button will not be disabled when a non inventory line is in focus. If an Invoice references a Sales Order Number, any changes made to Discounts on that Invoice will be for that Invoice only. If the Invoice is deleted, the Sales Order will not reflect any changes made to the Invoice, prior to its deletion. Visual Integrator The files listed below have been added or changed in the Data Dictionary by this Extended Solution for Visual Integrator purposes. New File: SO_LineDiscByProdLine_001 Field: ProductLine ProductLinePercentage Description The Data Dictionary may contain other files and data fields that are not available without their corresponding Sage Software Extended Solutions installed. ODBC Dictionary The files listed below have been added, or changed, in the ODBC Dictionaries by this Extended Solution for Crystal Reports purposes. File: SO_LineDiscByProdLine_001 Fields: ProductLine ProductLinePercentage Description Be aware that the ODBC Dictionaries may contain other files and data fields that will be unavailable without their corresponding Extended Solutions installed Sage Software, Inc. All rights reserved. SO-1333 (Revised 09/08) Page 6

7 What s New With the release: Added new Security Event Allow Override of Disc % Field Upgrades and Compatibility The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade. Documentation Only changes made to the standard operation of MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document. Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200. Acknowledgments 2008 Sage Software, Inc. All rights reserved. Sage Software, MAS 90 and MAS 200 are registered trademarks or trademarks of Sage Software, Inc. All other trademarks are the property of their respective owners Sage Software, Inc. All rights reserved. SO-1333 (Revised 09/08) Page 7