First Tier Pricing Report
System Maintenance Menu -> Configure
System Settings -> Operations Tab -> Rental Rates
& Pricing -> Special Rates Codes /
Price Codes ->REPORTS
button ->
This report is only available and relevant if the Enable
Multi-Tier Pricing feature has been activated in the Company Rate Parameters and can be used to list all
the first tier rates and pricing assigned to selected customers in
the Multi-Tiered Customer Special Pricing
window of Customer Information.
The report can be output to a document or to a spreadsheet.
The selection options and filters include:
-
- PRICING TO INCLUDE
- Select one of the following sort options:
- Select Rentals radio button to only report on First Tier
special rental rates for Groups, for the selected customers.
- Select Sales radio button to only report on First Tier
special prices for sales products, for the selected customers.
- Select Both radio button to include all First Tier rates
and prices for the selected customers.
FROM GROUP
- The Group selection filters apply to both sales and rental
Groups.
Leave this field blank for all products Groups, or type in the
desired beginning group, or select one from the Group Search window.
Note: First Tier special rental rates are always at the Group
level, but First Tier special prices is at the specific product
level.
TO GROUP
- Leave this field blank for all products Groups, or type in the
desired ending group, or select one from the window.
DEFAULT RATES TO PRINT
- Leave this field blank to include all rate codes setup in the
Company Default Rates, or delete any rates
that should not be included in the report in the Default Rates
to Print window provided.
Note: Only rates remaining in the Default Rates to Print
window will be printed on the report output.
DIVISION, "ALL" OR "SEL"
-
- Type ALL to include all divisions in the report.
- To print the report for a single division, leave this field
blank for the Head Office Division, or enter a specific division
code, or select a division from the drop-down list.
- Type SEL to select multiple divisions or divisions by
accounting region, as outlined in Division
Select By Region.
The division selection is restricted by the Divisional Restricted Views assigned to the
operator.
FROM CUSTOMER
- Leave this field blank to include all customers, or type in the
desired beginning customer in the range, or select one from the
Accounting Customer Search window.
TO CUSTOMER
- Leave this field blank to include all customers, or type in the
desired ending customer number, or select one from the window.
CUSTOMER TYPE, "ALL" OR "SEL"
- Customer types can be setup in Customer
Type Codes and assigned to customers in the Codes window
of Customer Information.
To select customers by type code use one of the following:
- Type ALL to include all customer types in the selection.
- To include only a single type of customer, enter the
appropriate type code or select it from the drop-down list.
- Type SEL to make a selection of customer types to be included
in the report, as outlined in Select Customer
Type Codes.
SALESMAN, "ALL" OR "SEL"
- Salesman codes can be setup and assigned to customers in
Salesman Codes.
To select customers by salesman code use one of the following:
- Type ALL to include all Salesman codes in the selection.
- To include customers for only a single salesman enter the
appropriate Salesman code, or select one from the drop-down
list.
- Type SEL to make a selection of Salesman codes to include in
the report, as outlined in Select Salesman
Codes.
Note: On the report and spreadsheet output, the salesman code is
listed under the SM column.
NEW PAGE PER CUSTOMER
- Check this box to print the information for each customer on a
separate page for the report, or on a separate tab of the
spreadsheet.
Uncheck this box if the output does not require separate pages per
customer.
EXPIRED PRICING ONLY
- Uncheck this box to print all First Tier rates and prices for
the selected customers regardless of expiry dates.
Check this box to print only customers with First Tier rates and
prices that expire in the following range:
- FROM EXPIRY DATE
- Accept the first of the current month, or enter a preferred
starting date for the expiry range.
- TO EXPIRY DATE
- Accept the last day of the current month, or enter a preferred
ending date.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the following reporting options as outlined in
Report Options:
- Select Print to generate the output according to the
reporting selection currently defined for this session in the
Printer Selection window, accessible
from the Printer -> Set Printer option located on
the menu bar at the top of the screen.
When both Sales and Rentals are included on the report output a
'key' is provided on the top right to identify the data in columns
Code 1 to Code 4 as follows:
- For rental products the values for the first four rates are
printed in these columns.
Additional rental rates are displayed with the corresponding rate
name on the second and third detail lines, as required.
- For sales parts the values in Code 1 to Code 3
columns are the special pricing for %Discount,
%Markup and List, and the fourth column is not
used.
-
Select Excel to export the output to an Excel
spreadsheet, where a column is provided for each rate.
If the option to print a New Page Per Customer has been
selected, information for each customer will be displayed on a
separate tab of the spreadsheet.
The ability to email the spreadsheet or display it on the screen
is controlled by the Prompt to Email Spreadsheets flag set
in Company Miscellaneous Parameters.
Finished?
- Click ACCEPT to generate the report or spreadsheet, or CANCEL
to abort.
Topic Keyword: INPP07 (4103)