Customer Rate and Price Inquiry
Accounts Receivable Menu -> Customer
Information / View Customer
Information -> Codes -> Special
Pricing window -> Multi-Tiered Customer
Special Pricing -> INQUIRY button ->
Customer Rate and Price Inquiry
When "Multi-Tier Pricing" is deployed in the Company Rate Parameters this Customer Rate and
Price Inquiry is useful to provide access to prices at the
product level and rates at the group level, that apply to that
customer.
The prompts and filters that are respected by the rates and
prices in this inquiry, include:
-
- LOCATION
- Accept the default location or select on from the drop-down
box.
- CUSTOMER
- Accept the default customer number or select on from the
Customer Search window.
- PRODUCT TYPE
- Select one of the following product type options:
- Select Rental to view rates at the rental
Group level that would be charged to this
customer from this location.
The Rental Search Parameters will be enabled and the
selection filters for Sales parts will be disabled.
- Select Sales to view prices for a single sales
product or a group of sales products that would be charged to this
customer from this location.
The Sale Search Parameters will be enabled and the selection
filters for Rentals will be disabled.
SALE SEARCH PARAMETERS
This set of filters is only enabled if the Product Type for
the inquiry is Sales.
-
- CLASS NUMBER
- Leave this field blank to use only the Group or product
selection, or enter a valid Sales Product
Class, or select one from the Product
Class Search window.
If a Sales Class filter is used, a Group Number associated
with that Class is also required to narrow the results.
- GROUP NUMBER
- Leave this field blank to use only the product selection, or
enter a sales Group, or if a Class
Number has been entered enter a Group that is associated with
the Class Number or select one from the Group Search window which only displays Groups
for the selected Class.
- PRODUCT NUMBER
- Enter a valid Sales Inventory number
or select one from the Product Search
window.
Sales Product Pricing Results:
The relevant Sales
products are listed by product number with description, Unit of
Measure, and the amount.
RENTAL SEARCH PARAMETERS
This set of filters is only enabled if the Product Type for
the inquiry is Rental.
One or all of these filters can be used to narrow the search for
rental Groups
-
- GROUP DESCRIPTION
- Enter the first few characters of the description of the Group
to return all Groups that match.
- GROUP NUMBER
- Enter a valid rental Group or select
one from the Group Search window.
- CLASS NUMBER
- Enter a valid Rental Product Class or
select one from the Product Class Search
window.
Rental Group Rates Results:
The relevant Groups are
listed with Group description and the first five rates flagged to
Show on Rate Book per the Company
Default Rates in the 'All' divisions table.
A window is provided in the Rates column of each Group
record to view the complete rate structure as outlined in the
Rate Information window.
Note: Any rental Group with no rate structure is not displayed in
this inquiry.
Topic Keyword: RSSR15 (5053)