Description


This document explains how to setup Special Price Schedules per customer per item in MYOB.

Detail Steps

Before you begin …

It is recommended that each Customer has a documented Special Pricing Agreement. The WMS uses an MYOB Item Sale Quote to identify items Numbers and the agreed contract prices or discounts.

REFER TO THE BRAND BASED DISCOUNTING workflow in order to create special pricing schedule that discount prices across product groups.

STEP 1.

Open MYOB – login to your company file. Open the Sales Command Center and select the QUOTES TAB.

STEP 2.

Open a New Item Sale Quote. Choose the Customer you are creating the special pricing schedule agreement with. The INVOICE # MUST BE set to SPS as shown ( to indicate Special Pricing Schedule ).

If the SPS applies to all customers use the special *ALL CUSTOMERS card.

There are two types of Special Pricing Schedule – Single Item with many Quantity Breaks or Multiple Items with TWO Quantity Break s (1 of and N of ).

STEP 3.

For a SINGLE ITEM SPS you must set the Customer PO # to the Item Number – as shown above; for example 100. For a MULTI ITEM SPS you must set the Customer PO to MULTI. Note that in MULTI SPS configurations you can ONLY SET TWO QUANTITY BREAKS (1 of and X of Quantity Break).

When setting your discount price be aware that you can set the sell price OR enter a % discount (you can only use one method if you enter a discount the price will be ignored and the % discount will be applied to the base selling price if you change the price only then this price will be used)

STEP 4.

Set the Promise Date to the Start Date of the SPS Agreement. Any orders entered in WMS from this date will apply the SPS. Set the Item Quote Date to the Finish Date of the SPS Agreement. This is the date that the agreement ends and WMS will apply regular pricing or alternate SPS.

There are two options for special pricing – either contract pricing or Discount %. Note that discount (%) will override fixed prices - When using the % method the sell price should be changed to zero to save confusion when running MYOB Reports.)

SPS Quotes and changes to any existing SPS are not recognized by the WMS until a Maintenance Replication is performed.

STEP 5.

The Use Special Pricing Schedules in the Sales Preference Tab must be checked in order for special pricing to be flagged and used by the WMS. When the SPS is due to expire it will appear on the Sales Register in MYOB as the end date is the Sale Order Date. This acts as a reminder to renew or create a new SPS for the customer.

NOTE: Datapel do not recommend to amend Special Price Quotes  #Phone1 field in MYOB as this might affect reporting information. Please consult your form/report developer before amending any information.

Related Information

This feature requires the optional Special Pricing module for WMS.