Related topics
- Setting up sales pricing methods
- Setting up the DC1 Customer/Supplier Rebates application
- Setting up the DC1 Supplier Marketing Support (SMS) application
- Setting up the target pricing functionality
This panel can be accessed from several locations. The title of this panel and the information in the top section differs depending on from where this panel was accessed. The following titles could be displayed:
- Work with sales pricing methods, Exceptions
- Work with sales promotions, Exceptions
- Work with SMS agreements, Exceptions
- Work with customer rebate agreements, Agreement exceptions
- Work with supplier rebate agreements, Agreement exceptions
- Work with customer rebate agreements, Target exceptions
- Work with supplier rebate agreements, Target exceptions
- Work with target pricing agreements, Target exceptions
This program is used to set up exceptions to what was defined in any of the above mentioned programs, disqualifying, e.g., certain customers or customer groups, from receiving:
- the pricing or discounts set up in the sales pricing method.
- the promotion price or discount set up in the sales promotion.
- the rebate/discount claim set up in the SMS agreement.
- the rebate set up in the customer or supplier rebate agreement.
For example, if one of your keys in the header of any of the above mentioned programs is customer group, you may want to exclude certain customers within that group from receiving the pricing or discounts or rebates. In such a case you would create an exception with customer as the exception key. Your exclusion can be indefinitely or during a certain time frame.
Options
| Details | Click this option to work with/view the exception details. |
Selection fields
- Pricing method
- If you accessed this program from Work with sales pricing methods, this field displays the sales pricing method for which the exception is valid.
- Promotion
- If you accessed this program from Work with sales promotions, this field displays the promotion for which the exception is valid.
- Agreement
- Depending from where you accessed this program the following information is displayed:
- SMS agreement and version number for which the exception is valid, if you accessed this program from Work with SMS agreements.
- Customer rebate agreement for which the exception is valid, if you accessed this program from Work with customer rebate agreements.
- Supplier rebate agreement for which the exception is valid, if you accessed this program from Work with supplier rebate agreements.
- Target pricing agreement for which the exception is valid, if you accessed this program from Work with target pricing agreements.
- Rebate payer
- If you accessed this program from Work with SMS agreements, this field displays the rebate payer and description.
- Agreement start date
- If you accessed this program from Work with customer/supplier rebate agreements or Work with target pricing agreements, this field displays the start date of the customer or supplier rebate agreement or target pricing agreement.
- Agreement end date
- If you accessed this program from Work with customer/supplier rebate agreements or Work with target pricing agreements, this field displays the end date of the customer or supplier rebate agreement or target pricing agreement.
- Exception
- Depending on from where you accessed this program, this column lists all exceptions that have already been defined for the following:
- Sales pricing method
- Promotion
- SMS agreement
- Customer rebate agreement
- Supplier rebate agreement
- Target pricing agreement
- Description
- This column lists a description of each of the exceptions that have been established.
- Valid fr
- This column lists the date (if any) from which the exception is valid. If you accessed this program from Work with sales promotions, the start date of the sales promotion is retrieved and cannot be changed.
- Valid to
- This column lists the date (if any) to which the exception is valid. If you accessed this program from Work with sales promotions, the end date of the sales promotion is retrieved and cannot be changed.
Work with exceptions (DIR48104)
The title of this panel and the information in the top section differs depending on from where this Exceptions program was accessed. The following titles could be displayed:
- Work with sales pricing methods, Exceptions
- Work with sales promotions, Exceptions
- Work with SMS agreements, Exceptions
- Work with customer rebate agreements, Agreement exceptions
- Work with supplier rebate agreements, Agreement exceptions
- Work with customer rebate agreements, Target exceptions
- Work with supplier rebate agreements, Target exceptions
- Work with target pricing agreements, Target exceptions
On this panel you maintain the exceptions.
- Pricing method
- If you accessed this program from Work with sales pricing methods, this field displays the sales pricing method for which the exception is valid.
- Promotion
- If you accessed this program from Work with sales promotions, this field displays the promotion for which the exception is valid.
- Agreement
- Depending from where you accessed this program the following information is displayed:
- SMS agreement and version number for which the exception is valid, if you accessed this program from Work with SMS agreements.
- Customer rebate agreement for which the exception is valid, if you accessed this program from Work with customer rebate agreements.
- Supplier rebate agreement for which the exception is valid, if you accessed this program from Work with supplier rebate agreements.
- Target pricing agreement for which the exception is valid, if you accessed this program from Work with target pricing agreements.
- Rebate payer
- If you accessed this program from Work with SMS agreements, this field displays the rebate payer and description.
- Agreement start date
- If you accessed this program from Work with customer/supplier rebate agreements or Work with target pricing agreements, this field displays the start date of the customer or supplier rebate agreement or target pricing agreement.
- Agreement end date
- If you accessed this program from Work with customer/supplier rebate agreements or Work with target pricing agreements, this field displays the end date of the customer or supplier rebate agreement or target pricing agreement.
- Exception
- Enter the exception code.
- Description
- Enter the description for the exception code.
- Valid from date
- Optional entry. If you want this exception to be valid during a certain time period, enter the from date. Completion of this field is also recommended if you want to keep and track price history and retrieve, (via the Sales related keys where-used enquiry), actual prices and discounts by date. Leave blank if you want the exception to be valid indefinitely. Note: If you accessed this program from Work with sales promotions, the start date of the sales promotion is retrieved and cannot be changed.
- Valid to date
- Optional entry. If you want this exception to be valid during a certain time period, enter the end date. Completion of this field is also recommended if you want to keep and track price history and retrieve, (via the Sales related keys where-used enquiry), actual prices and discounts by date. Leave blank if you want the exception to be valid indefinitely. Note: If you accessed this program from Work with sales promotions, the end date of the sales promotion is retrieved and cannot be changed.
- Exception keys
- Select up to five keys by clicking the window prompt to the right of the fields. For example, if one of your keys on the Header panel of the calling program is customer group, you may want to exclude certain customers within that group from receiving, e.g., the pricing or discounts set up in the sales pricing method or the rebate for a customer rebate agreement. In such a case you would choose customer as the exception key. (You enter the actual value for customer on the detail panel). Your exclusion can be indefinitely or during a certain time frame (Valid from/to date fields). Note: The exception key combination cannot be the same as those defined on the Header panel of the calling program.
Any of the following key fields can be used to define the selection criteria, but they must first be activated in the DIS control keys table to be available for selection:
Note: Once the key fields have been defined and a detail record has been added it is not possible to change them.
Customer attributes Item attributes Order attributes Supplier attributes Customer area Basket*
Note: Can only be used in order summary pricing methods of types “O” and “H”.Agreement type Supplier area Buying group Item Cost centre Supplier country Customer country Item account group Manner of transport Supplier Customer Item category 1 Order type Supplier account group Customer account group Item category 2 Project Supplier category 1 Customer category 1 Item category 3 Terms of delivery Supplier category 2 Customer category 2 Item category 4 Terms of payment Supplier category 3 Customer category 3 Item category 5 Warehouse Supplier category 4 Customer category 4 Item category 6 Warranty type Supplier category 5 Customer category 5 Item discount group Supplier category 6 Customer category 6 Item family Supplier group Customer group Item group Supplier structure Customer structure*
Note: Not supported by Order summary discount calculation (i.e. H and O method types).Item main supplier Customer discount group Item price group Division Item sector Salesman
Work with exceptions, Copy (DIR48105)
The title of this panel and the information in the top section differs depending on from where this Exceptions program was accessed. The following titles could be displayed:
- Work with sales pricing methods, Exceptions, Copy
- Work with sales promotions, Exceptions, Copy
- Work with SMS agreements, Exceptions, Copy
- Work with customer rebate agreements, Agreement exceptions, Copy
- Work with supplier rebate agreements, Agreement exceptions, Copy
- Work with customer rebate agreements, Target exceptions, Copy
- Work with supplier rebate agreements, Target exceptions, Copy
- Work with target pricing agreements, Target exceptions, Copy
- Pricing method
- If you accessed this program from Work with sales pricing methods, this field displays the sales pricing method for which the exception is valid.
- Promotion
- If you accessed this program from Work with sales promotions, this field displays the promotion for which the exception is valid.
- Agreement
- Depending from where you accessed this program the following information is displayed:
- SMS agreement and version number for which the exception is valid, if you accessed this program from Work with SMS agreements.
- Customer rebate agreement for which the exception is valid, if you accessed this program from Work with customer rebate agreements.
- Supplier rebate agreement for which the exception is valid, if you accessed this program from Work with supplier rebate agreements.
- Target pricing agreement for which the exception is valid, if you accessed this program from Work with target pricing agreements.
- Rebate payer
- If you accessed this program from Work with SMS agreements, this field displays the rebate payer and description.
- Agreement start date
- If you accessed this program from Work with customer/supplier rebate agreements or Work with target pricing agreement, this field displays the start date of the customer or supplier rebate agreement or target pricing agreement.
- Agreement end date
- If you accessed this program from Work with customer/supplier rebate agreements or Work with target pricing agreement, this field displays the end date of the customer or supplier rebate agreement or target pricing agreement.
- Exception
- Displays the exception code that you selected to copy.
- Pricing method
- This field is only displayed if you accessed this program from Work with sales pricing methods. Displays the sales pricing method code for which the exception is valid.
- Promotion
- This field is only displayed if you accessed this program from Work with sales promotions. Displays the promotion code for which the exception is valid.
- New exception
- Enter the new exception that you are creating via copy.
- New pricing method
- This field is only displayed if you accessed this program from Work with sales pricing methods. Enter the new pricing method for which this new exception will apply.
- New promotion
- This field is only displayed if you accessed this program from Work with sales promotions. Enter the new sales promotion for which this new exception will apply.
Work with exceptions, Deletion (DIR48108)
The title of this panel and the information in the top section differs depending on from where this Exceptions program was accessed. The following titles could be displayed:
- Work with sales pricing methods, Exceptions, Deletion
- Work with sales promotions, Exceptions, Deletion
- Work with SMS agreements, Exceptions, Deletion
- Work with customer rebate agreements, Agreement exceptions, Deletion
- Work with supplier rebate agreements, Agreement exceptions, Deletion
- Work with customer rebate agreements, Target exceptions, Deletion
- Work with supplier rebate agreements, Target exceptions, Deletion
- Work with target pricing agreements, Target exceptions, Deletion