Feature - Date Used to Determine Price When Adding Item to Existing Order

Feature - Date Used to Determine Price When Adding Item to Existing Order

Release Date - 1/12/16

When adding a line item to an existing order, the line item unit price is normally calculated based upon the order date. 

Using the system date when calculating the item price is useful, especially when adding an item to an existing order and the order date is in the past. For example, if an order is on file and it is waiting for inventory to arrive before being fulfilled, and a salesperson adds additional items to the order, the system would calculate the item price based on the order date. If the item was on sale when the order was originally entered, the customer would receive the sale price even though the item is no longer on sale. This change lets the user choose how he or she wants to handle this situation.

A new Global Setup option has been added to let the user choose if the Order Entry program will use the order date or the system date when determining the price of a line item that is added to an existing order: Util-Setup-> Global Setup-> COP-Func-> Order Line Item Screen-> 34. Price Date Used When Add Item To Exist Ord. The default is "O" for order date.



To fully enable this functionality, the following Global Setup flag will also need to be set:  Util-Setup-> Global Setup-> COP-Func-> Order Line Item Screen-> 17. Recalc Price/Comm When Cursor Thru In Change. Set this flag to N. 



This will stop the order entry program from recalculating the item price using the order date in Change mode.  

Modified Programs: NSCTLFIL.FD, NSCTLFIL.W30, NSCTLINI, NSCTLMN5, GETPRICE.PL, GETPRICE2.PL, CP0111, CP0111S, CPLINEDT
CLS



    • Related Articles

    • Work Order Plus Advanced Feature Manual 3

      Reset Order Transaction Data Application Overview The Reset Order Transaction Data utility restores order statistics at the transaction level if a data integrity issue were to occur. This will recover order data, like reported quantity, labor hours, ...

    • Feature - Add Prevent Entry for Unit Price When Below Minimum Price or Cost

      Release date:3/5/2018 Currently when entering a line item in Order Entry, the application will warn the user if the price is below the item minimum price or unit cost. This new feature will allow users to prevent the entry in Order Entry, Sales Desk, ...

    • Round COP Line Item Unit Price to 2 (Two) Decimals

      Release Date: 01/05/2021 Version: 7.5 & Up Q - Our pricing is set up to discount by item price. Even though our price list for the customer is at 2 (two) decimals, Elliott always calculates to 4 (four) decimals. What do we do with this? A - If you go ...

    • Feature - Determine Salesman By Division

      Release Date 9/12/21 Version: 8.5 and Above The purpose of this feature is to allow defining salesman by division which is on the item by item basis. In customer or ship-to file maintenance, user can only define one salesman per order. However, if ...

    • Feature - Add Update to Item Audit File When Running Future Price Posting

      Release date: 4/18/2020 Version 8.5 & Up In Item File Maintenance, when you "Add" a new item, the system will write a record to the Item Audit file with ITEM-AUDIT-ACTION = "A" (Add). If an item master record is changed, then it writes two records ...