Warn Users When Entering COP Orders for Items Below a Certain Margin

Warn Users When Entering COP Orders for Items Below a Certain Margin

Q - In Order Entry a message appears if the sell price is below cost. Can this be changed to a pop-up if it is below a certain margin?

A - We don't have an exact function like this.  But we have something similar for this purpose.  It is called "Item Minimum Price," which is in Item File Maintenance in the second field of "16. Sell/Min Prc."  See sample screen below:


Mass Update Minimum Price

You can Mass Update this field through I/M -> Util-Setup -> Change Existing Item Import. As you can see from the sample screen below, the Minimum Price is the last column of the Item Change CSV layout. You can export your Item Master out to CSV and bring up your spreadsheet.  Decide what minimum margin you would like to have and calculate the minimum price for all applicable items. Once you are done, the final CSV file should have only two columns where column A is item number and column B is the minimum price.  Then you can choose to import and change the minimum price for items in Mass Update.  Since your minimum price is based on margin, and your cost changes constantly, you may need to have a procedure to update the minimum price field periodically (like weekly or monthly).


Receive Warning Message in Order Entry or Sales Desk

Once the Minimum Price field is set up, then during Order Entry or in Sales Desk when the line item price falls below the minimum price, a message will pop up to warn the user that the "Unit Price Below Minimum Price - Is This OK ?"  


Price Below Minimum Price Event

If the user chooses "Y" and enters a line item unit price below the minimum price, the system will also trigger an event where the manager can subscribe and be notified when this happens.  See sample screen below:





    • Related Articles

    • BM26S1A Bill of Material Copy COP Orders into BOMP

      BM26S1A Bill of Material Copy COP Orders into BOMP ← Bill of Material / Work Order Plus Copy COP Orders Into BOMP Application Overview The Copy COP Orders Into BOMP application allows the user to import orders for Feature Items entered in Customer ...
    • Avalara - Copy/Consolidate Orders

      Release Date: 4/28/23 Version: 8.6 and Above When the Avalara Integration is enabled, the following changes will take effect in Copy/Consolidate Orders. Copy/Consolidate Orders must be run under version 8.6. If the user attempts to run the ...
    • CPRESORD Customer Order Processing Release Held Orders

      Release Held Orders Application Overview This feature is a function of the Credit Check & Release program. To run this function, the Credit Check & Release must be setup as per the Global Setup documentation. Run Instructions From the COP Menu > ...
    • Feature - Allow Over Allocation for Certain Locations and Users

      Release Date: 2/27/24 Version: 8.5 and Above A new option is available in Global Setup-> COP-Func-> Order Line Item Screen-> 12. Allow Qty-To-Ship > Excess Qty (OH-Alloc+BO) that allows over allocation to occur for specific locations for specific ...
    • CPOPNSSN Customer Order Processing Open Orders by Salesman Report

      Open Orders by Salesman Report Application Overview This report featuring only open orders can be used as a sales analysis auditing tool, measure productivity, and as a customer service tool. You can print the report for a single salesman or a range ...