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Pricing

Menu 5.4 - Bulk Copy/Delete    (Old Menu 5.2A)

Menu 5.4.1 – Copy Contracts

 

Simultaneously copy all contract prices for a specific customer or contract number. This allows you to set up pricing for one customer or contract, and apply the special price to multiple customers or contracts.

 

Step 1

·         Enter customer number or contract number. SOURCE CUSTOMER, CONTRACT NUMBER OR END:

 

Step 2

·         If entering customer number, type 'y' to confirm the customer information that displays on the screen, or continue to Enter for the next customer number.

 

If entering contract number, a message prompts IS THIS A CONTRACT NUMBER? (Y/N). Enter 'y' if it is; 'n' to retype the number.

 

Step 3

·         At the next prompt

DESTINATION CUSTOMER, CONTRACT NUMBER, (<CR> FOR DELETION), 'L'IST OR END:

Type either the customer or contract number to which you want to copy the contract prices.

 

Example "FALL06" to "FALL07"

 “123” to “999”

 

Use the 'L'ist option to string several customer numbers together to copy at once.

 

 

Menu 5.4.2 - Delete Contracts

 

Simultaneously delete all contract prices for a specific prices for a specific customer or contract number. This saves you the hassle of deleting an entire program or one item at a time.

 

Step 1

·         Enter customer number or contract number.

 

Step 2

·         If entering customer number, type 'y' to confirm the customer information that displays on the screen, or continue to Enter for the next customer number.

 

If entering contract number, a message prompts IS THIS A CONTRACT NUMBER? (Y/N). Enter 'y' if it is; 'n' to retype the number.

 

Step 3

·         At the next prompt

DESTINATION CUSTOMER, CONTRACT NUMBER, (<CR> FOR DELETION), 'L'IST OR END:

Type either the customer or contract number to delete its prices, or just press Enter.

List to display the contract numbers and prices to be deleted.

Step 4

  • Confirm to bulk delete: 'y' or Enter to restart.

 

 

Menu 5.4.3 – Copy and Delete Contracts

 

Simultaneously copy and delete all contract prices for a specific customer or contract number. In one step, this copies special pricing from one program or customer to another while deleting that price from the original program or customer.

 

Step 1

·         Enter customer number or contract number.

 

Step 2

·         If entering customer number, type 'y' to confirm the customer information that displays on the screen, or continue to Enter for the next customer number.

 

If entering contract number, a message prompts IS THIS A CONTRACT NUMBER? (Y/N). Enter 'y' if it is; 'n' to retype the number.

 Step 3

·         At the next prompt

DESTINATION CUSTOMER, CONTRACT NUMBER, (<CR> FOR DELETION), 'L'IST OR END:

Type either the customer or contract number to which you want to copy the contract prices.

Step 4

  • Confirm to copy and delete: 'y' or Enter to restart. 

Menu 5.4.4 – Change Effective/Expiration Date

 

Simultaneously change effective and expiration dates for all contracts or programs and for specific customer or contract numbers. This saves you time from entering one item at a time and changing the date in Menu 5.3, Field 4.

 

Step 1

·         Enter customer number or contract number.

 

Step 2

·         Enter new effective date. Enter to keep the original date.

 

Step 3

·         Enter new expiration date. Enter to keep the original date.

 

Step 4

·         Answer the next prompt, IS ALL INFORMATION OK (Y/N)?

U2006.3 Upgrade Feature
Delete Contracts - This menu path now offers the ability to delete Menu 5.33 Programs and Customer Contracts.

U2005.3 Upgrade
This system will now file transfer both reports.  Previously, this menu would only file transfer the second report, overwriting the first report. 

 

 

Last Updated 10/31/07

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