Update all prices on a customer contract

The Customer Contract maintenance on the Pricing Configuration screen of the Pricing tab is where you make global updates to the pricing for customer contracts.

Note: To access the Customer Contracts maintenance, you must have the proper security privileges. The Contracts Maintenance job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.

To update all prices on a customer contract

  1. On the Pricing tab, click the Pricing Configuration button. The Pricing Configuration screen appears. This screen is split into two panes. The left pane contains the list of folders, subfolders, and items. The right pane shows details for the item selected in the left pane.

  2. Click the Contracts folder in the left pane to expand its contents.

  3. Click the Customer Contracts subfolder to expand its contents and view details about it in the right pane.

  4. In the Customer Contract field, type the exact contract number or a string of characters from the contract number, the contract name, or the contract description.

  1. Click the Search button.

If only one customer contract meets your search criteria, the corresponding contract information is provided on the Customer Contracts screen.

If more than one customer contract meets your search criteria, the corresponding contracts are identified in the customer contract listing at the bottom of the Customer Contracts screen. To select the contract that needs to be updated, click the appropriate row in the listing.

  1. Set up the pricing update parameters in the Pricing area:

  2. In the Clearing drop-down list, specify how the system should handle pricing updates for the products that meet the criteria set up in this Pricing area. The pricing update takes place during End-of-Month processing when the Roll Date has arrived. Valid options are:

  3. No Update: Do not update the pricing for this contract.

  4. Clear and Recalculate (Y): Clear out the new effective date and new price for products on this contract. If one or more pricing classes are selected, only the products that are associated with the selected pricing classes are updated. Recalculate the prices of all affected products.

  5. Clear New Effective Date and New Price (C): Clear out the new effective date and new price for products on this contract. If one or more pricing classes are selected, only the products that are associated with the selected pricing classes are updated. Do not recalculate the prices of any products.

  6. Recalculate Only (N): Recalculate the prices for products on this contract. If one or more pricing classes are selected, only the products that are associated with the selected pricing classes are updated.

  1. Click the Accept button to save your contract pricing update information.

Related Topics

Update prices for specific products only