In some cases, you may want to override the unit cost of a product. The line item area on the Current Order screen of the Customer Service tab is where you can override the cost if certain conditions are met.
Note: If Warranty or Core are selected in the Action area for a line item on the Current Order screen, you cannot override the unit cost. Also note that overriding a core cost is never permitted.
In each of the scenarios described below, you are permitted to override the unit cost of the line item.
Note: In some of the scenarios, you must have the proper security privileges. The Product Cost Override job function and the Product Price Override job function 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.
You can override the cost of a line item if the following conditions are met:
Standard, One Step, Rebill, or Quote is selected in the Order Type area on the Current Order screen.
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Sale or Inventory Return is selected in the Action area on the Current Order screen for the line item of the product whose cost you would like to override.
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You have the Product Cost Override job function and the Product Price Override job function assigned to one of your roles.
To override the cost in this first scenario, select the Override Price check box for the selected line item. The Override Price check box is in the line item area on the Current Order screen. When you select that check box, the Unit Cost and Unit Price fields become available, allowing you to override the cost and the price by typing in a different dollar amount.
You can override the cost of a line item if the following conditions are met:
Standard is selected in the Order Type area on the Current Order screen (or Quote is selected and you are changing it to Standard).
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The line item is a stock or temporary product and you are sourcing part or all of the quantity from an outside vendor. (For more information about line item sourcing and the conditions that are necessary for it, refer to Overview of line item sourcing.)
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The outside vendor that you selected to source the product is not set up as a vendor for the product on the Vendors screen of the Product Management tab. Therefore, the vendor's purchase order cost for the product is not known, since the Vendors screen is where this cost is indicated.
Notice that to override the cost in this second scenario, you do not need to have the Product Cost Override job function or the Product Price Override job function assigned to one of your roles. In this scenario, the Unit Cost field is automatically available; you do not need to first select the Override Price check box to do so. To override the price, type a different dollar amount in the Unit Cost field.
This scenario is similar to scenario 2. You can override the cost of a line item if the following conditions are met:
Standard is selected in the Order Type area on the Current Order screen (or Quote is selected and you are changing it to Standard).
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The line item is a stock or temporary product and you are sourcing part or all of the quantity from an outside vendor. (For more information about line item sourcing and the conditions that are necessary for it, refer to Overview of line item sourcing.)
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The outside vendor that you selected to source the product is set up as a vendor for the product on the Vendors screen of the Product Management tab. The vendor's purchase order cost for this product is indicated on the Vendors screen.
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You have the Product Cost Override job function and the Product Price Override job function assigned to one of your roles.
In this third scenario, the Unit Cost field is automatically available; you do not need to first select the Override Price check box to do so. To override the price, type a different dollar amount in the Unit Cost field.
You can override the cost of a line item if the following conditions are met:
C/M Pickup or C/M One Step is selected in the Order Type area on the Current Order screen.
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Credit or Inventory Return is selected in the Action area on the Current Order screen for the line item of the product whose cost you would like to override.
Notice that to override the cost in this fourth scenario, you do not need to have the Product Cost Override job function or the Product Price Override job function assigned to one of your roles. In this scenario, the Unit Cost field is automatically available; you do not need to first select the Override Price check box to do so. To override the price, type a different dollar amount in the Unit Cost field.