International Fleet Charge
Select Pricing Setup Manual
INFO 5 Version 7.2A
Release Date: April 2007
Last Modified Date: May 6, 2011
Copyright © 2011, Karmak, Inc.
The material in this manual is intended for users of the Karmak business systems. The
information contained in this document is subject to change without notice. The software
described in this document is furnished under a license and may be used or copied only in
accordance with the terms of such license.
All rights reserved.
Printed in the U.S.A.
Except as permitted by the United States Copyright Act of 1976, no part of this publication
may be reproduced or distributed in any form or by any means, or stored in a data base or
retrieval system, without the prior written permission of Karmak.
Please address any comments regarding the software or the documentation to Karmak,
Inc., Customer Support, One Karmak Plaza, P.O. Box 680, Carlinville, Illinois 62626-0680.
About This Manual
Subject
This manual is intended for users of the Karmak INFO 5 business system. It provides instructions for setting up the
International Fleet Charge Select Pricing module.
Audience
Intended readers include System Managers and Parts Managers.
Ordering Information
To order extra copies of this documentation either call, FAX, or e-mail your request to:
1-800-252-7625 (voice)
1-217-854-9513 (FAX)
[email protected] (e-mail)
Karmak, Inc.
Documentation Dept.
One Karmak Plaza
P.O. Box 680
Carlinville, Illinois 62626-0680
www.karmak.com
International Fleet Charge Select Pricing Setup Manual
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International Fleet Charge Select Pricing Setup Manual
Table of Contents
CHAPTER 1
International Fleet Charge Select Pricing
Introduction
Setup
1-1
1-1
Message Member 3192, Position 15 1-1
Establish Stock Class Records that Will Be Used for Pricing
Run Price Tape ID 1-2
Special Pricing by Stock Class Setup 1-2
APPENDIX A
1-1
Price Tape Instructions
International Fleet Charge Select Pricing Setup Manual
1-2
A-1
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International Fleet Charge Select Pricing Setup Manual
CHAPTER 1
International Fleet Charge Select
Pricing
Introduction
Prior to INFO 5 Release 7.1A, special pricing by stock class was limited to Prices 1-5 that were available in the Item
Master. With Release 7.1A and later releases, clients can now pull additional prices from all available fields
(including Prices A-J) from the Price Master using Message Member 3192. This allows for much greater pricing
flexibility. For example, International clients can now use Price A (Dealer Net Price, or COST) Price B (Retail Price,
or LIST), Price C (Trade Price), Price D (Major Fleet Price) or Price E (National Fleet Price) to set their pricing.
This manual will explain the setup steps necessary to implement this enhancement; it is intended for International
clients, but all clients can use this functionality, which is also known as “Special Pricing by Stock Class Using the
Price Master”.
Setup
Message Member 3192, Position 15
The Price Pointer field in the Special Parts Pricing Maintenance screen (shown in Figure 4 on page 1-6) identifies
the base price level being used to calculate the Special Parts Pricing. Normally, your entry would be one of the five
numeric price levels in the Item Master record: 1, 2, 3, 4, or 5.
If you have Message Member 3192, position 15 set to Y, you can set special pricing by stock class to a price pointer
other than the five prices from the Item Master. If your vendor has supplied additional prices that you are not storing
in the item file, you can enter an alpha character (A-J) corresponding to the pricing level from the tape as the price
pointer in special pricing by stock class. Pricing for any part in that stock class will be pulled from that price pointer
in the Price Master.
International Fleet Charge Select Pricing Setup Manual
1-1
International Fleet Charge Select Pricing
NOTE ---> Message Member 3192, Position 15
As long as Message Member 3192, position 15 is set to Y, the Price Pointer field will
allow for both alpha and numeric characters (in other words, some parts will be able
to point to the normal price pointer in the item file and others will be able to point to a
price pointer from the price master file). However, if you decide you will no longer be
using alpha pointers and change Message Member 3192, position 15 to N, all alpha
pointers that are still within the time frame of being a special-priced part by stock
class will need to be changed back to numeric pointers or deleted.
If Message Member 3192 is set to N, set it to Y at this time.
Establish Stock Class Records that Will Be Used for Pricing
If you do not have the stock classes set up at this time that you will be basing special pricing from, set them up at the
time using Menu AMNTP, Option 4 Maintain Stock Class Records.
Note that at this time you can set up stock classes for proprietary vendors and other vendors. For example, set up a
stock class of INTP for International Proprietary vendors (parts bought directly from International) and INTV for
non-International vendors (parts bought from vendors other than International).
Instructions on setting up stock class records can be found in Book 3, Chapter 1 of the INFO 5 Parts Manual.
Run Price Tape ID
After you have finished setting up the stock class references, run a price tape update via Menu APRICE, Option 2
Update Prices from Price Tape. This will put the parts in their appropriate stock classes.
Instructions on running a price tape update can be found in Book 6, Chapter 1 of the INFO 5 Parts Manual.
Special Pricing by Stock Class Setup
Next, you must set up your special pricing using the stock classes that you maintained previously.
Select Menu AMNTP, Option 9 Maintain Special Parts Pricing and press ENTER. On the screen that follows, shown
in Figure 1, select Option 1 for Stock Class in the Processing Option field.
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International Fleet Charge Select Pricing Setup Manual
International Fleet Charge Select Pricing
Figure 1:
Special Parts Pricing Maintenance (Screen 1) [ODA165]
ODA165
SPECIAL PARTS PRICING MAINTENANCE
PROCESSING OPTION
CMD-1 Reset Screen
1
ALIB
1=Stock Class
2=Part Number
ENTER to Continue
CMD-12 End-of-Job
The next screen you will see, shown in Figure 2, lets you specify how specific you want the special pricing to be
applied.
International Fleet Charge Select Pricing Setup Manual
1-3
International Fleet Charge Select Pricing
Figure 2:
Special Parts Pricing Stock Class Entry screen [ODA165]
ODA165
SPECIAL PARTS PRICING MAINTENANCE
ALIB
BRANCH . . . . .
( Leave Blank for all )
CUSTOMER NUMBER.
( Leave Blank for all )
STOCK CLASS. . .
ENTER Continue
CMDs
1-Reset
3-Go Back
6-Scan Specials
8-Inquiries
12-End
Branch
This field identifies the branch number for which the special pricing record is applied. If a branch number is not
specified, the special pricing record is applicable to all branches that share a pricing structure.
Customer Number
This field identifies the number of the customer to which the special pricing record applies. If a customer number
is not specified, the Special Pricing record is applicable to all customers. (To scan a list of valid customer
numbers, position your cursor in this field and press CMD-8 - Inquiries.)
NOTE ---> Customer Groups
You can optionally apply special parts pricing to a GROUP of customers. To do this,
you will need to establish a pricing group via Menu AAR1, Option 15 Maintain
Customer Master Records, and then attach customers to that group via Menu
AMNTP, Option 6 Maintain Customer Pricing Defaults. Instructions on attaching
customers to a pricing group can be found in Book 3, Chapter 1 of the INFO 5 Parts
Manual.
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International Fleet Charge Select Pricing Setup Manual
International Fleet Charge Select Pricing
Stock Class
This field identifies the stock class for which the Special Parts Pricing applies. To scan for a valid Stock Class,
position your cursor in this field and press CMD-8 - Inquiries.
Note that you can scan the existing Parts Specials by pressing CMD-6 - Scan Specials.
Because you are setting special pricing by stock class, you MUST enter a stock class in this field.
Once you complete the above fields, press ENTER to continue. At that point, the Stock Class Parts Specials Pricing
Setup screen, shown in Figure 3, is displayed.
Figure 3:
Stock Class Parts Specials Pricing Inquiry screen [ODA169]
ODA169
Selection Criteria:
Branch:
Stock Class: 100
SPECIAL PARTS PRICING INQUIRY SCREEN
ALIB
Cust#:
MACK PARTS
2=Change
4=Delete
Stk
Stock Class
Opt Br# Cust# Cls
Description
00
11A
NAVISTAR PL-313
PTID
11A
Prc Disc/
From
To
Ptr Markup %
Date
Date
D
2.00- 12/01/06 12/31/06
Bottom
ENTER
6-Add
12-Return
The Stock Class Parts Specials Pricing Inquiry screen is divided, as highlighted in Figure 3, into two major sections:
Selection Criteria and Inquiry Results.
The Selection Criteria section displays the filter information you may have entered on the previous screen. The
Branch, Cust # and Stock Class fields in this section may be blank if you requested to see all special pricing.
The Inquiry Results section will list all the special pricing records matching your filter request. Each record contains
several columns of information, including the Discount/Markup % and the duration of the special (From Date and
To Date columns).
International Fleet Charge Select Pricing Setup Manual
1-5
International Fleet Charge Select Pricing
You can change any of the current special pricing information by entering 2 in the Opt column next to the desired
record and pressing ENTER. To add new special pricing parameters, press CMD-6 - Add. The System will display the
screen in Figure 4.
NOTE ---> Deleting the Special Pricing Record
If you wish to delete the special pricing record from this screen, enter 4 in the Opt
column and press ENTER. On the window displayed, press ENTER again to confirm
the deletion of the record.
Figure 4:
Stock Class Parts Specials Pricing Setup screen [ODA168]
ODA168
SPECIAL PARTS PRICING MAINTENANCE
Branch:
Customer:
Stock Class:
11A
Price Tape ID: 11A
NAVISTAR PL-313
INTERNATIONAL USA PL313
FROM DATE . . .
TO DATE . . . .
Valid Entries: 1 2 3 4 5 A B C D E F
D
00200- %
( Allow 2 Decimal Positions )
( Example: 6.5% is 00650 )
120106
MMDDYY
123106
MMDDYY
COUNTER ACTIVE.
SERVICE ACTIVE.
Y
Y
PRICE POINTER .
DISCOUNT/MARKUP
ENTER to Continue
ALIB
CMD-1 Reset
( Y=Yes, N=No )
( Y=Yes, N=No )
CMD-3 Go Back
CMD-8 Scan
The above screen allows you to set Special Parts Pricing specifications that will apply only to the Stock Class (and
optionally Branch and Customer Number) entered on the previous screen.
Branch
If you wish to create special pricing for a specific branch, enter the branch number in the Branch field. Leave
this field blank for all branches.
Customer
If you wish to create special pricing for a specific customer, enter the customer number in the Customer field.
Leave this field blank for all customers.
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International Fleet Charge Select Pricing Setup Manual
International Fleet Charge Select Pricing
Stock Class
The Stock Class field displays the current stock class for which you are setting up special pricing. This field
cannot be changed.
Price Tape ID
Enter the Price Tape ID that contains the fields from which you will be establishing special pricing. When you
press ENTER, all of the valid price pointers that are allowed for this price tape ID will be displayed on the next
line.
Price Pointer
Price Pointer identifies the base price level being used to calculate the Special Parts Pricing. Normally, your
entry will be one of the five numeric price levels in the Parts master record: 1, 2, 3, 4, or 5.
If you have Message Member 3192, position 15 set to Y, you can set special pricing by stock class to a price
pointer other than the five prices from the item master. If your vendor has supplied additional prices that you are
not storing in the item file, you can enter an alpha character (A-J) corresponding to the pricing level from the
tape as the price pointer in special pricing by stock class. Pricing for any part in that stock class will be pulled
from that price pointer in the Price master.
NOTE ---> Message Member 3192, Position 15
As long as Message Member 3192, position 15 is set to Y, the Price Pointer field will
allow for both alpha and numeric characters (in other words, some parts will be able
to point to the normal price pointer in the item file and others will be able to point to a
price pointer from the price master file). However, if you decide you will no longer be
using alpha pointers and change Message Member 3192, position 15 to N, all alpha
pointers that are still within the time frame of being a special-priced part by stock
class will need to be changed back to numeric pointers or deleted.
You will need to refer to your price tape specification sheet that came with your price tape CD to determine the
differences between the price fields.
NOTE ---> Cost and List
A is always Cost, and B is always List.
Discount/Markup
Discount/Markup identifies the percentage of the Price Pointer price which should be marked up or discounted
for this special. To enter a Markup, use the FIELD+ key. To indicate a discount, use the FIELD- key.
From Date, To Date
From Date and To Date identify the range of dates that this special pricing record is in effect. Both dates should
be entered in MMDDYY format (i.e. December 1, 2010, would be entered as 120110).
Counter Active
Counter Active determines whether or not the special pricing is applicable to parts sold at the front counter. Enter
Y if the special pricing applies; enter N if the special pricing does not apply at the front counter.
International Fleet Charge Select Pricing Setup Manual
1-7
International Fleet Charge Select Pricing
Service Active
Service Active determines whether or not the special pricing is applicable to parts sold on a Work Order. Enter Y
if the special pricing applies; enter N if the special pricing does not apply to parts sold on Work Orders.
Once you complete the fields on the Stock Class Parts Specials Pricing Setup screen, press ENTER to save your entries
and therefore create a stock class specials pricing record.
This completes the setup steps required to use International Fleet Charge Select Pricing.
1-8
International Fleet Charge Select Pricing Setup Manual
APPENDIX A
Price Tape Instructions
This appendix provides the International price tape instructions that are sent to clients when they receive new
International price tape CDs.
International Fleet Charge Select Pricing Setup Manual
A-1
Price Tape Instructions
A-2
International Fleet Charge Select Pricing Setup Manual
International Truck PL313
Vendor ID
11 A
Part Formats
Version 1
Vendor file
ST761A
235887R91
999347R1
on System
All Part Numbers
Same as on Tape
Prices Available
Price A
Price B
Price C
Price D
Price E
Price F
Dealer Net Price
Retail Price
Trade Price
Major Fleet Price
National Fleet Price
Fleet Charge Select
Available Options:
Note:
Stock class field is '100'
Note: Price F for Fleet Charge Select
Detailed Update History
Clear Price History
Print Update Now
Stk Classes for Vendor Only
Add Parts to Price Master
Update Parts in ITEM File
Run Update on the Job Queue
Protect Package Quantity
Supersessions for Price Master
Supersessions for ITEM file
Stock Class in Price Master
Stock Class in ITEM file
Multiple Stock Classes
Description Available
Return Code
Package Quantity
Weight
Bin Location
Alternate Bin Location
Default Calculation Sequence:
12345
Cross References:
Item Code
International.xls
Default
Vendor Name
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
International Truck PL313
Vendor ID
11 A
Part Formats
Version 1
Vendor file
ST761A
235887R91
999347R1
on System
All Part Numbers
Same as on Tape
Prices Available
Price A
Price B
Price C
Price D
Price E
Price F
Dealer Net Price
Retail Price
Trade Price
Major Fleet Price
National Fleet Price
Fleet Charge Select
Default
Vendor Name
Available Options:
Detailed Update History
Clear Price History
Print Update Now
Stk Classes for Vendor Only
Add Parts to Price Master
Update Parts in ITEM File
Run Update on the Job Queue
Protect Package Quantity
Supersessions for Price Master
Supersessions for ITEM file
Stock Class in Price Master
Stock Class in ITEM file
Multiple Stock Classes
Description Available
Return Code
Package Quantity
Weight
Bin Location
Alternate Bin Location
Note: Price F for Fleet Charge Select
Default Calculation Sequence:
12345
Cross References:
Item Code
International.xls
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
International Truck PL320
Vendor ID
11B
Part Formats
Version 1
Vendor file
ST761A
235887R91
999347R1
on System
All Part Numbers
Same as on Tape
Prices Available
Price A
Price B
Price C
Price D
Price E
Price F
Dealer Net Price
Retail Price
Trade Price
Major Fleet Price
National Fleet Price
Fleet Charge Select
Note: Price F for Fleet Charge Select
Available Options:
Default
Vendor Name
Detailed Update History
Clear Price History
Print Update Now
Stk Classes for Vendor Only
Add Parts to Price Master
Update Parts in ITEM File
Run Update on the Job Queue
Protect Package Quantity
Supersessions for Price Master
Supersessions for ITEM file
Stock Class in Price Master
Stock Class in ITEM file
Multiple Stock Classes
Description Available
Return Code
Package Quantity
Weight
Bin Location
Alternate Bin Location
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
N
Default Calculation Sequence:
12345
Cross References:
Item Code
International.xls
International Truck PL118
Vendor ID
11 C
Part Formats
Version 1
Vendor file
ST761A
235887R91
999347R1
on System
All Part Numbers
Same as on Tape
Prices Available
Price A
Price B
Price C
Price D
Price E
Price F
Dealer Net Price
Retail Price
Trade Price
Major Fleet Price
National Fleet Price
Fleet Charge Select
Note:
Stock class field is '100'
Note: Price F for Fleet Charge Select
Available Options:
Default
Vendor Name
Detailed Update History
Clear Price History
Print Update Now
Stk Classes for Vendor Only
Add Parts to Price Master
Update Parts in ITEM File
Run Update on the Job Queue
Protect Package Quantity
Supersessions for Price Master
Supersessions for ITEM file
Stock Class in Price Master
Stock Class in ITEM file
Multiple Stock Classes
Description Available
Return Code
Package Quantity
Weight
Bin Location
Alternate Bin Location
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
Y
N
Default Calculation Sequence:
12345
Cross References:
PDC Item Code
International.xls