PN Group Rules

The 'PN GROUP' part attribute allows entry of up to 10 alphanumeric/special characters and is used as a filter for invoicing, pricing, ordering, and reporting.

 

The PN GROUP RULES screen is used to enable Point-of-Sale controls by 'PN GROUP' and 'ACCOUNT GROUP'. The 'PN GROUP' and 'ACCOUNT GROUP' settings allow for different sets of rules to be defined for different 'PN GROUP'/'ACCOUNT GROUP' combinations. The rules associated with each code combination drive the logic.

 

Menu Path: Controls, Enterprise, PN Group Rules, PN GROUP RULES screen

 

 

Note: The PN GROUP RULES screen is only available when the setting 'ENABLE PN GROUP RULES' control is checked on the ENTERPRISE GENERAL SETUP screen.

 

PN GROUP
Enter up to 10 alphanumeric/ special characters that represent a valid 'PN GROUP' code. The field is free-form and allows up to 10 alphanumeric characters.

 

APPLY RULE SET TO ACCOUNT GROUP
Click the drop-down field and select the 'ACCOUNT GROUP' that the 'PN GROUP' rules apply to. 

Point-of-Sale behavior is based on the 'ACCOUNT GROUP' of the customer/account and 'PN GROUP' of the part. 

Required in order to create a rules table.

 

ALLOW SALE

Allows the sale in the INVOICE screen and from the Catalog, when checked. 

When the user attempts to sell a part (either from the INVOICE screen or from the Catalog) and the flag is unchecked, a warning message displays stating, "Item cannot be sold to this account". Parts flagged 'NO' to 'ALLOW SALE' do not appear in the Nexpart catalog.

 

SHOW INVOICE DISCOUNT
Shows any discount for this item in the 'DISCOUNT' field in the INVOICE screen, when checked.

Prints any discount for this item on invoices when the form has a designated space for printing the discount (when checked). Some forms do not have designated spaces for printing the discount. In these cases, the discount amount is reflected in the sell price and is not shown with the item even if the flag is checked.

Discounts applied to this invoice do not show in the INVOICE screen or the printed form, when unchecked.

 

APPLY ECO FEE
Applies Eco Fees, when checked.

This setting is only applied when the 'APPLY ECO FEES' field in the 'ACCOUNT TAX INFORMATION' window, accessed from Customer, Accounts, Account Main, MAIN ACCOUNT ENTRY screen, 'EDIT TAX' button, is checked. If the field is unchecked, Eco Fees are not applied even if the PN GROUP RULES indicate Eco Fees should be applied. At Point-of-Sale, the application matches the part's 'PN GROUP' and the account's 'ACCOUNT GROUP' and applies the rules from the matching table.

• When unchecked, and a return is done, and the original sale is found in LISA, the system uses the price from LISA. The restocking fee is based on the LISA price.

 

APPLY RESTOCKING FEE
Applies restocking fees to the final discounted sell price found for the item in LISA credit check, when checked. The percentage of the restocking fee charged at Point-of-Sale is determined by the 'RESTOCKING OVERRIDE' window, accessed from the Controls, Store, Invoice Options, STORE INVOICE OPTIONS screen, 'FEES AND MARGINS' tab, 'RESTOCKING OVERRIDES' button. Restocking fees apply only to regular resellable returns, not to defective returns or core returns.

Exception: If checked, and the 'OBTAIN POS PRICING FROM EXTERNAL DATABASE' field is also checked, restocking fees are calculated off the original sell price (LISA price before any discounts are applied to the item). 

Does not apply a restocking fee, when unchecked.

 

ALLOW EDIT SELL PRICE
Allows access to the 'EACH' price in the 'PRICE EDIT' window, with User Security permission, when checked. Prevents access to the 'EACH' price field, when unchecked.

 

ALLOW EDIT SELL LEVEL
Allows access to the 'LEVEL' field in the 'PRICE EDIT' window, with User Security permission, when checked.

The 'ALLOW EDIT SELL LEVEL' proc in the USER SECURITY SETUP screen, allows/disallows editing of the Price Level. When the ALLOW EDIT SELL LEVEL flag is unchecked, and a match is found on PN GROUP/ACCOUNT GROUP in the PN GROUP RULES table for the transaction being invoiced, the sell level cannot be edited for this item.

Prevents access to the 'LEVEL' field, when unchecked, even if User Security permission allows editing of the Sell Level, when unchecked.

 

ALLOW EDIT LIST
Allows access to the 'LIST' price field in the 'PRICE EDIT' window, with User Security permission, when checked. Prevents access to the 'LIST' price field, when unchecked.

 

ALLOW EDIT COST
Allows access to the 'COST' field in the 'PRICE EDIT' window, with User Security permission, when checked. Prevents access to the 'COST' field, when unchecked.

 

ALLOW EDIT CORE
Allows access to the 'CORE' field in the 'PRICE EDIT' window, with User Security permission, when checked. Prevents access to the 'CORE' field, when unchecked.

 

ALLOW EDIT CORE COST
Allows access to the 'CORE COST' field in the 'PRICE EDIT' window, when checked. Prevents access to the 'CORE COST' field, when unchecked.

 

PRINT PRODUCT NUMBER
Prints the Product Number, which is set up in the PART UPC ENTRY screen, on commercial invoices and retail slip invoices for each 'Account Group' identified within PartsWatch, when checked.

• screen.

 

ALLOW EDIT DISCOUNTS/MARKUPS
Allows access to the 'DISCOUNTS / MARKUPS +/- %' and '+/- AMOUNT' fields in the 'PRICE EDIT' window, when checked. Prevents access to the 'DISCOUNTS / MARKUPS +/- %' and '+/- AMOUNT' fields, when unchecked.

 

APPLY DELIVERY SURCHARGES
Controls the eligibility for surcharges for sales of parts of the specified 'PN GROUP' to accounts of the specified 'ACCOUNT GROUP'.

Options are:

 

• 'BEFORE DISCOUNTS' - Applies delivery surcharges to the original sell price (sell price not including any discounts). If the user selects both a 'PN GROUP' and an 'ACCOUNT GROUP', then delivery surcharges are calculated for only a specific list of parts on invoices within the selected 'ACCOUNT GROUP' at Point-of-Sale.
• 'AFTER DISCOUNTS' - Applies delivery surcharges to the final sell price (sell price less any discount applied to the item). If the user selects both a 'PN GROUP' and an 'ACCOUNT GROUP', then delivery surcharges are calculated for only a specific list of parts on invoices within the selected 'ACCOUNT GROUP' at Point-of-Sale.
• 'NO' (default) - Applies no surcharges. The 'DELIVERY METHOD' field does not display on the INVOICE screen. The 'DELIVERY' heading prints on the printed invoice but the 'DELIVERY METHOD' box will be blank.