TPM Catalog Maintenance

This program lets you create a price catalog for contract pricing, TPM pricing and TPM promotions .

Exploring

This program is accessed from the Program List of the SYSPRO menu:

  • Program List > Sales Orders > Trade Promotions

This is a collection of stock codes with prices derived from a price group or price list.

It is a snapshot of prices, typically for a certain time frame, that can be produced and distributed to customers.

The pricing engine is used to create flexible, multi-level pricing structures to manage a wide variety of price rules and methods. To facilitate this, a customer is linked to a price group which contains price rules. Price rules may refer to price lists or other configurations like invoice discounts or order discount breaks. Price lists can be created for stock codes, product classes, departments and price categories.

A stock code can exist on multiple price lists, which can have different price methods defined (e.g. flat price, price less %, etc.). In addition, multiple price lists can be linked to one price group, where each price list functions as a price rule.

Price groups are used to assign prices and discounts to commercial entities (e.g. customers, geographic areas or branches).

Price groups can have multiple price rules, which are linked to price lists.

You can create a hierarchical pricing structure by defining priorities and contracts against price rules. The price rule with the highest priority trumps other price rules and overrides the ‘best price’. When a contract is linked to a price group, it becomes a price rule that is included in the pricing hierarchy.

This indicates a list of prices for a grouping of stock codes, product classes, departments or price categories. A price method is specified for each price list, which may be a flat price, discounted price, or quantity discounted price.

You can define statuses against a price list, such as Blank - Active, R - In review or H - On hold.

Only price lists that have a status of Blank - Active are included when the Price Query determines the best price.

Starting

You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the Electronic Signature Configuration Setup program).

Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.

Controls access to the New and Copy functions in the SO Catalog Maintenance and TPM Catalog Maintenance programs.

Controls access when updating the catalog in the SO Catalog Maintenance and TPM Catalog Maintenance programs.

Controls access to the Delete function in the SO Catalog Maintenance and TPM Catalog Maintenance programs.

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

You can restrict operator access to programs by assigning them to roles and applying access control against the role (configured using the Role Management program).

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

To use this feature, the following setup option(s) must be enabled/defined:

Setup Options > Configuration > Distribution > Sales Orders

  • Pricing method

    This must be defined as Price groups.

  • Price group level

  • Default uom for order quantity

  • Request uom for order quantity

Setup Options > History > Distribution > Inventory

  • Retain history of price changes

Solving

Why don't you drop us a line with some useful information we can add here?

* product-authoring@syspro.com

Using

  • Columns in a listview are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the listview). Select and drag the required column to a position in the listview header.

  • Press Ctrl+F1 within a listview or form to view a complete list of functions available.

The following indicates the possible status codes that can be assigned to a price catalog:

Status Description

R - In review

This indicates that the catalog is in design phase and can be changed. Once a catalog is generated, the following fields on the catalog header can no longer be edited:

  • Dates

  • Currency

  • Warehouse for Cost

  • Branch

The catalog lines can be changed and the catalog re-generated until the status is changed to A - Active.

The status can be manually changed to A - Active, E - Expired or H - On hold.

A - Active

This indicates that the price catalog is effective (i.e. in use) and can no longer be changed.

The status can be manually changed to E - Expired or H - On hold, but can't be moved back to R - In review.

E - Expired

This indicates that the catalog is retired and can't be maintained.

A catalog can be manually placed in the E - Expired status. If the expiry date of the catalog has lapsed, the status will not be automatically updated to E - Expired, but the system sees the catalog as expired.

Once expired, the catalog status can't be changed.

H - On hold

This indicates that the price catalog is not usable as is.

No fields on the catalog can be updated when it is in this status. The status can be manually changed to A - Active to update the catalog or E - Expired to retire the catalog.

Referencing

This lets you capture a new data record.

This deletes the highlighted data record.

This saves your entries.

This displays the Copy Catalog Selections window where you can copy an existing catalog to a new catalog.

This lets you enter or select a unique TPM catalog code.

The Generate Catalog button creates the TPM catalog according to your selections. It launches the TPM Promotion Selection for Catalog Lines program where you can select the promotions and apply them to the catalog.

You can re-generate the catalog as long as the catalog status is R - In review.

This pane lets you capture the header details for a price catalog.

Field Description

Catalog

This indicates the catalog code of the TPM catalog.

Description

This lets you enter a description for the TPM catalog.

Start date

This lets you enter the date from which the TPM catalog will be effective.

Expiry date

This lets you enter the date until when the TPM catalog will be effective.

Currency

This lets you enter the currency in which the TPM catalog will be generated.

Warehouse for costs

If a selected price list includes a price that is calculated using the cost of an item, then this lets you select the warehouse that is used to calculate the amount.

Warehouse for costs description

This indicates the description of the warehouse.

Status

This indicates the status of the TPM price catalog, which is R - In review by default when creating a new catalog.

As long as the catalog is R - In review status, you can edit the catalog. Once the catalog status is A - Active, no more changes can be made.

Customer category selection

This lets you select the customer(s) for which you want to create the TPM price catalog.

Customer selection

This lets you create the TPM catalog for selected customers.

Geographic areas

 This lets you create the TPM catalog for selected geographic area(s).

Branches

This lets you create the TPM catalog for selected branch(es).

Customer classes

This lets you create the TPM catalog for selected customer class(es).

Price selection

 

Include TPM price breaks

Select this to include TPM price breaks

Include contract pricing

Select this to include contract pricing

Include price groups on price lists

Select this to include price groups on price lists

Select prices from

This lets you select the price list that you want to use to create the TPM price catalog using the Price List Browse program.

The status of the selected price list must be Blank - Active.

This lets you select the price group that you want to use to create the TPM price catalog using the Price Group Browse program.

Price group details

This lets you select the price groups you want to use to create the TPM catalog.

Once you've selected a price group, the Price list details and Warehouse details sections will be disabled.

Price group

This lets you select the price group you want to use to create the TPM catalog.

When selecting a price group the catalog detail lines will always reflect the best price for the stock code.

Price basis

This indicates the unit of measure on which the price list is based.

Price list details

This lets you select the price lists you want to use to create the TPM catalog.

Once you've selected a price list, the Price group details section will be disabled.

Price list option

Select this if the stock code must be included in all the selected price lists, i.e. every price list you selected must incorporate the stock code.

If the stock code doesn't exist on all the selected price lists, the stock code will be ignored and not included in the catalog.

Select this if the stock code must be included in any of the selected price lists, i.e. if the stock code is on one of the selected price lists, it will be included in the catalog.

Show all prices

Select this to include all prices for the stock code from all selected price lists, i.e. a stock code may have more than one price if it's included in more than one of the selected price lists.

If you don't select this option, then the best price for the stock code is included in the catalog, i.e. only one price is displayed per stock code.

Warehouse details

This lets you select the warehouse for which you want to include stock codes and prices in the TPM catalog.

Warehouse option

Select this if the stock code must be stocked in all the selected warehouses, i.e. every warehouse must keep the stock code.

Select this if the stock code must be stocked in any of the selected warehouses, i.e. any of the selected warehouses must keep the stock code.

Stock code details

This lets you select the stock codes that you want to include in the TPM catalog.

Product class details

This lets you select the product classes that you want to include in the TPM catalog.

Price category details

This lets you select the price categories that you want to include in the TPM catalog.

This pane displays the content of the price catalog as selected at the Catalog Selection pane.

This deletes the highlighted data record.

This launches the TPM Promotion Selection for Catalog Lines program where you can view and select promotions to apply against the stock code.

Field Description
Line This indicates the line number for the stock code if the stock code is listed more than once, i.e. there is more than one price per stock code.

Stock code

This indicates the stock code that is included in the price catalog.

Description

This indicates the description of the stock code.

Price group

This indicates the price group that was selected for the catalog.

Rule

This indicates the price group rule that had the best price for the stock code.

Contract

This indicates the contract against the price rule that had the best price for the stock code.

Price list

This indicates the price list that was selected for the catalog.
Net price This indicates the nett price of the stock item, i.e. the price once the discount has been applied.

Price basis

This indicates the unit of measure on which the price list is based.

Tax code

This indicates the tax code on the price list.

Uom

This indicates the stock code's unit of measure.

Promotion details

This displays the promotion detail lines.

Select the Query hyperlink to launch the TPM Promotion Query for Catalog Lines program where you can select a promotion to view discount percentages that are applied to the catalog line.

Promotion selection

Click on the Select hyperlink to launch the TPM Promotion Selection for Catalog Lines program where you can view and select promotions to apply these against the stock code.

Discount % 1 - 3

This indicates the discount percentages applied.

Discount value

This indicates the total discount value, which is subtracted from the gross price to obtain

Gross price

This indicates the gross price, i.e. the price without the discount.

Markup %

This indicates the mark-up percentage that is used for the Mark-up price list price method.

Tax Incl Excl

E indicates that tax in exclusive and I indicates that the price includes tax.

Tax percentage

This indicates the tax percentage of each stock code line.

Tax value

This indicates the tax amount per stock code and catalog line.

Threshold qty

This refers to quantity discount breaks (QDB) and indicates the quantity that must be purchased to qualify for the discount.

Warehouse

This indicates the warehouse where the stock code is held.

This pane is displayed when you select the Copy Catalog Selections button.

This copies the catalog detail from the catalog selected in the Copy from section to the catalog in the Copy to section.

Field Description

Copy from

 

Catalog

This lets you select the catalog code of the pricing catalog you want to copy.

Description

This indicates the description of the catalog.

Start date

This indicates the start date of the catalog, i.e. the date from which the catalog is effective.
End date

This indicates the end date of the catalog, i.e. the date until when the catalog will be effective.
Copy to

 

Catalog

This lets you enter a catalog code for the new pricing catalog.

Description

This indicates the description of the catalog.

Start date

This indicates the start date of the catalog, i.e. the date from which the catalog is effective.

This is the current date by default.
End date

This indicates the end date of the catalog, i.e. the date until when the catalog will be effective.