Use the Line > Detail sheet to enter the agreed upon parameters for ordering a specific part on the demand contract. Using this sheet, you can select the part number, define its price options and indicate how this contract line will handle the ordered quantities.
To access the Demand Contract Entry > Line > Detail sheet to create a new demand contract line, click New Contract Line. These are the values you can modify for this item:
Important Only those fields that are of critical importance to demand processing are covered in this document. Refer to the Epicor Application Help for complete details about the use of the Demand Contract Entry > Line > Detail sheet.
• Line - Specifies the contract line number. The Epicor application automatically generates the line number when you create a new contract detail line.
• Part - Specifies the identification number for the internal part being ordered on this demand contract line. You can enter this part number directly, or you can also click the Part button to display the Part Search window; use this window to find and select the part you need. You can also enter (or in some cases scan) cross reference numbers that you may have established in the following programs:
• Supplier part numbers defined in the Approved Supplier Maintenance - Supplier Parts sheet, and the Supplier Price List - Parts - Supplier Parts sheet.
• Manufacturer's part numbers defined in the Qualified Manufacturer - Manufacturer Part sheet. • Customer part cross references defined for the part in the Customer Part Maintenance - Detail sheet. • Internal part cross references defined for the part in the Internal Part Cross Reference - Detail sheet.
• EAN-8, EAN-13, EAN-14, GTIN-14 or UPC-12 product codes defined for the part in the Part Maintenance - Part - UOMs sheet.
The Epicor application automatically translates the specified cross reference number to your internal base part number and displays it in this field. If the specified cross reference number maps to multiple base internal part numbers, a Cross References dialog appears and displays all mapped parts for the cross reference number. You must select the mapped part number that is appropriate for the transaction.
• Description - Specifies a brief description of the part. The part description prints on order and invoice forms. If multiple descriptions are available for this part (for example, a description in a different language), click
Description to view a list of all the current options. Select the alternate description that you need.
• Customer Part - Specifies the customer part number being ordered on this demand contract line. Customers often have unique part numbers and revisions that they use to identify specific parts. If the current customer has such a number for the internal part selected on this line, it appears in this field (for example, 002PLP), if previously established in Customer Part Maintenance. You can also click the Customer Part button to display the Customer Part Search window; use this window to find and select the customer part you need.
• Revision - Specifies the revision number (if any) required for the customer part being ordered on this demand contract line.
• Total Contract Quantity - Specifies the total part quantity that you are expecting this customer to order during the length of this contract. This value is displayed using your company's unit of measure.
• Select the UOM code that represents the unit of measure (for example, Each, Case, Cubic Centimeters) in which the quantity is being expressed.
• For part master parts, the default is the base UOM code defined for the part in the Primary UOMs - Sales
field in Part Maintenance. For non-part master parts, select the applicable UOM code.
• Minimum Call Off Quantity - Specifies the smallest quantity allowed for each release or forecast generated through the Create Demand Schedule process, or a demand schedule is manually entered in Demand Entry. If a quantity is below this minimum value, a warning message displays stating that the Quantity Per is less than the specified Minimum Call Off Quantity.
• Site - Specifies the site in which this part is manufactured.
• Pricing - Specifies if internal or customer pricing should be used for demand entries generated from inbound EDI transactions received against this demand contract line. The default comes from the setting of Pricing
field in the Customer Maintenance > Customer > Demand or Ship To > Demand sheets for this customer trading partner and can be overridden.
• Customer Pricing - The customer price that appears on the inbound EDI document should be used to populate the EDIUnitPrice field in the Demand_Detail file. In this scenario, the Epicor application uses the customer price on demand entries (and sales order lines generated from the demand entries) generated from the demand contract line.
• Internal Pricing - The internal price calculated within the Epicor application should be used to populate the EDIUnitPrice field in the Demand_Detail file. In this scenario, the Epicor application uses the internal price on demand entries (and sales order lines generated from the demand entries) generated from the demand contract line.
• Tolerance - Specify the allowable price difference tolerance percentage, if any, for the demand contract line. For example, enter 10.50 into this field for a 10.5% tolerance.
Example You receive an inbound EDI file from this trading partner, requesting you ship 100 units of a widget at a unit price of $1.90. However, your current unit price in the Epicor application is set at $2.00. If you set the Tolerance field to 10.00, the Epicor application would accept a unit price minus 10% of the internal price. In this example, it would consider $1.90 as an acceptable price, because would be within 10% of the $2.00 internal price. Conversely, it would not consider $1.75 or $1.50 acceptable prices, because they are outside of the 10% tolerance range (from $1.80 to $2.00).
• Unit Price - Specifies the selling price per unit for the selected part. The application gets the customer price or the internal price, depending on what is selected in the Pricing field. If the Use Price List check box is selected, the Order Quantity may trigger a change due to a price break. This takes precedence over any values you might manually enter into the Unit Price and Price Per fields. When this happens, the Epicor application automatically recalculates the Unit Price field to display the updated price. This check box only affects how the value in the Internal Price field is calculated. If this check box is clear, the internal price at demand entry defaults from the demand contract.
Example: The Unit Price defined for Part XYZ is $500.00. You set up a price break for this part that has a break quantity of 25 and a discount amount of 2%. You enter an order line quantity for 50 pieces. The default unit price for Part XYZ is automatically adjusted to $490.
• Price Per - Specifies the unit by which the unit price is measured. The default value is pulled from the part record, but you can select a different option from the list. If the part does not exist in the part master file, however, the default value is Each. There are three options:
• /Each • /100 • /1000
• Discount % - Specifies the default discount percentage applied to all purchases made by this customer. When you create a sales order for this customer, this discount is taken by default for each line item. You can change this discount percentage that is used.
• Use Price List - When selected, this check box indicates that the Unit Price will be calculated using any price lists that have defined for this customer in the Epicor application. This takes precedence over any values you might manually enter into the Unit Price and Price Per fields. If the quantity or value of the contract line triggers a price break, the Epicor application automatically recalculates the Unit Price field to display the updated price.
• Totals - This section displays the following total quantities and amounts:
• Ordered Quantity - Displays the total part quantity this customer will potentially purchase through orders generated for this contract detail line. The Inventory UOM (Unit of Measure) code that represents the unit of measure in which this quantity is expressed displays to its right.
• Ordered Amount - Displays the total extended amount that your company will potentially receive from orders generated for this contract detail line.
• Shipped Quantity - Displays the total part quantity that has been shipped to-date from order releases generated through this contract line. The Inventory UOM (Unit of Measure) code that represents the unit of measure in which this quantity is expressed displays to its right.
• Invoiced Quantity - Displays the total part quantity that has been invoiced to-date from order releases generated through this contract line. The Inventory UOM (Unit of Measure) code that represents the unit of measure in which this quantity is expressed displays to its right.
• Invoiced Amount - Displays the total extended amount that has been invoiced to-date from order releases generated through this contract line.
• Delete Current Releases - When selected, this check box causes all previous releases to be removed while this contract line's schedule is generated again.
• Select this check box if you wish to completely refresh this line's release schedule each time you run the Create Demand Schedule command within Demand Entry.
• If you leave this check box cleared, any new releases you generate will be added to the previous release schedule.
• Test Mode - When selected, this check box indicates that you are running this contract line in test mode. Use this option while you are creating a custom program in order to test the results. This mode lets you and
your trading partners verify that the data results are correct before going into production mode. When you are satisfied that your custom program is working correctly, clear this check box.