Customer PI definitions

This option allows you to turn the PI definition on or off for a material cost type line. When there are multiple price book lines for the Material cost type and the PI definition is being used, it would have to be set up on each of those price book lines. Note that without the business parameter for PI Pricing set to No, any setup of PI definitions will be disregarded.

1. At the Asset Management main menu, click on the Customer button. The Work With Customers display screen appears.
2. Right-click on the customer and select Edit Customer. The Edit Customer change screen appears.
3. Click Price Book . The Edit Customer Price Book change screen appears.
4. Right-click on the effective date and select Change. The Edit Customer Base Rate change screen appears.
5. Right-click on the material cost type and select PI Defn. The Customer PI Definition change screen appears.
6. Fill in the fields as required.

   Use PI Pricingidentifies whether or not PI pricing will be used.

   Discount Percentis a discount percent to be applied to the part price when it comes from PI pricing, if applicable.

   Discount Amountis a flat-rate discount amount to be applied to the part price when it comes from PI pricing, if applicable.

7. Click Enter to save the PI information.
8. To attach specific PI sources to the price book, click PI Source Xref . The Customer PI Source Cross Reference add screen appears.

   Attaching specific PI sources to a customer price book allows you to have multiple sources for PI pricing, but to restrict a particular customer to only those that apply. For example, uploads may be received from several key vendors (e.g. GMC, Ford, Isuzu). Active price uploads could exist for all 3 and the price book could indicate which are allowed for the customer. It would allow a customer to receive PI pricing for GMC parts, but not for Ford, for example. With nothing specified here, any active vendor upload would be considered.

9. Fill in the fields as required.

   PI Sourceis the specific source file to be used to obtain pricing. You can right-click in the field and select Prompt to select the source file from a list.

   Columnis the specific column in the source file where the pricing will be found.

10. Click Enter to save the cross-references.

What next?