CINCH Customer Documentation

Chapter 5_Sales Contract Price Later

Owned by Mike Terning
Jul 27, 2018
5 min read

This chapter describes miscellaneous enhancements made to allow the system to recognize un-priced load orders and shipments and allow user to quickly price and invoice them.
This chapter contains the following sections:


New Uninvoiced Shipments
Uninvoiced Shipments has been created to provide the ability to find uninvoiced Outbound Shipments that use a Load Order.

  1. Open Uninvoiced Shipments

(Transactions>Cinch Grain>Sales/Outbound>Uninvoiced Shipments)


  1. Restrictions:

    1. Contract Number, enter From and To numbers to restrict transactions by contract or All Contracts checkbox when marked will include all contracts.

    2. Customer Number, enter From and To numbers to restrict transactions by customer or All Customers checkbox when marked will include all customers.

    3. Item Number, enter From and To numbers to restrict transactions by item or All Items checkbox when marked will include all items.

    4. Lookup Type dropdown selection determines which lookup will open, Item or Commodity.

    5. Contract Price, enter From and To numbers to restrict transactions by contract price or All Items checkbox when marked will include all items.

    6. Contract, Board or Basis selection determines the contract price to restrict by.

    7. The scrolling window will display Uninvoiced shipments.

      1. Shipment must be posted and assigned to a contract load to display.

  2. Redisplay button when selected will refresh the scrolling window based on the selected restrictions.

  3. Clear button when selected will clear the restrictions and shipments.

  4. Load Reassignment Button, when selected opens Load Reassignment window.


New Load Reassignment
Load Reassignment has been created to provide the ability to find uninvoiced Outbound Shipments that use a Load Order.

  1. Open Uninvoiced Shipments

(Transactions>Cinch Grain>Sales/Outbound>Uninvoiced Shipments; Load Reassignment)


  1. The contract number will default from the selected line.

  2. The contract information will be displayed for the selected contract.

  3. The delivery period scrolling window will display each delivery period and pricing associated to the selected contract.

    1. Open and closed delivery periods will be displayed.

    2. Load Shipments will be able to be moved as long as the contract is open, even if the contract row has been closed.

  4. When a delivery period is selected Load Numbers associated to the contract delivery period will be displayed.

    1. Select checkbox selects the Load Number(s) to move.

  5. The Status Filter allows user to specify the loads to display:

    1. All

    2. Shipped

    3. Unshipped

  6. Clear button when selected will clear the Load Reassignment window.

  7. Cancel button when selected will clear and close the Load Reassignment window.

  8. Moved Selected Shipments is a dropdown with the following options for the selected shipments:

    1. Move to New Delivery Row is used when a new delivery period pricing is created for the selected Load Shipments. When selected:

      1. The Price Calculator Entry window opens to enter pricing information for the new delivery period.

      2. When the pricing is saved a new delivery period is created and the selected Load Shipments will be moved to the new delivery period pricing.

        1. The Delivery Period ID will default from the selected load shipments.

        2. The new delivery period will be closed.

        3. The quantity will be the net quantity from the selected shipments.

        4. The original delivery period quantity will be reduced by the selected shipments quantity.

    2. Move to New Delivery Row Select New Delivery Row is used when a new delivery period and delivery period pricing is created for the selected Load Shipments. When selected:

      1. The Select New Delivery Period window opens.

  1.  

    1.  

      1. Select the Delivery Period and/or enter Start and End Dates for the new delivery period.

      2. Select button when selected opens the Price Calculator Entry window for the user to enter pricing information for the new delivery period.

        1. When the pricing is saved a new delivery period is created and the selected Load Shipments will be moved to the new delivery period pricing.

          1. The Delivery Period ID will is based on the selected Delivery Period.

          2. The new delivery period will be closed.

          3. The quantity will be the net quantity from the selected shipments.

          4. The original delivery period quantity will be reduced by the selected shipments quantity

      3. Cancel button when selected returns the user to the Load Reassignment window without making any changes to the Load Shipment or Contract.

    2. Move to Existing Delivery Row is used to move the Load Shipments to an existing delivery period on the selected contract. When selected :

      1. The Delivery Line Selection window opens.

  1.  

    1.  

      1. Select the Delivery Period to move the Load Shipments to.

      2. Select button when selected the selected Load Shipments will be moved to the selected delivery period pricing.

      3. The originating delivery row quantity will be reduced by the selected shipment(s) quantities.

      4. Cancel button when selected returns the user to the Load Reassignment window without making any changes to the Load Shipment.

    2. Move to Another Contract or Ship To Address is used to move the Load Shipments to an existing delivery period on the selected contract. When selected:

      1. The Sales Contract Delivery Lookup opens:

  1.  

    1.  

      1. Select the Contract delivery period.

      2. Selecting OK button will move the Load Shipments to the selected Contract delivery period.

      3. The originating delivery row quantity will be reduced by the selected shipment(s) quantities.

      4. Cancel button when selected returns the user to the Load Reassignment window without making any changes to the Load Shipment.


Changes to Sales Contract Price Setup
Sales Contract Price Setup has been modified with the addition of the Price Index Setup.

  1. Open Sales Contract Price Setup

(Microsoft Dynamics GP>Tools>Setup>Cinch Grain>Sales Contract Price Setup)


  1. Selecting Price Index opens Price Index Setup window. The Price Index and Reference fields are used to identify pricing origination and can be used for reporting.

  1. Enter the Price Index options for the selected item.

    1. The indexes will be available within the Sales Contract Price Calculator Entry line.

  2. Enter the Price Index References for the selected item

    1. The references will be available within the Sales Contract Price Calculator Entry line.


Changes to Price Calculator Entry
Price Calculator Entry has been modified to include two new fields to contain pricing index information.

  1. Open Price Calculator Entry

(Transactions>Cinch Grain>Sales/Outbound>Sales Contract Entry; Price dropdown>Price Entry)


  1. Select the Reference, dropdown list is defined on the Price Index Setup window.

  2. Select the Price Index, dropdown list is defined on the Price Index Setup window

 





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