How to create a Contract using a Customer Filter for a set of unrelated Customers

Subject:

The steps here describe how to create a Contract using a Customer Filter for a set of unrelated Customers

Resolution:

Here are the steps to follow:

1. Go to Cards | Omni Price | Contract. 
2. Enter a Contract ID and Description.
3. For the Customer Selection field, select Use Customer Filter.
4. Drill back on the Customer Filter ID link.
5. In the Customer Filter Maintenance window:
   1. Enter a Filter ID and Filter Description.
   2. Select a Customer ID range that will include all Customer IDs that you need to select.
   3. Click Insert.
   4. Select the range you just inserted in the Restrictions for selecting Customers section, and then click Details.
   5. In the Customer Filter Details window, mark the Customer IDs to be included in this Customer Filter for this specific Contract ID, and then click OK.
   6. In the Customer Filter Maintenance window, click Save.
6. In the Contract header section of the window, enter any other restrictions that apply.
7. In the Contract detail section of the window, add the pricing information.
   1. If the Contract is applicable to all items, you can add a line where the Item Number Filter field is blank, select the Pricing Mode, enter the Percentage or Adjustment/Price, and then fill in the rest of the fields that apply.
   2. If the Contract is applicable to specific items, you can either add a line for a specific Item Number or an Item Filter.
8. Click Save to save the Contract ID.

Note:

You can use the same logic for an Item Filter if you need to set up a Contract for a set of unrelated Items.