How to view which line items in Sales Order Processing have had their Omni Price Contract ID overridden



The information here describes how you can see if an Omni Price Contract ID for a line item on a Sales Transaction was overridden.


Here are the steps to follow: 


Option 1: Pricing Transaction Inquiry



  1. Go to Inquiry | Omni Price | Pricing Transactions.
  2. In the Pricing Transaction Inquiry window:
  3. Select to include Open or History Contract information
    • Enter a Range if needed.
    • Enter a Secondary Date Range if needed.
  4. In the Override field, you will see Yes for any Contracts you have Overridden.


Option 2: SmartList Report


  1. Go to Microsoft Dynamics GP | SmartList.
  2. Click New.
  3. Enter a List Name. In this example, I entered Sales Trx.
  4. Select Omni Price for the Product.
  5. In the Database View section, expand Omni Price | Tables | 3rd Party | Pricing Transaction Line.
  6. Add the columns you would like to report on. In this example, I added the following columns in the order listed:
    • WDC Transaction Number
    • Customer Number
    • Item Number
    • QTY
    • RSOP Contract Override (Yes/No)
    • RSOP Original OP Unit Price (Unit Price from the original defaulted Contract ID)
    • RSOP Original Contract ID
    • Extended Price (Unit Price from the override Contract ID)
    • WDC Contract ID (Override Contract ID)
    • Salesperson ID
    • Date
  7. Click OK.
  8. If you would like to add a Search criteria, click Search. In this example, I entered a Search criteria to only show the records where the RSOP Contract Override is equal to Yes.
  9. If you would like to create a favorite with the Search criteria you entered, click Favorites. Enter a Name and then click Add | Add Favorite.