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

Subject:

 

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

Information:

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 | 3^rd 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.