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Home > Data Processing > Adding an Account to Chain & Price Group
Adding an Account to Chain & Price Group
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PURPOSE

This article describes how to add an account to a chain & price group in ABS.

 

INSTRUCTIONS

ADDING AN ACCOUNT TO CHAIN & PRICE GROUP

This document explains the process for adding an account to a chain & price group.

PROCESS:

  1. Verify that Chain & Price Group Codes have been created
    1. If no code(s) exist, create them at this time.
  2. Add Chain Code to the Account
    1. Search for Customers
    2. Enter Customer#
    3. Click Modify
    4. In Chain field, enter designate Chain Code
    5. Click Save

 

  1. Add Price Group to the Account
    1. Search Price List Per Customer
    2. Enter Customer and press the tab key
    3. Review Rent records on the account (if they exist)
      1. In the account has Customer-specific pricing, go the Product List Per Customer and remove all Customer-specific pricing.
    4. Click Add
    5. Select Price Type from drop down arrow
      1. Choose from options: Rent, Replacement, Sales, etc.
    6. Select General for Price Groups
    7. Enter Price Group Code
    8. Start Date: Enter today’s date
    9. Clear End Date if there is a date populated
    10. Click Save and Exit

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