RIMAS for UNIX Software Installation

To: All Users of SLG Magazine Pricing

From: The SHARED LOGIC Group, Inc.

Re: Setting Up Magazine Pricing and Formula on UNIX

Date: July 10, 2000

This document describes the setup and use of Magazine Pricing and Formula in Shared Logic’s UNIX based software for the Recycling Industry. The essential elements in the pricing module are the magazine prices and the vendor formula. However, other data files and operating procedures must be explained and used.

Before you begin entering your magazine prices, you must enter related codes into you Accounts Payable Code Master. These include:

1. MA = Magazine Code

One of these codes must be entered for each magazine from which prices will be entered. These include such sources as American Metal Market, Iron Age, Yellow Sheet, Green Sheet, etc.

2. MC = Magazine Class Code

One of these codes is entered for each class, or type, of material that will be entered from the magazine price lists. These are used to sub-divide the prices in a manner consistent with the organization in the magazines themselves.

3. MD = Magazine District Code

Again based on the structure of the prices found in the magazine itself, this code is used to describe the district, or market area, to which the price applies.

4. MI = Magazine Commodities (Items)

This code is optional, but may be used to describe commodity codes that are not in your Inventory master. Every commodity entered with the magazine prices is first compared to your commodities listed in your own inventory. If not found there, it is compared to the list of commodities you have entered on these MI codes. If found in neither list, the commodity code may not be used.

After the Accounts Payable codes are entered, you may enter magazine prices:

A specific magazine price is identified by the combination of the following pieces of data:

1. Magazine Code

2. Magazine Class Code

3. Magazine District Code

4. (Magazine) Commodity Code

5. Effective Price Date

This structure allows you to have many different magazines, types of material, market areas, and commodities in your price file. Further, and very importantly, it allows you to keep a history of prices online for as long as your need.

If you are using the Magazine Commodity Code, you may use INPUT MARKET PURCHASE PRICE or INPUT MARKET PUR PRC BY COMMODITY to enter magazine prices. However, if you are not using the Magazine Commodity Code, you must enter all magazine prices via the INPUT MARKET PURCHASE PRICE program.

After your prices are entered, programs are available to maintain and print the prices.

After the magazine related codes have been entered, you may also enter the pricing formula for each vendor and commodity. This pricing module also allows you to have different formula for each location (i.e., alternate address) from which your vendor supplies material.

The Formula key fields consist of:

1. Vendor Number is you’re A/P vendor code.

2. Ship-From Code is you’re A/P alternate address code.

3. Commodity Code is always your commodity code from your Commodity Inventory and is the commodity that you enter on your receiving ticket.

The Formula data fields consist of:

1. Vendor Commodity Description is the vendor’s description of the material you are pricing.

2. Formula Start Date is required and indicates when a formula becomes effective.

3. Formula End Date is optional and indicates when a formula is no longer effective. A blank in this date indicates that a formula’s remains effective without end.

4. 5, and 6: Magazine Code, Class Code and District Code must all match A/P code records and are three of the five pieces of data used to select the magazine price to be used in the formula calculation.

7. Commodity Code must match your commodity inventory or the A/P Magazine Commodity code.

8. Type indicates how the magazine price is selected when the formula is calculated:

a. 1 indicates the first price of the month will be used.

b. D indicates the date of pickup will be used.

c. L means the lowest price of the month will be used.

d. H means the highest price of the month will be used.

e. F means that the price is a fixed price and not based on magazine prices at all.

9. Issue/Effective indicates which date is used to select the magazine price.

10. High/Low/Average indicates whether the formula is based on the low side price, high side price, or the average of the two.

11. Unit-of-measure provides the unit of measure to use for the computed price.

12. 13, and 14: All used as factors in the formula calculations. The formula price will be the magazine price plus the Differential $ amount, then times the Differential %, then plus the Surcharge $.

15. Fixed Price is the formula price (i.e., the price paid) when the Type is F.

16. Haul Charge is posted as an adjustment on the receiving ticket, if it is not zero.

Notice that there is a “Current Formula” and a “Previous Formula”. You may only enter and change data on the current formula, but you may shift (i.e., copy) the current formula to the previous formula by entering an “S” at the bottom of the screen. A Formula End Date is required before the shift may be performed.

When pricing is performed, the date on the receiving ticket is compare to the start and end date range on the current and previous formula, and the formula used to calculate the price is the one the includes the date on the receiver.

When a receiving ticket is priced, the effective magazine date that was used is stored in the Comment Lines on the Purchase Detail Record, followed by a “C”, “P” or neither flag to show which formula was used. If you want to recalculate the prices on a receiver, you must blank out the comment fields (removing this data) before re-running the price calculation program. The presence of this data in the comment fields indicates that a ticket has been priced.