Quantity Adjustment Manager

The Quantity Adjustment Manager program is used to set up and maintain the records in the Quantity Adjustments or QADJUST File (File 211).   The Quantity Adjustment File is part of the PQDS system.

The following sections describe the windows in the Quantity Adjustment Manager and how they are used when creating, editing or deleting quantity adjustment records.

Entity Name Window:  The Entity Name window displays the entity (Company, Buying Group, Vendor) or the type (GSA, Sale, Quantity) of quantity adjustment record being created or edited.   The Entity Name window is loaded when you select an existing Quantity Adjustment record using the prompt button that is located next to the window, and it is also loaded when you use one the Buttons in the program to create a new Quantity Adjustment record.

Prompt Button:  The Prompt Button next to the Entity Name window is used to select an existing Quantity Adjustment record for display or editing.  When the prompt button is pressed, the system displays the Quantity Adjustment Lookup Table, which displays all of the quantity adjustment records that have been set up.  Once the Quantity Adjustment Lookup is displayed, you may select the appropriate record by highlighting it and using the Select Button (or double-clicking the record with the left mouse button).  Once you have selected a valid record, the system will load the information from the record into the Quantity Adjustment Manager.

Company Button: Used to create a new Quantity Adjustment record for a specific customer.  When the Customer Button is pressed, the system activates the Customer Lookup program.  The Customer Lookup program displays all of the customers that have been created in your system and it allows you to search for and select a customer using any of the several different display sequences that are available in the program.  Once you have selected a valid Company, the system loads the Company into the Entity Name window and you may specify the other required information for the record.

BGroup Button: Used to create a new Quantity Adjustment record for a specific Buying Group.  When the BGroup Button is pressed, the system activates the Buying Group Lookup program.  The Buying Group Lookup program displays all of the buying groups that have been created in your system and it allows you to select the buying group to be loaded into the program.  Once you have selected a valid Buying Group, the system loads the Buying Group into the Entity Name window and you may specify the other required information for the record.

Sale Button: The Sale Button is used to create a new Quantity Adjustment record for SALE pricing.  When you press the SALE Button, the system clears any information that is currently loaded into the program and it loads SALE into the Entity Name window.  At this point, you can add the other required information for the new record and save it using the Save option (save key or button).

Quantity Button: The Quantity Button is used to create a new Quantity Adjustment record for QUANTITY pricing.  When you press the Quantity Button, the system clears any information that is currently loaded into the program and it loads QUANTITY into the Entity Name window.  At this point, you can add the other required information for the new quantity adjustment record and save it using the Save option (save key or button).

GSA Button: The GSA Button is used to create a new Quantity Adjustment record for GSA pricing.  When you press the GSA Button, the system clears any information that is currently loaded into the program and it loads GSA into the Entity Name window.  At this point, you can add the other required information for the new quantity adjustment record and save it using the Save option (save key or button).

Vendor Button: Used to create a new Quantity Adjustment record for a specific vendor.  When the Vendor Button is pressed, the system activates the Vendor Lookup program.  The Vendor Lookup program displays all of the vendors that have been created in your system and it allows you to search for and select a vendor using any of the several different display sequences that are available in the program.  Once you have selected a valid vendor, the system loads the vendor name into the Entity Name window and you may specify the other required information for the record.  Please Note that Vendor based quantity adjustment records are used by the Purchasing System not by order entry.  These records are described in more detail in the docs for the Purchasing system.

Prodline Window:  The optional inventory product line that the quantity adjustment should be applied to.  If the Product Line is not loaded, the Quantity Adjustment is available for all product lines.

Class Window:  The optional inventory product class that the quantity adjustment should be applied to.  If a Class is not loaded, the Quantity Adjustment is available for all item classes.

Qty: The Minimum Quantity required to qualify for the discount or markup factor to be applied.

Type:  The Type field indicates the type of Entity that the Quantity Adjustment is associated with.  The Type field is automatically loaded by the system based on the type of record being created.  Valid Quantity Adjustment record types include C (customer), B (buying group), S (sale), Q (quantity), G (GSA), and V (vendor).   The system will only apply quantity adjustments when the entity name (customer name, buying group name, vendor name, GSA, SALE, or QTY) in the Quantity Adjustment record matches the entity name in the special price record being used

Delete Button:  The Delete Button (on the Cove Standard Toolbar) can be used to delete the selected Quantity Adjustment record.  When a valid record is loaded in the program and the delete option is selected, the system prompts you to confirm the deletion.  Once you have confirmed that you wish to delete the record, the system clears the program,

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Value Adjustment Manager