Wisdom Wednesday!

Omni Price: How to quickly update your pricing contracts!

With Omni Price, you can have a single contract setup to include multiple items with multiple pricing modes. Or, you can have multiple contracts setup that has pricing setup for a grouping of items.  However you decide to setup your contracts with Omni Price, you can use the Contract Mass Update feature to quickly and easily change your prices.

Example:  Contract – US Phone; Item 100XLG with 2 different pricing modes with multiple pricing levels

Example:  Contract – US Phone; Item 1GPROC with 2 different pricing modes with multiple pricing levels

Rather than updating each item one by one, use the Contract Mass Update window to quickly update your item pricing in a customized way that works for your company.

Here are steps to complete a Contract Mass Update:

1.       Click Microsoft Dynamics GP, point to Tools, Point to Utilities, Point to Omni Price, and then click Contract Mass Update.  This will open the Contract Mass Update window.

2.       From the Update drop-down field, you can choose to update All Contracts or choose Range of Contracts. 

3.       The “Select Contracts to Update” section can then be used to narrow your query as to which contracts, customers, items, etc. you would like to update.  In this example, we have selected “Range of Contracts” as the Update type and “US Phone” as the Contract ID.

4.       Once you have selected which contracts to update, you can use the Enter Update Parameters options section of the window to how to update the pricing of your items.  In this example, we have selected to increase pricing by 3.25% for the selected items within the contract.  Notice you can choose which items in the contract to specifically update and what the new price calculation will be once the item is selected.

5.       Once the update is processed, a Contract Mass Update report will generate detailing the changes for historical purposes.

6.       The pricing will be then be updated in the Contract Maintenance window based on the options entered.  Notice in this example how the pricing has now changed for the US Phone contract we have used throughout this example:

Watch Rockton Software’s YouTube Demo of Omni Price!

Have a question about Omni Price? Email Rockton

Rockton Software: Why not Rockwell Software?

Written by Mark Rockwell,
President of Rockton Software

“The explanation of why Rockwell and Rockton are not the same.  Before I started Rockton, I worked for The Durst Group, and Doug Durst taught me to never name a company after yourself, because if something goes wrong, people assume who to immediately go to for resolution.  I swore I wouldn’t make that mistake so Kelli Sexton, my wife, and I came up with Rockton (vs. Sexwell, which makes a great website but few who visit are looking for accounting software.)  Well, people mistake me as Mark Rockton or call our company Rockwell Software often enough that I regret the names we have.  But our name has brand value now, so it’s going to stay.”

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Wisdom Wednesday!

Rockton Software presents . . .

"how-to" add additional columns for view and search lookup using SmartFill.

With SmartFill, you can expand the default search capabilities of the tool by adding columns to your lookups, allowing you to view or search upon that additional information.

For example, if searching for a Vendor, it may be helpful to search on or view by the Vendor’s city rather than just by Vendor name or ID.  You can do all of this and more with just a few quick steps in SmartFill.

Example 1:

              

  Vendor lookup before SmartFill modification:

Steps to complete Example: Adding an additional column to an existing SmartFill lookup:

1. Click Microsoft Dynamics GP, point to Tools, point to Setup, point to SmartFill and then click Objects.

2. Double-click on the Vendors object name to open the SmartFill Object Maintenance Details window.

3. Within the Lookup Fields section, select PM_Vendor_MSTR as the table in the next available column row.

4. Within the Field Name column, select City. Accept the default Display name, or choose to change as desired.

5. Mark both the Search and Display check boxes so that the new column will be a searchable item in the Vendor lookup, as well as a viewable column in the lookup.

6. In the Preview window, adjust column widths as necessary and verify how the Vendor lookup will appear. You can also complete a test search in this window. Once completed, your SmartFill Object Maintenance Details window should look like the following:

               

7. Click Save.

8. Click Cards, point to Purchasing, and then click Vendors.

9. Search on a Vendor or City in the Vendor ID field and verify the lookup changes.

Rockton Software hopes this "how-to" brings a little wisdom to your Wednesday!

Wishing for more wisdom about Rockton Software's SmartFill?

Click here!

Until next time,

Rockton Software

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ROCKTON SOFTWARE GOES PUBLIC

Written By Nicole Sexton, Social Media
 Coordinator at Rockton Software

Mark Rockwell and his family headed to the Colorado Rockies baseball game on Friday night, May 18, 2012. The employees working for the Rockies were hunting people in the crowd to play a trivia game, where they ended up picking Kelli, CEO at Rockton Software, while Mark was getting himself a hot dog. When he returned she passed the opportunity to be on camera in front of the entire stadium to Mark.  

Mark had a plan. . .

First, he needed to answer the trivia correctly. To our relief, he did.
  

Then . . .  

He put on his Rockton Software jacket and wore it for the 35,000 fans, enjoying a night out at Coors Field, to see. Even if, it was 76 degrees outside.

Check out the photo of Rockton Software going public!

Until next time,

Rockton Software

e-mail: nicoles@rocktonsoftware.com