Change the Special Price features in Inventory and Customer File Maintenance to provide a "Category" value under "Edit miscellaneous" that will parallel the existing "Category" value in the Inventory File.

 

•The "Sort Invoices by customer Category" option has been added to Customer File Maintenance to control when this value is applied.

 

•All of these features modify the operation of System Option #146 - "Sort and sub-total Loading Sheet by 'Category'" and System Option #147 - "Sort and sub-total Invoice by 'Category'" so that customer-specific category groupings can be created.

 

•The Customer Category column has been added to the Layout of the Special Price / Standard Order report.

 

If the customer-specific category is blank, the column will show the item category by default.

 

 If the "Customer Category" option in Customer File Maintenance is enabled but the customer's "Category" value is blank, the system will use the item's "Category" value as a default.

 

Update v3.6.13a

The "Miscellaneous" window on the "Special Pricing" tab of Inventory or Customer File Maintenance will display all defined categories in a drop-down list rather than just being an empty edit field.

Update v4.0.38

The special price customer number overrides the "Ship To" accounts customer category setting.

Added code so the invoice always loads the customer category from the customer file when the invoice is loaded. Previously it would retain the category from the last time the invoice was saved.

Update v4.2.0

Added a Customer Category field to the Special Price/Standard Order report.