How to check a terms file has applied

  1. Go to PublicationsCatalogs - select the one you need to check i.e. SPR/Essendant etc.
  2. Double-click on the catalog
  3. Search for an item that you know will be in your terms file (vendors do not always include every item in terms. Items will not update if they are not in the file).
  4. Double click the line which will then open the Item Details tab check the two fields Prev. Information and Prev. Date
  5. Any price update will show here:

If updated Prev. Information will show EDC terms import or Terms Import and the date it was applied within the Prev. Date field.  

If the prices are updated manually via the grid manager it will show in Prev Information Grid manager updated by……

 

To check within Products 

Go to StockProducts – load the Product record – click into Product Units/Pricing tab

Previous Change Date and Previous Change Information will show here. 

(A product will only update if the item is in the vendor terms file).