1. Go to Sales>Invoices>Ship & Debits
2. Click create, enter part, Book Cost, and Ship and Debit Cost.
3. Book Cost is the cost that you are buying the part for from the supplier at the time of the initial purchase. Ship and Debit Cost is the price that the Distributor sells the part for. Amount is a calculated value and is used by Cetec to determine which S&D to use on a quote/order when two S&Ds exist for the same part
4. Also enter Authorization Code, Vendor, Customer, max quantity, and date range if applicable at this time.
5. Hit Create. Now you have an active S&D that will be applied to new quotes and orders (or added to existing ones if you choose to do so).
6. Cetec ERP will automatically make the association on a new quote or order.
7. Create a Quote/Order for the prcpart.
8. Look at the Left hand navigation to see the Ship & Debit Associations. Click there.
9. This will also occur when you add the part to an existing Sales Order.
10. Also, if you edit the Qty on that Order Line It will update the S&D Association when an update is processed for that line.
11. Youll see a few columns on the Quote, Order, and Invoice - Adj Cost and Adj GM. These will show the margin of that line based on the S&D cost.
12. You can review the full list of active associations (and historical) on the Ship & Debit Associations under Sales>Invoices>Ship and Debit Associations
13. Go to Sales>Invoices>Ship and Debit Association
14. Notice the book cost, S&D cost, debit amount and ext debit amount are updated
15. Under Debit memo, click Create Memo
16. Click into the memo
17. This memo will be a Debit Memo for the Vendor that setup the S&D.