---
title: "Customer Tier Maintenance"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28384004/Customer%20Tier%20Maintenance"
format: markdown
---
# Overview

**Customer Tier Maintenance** is a repository of all existing customer contract tier pricing held in the system.<span style="color: #333333"> It allows you to create and maintain contract prices for an individual customer. </span>

To assign tier pricing, you must select a section and tier. Any products included in that section where the "contract" flag is active will be added to the contract when the scheduled task is run, with the corresponding pricing as defined by the tier level.

<span style="color: #333333">A section can only be assigned once at any one time to a contract.</span>

<span style="color: #333333">Multiple sections can be assigned to a single contract.</span>

<span style="color: #333333">The following changes in Product Tier Pricing Dashboard will alter the products on the contract when the scheduled task is run:</span>

- <span style="color: #333333">If the contract flag on the current tier product record is unchecked, the product will be removed from the contract.</span>
- <span style="color: #333333">If the section on the current tier product record is set to tier disabled, the product will be removed from the contract.</span>
- <span style="color: #333333">If the section on the current tier product record is changed to a section that is not assign on the contract, the product will be removed from the contract.</span>
- <span style="color: #333333">If the tier price is manually changed on the current tier product record and the contract does NOT have future review dates set, the price will be updated on the contract.</span>
- <span style="color: #333333">If a future tier product record becomes the active current tier product record (time elapsing) and the contract does NOT have future review dates set, the price will be updated on the contract. </span>


> Macro (anchor)

<span style="color: #333333">**What if a contract has future review dates set?**</span>

> ⚠️ Important: Contract review dates take precedence over any pricing updates that arise as part of changes to the [Product Tier Pricing Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402830).
> ⚠️ 
> ⚠️ - If the contract flag on the current tier product record is unchecked, the product will be removed from the contract regardless of future review dates.
> ⚠️   - If the section on the current tier product record is set to tier disabled, the product will be removed from the contract regardless of future review dates.
> ⚠️   - If the section on the current tier product record is changed to a section that is not assigned on the contract, the product will be removed from the contract regardless of future review dates.
> ⚠️   - If the tier price is manually changed on the current tier product record and the contract does have future review dates set, the price will be updated on the next available future review price if it is within the effective date range. The current contract price will not be updated.
> ⚠️   - If a future tier product record becomes the active current tier product record (time elapsing) and the contract does have future review dates set, the price will be updated on the next available future review price if it is within the effective date range. The current contract price will not be updated.
> ⚠️   - If future tier products records exist, then these prices will be displayed on the Contract Review Dates section of the product record.

Refer to the following processes for further information:

# > Macro (anchor)

Adding a New Customer Contract 

To add a new Customer Contract, perform the following:

1. Click the **Frameworks Home** icon and navigate to **Inventory** > **Tier Pricing** > **Customer Tier Maintenance** using the navigation tree.
2. Click **New**.
3. Type the C*ustomer's no *into the **Customer **field or search for it via **Search**.
4. Type the *Contract Number* into the **Contract Number** field.
5. Type a *description of the Customer tier* into the **Description** field.
6. Type a *start date for the Customer pricing tier to become effective* in the **Start Date** field, or use the** Show Date Chooser** date finder to select it.
7. Type an end *date for the Customer pricing tier to conclude in the ****End Date*** field or use the **Show Date Chooser **date finder to select it.
8. Select either *Selectable* or *Default* in the **Contract Type** field. See <span style="color: #333333">[Customer Contracts](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378838)</span><span style="color: #ff0000"> </span><span style="color: #333333">for more info on contract maintenance options.</span>

> ℹ️ Only one contract per customer can be marked as *Default*.

9. Type the *lock period* in the **Lock Period** field. Refer to [futuredate](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384004/Customer+Tier+Maintenance#futuredate) above for an explanation.
10. The **Pricing Rule** defaults to *Fixed Price* for all Contracts using Tier Pricing.
11. Type a *lock date* in the **Lock Date** field or use the **Show Date Chooser **date finder to select it. Refer to [What if a contract has future review dates set?](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384004) above for an explanation.
12. Enable **Fixed Quantity**, **Auto Select**, **Print Original**, **Hold Sell**, **Special Buy-in** or **Exclude From Lookups** as appropriate. Refer to the table below for an explanation of each.

| **Check Box** | **Description** |
| --- | --- |
| **Fixed Quantity** | Enable to only print fixed quantity customer contracts. |
| **Auto Select** | Enable if you want this contract to be auto selected for pricing. |
| **Print Original** | Enable to print original selling prices on invoices. |
| **Hold Sell** | Enable to retain the sell price of products on Gross Profit-based contracts when those products' costs decrease.<br>> ℹ️ This is available for editing only if the contract has a GP pricing rule. |
| **Special Buy-in** | Enable if there are Special Buy-Ins in this contract. Refer to [Special Buy-Ins](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30520390) for further information |
| **Exclude From Lookups** | Enable to hide this contract from contract lookups in Sales Order Processing, Point of Sale and Job Processing. This check box determines whether this contract is hidden from users at the start of a sale. This enables the contract to only be applied if the user types in the appropriate contract number at the start of the sale. |

13. Type the *quote number* into the **Quote Number** field.
14. Select the relevant **Print Prod Code** option via the drop-down arrow.
15. Type the *review frequency* into the **Review Frequency** field. This indicates the number of months between contract review dates. Once entered, a list of review dates in the monthly intervals entered are displayed on the screen.

> ℹ️ This is only enabled if the Future Pricing Expansion Module has been activated.

16. Click<span style="color: #000000"> </span>**Save**<span style="color: #000000">.</span>
17. <span style="color: #333333">Continue with adding new tier pricing to the Customer Contract. </span>Refer to [Adding new tier pricing to a customer contract](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384004/Customer+Tier+Maintenance#%5BinlineExtension%5D-Adding-new-tier-pricing-to-a-customer-contract) below for further information.

# > Macro (anchor)

<span style="color: #003366"> </span>Adding New Tier Pricing to a Customer Contract

To add new tier pricing to a Customer Contract, perform the following:

1. Click the **Frameworks Home** icon and navigate to **Inventory** > **Tier Pricing** > **Customer Tier Maintenance** using the navigation tree.
2. Click **Find **to display all existing Customer Tier's.
3. Click the relevant **Contract Number **link to display that Customer tier's details on the right side of the screen.
4. Click the **Tier** tab.
5. Click **Add Tier**.
6. Select the* relevant section* from the drop-down arrow in the **Section** field. When assigning tiered pricing to a product, a product is assigned to a section and a section is assigned to a contract. A section allows you to group product tier pricing into categories.
7. Select the* relevant tier *from the drop-down arrow in the **Tier **field. The tier assigned sets the product pricing that will be set on the contract.
8. Click<span style="color: #000000"> </span>**Save**<span style="color: #000000">.</span>

# Searching for Existing Customer Contracts

> ℹ️ Only contracts with type: Fixed are displayed.

To search for existing Customer Contracts, perform the following:

1. Click the **Frameworks Home** icon and navigate to **Inventory** > **Tier Pricing** > **Customer Tier Maintenance** using the navigation tree.
2. Click **Find **to display all existing Customer Contracts.
3. Click the relevant **Contract Number **link to display that Customer's Contract details on the right side of the screen.

# Copying an Existing Customer Contract

To copy an existing Customer Contract, perform the following:

1. Click the **Frameworks Home** icon and navigate to **Inventory** > **Tier Pricing** > **Customer Tier Maintenance** using the navigation tree.
2. Click **Find **to display all existing Customer Contracts.
3. Click the relevant **Contract Number** link to display that Customer Contract's details on the right side of the screen.
4. Click **Copy **from the bottom right side of the screen.
5. Type the C*ustomer's no *into the **Customer **field or search for it via **Search**.
6. Update all remaining fields as necessary. Refer to process [Adding a new Customer Contract](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384004/Customer+Tier+Maintenance#%5BinlineExtension%5DAdding-a-new-Customer-Contract) above for further information.
7. Click<span style="color: #000000"> </span>**Save**<span style="color: #000000">.</span>

# Editing an Existing Customer Contract

<span style="color: #333333">To edit an existing Customer Contract, perform the following:</span>

1. Click the **Frameworks Home** icon and navigate to **Inventory** > **Tier Pricing** > **Customer Tier Maintenance** using the navigation tree.
2. <span style="color: #333333">Click </span>**Find**<span style="color: #333333">** **</span><span style="color: #333333">to display all existing Customer Contracts.</span>
3. <span style="color: #333333">Click the relevant </span><span style="color: #333333">**Contract Number**</span><span style="color: #333333"> link to display that Customer Contract's details on the right side of the screen.</span>
4. <span style="color: #333333">Make your changes. </span>Refer to process [Adding a new Customer Contract](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384004/Customer+Tier+Maintenance#%5BinlineExtension%5DAdding-a-new-Customer-Contract) above for further information.
5. <span style="color: #333333">Click</span><span style="color: #000000"> </span>**Save**<span style="color: #000000">.</span>

# Deleting a Customer Contract

To delete a Customer Contract, perform the following:

1. Click the **Frameworks Home** icon and navigate to **Inventory** > **Tier Pricing** > **Customer Tier Maintenance** using the navigation tree.
2. Click **Find **to display all existing Discount Groups.
3. Click the relevant **Contract Number** link to display that Customer Contract's details on the right side of the screen.
4. Click **Delete**.