Update Customer COT
Go to Contract Core > Customer Maintenance > Change
Enter the criteria to retrieve the customer and hit Go
Click Change for the customer you want to update to open the Customer Header
Select the desired COT from the dropdown list. Note, this list is maintained under Contract Core > ID Maintenance > COT
The new COT will be used for all sales going forward, existing sales will not be updated.
Update Customer COT and Change Existing Sales
To change existing sales, before performing the above steps assign the role CHANGE_COT_HISTORY to the user
The user will be prompted “Do you also want to change ALL direct sales, indirect sales, and rebate history for this customer from the COT "old COT" to "new COT"”.
Click Yes to change existing sales, Click No if you want the change to apply to new sales only
Click Save to save the COT change to the Customer Header
Update COT in Bulk
You can use the Customer Interface to upload a file containing COT changes. This method will change the COT for new sales, but will not update existing sales.
For details on the Customer interface refer to the latest interface document available when you are in the iContracts App under Contract Core > Help.
To update the COT, create a tab delimited text file that contains the Customer ID in column 1/A and the new COT in Column 14/N. If you are updating Buying groups or Vendors you will need to also include Field 17 with the value Y for Vendor, or B for Buying Group.
All other columns can be blank. Use Interfaces > Upload Customer to upload the file.
See attached sample.
Additional Notes for Government Pricing:
- Wholesalers are chosen by the system based on the COT category drop down value of “wholesaler” which can be selected via the Class of Trade Maintenance Screen.
- iContracts utilizes the category drop down from the COT schema to determine what sales are retail or wholesaler (any COT Category with a value of Pharmacy, Pharmacy LTC, Pharmacy Chain, Wholesaler)