Contract Pricing for Epicor Eagle
Every job and customer price agreement in Eagle with its expiry date, checked each night against replacement cost on the item file; the renewal drafted, the price file change keyed by a person.
Sales & estimatingUpdated Oct 202620 ERPs
See it work on Eagle.
Click through the steps. Fictional data, in Eagle’s terms; the real thing runs on Eagle.
| Customer | Agreement | Items | Expires | Margin now | Status |
|---|---|---|---|---|---|
| Harbor Point Builders | Maple St duplex · framing | 22 lines | Oct 31 | 17.4% | 2 lines under floor |
| Northline Drywall | Price level 3 · board | All drywall | Dec 31 | 24.1% | Holding |
| Cedar & Stone Framing | Lot 14 Birchwood · lumber | 9 lines | Oct 24 | 21.8% | Expires in 2 days |
| Granite Peak Builders | Route 9 warehouse · steel | 6 lines | Nov 30 | 14.9% | 1 line below cost |
| Bayview Decks | Composite · season | 4 lines | Oct 15 | 26.0% | Expired · still selling |
Expiring, underwater, or both. Margin from tonight’s replacement cost on the item file.
The problem, as it happens in Eagle.
Contract pricing at a dealer is a price level on the customer file, a job quote with lumber held for seven days, and a spreadsheet of who got what. The expiry is in the quote, the cost is in the item file, and the agreement to hold 2x4s for a builder through the framing lives in an email from March.
When dimensional moves, the yard keeps selling at the agreed number until someone notices on the margin report. When the agreement expires, nobody tells the customer, so the first ticket at the new price is a phone call. The renewal that should have been a conversation becomes an argument.
How it works.
- 1
Every agreement, in one list
Price levels, job quotes, contract prices and special pricing on the customer file, each with its expiry and the items it covers. Agreements that exist only in email are entered once by your team and tracked from then on.
- 2
Checked against cost each night
Each agreed price against replacement cost on the item file that night. A line below your margin floor, or below cost, is flagged with the number, not a colour. The rep sees it the next morning.
- 3
What expires, what broke, who hears first
A list by rep: agreements ending this week, lumber quotes past their hold, lines underwater since the last cost change. The renewal is drafted in the rep’s voice with the new numbers; the rep decides what to offer.
- 4
The change is keyed by a person
The renewal goes out when the rep sends it. The new price goes into Eagle keyed by your team, or as an import where Eagle takes one. Lunica records the new expiry and starts watching again.
How it connects to Eagle.
Lunica reads the customer file, the item file and open quotes through the Eagle data warehouse, under a database account that can only read: price levels, contract and job pricing, quote expiries, and the replacement cost and last receipt cost on every item an agreement covers. Agreements that exist only in email are entered once by your team and watched beside the rest.
Nothing lands in Eagle without a person and nothing is sent on its own. A renewal is a draft until the rep sends it. A new price goes back as a file Eagle imports, like AP Assist, or keyed by your team from the packet; Lunica never changes a price level, a quote or a contract line itself.
What a week looks like.
- Every agreement with an expiry date and the rep who owns it.
- Underwater lines found the night cost changes, not at month end.
- Renewals drafted with the new numbers before the old ones run out.
- Price changes keyed by a person who saw the margin first.
Questions
Does it change our prices?
No. It finds what needs changing and drafts the renewal. The price file change is keyed by your team.
Does it write to Eagle?
No. It reads price levels, quotes and item cost. What goes back is keyed by a person or imported where Eagle takes a file.
Which cost does it use?
Replacement cost on the item file, or last receipt cost where that is what you run on. Which one is a rule you set, by category if you want.
What about agreements that aren’t in Eagle?
Entered once from the email or the handshake, with items, price and expiry. From then on they are watched like the rest.
Can it reprice a lumber quote?
It drafts the repriced lines at today’s cost under the same markup and shows the difference. The rep decides what to honor and keys the change.
Does the customer get told automatically?
No. The renewal or the notice is a draft in the rep’s name until the rep sends it.
Which Eagle editions does it work with?
Lunica works from the Eagle data warehouse. Your edition and version are confirmed during onboarding, before anything is connected.
Does it need a server?
One Windows server or VM inside your network, set up and maintained by Lunica. It reads Eagle over the LAN; there is no inbound connection from outside, ever.
What about iNet and WebDocs?
Invoice copies come from iNet. Scanned documents keep flowing into WebDocs exactly as before; Lunica reads the scan share and never writes to it.
Can it post to Eagle if we want it to?
The standing rule is that a person does. Where Eagle takes a file, like AP Assist, Lunica prepares the file and your team imports it.
The same workflow, on another ERP.
Contract Pricing is written for every system on the list. You’re reading the Eagle version.
See it on your Eagle data.
Thirty minutes. We walk the workflow on Eagle data, then map it to yours.