Price search
Use this function to check before selling to a customer, which price will be applied to a product at a given date, for a given currency, for given sites and, if required, for a given quantity.
This function performs a real time data search of the active price lists applicable to a sales transaction.
This inquiry can only search normal active price lists (single price lists). Grouped price lists that include several transaction lines are not considered.
Prerequisites
Refer to documentation Implementation
Screen management
Entry screen
Presentation
Enter the search criteria that reflects the sales transaction. All fields limit the search to price list records that contain the defined values.
The date should match the sales transaction. It limits the search to price lists with appropriate validity dates.
The currency both limits the search to price list records in the defined currency and displays a price list in the defined currency, if a currency conversion is authorized for the corresponding price list code.
The sales site and shipment site limit the search to price list records where the sites defined on the product and customer records contain the defined values.
The quantity and product unit limit the search to price list records that contain the defined values. If a price list record has been defined with a different unit to the unit defined on the product record, the unit conversion must be authorized for the corresponding price list code for the price list to be included in the search.
Running the inquiry
Click the Apply action. The Price list block (grid/table) is updated. It contains two lines: one for the unit price; the other for the price appropriate to the defined quantity. The information relating to free of charge products (products and quantities) is also displayed.
Unit price line:
- Gross price. Defined on the basis of the value found in the first applicable price list record (notion of priority in order to define the processing order of the price list records).
- Net price. Calculated by dividing the net price of the n products (global net price) by the quantity defined in the search criteria (in the header information).
Global price line (for the defined quantity):
- Net price. The global net price is calculated on the basis of the applicable discounts and charges initialized in the Discounts/Charges block.
The table is initialized based on the applicable price list records. If multiple price list records have the same discount (or charge), the notion of priority linked to the price list code determines which price list record will initialize the field in question. Other setups relating to the initialization of these fields can be defined in the Charges/Discounts tab when the price list record is set up (see Price list setup). - Miscellaneous. Corresponds to the amounts entered in price list columns which do not have any impact on the calculation of the net price (these are recorded in the invoice footer).
- Total. Corresponds to the total of the sales transaction, including everything that is defined on the line for the defined product.
Global net price + Miscellaneous.
Price lines block
Click the Price list inquiry action to view the lines from the active price lists that apply to the selected product. The results are displayed in the Price lines block (grid/table).
This table displays for each line selected, information for the record such as the gross price, discount and quantity ranges.
If a quantity has been defined in the selection criteria a formula is applied, as follows, to determine which price list records are to be displayed:
Quantity x 2 >= minimum quantity defined on the price list for the product
and
Quantity / 2 <= maximum quantity defined on the price list for the product
Click the Actions icon on the individual lines to view the details for the price list and the price list record code.
Occasionally a price list may be displayed purely for information when it is not linked in the Supplier table (BPSUPPLIER). This price list is not applied.
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Fields
The following fields are present on this tab :
Block number 1
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The sales site is initialized by the sales site associated with the user. The sales site can be modified (as long as no line has been entered on the document) provided it has been chosen from the list of sales sites authorized to the user. From this field, a contextual button is used to:
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Enter or select a storage site at which the selected product is active. The Selection icon (magnifying glass) only suggests products that are referenced in the products-sites table. |
Block number 2
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This field indicates the customer identifier code. |
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This is the reference for the search of the price list and the commercial conditions. |
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This is corresponds to the currency of the order, delivery or invoice. It is possible to choose the currency for the delivery transaction as well as to define (depending on the value of the 'Excl. tax and Incl. tax Prices' parameter - TC Chapter / INV/NOTATI group) if the prices are expressed excluding tax or including tax. When the delivery comes from an order, this information is automatically loaded and cannot be modified. When it is a direct delivery, this information is no longer modifiable once at least one delivery line is entered. It is inherited in this case from the invoiced customer information. |
Block number 3
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The value of this field (Ex-tax or Tax-incl.) is defined by the general parameter SALPRITYP - Price/Amount type (TC chapter, INV group). When the general parameter NOTATI - Ex-tax and tax-incl. amount/price (TC chapter, INV group) is set to No you cannot modify this information. |
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Grid Charges/Discounts
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Grid Price list
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Free
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No help linked to this field. |
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Grid Price lines
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Close
Action icon
Specific actions
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Click the Apply action to apply the search (simulation) criteria entered in the header and to display the price list that will be applied. |
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Click the Price list inquiry action to view the lines from the active price lists that apply to the selected product. The results are displayed in the Price lines block (grid/table). |
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Click the Available stock action to view the available stock and stock projections for the defined product at the site, and from the date defined in the search criteria. |