Pricing Parameters

Code used to identify the price list rule. A price list code identifies a setup giving access to the rules that determine the price, discounts or other elements linked to the price lists.

In order to set up a price list code, it is necessary to define its type, the list of fields used to specify when a price list line can be applied, and the list of fields assigned by the line. Once this has been set up, the user can access the price list line entry screens. In these screens, the user can enter both the criteria values and the corresponding values.

For example: Definition of two discounts by Product group-Customer code combination. The Product group (from the product record) and Customer code (from the customer record) fields are considered as criteria for the setup. The Discount1 and Discount2 fields display the values assigned by the price list rule. In this case, the price list line entry screen contains a total of four columns.

This long description is used as a title in screens and reports.

By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
You can add your translation in another language using the Translation function:

• Click Translation from the Actions icon in the corresponding field.
• In the Translation window, add a new language code with the translation in this language.

A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.

The connection language must be defined as a default language for thefolder.

This field is used to enter a price list structure code.
This code determines the sales conditions managed for each purchase document line ('Discounts and Charges' field).
The structure code is defined for one or several suppliers. At least one price list code must be set up for each structure code used by at least one BP.
 When a price list structure is changed, the new structure must include the previous one.

Indicator used to activate or not the presence of this price list in the suggestions. When a price list is declared to be 'Inactive', it is no longer used during price search.

 See the documentation on the Price list activation for more information.

When setting up a price, there are two types of suppliers:

Group

A price only concerns the suppliers of the group (inter-site suppliers).
In that case, a price setup with an identical code must be created in both modules (Purchasing and Sales) in order to make sure that the discounts and the charges are consistent. It implies that the price list structure of the inter-site supplier is the same as the sales price list structure of the company representing the supplier. Entering the prices is only carried out on the Sales side. The Group purchasing price lists will then point to the sales price lists.
To define the inter-site suppliers, please refer to the suppliers management function (purchasing).

Off-group

The price list concerns all the suppliers who are not inter-site.

This field defines the price list rule:

Normal

This price list defines a group of conditions valuated on the line, according to the conditions linked with the context (supplier or customer, order header...).

Grouped

This price list is used to assign specific conditions for a group of lines, according to the conditions linked with the context (supplier or customer, order header...),
The calculation processing of the grouped price list can be automatic, requested upon creation or when modifying the orders according to criteria specified in the following parameters:

The search groups are used for the association of logical price list sets, which are evaluated by priority within the same group.
At the end of the evaluation of all the search groups, the price list which is the most favorable for the document is selected, based on the calculation of the net price.
It is possible to define up to 10 search groups ('0..9'). If no group is determined (all the price lists have a value of zero), the priority apply to all the price lists.
 Search groups do not apply to grouped price lists

Indicator used to assign a priority to the pricing in order to enable its classification in the search order. Price lists are processed in the increasing order.

Specificity of grouped price lists
Priorities apply. If a grouped price list applies to a document line, the other grouped price lists cannot apply.

Standard price lists can be applied in cascade if the price list is based on different discount columns and charges columns.

The Reason is a local menu code associated with a price list rule.
During the price list search, this reason is assigned to each value of the document line (quote, order, delivery notes, invoice etc.) using this price list.
This is used for:

• identifying the origin of a sales condition,
• conducting additional checks (for instance, prohibit in some cases the modification of the said reason and/or the modification of prices and discounts).

A dedicated setup makes it possible to define a default value for the reasons when the price is modified manually.

 See the documentation on the Price list reasons for more information.

It is the available table on which price list rules can be applied.

This field reproduces the long title of the selected table.

It is the name of the field used as as criterion. It belongs to the table previously entered.
 A warning message appears to mention that the theoretical total length of the criteria exceeds the maximum length authorized to set up the price lists.

This field specifies the length of the field selected. This criterion is involved in the determination of the maximum length of the elements that can be used. The total length of the criteria is limited to 50 characters, but can be set up. The index, if the field has multiple occurrences, can be specified.

It is the value of the analytical dimension code to take into account for the CCE analytical dimension fields.
The value of the analytical dimension must be included in the GDIE table.
This analytical dimension code replaces the indexes from 0 to 8 of the versions prior to the 6.0

This is the value of the index to be taken into account for multi-sized fields.
 The index value is equal to '0' for the first occurrence, it is equal to '1' for the second, etc.
For instance, for a field with 9 occurrences, indices range from '0' to '8'.

This title is displayed in the column header for the screens created using this setup.

This field is used to add a column with the long or short title during inquiry, e.g. company name, product decription, etc.

Use this field to define if the price list assigns a unitary price to the line, and if so, how:

No

The price is not defined by the price list.

Value

A price is entered into the price list, and the line unitary price takes this value if the price list line is applicable.

Value for no

This option is used to enter a price that corresponds to W products X being the divisor. Three columns are entered in the price list: a price, a unit, and a price divisor.

Coefficient

The price is defined in the form of a coefficient that is applied to the value of a field in one of the product, product/sales, product/cost or product movement records.
The code needs to be entered in the Basic price field. You use the selection window to view all the fields in the data dictionary for the ITMMASTER, ITMSALES, ITMMVT and ITMCOST tables. For example, if you need to define the price in relation to the base price of the product record, use the field code: [F:ITS]BASPRI.

Calculation

The price is defined in the form of a calculation formula (numerical expression) entered in the Basic price field. The fields in the online tables and a certain number of variables can be used.

For the Coefficient or Calculation, use the following tables when searching for a price for a sales document: ITMSALES, ITMMVT, and ITMCOST. During setup, the VLTTOT field in the IMTCOST table is used to take the standard cost in the formula (Base price field) as an element of the gross price.

If the Price processing is 'Coefficient':
the price is defined by the application of a coefficient on the 'base price' entered in the product record.

If the Price processing is 'Calculation':
the price is defined by evaluating a calculation formula, entered as a numerical expression composed of constants, operators, functions and various on-line tables.

The Update zero price check box only applies to grouped price lists where the Price processing is set to 'Value' or 'Coefficient'.

When the box is checked, the system forces the gross price of the list on product lines with a null gross price. Contrary to the usual logic of grouped price lists, the null price will not be considered as the best price.

This rule is the same when the price set up for the grouped price list (Price field in the Price lists entry function) is null: a null value (price, discount or charge) never replaces the entered line value, whether the Update zero price check box is selected or not.

For other grouped price lists, the process remains the following (Update zero price box selected or not):

• Applying a grouped price list makes it possible to individually force the value corresponding to the set up price, provided that this value presents more benefits for the customer. Otherwise, the initial value of the line is kept.
• The setup of the grouped price list consists in:
• the gross price,
• and/or discounts (in amount and/or percentage),
• and/or charges (in amount and/or percentage).
• Discounts and charges of the grouped price list can be used instead of their respective zero values on lines, but gross prices are submitted to the Update zero price check box.
  

This indicator is used to determine whether the prices of the products are expressed ex-tax or tax inclusive. It has no implication on the price list search in purchases.
In a purchase document, the prices are always expressed ex tax. A tax incl price is converted to ex tax during its application.

If the price list type is Normal, the field can take several types of value:

Yes

In addition to the price list criteria, an unit and quantity classes must:
The line is taken into account only if:
- All the criteria are met
- The quantity (converted if the quantity conversation is authorized for this price list) is set between the minimum and maximum ranges

There is no consistency controls on the quantity brackets between the various lines of the price list record during entry.

No

Only the price list criteria are taken into account.

If the price list type is Grouped, the grouped application conditions of the price list depends on a total of:

• Gross prices (gross price ranges)
• Net prices (net price ranges)
• Quantities on all the rows that meet the grouped criteria (quantity ranges).

This is the currency code controlled in the currency table.
If the code is entered into the setup, it is displayed by default on the lines of the price list record. If necessary, it is initialized with the BP currency (when the BP is one of the criteria). This code can be modified.

No

If the document price is different than the price list, the price list is not used.

Yes

If the document entry is carried out with a price type different than that of the price list, the price list amounts are converted following the tax codes.

No

If the sales unit is different from the unit of the price list line, the price list is not used.

Yes

If the purchase unit is different, the quantity and amount criteria for the price list are converted according to the unit of conversion coefficients table.
If no conversion is set up for the purchase and price list units in this table, the price list amounts are considered using a conversion rate of 1.

Indicator used to decide whether or not an automatic conversion of the price list will take place in the document currency.
This indicator can take the following values:

No

If the entry currency of the document is different from that of the price list line, the latter is not taken into account,

Yes

If the entry currency of the document is different from that of the price list line, the amounts for this price list line are automatically converted into the document currency at the rate which is applicable on the document date.

This field takes the title of the discount or of the charges coming from the price list structure.

This field can be used to manage the charges and discounts defined in the price list structure.

Yes

The column is displayed and can be modified in the Price list entry function.

No

The column is not displayed in the Price list entry function.

Initialization

If the charges and discounts are set to Initialization, no value is indicated in the Price list entry function even in the case of a price list with less priority. This field is initialized to 0.

The option to initialize a discount in the price list applies only to the same price list types. There is no dependency between the grouped and normal price list types.