Work with sales pricing methods (DMR06201)

Retrieving price

The price and discounts are retrieved when sales orders and quotations are entered according to the following order:

First all normal pricing and discounts are read according to their sequence number which can be any number between 1-999. The sequence number specifies the order in which prices and discounts are searched (i.e. sequence 1 will be read before sequence 999). However, a search for the retrieval of more pricing and discounts can be interrupted if Stop search is set to YES. For example, if the pricing program is searching within type N-Normal method and encounters a Stop search it will not search any more N-methods. However, it will still search other discounts like, e.g., C-chain discount if the flag for Chain discounts is set to Yes.
Secondly, if a normal sales pricing method is selected that does not have the Stop search field set to YES, all the chain discount types are read according to their sequence number, which again can be between 1 and 999. Any number of chain discounts can be applied per order line, however here again this number can be limited by using the “Stop search” field.
Finally all Promotion types are read, in sequence, here again the sequence number can be between 1 and 999.

Creating a pricing and discount method for a sales promotion

Note: If you accessed this panel from the Work with sales promotions routine, the panel sub-heading is Creation – Sales Promotions and only certain options are available. In that case, this panel displays the sales promotions, where a sales pricing method can be created, in sequential order. The method type for promotion is defaulted from the sales promotion.

To create a sales pricing method and connect it to the sales promotion, select the Add option on this panel. Enter the applicable sequence number and click OK. You are then able to enter the pricing defaults for your sales promotion.

Options

Note: A record may not be deleted if the sales pricing method in question is still being used in an open order or connected to a sales promotion.

Details	Select this option to view/work with the details for the sales pricing method. For all types but H these include the key values and the prices and discounts. For H type these include just the key values. The discounts for H types are defined using the Header discount option.
Exceptions	Select this option to view/work with the exceptions for the sales pricing method.
Header discount	Select this option to view/work with Header discounts for method type H.
Limit dep pricing	Select this option to view/work with existing limit dependent pricing for method type H.

Function keys

Change sequence

The default view is method name sequence. Changing sequence displays the method in sequence number by type.

Re-number

This function key is only available from the Sequence view and may be used to re-number the methods in order to allow new ones to be inserted in each sequence.

Re-numbering takes place within each “type”, i.e. methods will initially be re-numbered in increments of 10 but this may reduce depending upon the number of methods in each type.

Selection fields

Method: This column lists the sales pricing method identification.

Type: This column lists the type of sales pricing method that has been defined. See Method types for valid types.

Seq: This column lists the sequence number for sales pricing method. This specifies the order in which prices and discounts are searched. The sequence is from first to last, i.e. sequence 1 will be read (or used depending on how it is defined) before sequence 999.

Dp pr: This column lists the code for Quantity or Amount when there are limit dependent discounts on header level.

Description: This column lists the description of the sales pricing method.

Exc: This column denotes if any exceptions exist for the sales pricing method(s).

Valid from date: This column lists the validity date from which the sales pricing method is valid. See Validity dates for sales pricing methods (Short term pricing) for more information.

Valid to date: This column lists the validity date to which the sales pricing method is valid. See Validity dates for sales pricing methods (Short term pricing) for more information.

Sales value ceiling: This column lists the ceiling for the sales value in system currency.

Sales value reached: This column lists the sales value reached for the received and processed orders.

Sales qty ceiling: This column lists the ceiling for the sales quantity to be sold for this sales pricing method.

Sales qty reached: This column lists the sales quantity reached for received and processed orders.

Cl: This column is only displayed if the DC1 Supplier Marketing Support (SMS) application is activated. The DC1 Supplier Marketing Support (SMS) application provides the functionality that allows your company to claim rebates from your suppliers/manufacturers. The rebate claims can be derived from a cost or a customer discount. Indicates if the sales pricing method creates discounts that you want to eventually claim.

Discount value ceiling: This column lists the ceiling for the discount value in system currency.

Discount value reached: This column lists the discount value reached for the sales pricing method.

FOC item qty ceiling: This column lists the ceiling for the FOC item quantity to be given as discount for this sales pricing method.

FOC item qty reached: This column lists the reached quantity of FOC items which is given as discount.

Work with sales pricing methods (DMR06204)

Related topics

Note: If you accessed this panel from the Work with sales promotions routine, or if you are working with sales pricing method and the record you are maintaining is a sales promotion, the panel sub-heading is Sales promotions.

On this panel you define the header details.

Pricing method

Type: Enter the type of pricing or discount you are defining. See Method types for valid types.

Sequence: Mandatory entry. Enter a unique sequence number between 1-999 for the Pricing and discount method. This specifies the order in which prices and discounts are searched. The sequence is from first to last, i.e. sequence 1 will be read (or used depending on how it is defined) before sequence 999. Note: The sequences are unique to each Type thus allowing up to 999 Normal, up to 999 Chain and up to 999 Promotion methods.

Valid from date: Optional entry. Recommended if you want to keep and track price history and retrieve, (via the Sales pricing keys where-used enquiry), actual prices and discounts by date. Enter the date that the price or discount will start. If a value is entered, an end date must be specified in the Valid to date field. See Validity dates for sales pricing methods (Short term pricing) for more information.

Valid to date: Optional entry. Recommended if you want to keep and track price history and retrieve, (via the Sales pricing keys where-used enquiry), actual prices and discounts by date. Enter the date that the price or discount will end. If a value is entered, a start date must be specified in the Valid from date field. See Validity dates for sales pricing methods (Short term pricing) for more information.

Level: This value is retrieved from the preloaded Sales pricing method types table. Indicates the level at which the price or discount is applied for this method. Valid levels are H = Header or L = Line.

Order summ disc type: This value is retrieved from the preloaded Sales pricing method types table. Indicates if this method will produce a discount that is applied at order summary. The level at which the discount is applied is indicated in the Level field above.

Incl in std pricing: This field is only displayed for methods of type P, Promotion. Mandatory entry. Indicate if promotions set for promotion pricing also can be used in the standard pricing routine.

Stop search discount

All pricing and discounts are read according to their sequence number which can be any number between 1-999. The sequence number specifies the order in which prices and discounts are searched, i.e. sequence 1 will be read before sequence 999. However, a search for the retrieval of more pricing and discounts can be interrupted if this field is set to YES. For example, if the pricing program is searching within type N-Normal method and encounters a Stop search it will not search any more N-methods. However, it will still search other discounts like, e.g., C-chain discount if the flag for Chain discounts is set to YES.

Indicate if you want the system to stop the search at the first price or discount found.By default the value is set to NO, but can be changed.

Claimable: This field is only displayed if the DC1 Supplier Marketing Support (SMS) application is activated. The DC1 Supplier Marketing Support (SMS) application provides the functionality that allows your company to claim rebates from your suppliers/manufacturers. The rebate claims can be derived from a cost or a customer discount. If the sales pricing method creates discounts that you want to eventually claim, set this field to YES. By default, the value is set to NO, but can be changed.

Chain discounts: This field is only displayed if the Chain discount field is set to YES in the DIS control file. This flag is only valid for sales pricing methods of type N (Normal). Set this flag to YES if chain discounts can be applied on top of prices and discounts generated from this sales pricing method. By default, the value is set to NO, but can be changed. Note: The actual chain discounts to be applied are set up as a Sales pricing method type C (Chain discount) in the Sales pricing methods file.

Promotions: This flag is only valid for sales pricing methods of type C (Chain) and N (Normal). Set this flag to YES if the sales pricing method of type C (Chain) or N (Normal) is eligible for promotional pricing, i.e. being allowed to be compared against prices from sales promotions. When a price is automatically retrieved for a sales order line, the retrieved price will be compared to the pricing from a sales promotion, if such promotion pricing exists, to get the lowest price. If this flag is set to NO, no comparison against promotion pricing will take place.

Order summary disc: This field is only displayed if the Order summary disc field is set to YES in the DIS control file. This flag is only valid for sales pricing methods of type N (Normal), C (Chain) and/or P (Promotion). Set this flag to YES if Order summary discounts can be applied on top of prices and discounts generated from this sales pricing method. By default, the value is set to NO, but can be changed. Note: The actual order summary discounts to be applied are set up as a Sales Pricing method type O (Order line summary discount) or H (Header discount) in the Sales pricing methods file.

Pricing keys

Pricing keys are the defining parameters of the sales pricing method. By selecting one or more pricing keys a selection criteria is created. You define the values for the keys that you choose here on Detail level. The price or discount would only be applied if the values on a sales order/quotation match the criteria. Select up to five keys by clicking the window prompt to the right of the fields. The first pricing key indicates the Primary pricing key. It is denoted by the letter P and enables you to find the pricing method details in a sales price calculation routine, in the case, when the combination of all defined pricing keys do not give any result.

For example:

If item, customer and order type are used as pricing keys in one sales pricing method with item defined as primary pricing key, the pricing routine will first attempt to find the pricing method details using all the three keys. If no pricing detail could be found, only item is used to find the pricing method.

Any of the following pricing keys can be used to define the selection criteria, but they must first be activated in the DIS control keys table to be available for selection:

Note: Once the pricing keys have been defined and a detail record has been added it is not possible to change them.

Pricing keys

Customer attributes	Item attributes	Order attributes
Customer area	Basket	Agreement type
Buying group	Item	Manner of transport
Customer country	Item account group	Order type
Customer	Item category 1	Project
Customer account group	Item category 2	Terms of delivery
Customer category 1	Item category 3	Terms of payment
Customer category 2	Item category 4	Warehouse
Customer category 3	Item category 5	Warranty type
Customer category 4	Item category 6
Customer category 5	Item discount group
Customer category 6	Item family
Customer group	Item group
Customer structure* Note: Not supported by Order summary discount calculation (i.e. H and O method types).	Item price group
Customer discount group	Item sector

Note: Basket can only be used in order summary pricing methods of types “O” and “H”.

Work with pricing methods, Copy (DMR06205)

Related topics

On this panel the records that you selected to copy are displayed.

Method: Displays the record code that you selected to copy.

Seq: Displays the record sequence number.

New method: Enter the code of the new sales pricing method that you are creating.

New seq: Enter the new sequence number.

Work with pricing methods, Deletion (DMR06208)

Related topics

Note: A record may not be deleted if the sales pricing method in question is still being used in an open order or is connected to a sales promotion.

Work with sales pricing methods, Header discounts (DMR06211)

Related topics

See Set up a header discount method and define the discounting for detailed instructions.

On this panel you set up the header discount by defining:

Currency and unit for which the header discount will be selected as a potential order discount, during the order summary discount calculation, in order to be applied (if qualified) upon relevant sales order. The entered currency and unit will also define in which currency/unit the entered amounts/quantities for dependent limits will be expressed.
The type of header discount you want to apply for this sales pricing method. The alternatives are fixed or variable.

Fixed: assign a discount percentage in the Discount % field
Variable: do one of the following:

define a unique discount matrix for either quantity or amount limits (complete the Limit type field and click Limit dependent pricing)
use a matrix that is predefined and held under a limit code (complete the Limit code field).

During the order summary discount calculation, once this header discount has been selected, it will be applied if:

The proper sales related values for the header discount’s defined pricing keys are matched (and qualified when baskets are handled) at header discount method detail level.
and,
The type of header discount has been qualified either through qualifying any defined amount/quantity dependent limit or direct qualification due to a fixed discount is setup.

Function keys

Limit dependent pricing

Define the amount or quantity limits (depending on what was entered in Limit type) and the respective amount or percentages.

Pricing method: Displays the header discount sales pricing method you are working with.

Currency

Optional entry. See Qualifying and applying header discounts for an example of a set-up scenario for Currency and the result of the Order summary calculation (i.e. how the header discount will be qualified and applied).

When currency entered: The entered currency specifies for which currency the header discount will be selected as a potential order discount during the order summary discount calculation. If any amount dependent limit is defined, the entered amounts will be expressed in the given currency.
Note: When currency is entered and it is equal to system currency, the same handling applies as when it is left blank (see second bullet), i.e. the header discount is selectable for all currencies as a potential order discount during order summary calculation and if any amounts are required to be handled because amount limits need to be qualified, the amount of the sales order will then be converted into system currency if necessary (i.e. when expressed in any other currency than system’s) before proceeding with any comparison against defined amount limits.
When currency is left blank: This will indicate that this header discount will be selectable for all currencies as a potential order discount during the order summary discount calculation. If any amount dependent limit is defined, the entered amounts will be considered expressed in system currency in order to make this amounts reachable for any order as the header discount is valid to be selected for all currencies, so during order summary discount calculation when sales orders are to try to qualify for this header discount, their amount will be converted into system currency first (if not already in it) before proceeding with any comparison against defined amount limits.

Unit

Optional entry. See Qualifying and applying header discounts for an example of a set-up scenario for Unit and the result of the Order summary calculation (i.e. how the header discount will be qualified and applied).

When unit is entered: The entered unit specifies for which unit the header discount will be selected as a potential order discount during the order summary discount calculation. If any quantity dependent limit is defined, the entered quantities will be expressed in the given unit.
Note: There is one exception to the rule. A header discount with a unit defined can still be selected during order summary discount calculation by a sales order that does not contain a single line whose sales unit matches header discount’s setup unit. This is possible as long as the stock unit for at least one line matches header discount’s setup unit. If any quantity dependent limit is defined, the same as when unit is left blank applies, i.e. the line(s) quantity will be converted into corresponding line’s stock unit before proceeding with any comparison against defined quantity limits.
When unit is left blank: This will indicate that this header discount will be selectable for all units as a potential order discount during the order summary discount calculation. If any quantity dependent limit is defined, the entered quantities will be considered as expressed in stock unit in order to make this quantities reachable for any order as the header discount is valid to be selected for all units, so during order summary discount calculation when sales orders are to try to qualify for this header discount, their quantities will be converted into corresponding line’s stock unit before proceeding with any comparison against defined quantity limits.

Discount %: Enter a fixed discount percentage for this header discount sales pricing method.

Limit type: If you want to enter a unique discount matrix for this header discount sales pricing method, enter the panel value for amount or quantity and click Limit dependent pricing. See About setting up limit dependent pricing for more information.

Limit code: If you want to use a predefined discount matrix enter the code from the Limit codes table. See About setting up limit dependent pricing for more information.

Work with pricing methods, Ceiling control (DMR06212)

Related topics

On this panel you maintain the ceiling control details for normal and promotion type sales pricing methods. See Set up a promotion method and define the ceiling control values for detailed instructions. Promotion ceiling control does not apply for component lines with structure type 3 and 4.

Function keys

Open/Close

Open a closed sales pricing method detail or Close an opened sales pricing method detail. If the pricing method is under ceiling control, you will be flagged with a warning and the Status for the ceiling control will be updated as per the action you perform.

Pricing method: Displays the sales pricing method.

Ceiling control: Set this flag to YES if you want to place a ceiling control check on the sales pricing method. If set to YES, it signifies that the detail records of the sales pricing method are under ceiling control check. If set to NO, ceiling control check is turned off regardless if ceiling values are reached.

Handler: Mandatory entry if the Ceiling control field is set to YES. Enter the signature of the person who is responsible for the ceiling control. An alert will be sent to this person if a ceiling is exceeded.

Status

Indicates if the sales pricing method is Open or Closed. The sales pricing method status automatically receives a Closed status if any of the reached ceiling values exceed the ceiling values. You can change the status from closed to open via three ways:

By manually increasing the ceiling value to a higher value than reached value.
By changing the quantity of the sales order line if, e.g., the sales pricing method gets closed by mistake. For example, a sales order line with quantity 1000 has been entered instead of 100, which in turn closes the method. The user can change the quantity to re-open the sales pricing method.
By clicking the Open/Close function key.

Sales value ceiling: Enter the ceiling for the sales value in system currency.

Sales value reached: Displays the sales value reached for the received and processed orders. It is the net value of the sales order line after discounts (before VAT). Note: This field is not updated for sales order lines marked as free of charge.

Sales qty ceiling: Enter the ceiling for the sales quantity to be sold for this sales pricing method. It is the quantity in stock units for all promotion items. One method can hold many different items with different stock units.

Sales qty reached: Displays the sales quantity reached for received and processed orders.

Disc value ceiling: Enter the ceiling for the discount value in system currency. The discount ceiling value is the same as the value of the given discount for the sales pricing method. A sales order line marked as free of charge is considered as 100% discount.

Disc value reached: Displays the discount value reached for the sales pricing method.

FOC item qty ceiling: Only displayed if FOC item discounting is allowed (i.e. the FOC items field is set to YES in the DIS control file).
Enter the ceiling for the FOC item quantity to be given as discount for this sales pricing method. FOC item ceiling quantity is defined in stock unit. One method can hold many different items with different stock units.

FOC item qty reached: Only displayed if FOC item discounting is allowed (i.e. the FOC items field is set to YES in the DIS control file).
Displays the reached quantity of FOC items which is given as discount.