Set up a normal method and define the pricing/discounting

Related topics

There are several pricing and discounting options available for the keys you defined in the Normal sales method type (see Pricing options for normal method type and Discounting options for normal method type below).

Select the Work with Sales pricing methods menu item.
On the initial panel, click Add.
Complete the following fields:

Pricing method

Enter a unique code to identify the sales pricing method that you are defining.

Description

Enter a description of the method.

Type

Select/enter N for Normal.

Sequence

Enter a sequence number from 1-99999. The number that you enter specifies the order in which the prices and discounts are searched within each type. The sequence is from first to last, i.e. sequence 1 will be read before sequence 99999.

Valid from date

Optional but 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. This field is also used to implement short term pricing. If applicable, you can define the validity dates on this level or on detail level. Enter the date from which the price or discount will be valid. If a value is entered, an end date must be specified in the Valid to date (below).

Valid to date

Optional but 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. This field is also used to implement short term pricing. If applicable, you can define the validity dates on this level or on detail level. Enter the date to which the price or discount will be valid. If a value is entered, a starting date must be specified in the Valid from date (above).

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 during order summary discount calculation. (If this flag is set to False then the method will produce price/discount/FOC during the normal sales price calculation for a line). The level at which the discount is applied is indicated in the Level field above.

Stop search discount

All Pricing and discounts are read according to their sequence number, which can be any number between 1-99999. The sequence number specifies the order in which prices and discounts are searched, i.e. sequence 1 will be read before sequence 99999. However, a search for the retrieval of more pricing and discounts can be interrupted if this field is set to True. 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. It will, however, still search other discounts like, e.g., C-chain discount if the flag for Chain discounts is set to True.

Indicate if you want the system to stop the search at the first price or discount found.

Claimable

This field is only displayed if the DC1 Supplier Marketing Support (SMS) application is activated. The DC1 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 True. Note: It is not possible to set this field to True if you have a FOC item set-up. See About DC1 Supplier Marketing Support (SMS) for instructions on setting up the functionality and claiming the discounts.

Chain discounts

This flag is only valid for Sales pricing methods of type N (Normal). Set this flag to True if chain discounts can be applied on top of prices and discounts generated from this “Normal” Sales pricing method.

Note: The actual chain discounts to be applied are set up as a Sales Pricing method type C (Chain discount). See Set up a chain discount method and define the discounting for instructions.

Promotions

If you want the sales pricing method to be eligible for promotional pricing, (i.e. being allowed to be compared against prices from sales promotions), set the Promotions flag to YES. 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 the Promotions flag is set to NO, no comparison against promotion pricing will take place.

Order summary disc

This flag is only valid for Sales pricing methods of type N (Normal), C (Chain) and/or P (Promotion). Set this flag to True if Order summary discounts can be applied on top of prices and discounts generated from this “Normal” sales pricing method.

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). See Set up an order line summary discount method and define the discounting and Set up a header discount method and define the discounting, respectively, for instructions.

Key (1-5)

Enter up to five pricing keys that can be used in your selection criteria for applying the pricing and/or discounting. Only those that have been activated for Pricing in the DIS control keys table are valid for selection. You enter the actual values for these keys when defining the details. The first pricing key is the Primary pricing key. It is denoted by 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.

Click OK to update and return to the initial panel.

Highlight the applicable sales pricing method of type N and click Details and then Add to define the pricing details.
You access the Normal details panel. Complete the following information:

Key value: Up to five pricing keys can be displayed. These are the Key 1-Key 5 fields that were selected on the first Sales pricing methods panel. The name of this (these) field(s) will correspond to the key chosen on the initial panel. Select the applicable value upon which the pricing and/or discounting will be applied.
Currency: Enter the currency used in the sales pricing method. If left empty, the details will be applicable for all currencies.
Sales unit: Enter the unit of the item. If left empty, the details will be applicable for all units.
Valid from: If you want the pricing details to be available for a specific period of time enter the valid from time period.
Valid to: If you want the pricing details to be available for a specific period of time enter the valid to time period.
Qualif quantity: Optional entry. Enter a qualifying quantity that must be met to be eligible for the pricing details.

Pricing options for normal method type

To define the pricing for the key value on this sales pricing method choose one of the pricing options in the table below and apply, if applicable, any discounts listed under Discounting options.

Note: To generate retail prices see Generate a suggested retail price for normal and promotion method types for instructions.

Pricing options for sales pricing method of type N (Normal) (Only one of the four can be applied per item)
	Mandatory fields	Optional fields
1. Fixed price. You manually set the price.	Key value Currency Price unit or Sales unit Price Can only be defined if the key is item related. VAT based Indicate if the item is VAT based. VAT Included Indicate if VAT is included in the sales price of the item.	Valid from – to Qualif qty Price sys unit Only used for method details in which item is not selected as one of the keys. Incl VAT% cd Only complete if VAT included is set to True. Enter the VAT handling code for the VAT percentage, if any, which is included in the sales price.
2. Variable price Let the system calculate the price based on a cost or purchase price.	Item Basis Select a basis code that identifies the type of base cost that you wish to use in your sales price calculation. Marg/mark Define how you want the sales price of the item to be calculated by the system relative to the base cost. Enter 1 if you want your sales price to be a Margin. Enter 2 to indicate that it will be a Mark-up. Fact/per Define how the margin or mark-up is to be applied. Enter 1 if you want the margin or mark-up to be calculated as a factor. Enter 2 to indicate that it will be a percentage. Value Enter the value of the factor or percentage. You can leave this field empty if you want to sell an item at cost. VAT based Indicate if the item is VAT based. VAT Included Indicate if VAT is included in the sales price of the item.	Currency If left empty the details will be valid for all currencies. If any amount dependant limits are defined, the entered amounts will be considered in the order’s transaction currency during the qualification process for this sales pricing method. Note: An exception to the rule occurs when order summary discounts are being set up. In this case, the amounts will be considered in system currency and the applicable lines’ amount converted to it before the qualification process takes place. Sales unit If left empty the details will apply to all units. If any quantity dependant limits are defined, the entered quantities will be considered in the order’s sales unit during the qualification process for this sales pricing method. Note: An exception to the rule occurs when order summary discounts are being set up. In this case, the quantities will be considered in stock unit and the applicable lines’ quantity converted to its corresponding stock unit before trying to qualify for them. Price unit Price sys unit Only used for method details in which item is not selected as one of the keys. Incl VAT% cd Only complete if VAT included is set to True. Enter the VAT handling code for the VAT percentage, if any, which is included in the sales price.
3. Sales price list Retrieve the price from a sales price list to achieve one of the following: – Use the price (fixed or variable) and any discounts from the sales price list – Use the basis for calculating the cost and any discounts from the sales price list, but decide the margin or mark-up in the sales pricing method.	Currency and Unit on the sales pricing method must be the same as that in the chosen price list. Price list VAT based You will be forced to set this field to False, denoting that the item is not VAT based. VAT Included You will be forced to set this field to False, denoting that VAT is not included in the sales price of the item.
4. FOC Free of charge	Item FOC VAT based Indicate if the item is VAT based. VAT Included Indicate if VAT is included in the sales price of the item.	Incl VAT% cd Only complete if VAT included is set to True. Enter the VAT handling code for the VAT percentage, if any, which is included in the sales price.
5. Unique Limit dependent pricing (Quantity or Matrix quantity ordered) for item in the sales pricing method. Note: You can define your sales prices by setting up unique quantity limits and attaching Fixed prices to each limit.	Item Currency Unit Limit type Code for Quantity or Matrix. VAT based Indicate if the item is VAT based. VAT included Indicate if VAT is included in the sales price. Click the Limit dependent pricing function key. Click the Add option and complete the following fields: If Quantity dependent pricing complete: Quantity limit Enter the quantity that the customer has to purchase in order to receive the fixed sales price. Sales price The fixed sales price for this limit. If Matrix dependent pricing complete: Matrix limit Typically connected to a matrix base item (but can also be connected to any specific matrix item). Enter the quantity that the customer has to purchase in order to receive the fixed sales price. The pricing retrieval will work as follows: the accumulated quantity for all sales order lines with matrix items that have the same “Segment 1 value” will be compared to the matrix limit. Sales price The fixed sales price for this limit.	Warehouse If left empty the details will apply to all warehouses. Include VAT % code If the price is to include VAT, enter the included VAT Handling code.

Discounting options for normal method type

Discounting options for a sales pricing method of type N (Normal)
(Only one of the following can be applied. These can be set up on their own without any defined Fixed Price or Variable Price or Sales price list. In such a case, the price on which to base the discount will be retrieved as the base price – from the Customer’s default price list or the Standard price list defined in the DIS control file)
1. Unique Limit dependent pricing (based on Amount value or Quantity ordered or Matrix quantity ordered) for the key value in the sales pricing method.	Can be applied on Fixed Price or Variable price or Sales price list (see above) or set up on its own. Complete fields: Limit type Code for Amount, Quantity or Matrix. Click Limit dependent pricing then the option for Add to define the limit and discount. If Amount dependent discounts complete: Amount limit Enter the amount value that the customer has to purchase in order to receive the discount percentage or amount. And one of the following fields: Discount % Discount amount Can only be entered when Currency and Unit are defined. FOC items If Quantity dependent discounts complete: Quantity limit Enter the quantity that the customer has to purchase in order to receive the discount percentage or amount. And one of the following: Discount % Discount amount Can only be entered when Currency and Unit are defined. FOC items The system updates the following field: Discounted price If a fixed price was defined on the sales pricing method the system updates this field with the discounted price. If no fixed price was defined – the base price will be retrieved during the pricing calculation at sales order entry and updated in this field at that time. Base price is taken from the Customer’s default price list or Standard price list in DIS control file. If Matrix dependent discounts complete: Matrix limit Typically connected to a matrix base item (but can also be connected to any specific matrix item). Enter the quantity that the customer has to purchase in order to receive the discount percentage or amount. The pricing retrieval will work as follows: the accumulated quantity for all sales order lines with matrix items that have the same “Segment 1 value” will be compared to the matrix limit. And one of the following: Discount % Discount amount Can only be entered when Currency and Unit are defined. FOC items The system updates the following field: Discounted price If a fixed price was defined on the sales pricing method the system updates this field with the discounted price. If no fixed price was defined – the base price will be retrieved during the pricing calculation at sales order entry and updated in this field at that time. Base price is taken from the Customer’s default price list or Standard price list in DIS control file.
2. Connect predefined Limit dependent pricing (amount, quantity or matrix quantity limits and discounts held in a code).	Can be applied on Fixed Price or Variable price or Sales Price list if no limit dependent pricing is defined on the price list or just set up on its own without any price. The price on which to base the discount will be the base price taken from the Customer’s default price list or Standard price list in DIS control file. Unit Mandatory field if you are connecting a quantity or matrix based limit code. It must be the same as that defined in the limit code. Currency Mandatory field if you are connecting an amount based limit code. It must be the same as that defined in the limit code. Limit code Enter/select the code that holds the amount, quantity or matrix quantity dependent discounts.
3. Discounts with no limit restrictions	Can be applied on Fixed Price or Variable price or Price list (see above) or set up on its own. Complete one of the following: Discount % Disc amount Can only be entered when Currency and Unit are defined.