10 Working with Repricing

This chapter contains the following topics:

10.1 Understanding Repricing

You can set up adjustments to reprice sales orders. You reprice sales orders for these reasons:

  • To allow additional discounts or markups on groups of items.

  • To give different pricing to special items or customers.

  • To give global discounts based on the total quantity, weight, or amount of items within a product family.

You set up repricing based on the amount of the order, weight of the items, or the total quantity of all items in an order. In the definition for each adjustment, you must specify whether you want to use the adjustment for basket or order repricing. You can repeatedly reprice an order line. You must set a reprice processing option in the reprice program you use to enable order detail lines to be repeatedly repriced.

Note:

You can only use reprice adjustments for sales orders. If you use JD Edwards EnterpriseOne Advanced Pricing and Procurement, you cannot reprice purchase order adjustments.

10.2 Reviewing Price and Adjustment Changes

This section provides overviews of these reports:

  • Price Adjustment Maintenance (R41840).

  • Orders Affected by Price Change (R40821).

The reports list all adjustments and the changes made to the adjustments. The reports also include any new adjustments, effective dates, and new factor values.

Note:

When running the adjustment reports, you must include the Unit of Measure field in data selection so that the system applies the update or addition adjustment value consistently.

The Price Adjustments Maintenance program includes the versions for these adjustment reports:

  • Price Adjustment Report.

  • Price Adjustment Revisions Report.

  • Future Adjustments Additions Report.

You can run the Price Adjustments Maintenance program (R41840) in proof or in final mode. Run the program in proof mode to review the report and make changes before you run the program in final mode. You can run this program in proof mode as many times as necessary.

When you set up the version of the Price Adjustments Maintenance program, you can choose fields that the system selects from the based-on table. Choosing specific fields is especially helpful if you do not want to print or update all of the information.

You can also print the Orders Affected by Price Change Integrity report (R40821) to review orders that could potentially change due to changes to adjustments.

10.2.1 Understanding the Price Adjustment Report

When you run the Price Adjustments Maintenance program, the system prints only existing adjustments for each record that it selects. It does not make changes or updates. To run this version, leave all processing options blank.

10.2.2 Understanding the Price Adjustment Revisions Report

You can make individual changes to adjustments using the Price Adjustment Detail Revisions form. Alternately, you can change adjustments or add adjustments using the Price Adjustments Maintenance program. The system bases new adjustments on the current adjustment selected by the report writer.

You choose the Price Adjustments Revisions version of this report. You can run this version in proof or final mode.

When you run this program, the system prints a report that shows the old and new factor values for each adjustment. You create this version by entering an adjustment factor and setting up processing options.

10.2.3 Understanding the Future Adjustments Additions Report

To create new adjustments, select the Future Adjustments Additions version of the Price Adjustments Maintenance program. In the processing options for this version, enter the effective dates of the new adjustments. You can also specify whether the system updates the Price Adjustment Detail table (F4072) in the processing options.

The system bases new adjustments on the existing adjustment with the most recent expiration date. It assumes that the adjustments you want to create are effective on a future date. To avoid problems, do not create adjustments for past dates. Do not change the sequencing for versions that create new adjustments. Changing sequencing causes the system to use the incorrect record.

You can change the new adjustment before the system writes it to the table by entering the adjustment type and factor in the processing options. The system uses this information to change the new adjustment.

If you leave the adjustment type and factor blank, the system copies the adjustments from the current adjustment. It does not create a new adjustment. You must specify a from and a through date or the system does not process the information.

Proof mode prints a listing of the additions that occur if you process these adjustments. Final mode lists the additions made when you selected final.

10.2.4 Understanding the Orders Affected by Price Change Report

The Orders Affected by Price Change integrity report (R40821) lists the orders that could potentially change based on changes to adjustments, variables, or formulas since the order creation date.

Print the Orders Affected by Price Change for sales orders only.

10.2.5 Understanding Pricing at Settlements

You can change a price adjustment made during receipts entry. The system records the appropriate journal entries to record these variances.

See Processing Advance Payments.

10.3 Working with the Basket Master

This section provides an overview of the basket master, lists a prerequisite, and discusses how to

  • Set up basket master information.

  • Create basket-level adjustments.

10.3.1 Understanding the Basket Master

Use the Basket Master program (P4550) to enter and maintain baskets. You can define all characteristics of a basket, including the basket name (set up in user defined code (UDC) 40/PI) and all of the items and item groups that are part of the basket. The same item can be part of multiple baskets, and you can apply multiple baskets to a qualifying order.

You also can use the Basket Master program to define the item characteristics, such as criteria for accumulations and adjustments; and pricing rules for the items and item groups.

When you set up the criteria for accumulations, you specify a basket accumulation rule (set up in UDC 45/BA) that determines how the system applies adjustments to the baskets. The basket pricing rule (set up in UDC 45/BP) that you specify also determines how the system applies adjustments.

10.3.1.1 Basket Master Information

To use enhanced basket functionality, you must perform setup tasks for determining how the system applies the basket adjustments. First, you must indicate which items and item groups belong in the basket. You must also specify a basket accumulation rule and a basket pricing rule for the items that are contained in the basket. By doing so, you can specify discounts that apply to a particular item or item group as opposed to specifying a single discount for the entire basket.

The options for the basket accumulation rule are:

  • 0: Include the item or item group in basket summary; no minimum required.

  • 1: Include the item or item group in basket summary; minimum required.

  • 2: Exclude the item or item group from basket summary; no minimum required.

The options for the basket pricing rule are:

  • 0: Standard basket adjustment.

  • 1: Exception pricing.

  • 2: Neither standard nor exception pricing.

The Basket Master program enables you to specify the unit of measure for accumulation, the basket accumulation rule, the basket pricing rule, and effective and expired dates as default information in the header portion of the form that displays by default into the detail area, where the contents of the basket are itemized.

The system stores master basket information in the Basket Master Header table (F4550).

10.3.1.2 Basket-Level Adjustments

Basket repricing enables you to modify the price for items based on a basket repricing group. The system searches the detail lines of a sales order to determine whether the items are in a basket repricing group. When it finds items that belong to the group, it updates the order line with the new price.

You reprice sales orders:

  • Through a batch program after order entry.

    The system bases new prices on the price in the original sales order detail line. It performs basket repricing first and then order repricing.

  • Interactively during order entry by choosing the appropriate option from Sales Order Entry Detail (P4210).

    The batch program performs basket repricing first and then order repricing.

  • Automatically at order entry when you set the Auto Order Repricing processing option on the Process tab if the Sales Order Entry Detail program.

When you enter an order for items included in the basket repricing group, the system applies the item base price with adjustments. To use the reprice adjustment, select the appropriate function to reprice the order. Changes to the base price reflect the repricing adjustment.

You can also indicate whether the adjustment is an enhanced basket adjustment by selecting the appropriate option. If you specify an enhanced basket adjustment, the system provides you with the Adjustment Per Basket Item form, where you can enter the exception adjustment details. Otherwise, the system applies standard basket repricing.

10.3.2 Prerequisite

To enable enhanced basket functionality, ensure that you have selected the Enable Basket Master option in the Price Adjustment Definition program (P4071).

10.3.3 Forms Used to Work with Basket Master Information

Form Name Form ID Navigation Usage
Basket Master Revisions W4550C Adjustment Setup (G4231112), Basket Master.

Click the Add button on the Work with Basket Master form.

Set up basket master information.
Modify Adj. Controls W4071C Adjustment Setup (G4231112), Price Adjustment Definition.

Click the Add button on the Work with Adjustment Types form.

Specify the name, type, and control code for a basket adjustment.

Create basket-level adjustments.

10.3.4 Setting Up Basket Master Information

Access the Basket Master Revisions form.

Basket Group

Enter a value from UDC 40/PI to identify an inventory price group for an item.

Inventory price groups have unique pricing structures that direct the system to incorporate discounts or markups on items on sales and purchase orders. The discounts or markups are based on the quantity, dollar amount, or weight of the item ordered. When you assign a price group to an item, the item receives the same pricing structure defined for the inventory price group.

In order for the system to interactively calculate discounts and markups on sales or purchase orders, you must assign an inventory price group to the supplier or customer, and the item.

Basket Unit of Measure

Enter a value from UDC 00/UM to indicate the quantity in which to express an inventory item, for example, CS (case) or BX (box).

A code that specifies the unit of measure for which the enhanced basket group is accumulated. The system searches for price adjustments for the basket group in the unit of measure that you specify here. If you leave this field blank, the system accumulates the group based on the sales-price retrieval unit of measure of the first qualifying line on the sales order.

Accumulation Rule

Enter a code to specify whether an item or an item group is included for basket-level summation or item-level summation, or both. Values are:

Blank: Include the item or item group for summation. The system does not require an order minimum when using this value.

1: Include the item or item group for summation. The system requires an order minimum when using this value.

2: Exclude the item or item group from summation.

Pricing Rule

Enter a code to indicate whether the system applies a standard basket adjustment or exception pricing to an item or an item group. Values are:

Blank: Apply a standard basket adjustment.

1: Apply exception pricing.

2: Do not apply standard basket adjustments or exception pricing.

10.3.5 Creating Basket-Level Adjustments

Access the Modify Adjustment Controls form.

Do not Print on Document

Select and the system does not print the adjustment on the invoice or the purchase order print document. The system adds the adjustment amount to the unit price.

Print on Document

Select to print the adjustment on the invoice or the purchase order print document. The system adds the adjustment amount to the unit price.

Add to Sales Detail File

Select to update the F4211 table with adjustment detail line information. The system does not include this type of adjustment when it calculates the current net price. Use this code for order-level adjustments only.

Accrued to G/L (accrued to general ledger)

Select to create an accrual adjustment. The system updates the F4074 table and posts the adjustment to the general ledger during the Sales Update process.

Rebate

Select to create a rebate adjustment. The system updates the F4078 table with the quantity, weight, and amount of the order detail line.

Print on Invoice - Detached

Select to print the adjustment on the invoice. The system adds the adjustment to the order total but does not include it in the unit price. The system posts separate general accounting and accounts receivable entries for this adjustment during Sales Update.

Supplier Proof of Sales

Select to create a supplier proof of sale rebate adjustment. The system updates the F4078 table with the quantity, weight, and amount of the order detail line and posts the adjustment to the general ledger during Sales Update.

Rounding Adjustment

Select to create a rounding adjustment, based on the rounding rules set up in the Price Adjustment Detail Revisions program (P4072). The system adds the adjustment amount to the unit price.

10.4 Applying Adjustments to Items in an Enhanced Basket

This section provides an overview of item-level adjustments in enhanced baskets, lists a prerequisite, and discusses how to apply adjustments to items in an enhanced basket.

10.4.1 Understanding Item-Level Adjustments for Items in an Enhanced Basket

The enhanced basket repricing feature enables you to create item-level (including item group-level) adjustments for the items in an enhanced basket so that you can apply various discounts to the items or item groups rather than applying one standard adjustment to the entire basket. You enter exception information by using the Price Adjustment Detail Revisions program. The information that you can enter depends on the basket accumulation and the basket pricing rules you set up in the Basket Master program.

After you enter exception information for the items or item groups in the enhanced basket, you cannot delete or change the corresponding records using the Basket Master program. When changing basket master information, you must delete the exception information using the Price Adjustment Detail Revisions program.

If you specify that a minimum quantity of an item or item group is a requirement in the basket accumulation rule and you do not specify that minimum quantity when entering exception information, the system does not apply the adjustment.

10.4.2 Prerequisite

Ensure that you have chosen the option for enabling the enhanced basket repricing feature on the Price Adjustment Definition form. You access this form when working with the Price Adjustment Type program.

10.4.3 Form Used to Apply Adjustments to Items in an Enhanced Basket

Form Name Form ID Navigation Usage
Adjustment Per Basket Item W4072C Adjustment Setup (G4231112), Price & Adjustment Detail Revisions

Enter an adjustment name on the Work with Adjustment Detail form and click the Add button.

Select a preference on the Preference Hierarchy Selection form and click the Select button.

Enter an item group and any other information necessary to enter an adjustment on the Price Adjustment Detail Revisions form, select a row, and then select Adjustment Per Basket Item from the Row menu.

Apply adjustments to items in an enhanced basket.

10.4.4 Applying an Adjustment to Item in an Enhanced Basket

Access the Adjustment Per Basket Item form.

Quantity From

Enter a number to specify the value at which the system applies an adjustment or preference. The value can be a quantity, weight, or amount, depending on how you have defined level breaks.

For non-sliding rate adjustments, the system applies adjustments when the value equals the level break. For example, if the value is a quantity of 10, then the system applies the adjustment when a quantity of 10 or greater is ordered.

For sliding rate adjustments, the system does not apply the adjustment until a value greater than the level break is ordered. For example, if the value is a quantity of 10, then the system applies the adjustment when a quantity of 11 or greater is ordered.

Depending on the basket accumulation rule and the basket pricing rule that you specified in the Basket Master program, you can update the information in this field. If you do not enter any exception information for the items in the enhanced basket, the system applies standard basket repricing.

10.5 Creating Order-Level Adjustments

This section provides an overview of order-level adjustments and discusses how to create an order-level adjustment.

10.5.1 Understanding Order-Level Adjustments

You use order repricing to reprice items based on order groups. The system uses information in each detail line of an order to determine items in an order group. For items that belong to the group, the system creates an adjustment for the order as a whole and creates a new order detail line with the amount of the adjustment.

You can use order-level repricing to add a line for freight costs. The weight, number, or some other variable of the items you enter determines the amount of the additional line item. The line the system adds is for freight costs.

When you enter an order using Sales Order Entry (P4210) for items in the order repricing group, the system applies the item base price with adjustments. To use the reprice adjustment, select the Reprice Order option from the Form menu on the Sales Order Detail Revisions form. Changes to the base price reflect the repricing adjustment. You can also apply the line item to order groups.

10.5.2 Form Used to Create an Order-Level Adjustment

Form Name Form ID Navigation Usage
Price Adjustment Definition W4071A Adjustment Setup (G4231112), Price Adjustment Definitions

Click the Add button on the Work with Adjustment Types form.

On the Modify Adj. Controls form, enter an adjustment, select the Add to Sales Detail File option and click the OK button

Create an order-level adjustment.

10.5.3 Create an Order-Level Adjustment

Access the Price Adjustment Definition form.

10.5.3.1 Order Reprice Adjustment for All Items (Release 9.1 Update)

You can set up an order level adjustment for all items on a sales order. The system accumulates all items on the sales order regardless of whether the items belong to any reprice group, and compares the accumulated totals to the appropriate level breaks of the all items order reprice adjustment. If the totals qualify for an additional discount, the system reflects the discount as a flat dollar amount in a new sales order line. This supplements the repricing function and operates in the same repricing batch and interactive program.

The system only allows an all items order reprice adjustment to be set up as a weight or amount level break adjustment. This adjustment must be for the sales order. The system allows only one basis code for all level breaks within each all items order reprice adjustment.

Note:

If the adjustment detail lines have more than one basis code, then the system issues an error message when saving the adjustment details.

Also, the system does not support basket adjustments for all items order reprice adjustments.

An all items order reprice adjustment can be set up with all other types of adjustments in a schedule.

To set up an all items order reprice adjustment, you set up a pricing hierarchy in the Preference Hierarchy program (P40073) that has hierarchy levels for all items. You enter numbers in the All Items column (third column) to enable the hierarchy for all items.

Next, you set up a weight or amount level break adjustment definition in the Price Adjustment Type program (P4071). You must select either the Weight Level Break or Amount Level Break option in the Level Break Type group box in order for the system to display the all items hierarchy for you to choose when creating the adjustment details.

When you set up the adjustment detail for the all items order reprice adjustment using the Price Adjustment Detail Revisions program (P4072), the system displays the All Items hierarchy levels in addition to the Item Group hierarchy levels for you to select from.

If you select the All Items Hierarchy level, then the Price Adjustment Detail Revisions form does not display the Order Reprice Group field for input. Thus, the adjustment details set up is not for any particular reprice group. The adjustment is for all items and customer; all items and customer group; or all items and all customers depending on the hierarchy set up and selection.

10.6 Repricing Sales Orders

This section provides an overview of repricing sales orders and discusses how to apply basket- or order-level adjustments.

10.6.1 Understanding Sales Order Repricing

You can provide a discount for the customer by repricing sales orders. You reprice the order using one of these three methods:

  • Reprice after inquiring on an order.

  • Reprice at basket or order level.

  • Reprice automatically.

10.6.2 Repricing After Inquiring On Order

After accepting the order and re-inquiring on the order, click Form and then Reprice Order.

10.6.3 Repricing at Basket or Order Level

You can evaluate a sales order and apply basket-level and order-level adjustments by running the Order and Basket Level Pricing program (R42750). The system writes basket adjustments to the Price Adjustment Ledger File table (F4074) and displays the information in the Price History program (P4074). A basket adjustment may produce free goods, which the system adds as a new detail line to the sales order. Order-level adjustments are not written to the F4074 table. The system adds an order-level adjustment as a new detail line to the sales order. Order level adjustments may create free goods, which the system adds to the sales order as a new detail line.

You can use the Reprice from Scratch processing option on the Process tab in the Order and Basket Level Pricing program to remove existing basket and order adjustments before re-creating them. If you do not want to change or delete free goods when re-pricing from the start, set the Preserve Free Goods processing option on the Process tab.

10.6.4 Reprice Automatically

After accepting the order and re-inquiring on the order, click Form and then Reprice Order.

10.7 Repricing Purchase Orders and Receipts

This section provides an overview of repricing purchase orders and receipts and discusses how to:

  • Set processing options for Reprice Procurement/Receipts (R45620).

  • Reprice purchase orders and receipts.

10.7.1 Understanding Repricing Purchase Orders and Receipts

Occasionally you might want to change your pricing and include those changes on a batch of purchase orders or receipts that you select. Using the Reprice Procurement/Receipts program (R45620), you can you change the base price or price adjustments and the system processes these price changes on purchase orders and receipts records. You choose a version of this program to indicate whether you want to process purchase order records, receipt records, or both. If a purchase order record or receipt record fails to update, the system creates an error message identifying the record and sends this message through the Workflow process. When you update prices on purchase orders, the system processes each line in the purchase orders and then saves only changes to the lines in the Purchase Order Detail File table (F4311). When you update prices on receipts, the system processes each line in the receipt and then saves only changes to the lines in the Purchase Order Receiver File table (F43121). Additionally, when the adjustment amount changes, the system updates the variances into the proper general ledger accounts. The system does not reprice purchase order lines that are:

  • Closed

  • Received

  • Transfer Orders

  • Direct Ship Orders

  • Intercompany lines.

  • Lump sum lines.

  • A price override set, without the Apply on Override Price option set.

  • A price override set and the Apply on Override Price option set without the Procurement Pricing on Override Price system constant set.

The system does not reprice receipt lines that are:

  • Reversed.

  • Matched to a voucher (partially or fully).

  • Transfer orders

  • Direct ship orders

  • Intercompany orders

  • Landed costs lines.

  • Lump sum lines.

  • Lines that are in receipt routing.

The report includes several features:

  • A message indicating that the system did not reprice a line and the reason.

  • Contract Code column if a Contract ID exists for any purchase order or receipt lines.

  • Harvest Name column if the JD Edwards Grower Management system is active and if a Harvest ID exists for any purchase order or receipt lines.

  • Totals by harvest block if the JD Edwards Grower Management system is active.

10.7.2 Using JD Edwards EnterpriseOne Advanced Pricing and Blend Management

If you use the JD Edwards Blend Management system, you can use the Reprice Procurement/Receipts program (R45620) to change the base prices on receipts. For example, you might make changes to a contract in the JD Edwards Grower Management system and apply those prices to all receipts that correspond to the contract. You might also add additional charges, such as hauling charges to an adjustment and apply those prices to all receipts.

You can run the Reprice Procurement/Receipts program (R45620) from the Contracts Detail program (P43C11). Only if purchase orders exist that correspond to the contract, can you click Reprice PO/Receipts on the Contract - Harvest form to run the Reprice Procurement/Receipts program.

You determine which version of the Reprice Procurement/Receipts program runs by setting the Reprice Purchase Orders/Receipts Batch (R45620) processing option on the Versions tab of the Search for Contracts program (P43C00) If you choose XJDE0001, only corresponding receipts reprice. If you choose XJDE0002, only corresponding purchase orders reprice. If you choose XJDE0003, corresponding purchase orders and receipts reprice. If you must create a version of this program to suit your business needs, it is recommended that you copy only one of these versions.

See Managing Grower Contracts.

10.7.3 Setting Processing Options for Reprice Procurement/Receipts (R45620)

Use these processing options to control repricing of purchase orders and receipts.

10.7.3.1 Process

Although processing options are set up during EnterpriseOne implementation, you can change processing options each time you run a program.

1. Receipt Landed Cost

Leave blank or enter 0 to enable the system to reprice a receipt line that has a landed cost.

Enter 1 and the system does not permit repricing of a receipt line that contains a landed cost.

2. Preserve Free Goods on Purchase Order

Leave blank and the system does not preserve free goods on a purchase order.

Enter 1 to preserve free goods on purchase order.

3. Recost Blend Lots (Release 9.1 Update)

Use this processing option to specify whether to call the Recost Blend Lots Batch (R31B30) when repricing receipts. Values are:

Blank: Call the Recost Blend Lots Batch program.

1: Do not call the Recost Blend Lots Batch program.

4. Reprice Date (Release 9.1 Update)

Specify the date that the system uses to reprice the purchase order receipt. The system uses this date to determine the adjustments that apply from the advanced pricing adjustment schedule attached to the associated purchase order. Values are:

Blank: The system uses the receipt transaction date (TRDJ) from the Purchase Order Receiver File table (F43121) as the reprice date.

1: The system uses the receipt date (RCDJ) from the Purchase Order Receiver File table (F43121) as the reprice date.

2: The system uses the date that you run the Reprice Procurement/Receipts program as the reprice date.

10.7.3.2 Versions

Although processing options are set up during EnterpriseOne implementation, you can change processing options each time you run a program.

1. Purchase Order Entry (P4310)

Enter the version of the program the system runs. If you leave this processing option blank, the system uses ZJDE0001 as the default.

2. Receipt (P4312)

Enter the version of the program the system runs. If you leave this processing option blank, the system uses ZJDE0001 as the default.

3. Recost Blend Lots Batch (R31B30) Version (Release 9.1 Update)

Use this processing option to specify the version of the Recost Blend Lots Batch program (R31B30) to use. If you leave this processing option blank, the system uses the default version (XJDE0001).

10.7.3.3 Print

Although processing options are set up during EnterpriseOne implementation, you can change processing options each time you run a program.

1. Tolerance Level (as a percentage)

Enter a user-defined tolerance as a percentage.

10.7.4 Repricing Purchase Orders and Receipts

Enter BV in the Fast Path.

10.8 Revising Adjustments

This section provides an overview of adjustment revisions, lists prerequisites, and discusses how to:

  • Add adjustments during order entry.

  • Change price level breaks during order entry.

  • Review customer rebate information.

10.8.1 Understanding Adjustment Revisions

Adjustment revisions allow you to make additional adjustments and to revise adjustments to purchase and sales order adjustments.

You can add an adjustment that applies to the current order detail line. You might do this in response to a negotiated discount; you can create a manual adjustment for any amount.

During sales order entry, you can change the level of discount a customer receives for an order. The price-level change applies only to the current order.

Based on the rebate accrual adjustment definition, the system calculates rebates based on the total amount, quantity, or weight of multiple orders, which accumulate to a volume history file. During order entry, you can access the volume history file to provide additional information to the customer.

Pricing and availability of inventory items is crucial for placing a sales order. Use the Work with Price and Availability form to review pricing and availability of inventory items. Using this form, you can quickly review the price adjustments the system applied to an order line for a specific item.

You can also review the quantity breaks defined for an adjustment type or specify a different quantity break for the current order. To access the Adjustment Quantity Break form during sales order entry, access the form through the Work with Price and Availability form.

You can access the Check Price and Availability program (P4074) from the Sales Order Entry program. If you use Advanced Pricing, you must enter a version of Check Price and Availability in the processing options.

When making a change, you must also enter a code to provide a reason for the change.

10.8.1.1 Using JD Edwards EnterpriseOne Advanced Pricing and Procurement

For purchase orders, you can use Check Price and Availability to check price adjustments before entering a purchasing order. Use the Work with Price and Availability form to review pricing of inventory items. Using this form, you can quickly review the price adjustments the system applied to an order line for a specific item.

You can also review the quantity breaks defined for an adjustment type or specify a different quantity break for the current order. To access the Adjustment Quantity Break form during purchase order entry, access the form through the Work with Price and Availability form.

You can access the Check Price and Availability program from the Row menu in the Purchase Orders program (P4310).

10.8.2 Prerequisites

Before you complete the tasks in this section:

  • Set the Advanced Sales (or Procurement) Pricing field to yes on the Pricing Constants form.

  • Set processing options in the Sales Order Entry program (P4210) to display prices and enable price changes.

  • Set up a sales order that contains price adjustments.

10.8.3 Forms Used to Revise Adjustments

Form Name Form ID Navigation Usage
Price History W4074D Sales Order Processing (G4211), Sales Order Detail

Locate an order to which you want to add the price adjustment on the Customer Service Inquiry form and click the Select button.

Select a record on the Sales Order Detail Revisions form, and select Price History from the Row menu.

Add adjustments during order entry.
Check Price and Availability W4074D Sales Order Processing (G4211), Sales Order Detail

Locate an order to which you want to add the price adjustment on the Customer Service Inquiry form and click the Select button.

Select a record on the Sales Order Detail Revisions form, and select Check Price from the Row menu.

Change price level breaks during order entry.
Rebate Volume History W4078A Sales Order Processing (G4211), Sales Order Detail

Locate an order on the Customer Service Inquiry form and select Rebate History from the Form menu.

Review customer rebate information.
Volume History by Sales Details W4078C Specify the address number and the effective date to locate a record on the Rebate Volume History form and then click the Select button. Review the rebate history for the Sold To address.

10.8.4 Adding Adjustments During Order Entry

Access the Price History form.

10.8.5 Changing Price-Level Breaks During Order Entry

Access the Check Price and Availability form.

10.8.6 Reviewing Customer Rebate Information

Access the Rebate Volume History form.