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Contents
List of Figures
Title and Copyright Information
Preface
Audience
JD Edwards EnterpriseOne Products
JD Edwards EnterpriseOne Application Fundamentals
Documentation Accessibility
Related Documents
Conventions and Screen Images
1
Introduction to JD Edwards EnterpriseOne Advanced Pricing
1.1
JD Edwards EnterpriseOne Advanced Pricing Overview
1.2
Advanced Pricing Business Processes in JD Edwards EnterpriseOne Systems
1.3
JD Edwards EnterpriseOne Advanced Pricing Integrations
1.3.1
JD Edwards EnterpriseOne Accounts Payable
1.3.2
JD Edwards EnterpriseOne Accounts Receivable
1.3.3
JD Edwards EnterpriseOne Inventory Management
1.3.4
JD Edwards EnterpriseOne Sales Order Management
1.3.5
JD Edwards EnterpriseOne Procurement
1.3.6
JD Edwards EnterpriseOne Service Management
1.3.7
JD Edwards EnterpriseOne Case Management
1.3.8
JD Edwards EnterpriseOne General Accounting
1.3.9
JD Edwards Blend Management
1.3.10
JD Edwards EnterpriseOne Quality Management
1.3.11
JD Edwards Grower, Pricing, and Payments
1.3.12
JD Edwards Grower Management
1.4
JD Edwards EnterpriseOne Advanced Pricing Implementation
1.4.1
Global Implementation Steps
1.4.2
Application-Specific Implementation Steps
1.4.3
Procurement-Specific Implementation Steps
1.4.4
EnterpriseOne Sales Order Management-Specific Implementation Steps
1.5
Business Interface Integration Objects
2
Understanding Advanced Pricing
2.1
JD Edwards EnterpriseOne Advanced Pricing
2.1.1
Advanced Pricing Terminology
2.2
JD Edwards EnterpriseOne Advanced Pricing Features
2.2.1
Customer and Item Groups
2.2.2
Pricing Workbench
2.2.3
Customer Price Lists
2.2.4
Adjustment Accruals
2.2.5
Types of Price Adjustments
2.2.6
Limited Time Offers
2.2.7
Multi-currency Pricing
2.2.8
Multiple Units of Measure
2.2.9
Volume Incentives
2.2.10
Volume Upselling
2.2.11
Free Goods
2.2.12
Level Breaks
2.2.13
Buying Structures
2.2.14
Accruals
2.2.15
Rebates
2.2.16
Flexible Invoice Print Detail
2.2.17
Reprice Adjustments
2.2.18
Online Price Negotiation
2.2.19
Price Approvals
2.2.20
Ship and Debit Agreement Processing
2.2.21
Price Matrix
2.3
JD Edwards EnterpriseOne Advanced Pricing and Procurement
2.4
JD Edwards EnterpriseOne Advanced Pricing and Blend Management
3
Setting Up EnterpriseOne Advanced Pricing
3.1
Understanding the Setup Requirements
3.2
Setting Up Advanced Pricing Constants
3.2.1
Understanding Advanced Pricing Constants
3.2.2
Forms Used to Set Up Advanced Pricing Constants
3.2.3
Setting Up System Constants
3.2.4
Setting Up Pricing Constants
3.3
Working with the Accelerated Pricing Resolution Engine
3.3.1
Understanding the Accelerated Pricing Resolution Engine
3.3.2
Form Used to Work with the Accelerated Pricing Resolution Engine
3.3.3
Setting Processing Options for Accelerated Pricing Resolution Engine Workbench (Release 9.1 Update)
3.3.3.1
Process
3.3.4
Working with the Accelerated Pricing Resolution Engine
3.3.5
Setting Processing Options for the Accelerated Pricing Resolution Scheduler Program (R45391) (Release 9.1 Update)
3.3.5.1
Process
3.3.5.2
Version
3.4
Setting Up Automatic Accounting Instructions (AAIs) for Advanced Pricing
3.4.1
Understanding AAIs for Advanced Pricing
3.4.1.1
AAIs Used in the JD Edwards EnterpriseOne Advanced Pricing System
3.4.2
Prerequisites
3.4.3
Form Used to Set Up AAIs for Advanced Pricing
3.4.4
Setting up AAIs
4
Using Base Pricing
4.1
Understanding Base Pricing
4.1.1
Mobile Enterprise Applications for Product Price and Availability (Release 9.1 Update)
4.2
Understanding Base Pricing in JD Edwards EnterpriseOne Sales Order Management
4.2.1
Price Levels
4.2.2
Item and Customer Price Groups
4.3
Understanding Price Approvals
4.3.1
Pending Prices and Active Prices
4.3.2
Price Approval Workflow
4.3.3
Approval Requests
4.3.4
Employee Queue Manager
4.3.5
Speed Price Approval
4.3.6
Workflow Setup
4.3.7
Prerequisites
4.4
Understanding Pricing in JD Edwards EnterpriseOne Procurement
4.4.1
Purchase Price Levels
4.4.2
Inventory Cost
4.4.3
Supplier Prices
4.4.4
Contracts
4.5
Reviewing the Base Price Preference Hierarchy
4.5.1
Understanding the Base Price Preference Hierarchy
4.5.2
Form Used to Review the Base Price Preference Hierarchy
4.5.3
Reviewing the Preference Hierarchy for Base Prices
4.6
Setting Up Base Prices
4.6.1
Understanding Base Price Setup
4.6.2
Prerequisites
4.6.3
Forms Used to Set Up Base Prices
4.6.4
Setting Up a Base Price
4.7
Activating Pre-Existing Prices
4.7.1
Understanding the Price Approvals Conversion Program (R45210) for Activating Pre-Existing Prices
4.7.2
Setting Processing Options for the Price Approvals Conversion Program (R45210)
4.7.2.1
Process
4.7.3
Running the Price Approvals Conversion Program (R45210)
5
Working with Schedules and Adjustments
5.1
Understanding Schedules and Adjustments
5.1.1
Using Taxed Prices with Advanced Pricing
5.1.2
Using JD Edwards EnterpriseOne Advanced Pricing and Blend Management
5.1.3
Using JD Edwards EnterpriseOne Advanced Pricing and Procurement
5.1.4
Prerequisites
5.2
Setting Up Advanced Pricing Hierarchies
5.2.1
Understanding Advanced Pricing Hierarchies
5.2.1.1
Using JD Edwards EnterpriseOne Advanced Pricing and Procurement
5.2.1.2
Preference Master Setup
5.2.1.3
Pricing Hierarchy Definition
5.2.2
Forms Used to Set Up Advanced Pricing Hierarchies
5.2.3
Setting Up a Preference Master
5.2.4
Defining a Pricing Hierarchy
5.3
Working with Adjustment Definitions
5.3.1
Understanding Adjustment Definitions
5.3.1.1
Promotional Information
5.3.1.2
Mutual Exclusion for Price Adjustments
5.3.1.3
Resolving Conflicting Adjustments
5.3.1.4
Repricing at Receipt Entry
5.3.2
Forms Used to Work with Adjustment Definitions
5.3.3
Setting Up Adjustment Controls
5.3.4
Setting Up Adjustment Definitions
5.3.4.1
Additional Options
5.3.4.2
Quality Results
5.3.5
Displaying Promotional Information on Invoices and Purchase Orders
5.3.6
Specifying Mutual Exclusion for Price Adjustments
5.4
Building Adjustment Schedules
5.4.1
Understanding Adjustment Schedules
5.4.1.1
Considerations when Using JD Edwards EnterpriseOne Advanced Pricing and Blend Management
5.4.1.2
Considerations when JD Edwards EnterpriseOne Using Advanced Pricing and Procurement
5.4.2
Forms Used to Build Adjustment Schedules
5.4.3
Building an Adjustment Schedule
5.5
Setting Up Adjustment Details
5.5.1
Understanding Adjustment Details
5.5.1.1
Using JD Edwards EnterpriseOne Advanced Pricing and Blend Management
5.5.2
Understanding Basis Codes for Sales Adjustments
5.5.3
Understanding Basis Codes for Purchase Order Adjustments
5.5.4
Forms Used to Set Up an Adjustment Detail
5.5.5
Setting Up an Adjustment Detail
5.6
Generating New Price Adjustments in a Different Currency
5.6.1
Understanding Price Adjustments in a Different Currency
5.6.1.1
Price Adjustments with an Actual Amount
5.6.1.2
Price Adjustments Without an Actual Amount
5.6.1.3
Data Selection for Advanced Price and Adjustment
5.6.2
Setting Processing Options for the Advanced Price and Adjustment Program (R407201)
5.6.2.1
Process
5.6.2.2
Currency
5.6.3
Running the Advanced Price and Adjustment Program (R407201)
6
Working with Pricing
6.1
Understanding Pricing
6.1.1
Price Adjustment Record Mass Updates
6.2
Working with the Pricing Workbench
6.2.1
Understanding the Pricing Workbench
6.2.1.1
Pricing Search Queries
6.2.2
Forms Used to Work with the Pricing Workbench
6.2.3
Generating a Pricing Search Query
6.2.4
Viewing the Results of a Pricing Search Query
6.2.5
Performing a Mass Update of Price Adjustment Records
6.2.5.1
Copy Price Matrix Records
6.3
Working with Customer Price Lists
6.3.1
Understanding Customer Price Lists
6.3.1.1
Price Lists
6.3.1.2
Price List Groups
6.3.1.3
Price List Generation
6.3.1.4
Price List Printout
6.3.2
Forms Used to Work with Customer Price Lists
6.3.3
Creating a Customer Price List and Building a Price List Shell
6.3.4
Specifying Price List Groups for Adjustments
6.3.5
Grouping Price List Adjustments Using Column Patterns
6.4
Creating Search Agents
6.4.1
Understanding Search Agents
6.4.2
Forms Used to Create a Search Agent
6.4.3
Creating Search Agents
6.5
Working with the Price Matrix
6.5.1
Understanding the Price Matrix
6.5.1.1
JD Edwards EnterpriseOne Advanced Pricing and Blend Management
6.5.2
Prerequisites
6.5.3
Forms Used to Work with the Price Matrix
6.5.4
Creating the Price Matrix Definition
6.5.5
Editing a Price Matrix
6.5.6
Importing or Exporting a Price Matrix
6.5.7
Copying Price Matrix Records
7
Working with Buying Structures
7.1
Understanding Buying Structures
7.1.1
Understanding Tier Levels and Inheritance in Buying Structures
7.2
Setting Up Buying Structures for Pricing
7.2.1
Understanding the Setup for Buying Structures
7.2.2
Prerequisite
7.2.3
Forms Used to Set Up Buying Structures for Pricing
7.2.4
Setting Up Buying Structures for Pricing
7.2.5
Setting Processing Options for A/B Org Structure Browse Revisions (P0150)
7.2.5.1
Process
7.2.5.2
Defaults
7.3
Reviewing and Revising Buying Structures
7.3.1
Understanding Buying Structure Revisions
7.3.2
Forms Used to Review and Revise a Buying Structure
7.3.3
Reviewing and Revising Buying Structures
7.4
Creating Direct Price Adjustments
7.4.1
Understanding Direct Price Adjustments
7.4.2
Prerequisite
7.4.3
Form Used to Create Direct Price Adjustments
7.4.4
Creating a Direct Price Adjustment
8
Defining Override Search Groups
8.1
Understanding Override Search Groups
8.1.1
Pricing for JD Edwards EnterpriseOne Sales Order Management
8.1.2
Example: Using Override Search Groups for Sales Adjustments
8.1.3
Using JD Edwards EnterpriseOne Advanced Pricing and Procurement
8.1.4
Using JD Edwards EnterpriseOne Advanced Pricing and Blend Management
8.2
Prerequisites
8.3
Working with Complex Price Groups
8.3.1
Understanding Complex Price Groups
8.3.1.1
Customer Price Groups
8.3.1.2
Item Price Groups
8.3.1.3
Date-Effective Category Codes
8.3.2
Prerequisite
8.3.3
Forms Used to Work with Complex Price Groups
8.3.4
Setting Up Complex Customer Price Groups
8.3.5
Setting Up Complex Item Price Groups
8.4
Generating Price Group Combinations
8.4.1
Understanding Price Group Combinations
8.4.2
Generating Customer Price Groups
8.4.3
Generating Item Price Groups
8.5
Defining Order Detail Groups
8.5.1
Understanding Order Detail Groups
8.5.1.1
Using JD Edwards EnterpriseOne Advanced Pricing and Procurement
8.5.2
Prerequisite
8.5.3
Form Used to Define Order Detail Groups
8.5.4
Defining an Order Detail Group
9
Working with Additional Adjustments
9.1
Understanding Additional Adjustments
9.2
Creating Free Goods Adjustments
9.2.1
Understanding Free Goods Adjustments
9.2.1.1
Free Goods Adjustments with JD Edwards EnterpriseOne Advanced Pricing and Procurement
9.2.2
Prerequisite
9.2.3
Form Used to Create Free Goods Adjustments
9.2.4
Creating a Free Goods Adjustment
9.3
Working with Free Goods Catalogs
9.3.1
Understanding Free Goods Catalogs
9.3.1.1
Free Goods Awards
9.3.2
Prerequisites
9.3.3
Forms Used to Work with Free Goods Catalogs
9.3.4
Creating a Free Goods Catalog
9.4
Working with Volume-Based Upselling
9.4.1
Understanding Volume-Based Upselling
9.4.2
Prerequisites
9.4.3
Form Used to Work with Volume-Based Upselling
9.4.4
Creating Volume-Based Upselling Prices
9.5
Working with Rounding Rules
9.5.1
Understanding Rounding Rules
9.5.2
Prerequisite
9.5.3
Forms Used to Work with Rounding Rules
9.5.4
Setting Up Rounding Rules
9.6
Setting Up Volume Incentives
9.6.1
Understanding Volume Incentives
9.6.2
Prerequisite
9.6.3
Forms Used to Set Up Volume Incentives
9.6.4
Activating a Volume Incentive Adjustment
9.6.5
Setting Up Volume Incentive Information
9.7
Working with Rebate Adjustments
9.7.1
Understanding Rebate Adjustments
9.7.1.1
Example of Creating a Rebate Accrual Adjustment
9.7.1.2
Review of Rebate Information
9.7.2
Understanding Rebate Accrual Adjustments
9.7.3
Understanding Standard Procurement Rebates
9.7.4
Understanding Supplier Proof-of-Sale Rebates
9.7.5
Understanding Tiered Rebates
9.7.6
Prerequisite
9.7.7
Forms Used to Work with Rebate Adjustments
9.7.8
Defining Rebate Thresholds
9.7.9
Creating a Supplier Proof-of-Sale Rebate
9.8
Working with Variable Price Adjustments
9.8.1
Understanding Variable Price Adjustments
9.8.2
Forms Used to Work with Variable Price Adjustments
9.8.3
Create Variable Adjustments
9.8.4
Create Formula-Based Adjustments
9.9
Working with Sliding Rates
9.9.1
Understanding Sliding Rates
9.9.1.1
Example of a Sliding Rate Discount
9.9.2
Forms Used to Work with Sliding Rates
9.9.3
Creating a Sliding Rate Adjustment
9.10
Creating Gross Profit Margin Adjustments
9.10.1
Understanding Gross Profit Margin Adjustments
9.10.2
Prerequisites
9.10.3
Forms Used to Create a Gross Profit Margin Adjustment
9.10.4
Defining Gross Profit Margin Target Adjustment Preference Detail
9.10.5
Defining Gross Profit Margin Target Adjustment Limits
9.11
Creating Extended Terms Adjustments
9.11.1
Understanding Extended Terms Adjustments
9.11.2
Prerequisites
9.11.3
Forms Used to Create an Extended Terms Adjustment
9.11.4
Defining Extended Terms Adjustment Preference Detail
9.11.5
Defining Extended Terms Adjustment Payment Terms
9.12
Working with Ship and Debit Adjustments
9.12.1
Understanding Ship and Debit Adjustments
9.12.1.1
Ship and Debit Items
9.12.1.2
Ship and Debit During Sales Order Processing
9.12.1.3
Technical Considerations
9.12.1.4
Ship and Debit Claims
9.12.1.5
(Release 9.1 Update) Alternate Tax Rate/Area Assignment Functionality in Ship and Debit Claims
9.12.2
Understanding Ship and Debit Adjustment Details
9.12.3
Prerequisites
9.12.4
Forms Used to Work with Ship and Debit Adjustments
9.12.5
Defining Ship and Debit Adjustments
9.12.6
Setting Processing Options for Adjustment Balances (P45715)
9.12.6.1
Display
9.12.6.2
Process
9.12.7
Setting Up Ship and Debit Adjustment Balances
10
Working with Repricing
10.1
Understanding Repricing
10.2
Reviewing Price and Adjustment Changes
10.2.1
Understanding the Price Adjustment Report
10.2.2
Understanding the Price Adjustment Revisions Report
10.2.3
Understanding the Future Adjustments Additions Report
10.2.4
Understanding the Orders Affected by Price Change Report
10.2.5
Understanding Pricing at Settlements
10.3
Working with the Basket Master
10.3.1
Understanding the Basket Master
10.3.1.1
Basket Master Information
10.3.1.2
Basket-Level Adjustments
10.3.2
Prerequisite
10.3.3
Forms Used to Work with Basket Master Information
10.3.4
Setting Up Basket Master Information
10.3.5
Creating Basket-Level Adjustments
10.4
Applying Adjustments to Items in an Enhanced Basket
10.4.1
Understanding Item-Level Adjustments for Items in an Enhanced Basket
10.4.2
Prerequisite
10.4.3
Form Used to Apply Adjustments to Items in an Enhanced Basket
10.4.4
Applying an Adjustment to Item in an Enhanced Basket
10.5
Creating Order-Level Adjustments
10.5.1
Understanding Order-Level Adjustments
10.5.2
Form Used to Create an Order-Level Adjustment
10.5.3
Create an Order-Level Adjustment
10.5.3.1
Order Reprice Adjustment for All Items (Release 9.1 Update)
10.6
Repricing Sales Orders
10.6.1
Understanding Sales Order Repricing
10.6.2
Repricing After Inquiring On Order
10.6.3
Repricing at Basket or Order Level
10.6.4
Reprice Automatically
10.7
Repricing Purchase Orders and Receipts
10.7.1
Understanding Repricing Purchase Orders and Receipts
10.7.2
Using JD Edwards EnterpriseOne Advanced Pricing and Blend Management
10.7.3
Setting Processing Options for Reprice Procurement/Receipts (R45620)
10.7.3.1
Process
10.7.3.2
Versions
10.7.3.3
Print
10.7.4
Repricing Purchase Orders and Receipts
10.8
Revising Adjustments
10.8.1
Understanding Adjustment Revisions
10.8.1.1
Using JD Edwards EnterpriseOne Advanced Pricing and Procurement
10.8.2
Prerequisites
10.8.3
Forms Used to Revise Adjustments
10.8.4
Adding Adjustments During Order Entry
10.8.5
Changing Price-Level Breaks During Order Entry
10.8.6
Reviewing Customer Rebate Information
11
Using Promotion IDs
11.1
Understanding Promotion IDs
11.1.1
Prerequisite
11.2
Setting Up Promotion Status
11.2.1
Understanding Promotion Status
11.2.2
Forms Used to Set Up Promotion Status
11.2.3
Adding a Promotion Status
11.3
Entering and Updating Promotion Information
11.3.1
Understanding Promotion Maintenance
11.3.2
Forms Used to Add Promotions
11.3.3
Adding a Promotion
11.4
Associating Promotions
11.4.1
Understanding Promotion Association
11.4.2
Forms Used to Associate Promotions
11.4.3
Associating a Promotion to an Adjustment
11.4.4
Associating a Promotion to an Order
A
Delivered Workflow for JD Edwards EnterpriseOne Advanced Pricing
A.1
Delivered Workflow for JD Edwards EnterpriseOne Advanced Pricing
A.1.1
Price Approval
A.1.1.1
Description
A.1.1.2
Workflow Objects
Glossary
Index
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