PeopleSoft Order Management 9.1 PeopleBook

Adjusting Pricing in PeopleSoft Order Management

This chapter provides an overview of pricing in PeopleSoft Order Management and discusses how to:

Establish prerequisites for margin adjustments.
Create margin adjustments during sales order entry.

Understanding PeopleSoft Order Management Pricing

This section discusses:

How pricing occurs on the sales order.
Margin adjustments.

Pricing can occur at many levels in PeopleSoft Order Management. For simple scenarios, use the standard discount or buying agreement to drive pricing. You can set up complex rules and formulas using PeopleSoft Enterprise Pricer. From the order, you can make additional adjustments to margins.

How Pricing Occurs on the Sales Order

Here is an example of how pricing is determined on a sales order in PeopleSoft Order Management.

During sales order entry, the arbitration ID is supplied by default to the sales order or buying agreement from the sold-to customer, the pricing customer group associated with the sold-to customer, or the arbitration plan marked as the default for the transaction being priced. The PeopleSoft Enterprise Pricer is called when the Customer Service Representative (CSR) creates or modifies a sales order or quote.

The list price is retrieved based on the price list lookup option defined for the sales order transaction in PeopleSoft Enterprise Pricer:

Price lists associated with price list fields are defined for the pricing transaction. The system selects the first active list price in the defined priority order if lookup in priority order is defined for the transaction.
The system selects the best (lowest) price for price lists associated with price list fields if consider all prices is defined for the transaction.
The system selects the base price established for the product if it finds no price defined in the price lists. This is always the default.

Note. The PeopleSoft Order Management transactions (sales order, quote, RMA and buying agreement) are delivered with the list price lookup option consider all prices.

PeopleSoft Enterprise Pricer then retrieves any price rule conditions that match the transaction and applies the price formulas to the base price. The applicable price rules and formulas are applied in the order as defined by the arbitration plan. The pricing engine returns an audit list of the price rules and adjustments that are applied to the transaction at pricing time. These price adjustment audits are saved with the order line or schedule.

You can optionally enter an arbitration plan ID as the exclusive pricing ID when a buying agreement line is created. The system calls PeopleSoft Enterprise Pricer if an arbitration plan is entered. The net unit price returned from the pricing engine is used as the net price on the buying agreement line. When the sales order or quote is priced with a buying agreement line assigned to it, the price comes directly from the buying agreement line.

Note. When you enable the Allow Adjustments to Buying Agreement Price option, you can change the price on the sales order even if it is a buying agreement price.

The Applicable to Buying Agreement option on the Formulas page enables you to create price rules that specifically apply to buying agreement prices.

The Price and Availability component enables you to price a transaction without actually creating the sales order or quote. You can enter the same information as on the sales order or quote. You can select a base price from the Inventory business unit base price or let the system automatically select a base (list) price from the price lists. The system then applies all price rule formula adjustments. PeopleSoft Enterprise Pricer returns an audit list of the price rules and formulas that are applied at pricing time, as in sales order processing.

Batch pricing for the sales order or quote works the same way as the online pricing of the sales order or quote. Depending on how you have set up your installation options for online pricing, pricing during order entry will occur in the background or when you save or select the price order button from the order entry or the shipment schedules page.

Note. The entire sales order or quote is priced every time a line or schedule is priced. This means new adjustments that may apply to previously entered lines will occur with every change or newly entered line.

The following diagrams illustrate how pricing occurs on the sales order.

Pricing the sales order (1 of 3)

Pricing the sales order (2 of 3)

Pricing the sales order (3 of 3)

Margin Adjustments

The CSR can quickly and easily manipulate the sales order or the quotation to meet specific prices and achieve specific margins to secure additional customer business, as well as meet overall budgetary margin goals. The CSR can do margin adjustments online for individual orders or use a process to access a range of orders, customers, and products. PeopleSoft Enterprise Pricer performs the initial pricing for the order.

The ability to adjust margins on the sales order is controlled by a setting on the Order Entry Feature page. Because it is such a powerful feature, you control the ability to adjust margins using Feature Function security. You may decide to let all of your CSRs view the margin adjustment information, but allow only certain CSRs the ability to change the margin on the sales order or even refine it further by letting them only make adjustments on the Order Entry Form page.

The products that you can update using margin manipulation are controlled by a setting on the Product Options page. You can add a value for an alternate cost adjustment factor in cases in which you want to add additional costs to the unit cost. These options are available on the Product Options and Product Group Table page. You can additionally set up exceptions to the alternate cost by Inventory or Order Management business unit for pricing product groups.

The default order to determine the Alternate Cost Adjustment Factor is:

Product value.
Product group value.
Inventory business unit or the Order Management business unit from the Product Group Exception List from the product group.

Note. If two conflicting override values exist, the higher of the two values is used. For example, you may have the adjustment factor of the Order Management business unit as 20 percent and that of the Inventory business unit as 18 percent. The system would use the Order Management business unit value in this example.

You also determine whether you want adjustments made to the product or product group. The Pricing Option field controls whether you can change the price of the product or product group. Values are:

KVI (known value item): Designated products or groups of products for which the selling price cannot be reduced or increased.
NDP (nondiscountable product): Designated products or groups of products for which the selling price cannot be decreased, but can be increased.
Regular: Prevents the setting from overriding or being applied to a product. For product groups, indicates that the product group is neither NDP nor KVI.

Note. The system retrieves the product value first. If none exists, it retrieves the product group value for the default pricing group if any is associated with the product.

Changing Margins on the Sales Order

If your CSR can change margins on the sales order based on his Feature Function security settings, he can change the net unit price at these levels: line, schedule, order (part or entire), section, and use of a worksheet process for a range or orders. Sections enable you to group logical order lines and schedules together to make changes to the price. The worksheet enables you to change the prices for the entire order. The CSR can use the worksheet to try various price changes to achieve the result that the customer wants.

Changing the prices using margin manipulation is a powerful feature. These adjustment types can be used from the line, schedule, worksheet, or process:

Adjust cost for price: Cost plus pricing.
Adjust extended amount – Adjust the total amount for the line.
Calculate a new net unit price— Change list price ID and net unit price.
Adjust margin amount — Adjust margin by amount.
Adjust margin percent — Adjust margin by percent.
Adjust net unit price — Override net unit price.
Set price protect only — Set price protection. This type is not available from the line.

You can make the actual margin adjustments using three methods at every level—line, schedule, worksheet, or process:

Replacing the price or margin.
Using a formula to calculate the price or margin.
Using the adjustment type, adjust by, and adjustment amount to specify the adjustments.

See Margin Adjustments.

If the products have a minimum selling price or minimum or maximum margins set up, the CSR will receive a warning message if these settings are violated by the changes. Depending on your hold processing parameters, the lines may also go on hold.

The new price information appears on the Line Pricing Data and Schedule Pricing Data pages along with the unit and alternate cost information.

Adjusting the margins changes the price and requires a reason code. You can set a default value at the Order Management business unit on the Order Management Setup page or the user preferences pages for quotes and orders.

Adjusting Margins with Claimbacks

If the sales order line or schedule is associated with a claimback, the margins take into consideration the value of the Margin Impact field on the claimback. The values are:

Primary Only: The margin calculation for the normal unit cost is updated to subtract the computed claimback amount from the unit cost to increase the margin percent.
Secondary Only: The margin calculation for the secondary alternate unit cost is updated to subtract the computed claimback amount from the secondary unit cost to increase the margin percent.
Both: The margin calculations for both the primary unit cost and the secondary unit cost are updated to subtract the computed claimback amount from the unit cost to increase the margin percent.
Neither: The claimback amount has no impact on either the primary or secondary unit cost margin calculation.

You many need to perform a unit of measure (UOM) conversion to determine the correct claimback amount to be applied to the margin calculation if the claimback contract UOM is different from the selling UOM.

See Working with Claimbacks.

Using Formulas in Price Adjustments

Depending on your business scenario, you can do price adjustments using formulas. The system recognizes these symbols for formulas:

Symbol	Description
A, MARGIN AMOUNT, or AMOUNT	Gross profit (margin amount)
M, MARGIN PERCENT, or PERCENT	Gross profit margin (margin percent)
L or LIST	List price as defined by the default price list
C or COST	Cost as defined by the cost base
N or NET UNIT PRICE	Net unit price as previously calculated or displayed in the worksheet
T or TOTAL	Total Price

The formulas use these operators:

Symbol	Meaning
+	Addition
–	Subtraction
X, x, or *	Multiplication
/	Division
=	Equals

You can also use value indicators to qualify the value:

Symbol	Meaning
$, £, or €	Amount indicator (USD, British pound, euro)
%	Percentage indicator (this is the default if no other indicator is used)

Note. If no equal sign (=) appears, then N= is assumed. If no value indicator used, then percent is assumed.

Formulas can have only one adjustment type, one operator, and one value indicator. If no equal sign (=) is used, then N= is assumed for cost, list price, and net unit price calculations. If no value indicator is used, then percent (%) is assumed except for division calculations. This table lists some sample formulas and how the system interprets them.

Formula	Interpretation
L – 5, L – 5%, L – %5	List price minus 5 percent
C+$.05, C+.05$	Cost plus .05
A*1.10	Increase margin amount by 10 percent
M+5, M*1.05, M+5%	Increase margin percent by 5 percent
T=$45	Set total price to equal 45.00
N=$4.95, N=4.95$	Replace price, set net unit price equal to 4.95
M=45, PERCENT=45	Set worksheet margin percent to 45 percent

Margin Adjustment Scenarios

This section describes the steps to create total price and margin percent adjustments after your customer places an order with your CSR. Ensure that you have set up the prerequisites so that your CSR can make margin adjustments.

See Establishing Prerequisites for Margin Adjustments.

In the first scenario, your customer places an order and the total order amount comes to 5800.00 USD. Your customer wants to receive the goods for 5500.00 USD and the CSR makes the change to offer them the requested price because they are an outstanding customer. To create a total price adjustment, complete these steps in the Cost Summary section of the Order Entry Form page after entering products to the order:

Enter a reason code for the change.
Select Adjust Extended Amount in the Adjustment Type field.
Enter Amount in the Adjust By field.
Enter minus 300.00 USD (–300.00) in the Amount field.
Click the Adjust Order Margins button to make the change to the entire order.
(Optional) Select the Set Price Protection flag to prevent the items from being further changed.
Save the order.

In the next scenario, the CSR will decrease the margin for a section of the order by 5% after entering the products and assigning them a Section to give the customer a better price.

After entering an order, create a section for the products that the customer wants a better price for. Enter the section on the Margins tab.
In the Sections Total, click the Load Sections button.
Select Adjust Margin Percent in the Adjustment Type field.
Enter Percent in the Adjust By field.
Enter minus 5 percent (–5) in the Amount field.
Click the Adjust Section Margins button to make the change to the section.
Save the order.

Note. Remember to check the price protected option and whether the products are NDP or KVI if you do not get the changes you want when making adjustments.

Margin Adjustment Calculations

The formulas in this table illustrate the operation of the adjustment type, adjust by, and adjustment amount fields.

Adjustment Type	Adjust By: By Amount	Adjust By: By Percent	Adjust By: To Equal
Adjust Cost for Price	Net Unit Price = Cost + Adjust Amount	Net Unit Price = Cost * (1 + (Adjust Amount / 100))	Net Unit Price = Adjust Amount
Adjust Extended Amount (Note 1)	Extended Amount = Extended Amount + Adjust Amount	Extended Amount = Extended Amount * (1 + (Adjust Amount / 100))	Extended Amount = Adjust Amount (Note 2)
Adjust List Price	Net Unit Price = List Price + Adjust Amount	Net Unit Price = List Price * (1 + (Adjust Amount / 100))	Net Unit Price = Adjust Amount
Adjust Margin Amount (Note 1)	Margin Amount = Margin Amount + Adjust Amount	Margin Amount = Margin Amount * (1 + (Adjust Amount / 100))	Margin Amount = Adjust Amount (Note 2)
Adjust Margin Percent (Note 1)	Margin Percent = Margin Percent + Adjust Amount	Margin Percent = Margin Percent * (1 + (Adjust Amount / 100))	Margin Percent = Adjust Amount (Note 2)
Adjust Net Unit Price	Net Unit Price = Net Unit Price + Adjust Amount	Net Unit Price = Net Unit Price * (1 + (Adjust Amount / 100))	Net Unit Price = Adjust Amount (Note 2)
Set Price Protect Only	(Note 3)	(Note 3)	(Note 3)

Note 1: Adjusting the Margin Amount, Margin Percent, or Extended Amount values causes the Net Unit Price to be recalculated for each of the order lines or schedules included in the Margin Amount, Margin Percent, or Extended Amount.

Note 2: Selecting the Net Unit Price, Margin Amount, Margin Percent, or Extended Amount fields on the page and directly replacing the value is equivalent to using the Adjust By: To Equal technique shown here.

Note 3: Set Price Protect Only selects the Price Protect check box for the targeted rows. It does not adjust any other values.

Establishing Prerequisites for Margin Adjustments

Before you can create price adjustments for margins:

On the Order Management Setup page for the Order Management business unit, establish a default reason code for price adjustments.
On the Orders - Sales and Orders - Quotes user preferences pages, establish a default reason code for price adjustments for each user to optionally override the setting on the Order Management business unit.
On the Order Entry Features page for the Order Management business unit, select the option for margin adjustments from the drop-down list box. The available options are Not Enabled, Sales Order & Quote, Sales Order Only, and Quote Only.
Establish feature function security for margin manipulation in the Feature Function Security component.
On the Product Definition - Options page and the Product Groups Table page, establish whether you want the product or product group to use alternate cost and, if so, the percent for the alternate cost.
On the Product Attributes by UOM page and Product Group Table page, establish whether you want the product or product group to be adjusted using the Pricing Option field.

Creating Margin Adjustments During Sales Order Entry

This section provides a list of common elements and discusses how to:

Adjust margins on the order entry form.
Enter margin adjustments on the worksheet.
Apply mass margin adjustments.

Note. When you use the order entry form or the worksheet to make adjustments, extended values are rounded using the decimal precision set for the currency at the system level. The calculation of net unit prices, margin amounts, and margin percents are affected by the rounding that has occurred for the extended value fields.

Comment Elements for Margin Adjustments

Formula and Order Adjustment Formula	Enter a formula to adjust the net unit price.
Adjustment Type and Adjust By	Select an adjustment type and an Adjust By method, and enter a numerical value in the Adjust Amount field. All adjustment types except the Set Price Protect Only value require a value to be entered in both the Adjust By and Adjust Amount fields. If an adjustment type is entered without the corresponding Adjust By and Adjust Amount fields, it is cleared when the page is refreshed.
Adjust Amount	Enter the amount for the adjustment.
Cost Basis	If the security enables this field, it will appear. This field lets the CSR choose whether the Net Unit Price Cost basis is Unit Cost or Alternate Unit Cost; the default is Alternate Unit Cost. If this field is changed, the new value will be used for all margin adjustment calculations throughout the sales order until it is changed again.
Reason and Reason Code	Select a reason code to be associated with this change. All adjustments require a reason code. If a default reason code for the business unit exists, that value will be the default value for this field when the worksheet changes are applied to the sales order.
Set Price Protect Flag	Select to prevent the rows from being changed after the adjustments.
Append to Worksheet	Click to add the data specified in the Select Data field to the worksheet.
Remove from Worksheet	Click to delete the data specified in the Select Data field from the worksheet.
Reload Worksheet	Clears the worksheet and reloads the data for the rows previously selected.
Clear Worksheet	Clears all data from the worksheet grid.
New Price List ID and Price List ID	Select a specific price list ID to use for margin adjustments that have a list price basis. When this field is populated, the new value is used for all list price margin adjustment calculations until it is changed again. The CSR can override It she selects another value at the section or line level in the worksheet. If the product is not found in the price list, an error appears in an error column that appear at the end of the worksheet row.
Equalize Margin Percentages	If this option is selected, all changed rows in the worksheet will be adjusted to the same margin percent value for adjustments that do not directly change the price. List price adjustments, cost plus adjustments, and net unit price adjustments are examples of adjustments that directly change the price and would not use this feature.
Price Protect All and Price Protect None	Toggles between the price protection options for all of the data in the worksheet.
Margin Amount and New Net Unit Margin Amount	The existing gross margin amount based on the cost type of either unit or alternate cost. You can change this amount to derive a new net unit price as long as feature function security has been set up for the change.
Margin Percent and New Margin Percent	The existing gross margin percentage based on the cost type of either unit or alternate cost. You can change this amount to derive a new net unit price as long as feature function security has been set up for the change.
Extended Amount	You can change this amount to derive a new net unit price as long as feature function security has been set up for the change.

Pages Used to Create Margin Adjustments During Sales Order Entry

Page Name	Definition Name	Navigation	Usage
Order Entry Form	ORDENT_FORM_LINE	Order Management, Quotes and Orders, Create/Update Order Order Management, Quotes and Orders, Create/Update Quote	Adjust margins on the Order Entry form. Update margins for individual lines, sections, and the entire order.
Margin Adjustments Worksheet	ORDENT_MARGINS	Select Margin Adjustments Worksheet in the Header Menu field on the Order Entry Form page. Click the Margin Adjustments Worksheet link in the Cost Summary section of the Order Entry Form page.	Make adjustments for lines, sections, schedules, and the entire order.
Margin Adjustments	RUN_OM_ADJUST	Order Management, Quotes and Orders, Update Price, Adjust Margins	Adjust margins by product, customer, business unit, and order criteria.

Adjusting Margins on the Order Entry Form

Access the Order Entry Form page (Order Management, Quotes and Orders, Create/Update Order). On the Order Entry Form page, margin information appears on the Margin tab, where you can adjust individual lines and create sections. In the Margin Adjustments section, you can adjust sections in the section totals if they exist for the order and adjust the entire order in the Cost Summary section.

Note. You can access these areas only if you are using margin adjustments for the business unit and security has been set up using Feature Function Security.

Margins Tab

Access the Margins tab.

Use this section to make changes to individual lines and create sections.

Section	Enter a name for the rows that you want to include in the section.
Number of Lines	View the number of lines in the section.
Price Protect	You cannot adjust lines that have this option selected but they can be selected for inclusion in the margin adjustment worksheet. If the product is KVI, the Price Protected and margin adjustments options will be unavailable for entry. If pricing is done by a buying agreement, the Price Protected option and margin adjustments options will be unavailable for entry unless the buying agreement price can be changed.
Adjust in worksheet	Select if you want to do further adjustments using the Margin Adjustment page. If you select lines and access the Margin Adjustments Worksheet page from the Header menu, the lines are automatically copied into the worksheet.
Calculate	Click to carry out the changes to the line.

Section Totals

Use to make changes to a section. Define the type of adjustment in the Adjustment Parameters group box. Enter the adjustments in the Enter Worksheet Adjustment Values or Formulas group box.

Load Sections	Click to add the sections and activate the grid.
Clear Sections	Click to remove sections and deactivate the grid.
Adjust Section Margins	Click to adjust the price of the section.

Cost Summary

Use this section to make changes to the entire order.

Margin Adjustments Worksheet

Click to access the Margin Adjustments Worksheet page to make more complex changes.

Adjust Order Margins

Click to recalculate the margins for the entire order and apply the changes.

Because several fields can be used to make adjustments to the net unit price, the system stops after reaching the first adjustment type and performs the calculation. Here is the order in which the system selects the calculations:

Formula
Adjustment type, adjust by, adjust amount
Gross margin amount
Gross margin percent

Entering Margin Adjustments on the Worksheet

Access the Margin Adjustments Worksheet page (select Margin Adjustments Worksheet in the Header Menu field on the Order Entry Form page).

Copy Order Data into Worksheet

If you selected the Adjust in Worksheet option on the Margins tab of the Order Entry Form page, the lines are copied when you access this page. The section is collapsed if you used this option or the section option.

Select Data

Indicate how to get data into the worksheet. Values include:

Entire Order: All rows of the order are copied.

Line Range: To add lines, select the From Line Number and To Line Number options.

Note. If you enter a value only in the From or To field, only one line is added.

Line Selection: Specify lines by number. Enter the lines separated by a comma or space in the Line Selection field.

Note. The system does not recognize dashes.

Product Group: To add by product groups in the order, select Product Group from the available options.

Product ID: To add by product groups in the order, select Product ID from the available options.

Product Selection: Specify products by ID number. Enter the product ID separated by a comma or spaces in the Product Selection field.

Note. The system does not recognize dashes and extra spaces are ignored.

Schedule Range: Use to enter schedules for a line. Enter the line number for the schedule and the from schedule number and to schedule number.

Note. If you enter a value only in the From or To field, only one schedule is added.

Section: To add a section, select Section from the available options.

Adjustment Parameters

Enter parameters for the entire worksheet.

Margin Adjustments Worksheet

This section displays the data that is added into the adjustment worksheet where the user CSR enters the actual change he wants to make to the lines or totals. The margin adjustment worksheet creates a manual price override. Three calculation levels are available on this worksheet: line, section, and worksheet. Changes that are made to the lines are calculated prior to changes that are made at the section or worksheet level.

This worksheet is independent of the sales order. No changes made in this worksheet are reflected in the sales order until you click the Apply Changes or Reset ALL Changes buttons. Changes that are made in the sales order after this worksheet is populated are be reflected in this worksheet. To incorporate changes made in the sales order after the worksheet was populated, the CSR must click the Reload Worksheet button.

Expand All and Collapse All	Changes the display in the grid.
Display	Select how to display and update the sections. The field appears only if the order has associated schedules. All Schedules: Hides all section values and section subtotals similar to the worksheet that contained no section values. All Sections: Display all sections and section subtotals in the worksheet. Each Section value in the worksheet: Selecting a section value displays only the schedules and section subtotals for one section. Worksheet totals are always displayed.
Net Unit Price	Change the value in this field to directly set a new net unit price.
Price Protect	Select to have the system prevent calculations at other levels from further changing this line. When the changes are applied to the sales order, this line is set to price protected if this option is selected or if the Price Protect when Apply option is selected. Selecting the Price Protect All or Price Protect None action also sets or resets this option.
Price Limit	This column appears only for KVI and NDP products. Otherwise, the column is hidden.
Error	This column appears only if an error is found when the system performs the calculations.
Section	This row displays the section and is a subtotal for the section if the order has an associated section. Fields displayed are a cross between what is displayed on the line and at the worksheet level and have the same functionality. Changes made to these fields affect only those schedules with the same section value. Selecting the Price Protect option prevents additional changes being made to these schedules from any adjustments at the worksheet level. If selected, this option also sets the price protect flag on the schedules when you click the Apply Changes button. If all schedules within a section already have the Price Protect flag selected, this flag is automatically selected the next time the worksheet is calculated. Selecting the Price Protect All or Price Protect None option also sets or resets this option. Note. <BLANK> is a special value used for worksheet schedules that have no associated section value. You can change its value through the Message Catalog (12210, 407). Note. The use of the Section field as a selection criteria when populating the worksheet initially allows the CSR to re-create the worksheet at a later time because no record of which rows were changed is selected in a given worksheet. This is because the section value is retained on the order line.
Worksheet Totals	Use to make changes to the entire worksheet.
Calculate	Click to update the worksheet rows and then calculate and display new worksheet values throughout the worksheet in the Worksheet Values group box. At this point, the CSR can make additional changes and recalculations, including resetting the worksheet to its initial values by clicking the Reset Worksheet button. Because several fields can be used to make adjustments to the net unit price, the system stops after reaching the first adjustment type and performs the calculation. Here is the order in which the system selects the calculations: Formula Adjustment type, adjust by, adjust amount Margin amount Margin percent Extended amount
Reset	Click to cause all values for the row to be reset to their original values or the values as of the last time the Apply Changes button was clicked.
Delete Row	Click this button to make the fields unavailable for entry. The row is deleted the next time the worksheet is calculated.

Worksheet Summary

This group box displays the original and current extended totals for the schedules in the worksheet. Original totals are updated when you click the Apply Changes button.

Price Protect when Apply Changes

Select to price protect any changes made to all lines, sections, or schedules after you click the Apply Changes button.

Apply Changes

Click to insert price adjustment rows into the Price Audit table after you are satisfied with the changes.

Note. When changes have been applied, in this session or a prior session, the worksheet cannot be reset. Instead, remove the changes by clicking the Reset ALL Changes button.

Reset ALL Changes

Click to remove the price adjustment for the Price Audit table, reset price protection for all rows in the worksheet, and cause the order to be repriced at order save. When you click this button, you are prompted to confirm this option.

Applying Mass Margin Adjustments

Access the Margin Adjustments page (Order Management, Quotes and Orders, Update Price, Margin Adjustments).

At least one product criteria value and at least one order criteria value is required to prevent an unintended mass change process. The Product ID, Product Group, Customer ID, and Customer Group fields are all paired with the appropriate SetID field, and you must enter both values. The Product Selection, Customer Selection, and Order Selection fields are comma-separated or space-separated lists. Dashes (ranges) are not supported.

The product IDs that are available do not include miscellaneous charges. Order lines and schedules with price protection and KVI or NDP flags are selected and copied into the worksheet, but are not included in the recalculation, as appropriate.

If you enter only one value in the from and to fields for orders and order dates, only one value is returned and both fields are populated with the same value.

Display Instructional Text	Select to display text to help you enter required fields.
Reset Criteria	Use to clear search criteria.
Transaction Currency	This field is required before you can append to the worksheet.
Unit Replacement Price	Enter a value to change the net unit price. Warning! Be careful when you are using this option so that you do not change the net unit price for lines unintentionally.
Post Process Options	Select to also run Hold Checking (OM_HOLD) or Credit Checking (OM_CREDIT) when you click the Run button.