Purpose: Use this screen to define how to price items in Order Entry, Order Maintenance, and the order API.
Overview: You can define two basic types of pricing: line-level pricing, and order-level pricing.
Setting the pricing hierarchy: Enter a number from 1-9 (1= first, 9 = last) next to each pricing option that you use to define the order in which the system should search for a price for an item.
Leave unselected any pricing methods you do not wish to use.
The Best Way Pricing (A78) field controls whether the system searches for the best price or stops at the first price it finds in the pricing sequence.
Selected = the system searches for the best price
Unselected = the system stops at the first price it finds
Important: If you enter a customer price group code in the Customer Price Group Code for CPG Pricing Only (L58) system control value, the system uses only customer price group pricing to perform line-level pricing. You must select the Price Codes (D93) system control value to perform end-of-order pricing. The system does NOT use the pricing hierarchy to search for a price for an item and does not perform best way pricing based on the setting of the Best Way Pricing (A78) system control value.
A line-level price is determined as you add each item to the order. Line-level pricing options are:
• Offer Price Sequence # (A79)
• Quantity Break by SKU Sequence # (A80)
• Special by Source Sequence # (A82)
• Customer Discount Sequence # (A84)
• Price Table Sequence # (E06) (see also end of order pricing, below)
• Quantity Price Matrix Hierarchy Sequence # (K40)
• Customer Price Group Code for CPG Pricing Only (L58)
An end-of-order price is applied after line-level pricing when you accept an order in Order Entry. You can display end-of-order prices in Order Entry by selecting Reprice. End-of-order pricing options are:
• Quantity Price Matrix Pricing (K41)
You define end-of-order level pricing by selecting the options you want to use.
Restrictions:
• You cannot have both Quantity Break/Item (A87) and Price Codes (D93) selected.
• If you have both Item Volume Discount (B29) and either Quantity Break/Item (A87) or Price Codes (D93) selected, the latter pricing option takes precedence over Item volume discount.
• If you select quantity price matrix pricing as your end-of-order pricing method, you cannot select any other type of end-of-order pricing method: No other end of order methods allowed with Qty Price Matrix.
• If you enter a customer price group code in the Customer Price Group Code for CPG Pricing Only (L58) system control value:
- the system uses only customer price group pricing to perform line-level pricing. The system does NOT use the pricing hierarchy to search for a price for an item and does not perform best way pricing based on the setting of the Best Way Pricing (A78) system control value.
- you must select the Price Codes (D93) system control value to perform end-of-order pricing: Must select Price Code as End of Order Pricing Option.
- you cannot select any other type of end-of-order pricing method: No other end of order methods allowed with Customer Price Group Pricing.
Note: The source code pricing method must be set to Reg Plus Reprice in order for order-level pricing options to apply. See Working with Source Codes (WSRC).
The system uses the following steps to determine the price of an order detail line.
1. |
Check the Pricing method defined for the source code on the order header (See Working with Source Codes (WSRC)): • Use Item Cost: go to step 6 • No Charge: no further pricing; post the cost of inventory • No Charge/No Cost: no further pricing; do not post the cost of inventory • Use Reg Hierarchy: go to step 2 • Reg Plus Reprice: go to step 2 |
2. |
Determine the line price using one of the pricing options in the System Control table. • If a price code is defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value, use customer price group pricing only. If the source code Pricing method = Reg Plus Reprice, continue to step 3. If the source code Pricing method = Reg Hierarchy, skip to step 4. • If a price code is not defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value, use the best price found for any selected pricing option if Best Way Pricing (A78) = selected; otherwise, follow the sequence specified. If the source code Pricing method = Reg Plus Reprice, continue to step 3. If the source code Pricing method = Reg Hierarchy, skip to step 4. |
3. |
Perform repricing: • Reprice based on customer price group and eligible price codes if a price code is defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value and the source code Pricing method = Reg Plus Reprice. • Reprice based on quantity by item if Quantity Break/Item (A87) = selected and the source code Pricing method = Reg Plus Reprice. • Reprice based on price codes if Price codes = selected and the source code Pricing method = Reg Plus Reprice. • Reprice based on price table if Price Tables (E07) = selected. • Reprice based on quantity price matrix pricing if Quantity Price Matrix Pricing (K41) is selected and the source code Pricing method = Reg Plus Reprice. |
4. |
Apply any discount from the source code to all lines that have been repriced by the system and are flagged as Discountable in the Item table. |
5. |
Apply any discount from the order header to all lines that have been repriced by the system and are flagged as Discountable in the Item table. |
6. |
When Reprice is selected, reprice based on price table if Price tables = selected. Prorate dollar discount across the order lines if the Prorate Dollar Discounts and Coupons (D90) system control value is selected. If Reprice is not selected, perform these steps when Accept is selected. |
7. |
After the order is accepted (by selecting Accept), apply any dollar discount as an additional charge if applicable, and if the Prorate Dollar Discounts and Coupons (D90) system control value is set to = unselected. Additionally, perform the steps described in step 6. |
Entity-Level Overrides to Company-Wide Pricing Defaults
You can set up pricing value overrides for any entity that should use different pricing logic from your company-wide standard. In order entry, the system checks the entity associated with the source code on the order header to determine if entity-level pricing overrides are in effect. See Working with Entities (WENT) for more information.
Customer Price Group Code for CPG Pricing Only (L58)
Defines whether you use customer price group pricing and the customer price group code that represents the default customer price group.
Enter a customer price group code if you wish to use customer price group pricing. The system uses this customer price group:
• As the default customer price group to apply to an order when the sold to customer on the order is not assigned to a customer price group.
• During customer price group best price comparison to determine if the price available for the customer price group defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value is a better price than the price available for the customer price group assigned to the sold to customer. Whichever customer price group provides the best price, the system applies this price to the item on the order.
Customer price group codes are defined in and validated against the Customer Price Group table; see Working with Customer Price Groups (WCPG).
Important: If you enter a customer price group code in this system control value:
• the system uses only customer price group pricing to perform line-level pricing. The system does NOT use the pricing hierarchy to search for a price for an item and does not perform best way pricing based on the setting of the Best Way Pricing (A78) system control value.
• you must select the Price Codes (D93) system control value to perform end-of-order pricing: Must select Price Code as End of Order Pricing Option.
• you cannot select any other type of end-of-order pricing method: No other end of order methods allowed with Customer Price Group Pricing.
• do not define any pricing value overrides at the entity level.
Assigning the customer price group: You can assign a sold to customer to a customer price group at the Second Create Customer Sold To Screen. You can also pass the customer price group code in the Inbound Order XML Message (CWORDERIN) or the Inbound Customer Message (CWCustomerIn). When you assign the customer price group through the order API, the new order is eligible for any pricing or promotions associated with the customer price group. If you create an order for a customer that is not assigned to a customer price group, or is assigned to an invalid customer price group code, the system assigns the customer price group code defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value to the customer.
Leave this field blank if you do not use customer price group pricing.
For more information: See Customer Price Group Pricing for an overview, required setup, and processing details.
The Best Way Pricing value indicates whether to search through the pricing hierarchy and select the lowest price for the item by any of the selected pricing options. Best Way Pricing occurs only for source codes whose pricing method is Reg Hierarchy or Reg Plus Reprice.
When the Best Way Pricing feature is selected, the system checks each selected pricing option in the pricing hierarchy and applies the best price based on the rules for each pricing option.
Note: If you have selected best way pricing, the customer always receives the best available price for the item and quantity found by the selected pricing options displayed at this screen. If the best available price is a column price, the customer receives this price even if not flagged for column pricing.
When the Best Way Pricing feature is unselected and the source code points to a pricing method of Reg Hierarchy or Reg Plus Reprice, the system follows the pricing hierarchy sequence and selects the first price it finds for any selected pricing option.
Customer price group pricing: If you enter a price code in the Customer Price Group Code for CPG Pricing Only (L58) system control value, the system uses only customer price group pricing to perform line-level pricing. The system does NOT use the pricing hierarchy to search for a price for an item and does not perform best way pricing based on the setting of the Best Way Pricing (A78) system control value.
Search Active Offers for Price (F95)
Select this field if you want the system to search through active offers for a valid offer price when you add an item to an order and there is no current price for the item or SKU in the offer assigned to the source code on the order header.
Alternate currency pricing: If you use alternate currency pricing (the Use Alternate Currency Pricing (H89) system control value is selected), the system searches for an item/SKU price only among offers in the same currency. If the item is not available in an offer in that currency, the system displays a message: Price (.00) cannot be zero for item. See Using Alternate Currency Pricing for an overview and required setup.
Searching for a price: The system searches for a price based on offer price as follows:
• SKU Price in associated offer? Looks for a current SKU Price for the item/SKU in the offer on the order detail line if the item has SKU’s. (Typically, the offer on the order detail line defaults from the source code on the order header, unless you enter a different offer for the detail line; see Position Cursor on Offer Field in OE/OM (F91) for a discussion.) If there is more than one current SKU Price, it selects the price with the latest effective date that is not in the future.
• Item Price in associated offer? If the item does not have SKU’s or if there is no current SKU Price in the associated offer, the system looks for a current Item Price for the item in the offer associated with the order detail line. If there is more than one current Item Price, it selects the price with the latest effective date that is not in the future.
• SKU Price in any other active offer? If there are no current Item Prices or SKU Prices for the item/SKU in the offer associated with the order detail line and if Search Active Offers for Price (F95) is selected, the system looks for a matching SKU Price in any other active offers. If there is more than one active offer with any current SKU Prices, it selects the offer with the most recent start date that is not in the future. If Use Alternate Currency Pricing (H89) is selected, the search for offers is restricted to those that share the same currency as the offer associated with the order.
• Item Price in any other active offer? If Search Active Offers for Price (F95) is selected and the search for SKU Prices in the previous step does not find a match, the system looks for a matching Item Price in any other active offers. If there is more than one active offer with any current Item Price, it selects the offer with the most recent start date that is not in the future. If Use Alternate Currency Pricing (H89) is selected, the search for offers is restricted to those that share the same currency as the offer associated with the order.
If the quantity is greater than one: When searching for a price, the system always uses the Item Price or SKU Price with the greatest quantity that is not larger than the quantity on the order detail line, provided the Quantity Break by SKU Sequence # (A80) pricing option is selected. For example, if there is an Item Price in offer 001 with a quantity of 1, and another with a quantity of 5, the system selects the price with a quantity of 5 when the ordered quantity is 5 or more.
Note: Regardless of the setting of the Best Way Pricing (A78) value, the search through active offers for a price does not consider which price is the lowest when selecting the price for an item/SKU. Instead, best way pricing means that once the system has selected a price using the process described above, it compares the selected price with the prices selected by other price options to determine the best price. For example, the search through active offers finds the most current price in active offers $10.00, even though there is a price in an earlier offer for $7.50. If there is also a price table with a price of $8.99, best way pricing indicates to select the price table price as it is less than the $10.00 price.
Leave this field unselected if you do not want the system to search through active offers for a valid offer price when you add an item to an order. In this case:
• SKU Price? The system checks the offer on the order detail line for a SKU Price that matches the item/SKU.
• Item Price? If there are no SKU Prices for the item/SKU, or if the item does not have SKU’s, the system checks the offer on the order detail line for an Item Price.
• Error message: If there is no current price for the item/SKU in the offer on the order detail line, the system displays an error message: Price (0.00) cannot be zero for item.
You should leave this system control value unselected if you do not use offer pricing. See Assigning Items/SKUs to Offers.
Line Level Pricing Options: A line-level price is determined as you add each item to the order. Line-level pricing options are:
• Offer Price Sequence # (A79)
• Quantity Break by SKU Sequence # (A80)
• Special by Source Sequence # (A82)
• Customer Discount Sequence # (A84)
• Price Table Sequence # (E06)
• Quantity Price Matrix Hierarchy Sequence # (K40)
Customer price group pricing: If you enter a price code in the Customer Price Group Code for CPG Pricing Only (L58) system control value, the system uses only customer price group pricing to perform line-level pricing. The system does NOT use the pricing hierarchy to search for a price for an item and does not perform best way pricing based on the setting of the Best Way Pricing (A78) system control value.
Offer price pricing uses the price defined for the item in the SKU Price or Item Price associated with SKU/Offer or Item/Offer records. If there are multiple Item Prices or SKU Prices for the same offer but with different effective dates, the system uses the price with the effective date that is closest to, but not later than, the order date. See Search Active Offers for Price (F95) for an overview of how the system searches for offer prices within an offer or across active offers.
This field indicates the sequence in which to select this pricing option when the source code on the order detail line uses a pricing method of Reg Hierarchy or Reg Plus Reprice.
Quantity Break by SKU Sequence # (A80)
Quantity break/SKU pricing uses the most recent Item Price or SKU Price for the Item/Offer or SKU/Offer record based on quantity and effective date. You can view the Item Prices or SKU Prices in order entry to inform the customer of the pricing established for this item, depending on order quantity. If there are multiple effective dates for the same offer/SKU/quantity, the system uses the price with the latest effective date that not in the future. See Assigning Items/SKUs to Offers.
The customer must order the required quantity of the same SKU to be eligible for this pricing method.
This field indicates the sequence in which to use this pricing option when the source code on the order detail line uses a pricing method of Reg Hierarchy or Reg Plus Reprice.
For more information: See Search Active Offers for Price (F95) above for a discussion on how the system searches for a price by offer.
Column pricing uses the Item Price or SKU Price, based on its Column Pricing setting and the customer’s column assignment. See Assigning Items/SKUs to Offers for an overview on setting up column pricing for an item or SKU in an offer. To have an Item/Offer or SKU/Offer use column pricing, specify the column number that applies to various Item Prices or SKU Prices. If you assign a customer to a specific pricing column by entering a column number in the Pricing column field in customer maintenance, the customer always receives the matching column price, regardless of the quantity ordered.
Example: You set up Item Prices of $10.00 for a quantity of 1 (column 1), $9.00 for a quantity of 5 (column 2), and $8.00 for a quantity of 10 (column 3). If a customer is assigned to column 3, he receives the price of $8.00 even if the order quantity is less than 10.
This field indicates the sequence in which to use this pricing option when the source code for the order detail line uses a pricing method of Reg Hierarchy or Reg Plus Reprice.
Special by Source Sequence # (A82)
Special pricing by source code uses the price defined in the Special Pricing by Source Code record for an source/item combination. See Working with Source Codes (WSRC).
This field indicates the sequence in which to use this pricing option when the source code on the order detail line uses a pricing method of Reg Hierarchy or Reg Plus Reprice.
Contract pricing uses the special contract price defined for the customer in the Contract Pricing table. This record defines an item/SKU, start and end dates, and a price for this customer over the life of the contract. See Work with Contract Price Screen.
This field indicates the sequence in to use this pricing option when the source code on the order detail line uses a pricing method of Reg Hierarchy or Reg Plus Reprice.
Customer Discount Sequence # (A84)
Customer discount pricing applies the discount percentage for the customer against each item on the order.
This field indicates the sequence in which to use this pricing option when the source code on the order detail line uses a pricing method of Reg Hierarchy or Reg Plus Reprice.
Price table pricing uses the price table specified for the source code to determine the price of the item. See Working with Source Codes (WSRC).
If there is no an price for the item or its group in the price table specified for the source code, or if there is no price table specified for the source code, the system uses the price from the Default Price Table (E04).
For an order to use price table pricing, the pricing method for the source code on the order header must be set to Reg Plus Reprice.
Price tables may also specify end of order pricing and premiums.
Quantity Price Matrix Hierarchy Sequence # (K40)
Quantity price matrix pricing uses a quantity price matrix defined in the Working with Quantity Price Matrix (WQPM) menu option to determine the price of an item on an order.
This field indicates the sequence in which to use this pricing option when the source code on the order detail line uses a pricing method of Reg Hierarchy or Reg Plus Reprice.
End of Order Pricing Options: An end-of-order price is applied after line-level pricing when you accept an order in Order Entry. You can display end-of-order prices in Order Entry by selecting Reprice. End-of-order pricing options are:
• Quantity Price Matrix Pricing (K41)
Select this field to have the system reprice an order by the Item Volume Discount method in Order Entry. Leave this field unselected if you do not wish to use this pricing option.
With this method, items are designated as eligible for a volume discount in the Item table (Discountable = Selected); also, the Volume discount flag for the item/offer or SKU/offer must be selected. The system totals the number of volume-discountable units on the order to determine the quantity break.
Next, the system checks the Price Breaks table established at the Item/Offer or SKU/Offer level to retrieve a price for each item on the order, using the total quantity of volume-discountable units ordered.
Example: 4 items are ordered; however, only 3 of these items are eligible for the volume discount. The total number of volume discountable units ordered is 12 (6 units of one item, 2 units of another item, and 4 units of the third item). The system uses the quantity break price defined for 12 units (6+2+4) for each item on the order, including the non-discountable item.
Note: Item volume discounting works only if the Quantity Break/Item (A87) is unselected.
Select this field to have the system reprice an order by the Quantity Break by Item method in Order Entry. This method totals the SKUs ordered for a base item and then checks the price break for that quantity in the Item Price table (Work with Item Prices Screen (Quantity Price Breaks by Offer)) to determine the price for each SKU. This method is useful if your items are heavily SKUed. See Assigning Items/SKUs to Offers.
Note: If you order a SKUed item, the system continues to look at the price break in the Item Price table; not the SKU Price table.
Leave this field unselected if you do not wish to use this pricing method.
The following is an example of a Quantity Break by Item for item A1 (a shirt)
• Quantity (1) - Price $8.00
• Quantity (5) - Price $6.50
• Quantity (10) - Price $5.00
If the customer orders 2 blue shirts and 3 green shirts, the price of each shirt will be $6.50 because the system uses the quantity break defined for 5 units, as shown in the example above.
You cannot have both Quantity Break by Item and Price Codes (D93) selected.
Select this field to have the system reprice items in Order Entry based on methods you define in the Price Code table. Leave this field unselected if you are not using price codes. See Working with Price Codes (WPCD).
You can use price codes to define a dollar discount, discount percent, or new item price, then assign price codes to items by either source code or offer. To qualify toward the minimum quantity, items must share a price code and be shipping to the same address.
You cannot have both Quantity Break/Item (A87) and Price codes selected.
Promotional Pricing does not work with any order level pricing methods except for Price Codes. If the pricing method uses Promotional Pricing, these other end of order pricing methods are ignored.
Customer price group pricing: If you enter a price code in the Customer Price Group Code for CPG Pricing Only (L58) system control value, you must select the Price Codes (D93) system control value to perform end-of-order pricing and you cannot select any other type of end-of-order pricing method.
Select this field to have the system reprice items in Order Entry or Order Maintenance based on methods you define in the Price Table table. Price tables take precedence over other end-of-order pricing methods. Leave this field unselected if you are not using price tables. See Working with Price Tables (WPTB).
Price tables allow you to define price breaks for items or groups of items based on quantity or total dollars ordered. You can also specify free or reduced-price premium items to offer on qualifying orders. When you select Properties or Accept, the system checks the price table defined in the source code, if any, for the item price, based on the total order of the item or group. If the order qualifies for one or more premiums, the Display Premium screen displays; you use this screen to select or deselect earned premiums according to the customer's preference. If there is no record of the item in the price table defined for the source code, or if there is no price table associated with the source code, the system checks the Default Price Table (E04) system control value.
Price table repricing and, in some cases, premium items may also apply in Order Maintenance as long as you have not printed a pick slip for any items on the order. This is the only end-of-order repricing method that functions in Order Maintenance.
If you use price table pricing, you can also specify a maximum price break to offer for certain items, but give your Order Entry operators the option of overriding that maximum in certain cases. See Price Table Level Override Code (E05).
Quantity Price Matrix Pricing (K41)
Select this field to have the system reprice items in order entry based on the a quantity price matrix you define in the Working with Quantity Price Matrix (WQPM) menu option.
Note: If you select quantity price matrix pricing as your end-of-order pricing method, you cannot select any other type of end-of-order pricing method. If you are reviewing this system control value using the Pricing Values (B31) umbrella system control value, an error message displays No other end of order methods allowed with Qty Price Matrix.
Order API: If the payment information is sent separately from the rest of the order in the generic order API, the Detailed Order XML Response (CWORDEROUT) might be generated twice: once when you receive the initial order message and once when you receive the payment information. In this situation, the system performs end of order quantity price matrix pricing when it receives the initial order message without payment information. The system sends the final quantity price matrix price in the first pass and second pass of the Detailed Order XML Response (CWORDEROUT); see Discounted and Added Items in the CWOrderOut Response Message.
Order maintenance: End of order quantity price matrix pricing is not called during order maintenance; see Quantity Price Matrix Pricing in Order Maintenance.
Leave this field unselected if you are not using quantity price matrix pricing during end-of-order pricing.
For more information: See Working with Quantity Price Matrix (WQPM) and End of Order Quantity Price Matrix Pricing.
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