Working with Customer Price Groups (WCPG)
Purpose: Use the Work with Customer Price Groups menu option to create and work with customer price groups. Customer price groups are used:
• during quantity price matrix pricing, defined through the Working with Quantity Price Matrix (WQPM) menu option.
• during Customer Price Group Pricing.
• as a qualifier for a discount promotion; see Working with Promotion Values (WPRO).
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. Also, you can pass the 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 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.
Included in customer search response: Information on the customer’s price group is included in the generic customer search response XML message. See Generic Customer Inquiry (Search) API for more information.
In this topic:
• Work with Customer Price Groups Screen
• Edit Customer Price Group Window
• Work with Customer Price Group Details Screen
• Work with CPG Exclusions Screen
Work with Customer Price Groups Screen
Use this screen to create and work with customer price groups.
How to display this screen: Enter WCPG in the Fast path field or select Work with Customer Price Group from a menu.
Column sort: You can sort the Price Group column on this screen by clicking on the column name. An arrow pointing up displays next to the field when the values for the field display in ascending sequence; an arrow pointing down displays next to the field when the values for the field display in descending sequence.
Customer price groups first display on this screen in alphanumeric price code sequence.
Add and Search mode: When you first advance to this screen, the screen displays in Add mode. You can use the Add/Search option in the left-hand option bar to switch between Add mode and Search mode.
• Add mode allows you to create a new customer price group. You can use the enterable fields at the top of the screen to create a new record and select Add in the Action column to add the record to the bottom half of the screen.
• Search mode allows you to search for an existing customer price group. You can use the enterable fields at the top of the screen to enter search criteria and select Search in the Action column to position the records in the bottom half of the screen to your search criteria.
Field |
Description |
A code that represents a customer price group. Search mode: Enter a full or partial customer price group code and select Search to display customer price groups in alphanumeric order, beginning with your entry. Alphanumeric, 4 positions. Add mode: Required. Search mode: Optional. |
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A description of the customer price group. Search mode: Enter a full or partial price group description and select Search to display customer price groups that contain your entry. Alphanumeric, 30 positions. Add mode: Required. Search mode: Optional. |
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Defines the price the system uses as the initial price of an item during customer price group line level pricing. Valid values: • Original (O) = Original Price. The system uses the price defined in the Orig retail $ (Original retail price) field in the SKU table as the initial price of the item. • Regular (R) = Regular Price. The system uses the price defined in the List price field in the SKU table as the initial price of the item. Search mode: Select a valid price type and select Search to display customer price groups that match your entry. Note: This field displays only if a customer price group code has been defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value. Add mode: Required. Search mode: Optional. |
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The percentage off the initial price for this customer price group. For example, 10 means the customer price group qualifies for a 10% discount. 0 indicates no discount for the customer price group. You can also define a percent discount for the customer price group at the customer price group detail level. When determining the customer price group discount, the system uses the discount defined at the customer price group detail level if its effective date qualifies; otherwise, if the effective date does not qualify or if a discount is not defined at the customer price group detail level, the system uses the discount defined at the customer price group header level. Search mode: Enter a discount and select Search to display customer price groups whose discount matches your entry. Note: • This field displays only if a customer price group code has been defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value. • The system applies the customer price group discount to the lines on an order during Line Level Customer Price Group Pricing; however, if the order line is assigned to a price code during Customer Price Group Price Code Pricing, the order line no longer qualifies for the customer price group discount. Numeric, 5 positions with a 2-place decimal; optional. |
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Defines whether the system performs customer price group best price comparison logic for the customer price group during end-of-order pricing and repricing. Customer price group best price comparison determines 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 items on the order. Valid values: • Yes = The system performs customer price group best price comparison logic for this customer price group. • No (default) = The system does not perform customer price group best price comparison logic for this customer price group. Search mode: Select Yes or No and select Search to display customer price groups whose best price comparison setting matches your entry. Note: This field displays only if a customer price group code has been defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value. Optional. |
Screen Option |
Procedure |
Create a customer price group |
Verify that the Action button is Add. Use the Add/Search option in the left-hand option bar to switch between Add mode and Search mode. 1. Enter a code in the Price Group field. 2. Enter a description in the Description field. 3. If a customer price group code has been defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value: • Select a price type from the Price Type field. • Optionally, enter a discount in the Discount field. • Optionally, select a best price comparison setting from the Best Price Comparison field. The default setting is No. 4. Select Add. The system validates your entries and displays an error message if a value is missing or invalid. Correct any errors and select Add again. The system displays the new customer price group in the bottom half of the screen. |
Change a customer price group |
In the Action field, select Change for a customer price group to advance to the Edit Customer Price Group Window. |
Delete a customer price group |
In the Action field, select Delete for a customer price group to advance to the Confirm Delete window. Select OK to confirm the delete; otherwise, select Cancel to cancel the delete. When you delete a customer price group, the system deletes any associated details and exclusions defined for the customer price group. Note: • The system allows you to delete a customer price group that is assigned to a promotion. • You cannot delete a customer price group that is assigned to a customer. • You cannot delete the customer price group defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value. |
Work with the details of a customer price group |
In the Action field, select Details for a customer price group to advance to the Work with Customer Price Group Details Screen. Note: This option is available only if a customer price group code has been defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value. |
Review the promotions defined in the WPRO menu option that use the customer price group as a qualifier for the promotion |
Select Promotions for a customer price group to advance to the Display Customer Price Group Promotions Screen. |
Work with the exclusions of a customer price group |
In the Action field, select Exclusions for a customer price group to advance to the Work with CPG Exclusions Screen. Note: This option is available only if a customer price group code has been defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value. |
Search for a customer price group |
Use the Add/Search option in the left-hand option bar to switch between Add mode and Search mode. You can search for a specific customer price group using the fields at the top of the screen. If you enter a value in more than one field, the customer price group must meet all of the criteria you define. Enter your search criteria and select Search to do the search. |
Clear the information defined in the enterable fields at the top of the screen |
Select Reset. The system clears the information defined in the enterable fields at the top of the screen and displays all customer price group records. |
Hide the left-hand option bar |
Select Hide to minimize the left-hand option bar. Click the + sign to re-display the left-hand option bar. |
Edit Customer Price Group Window
Purpose: Use this screen to change a customer price group.
How to display this screen: Select Change for a customer price group at the Work with Customer Price Groups Screen.
Field |
Description |
Price Group |
The customer price group code you wish to change. Alphanumeric, 4 positions; display-only. |
Description |
The description of the customer price group you wish to change. Alphanumeric, 30 positions; display-only. |
Price Type |
Used for customer price group pricing only. Defines the price the system uses as the initial price of an item during customer price group line level pricing. Valid values: • Original (O) = Original Price. The system uses the price defined in the Orig retail $ (SKU original retail price) field in the SKU table as the initial price of the item. • Regular (R) = Regular Price. The system uses the price defined in the List price field in the SKU table as the initial price of the item. Note: This field displays only if a customer price group code has been defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value. Required. |
Discount |
The percentage off the initial price for this customer price group. For example, 10 means the customer price group qualifies for a 10% discount. 0 indicates no discount for the customer price group. You can also define a percent discount for the customer price group at the customer price group detail level. When determining the customer price group discount, the system: 1. Uses the discount defined in the Customer Price Group Detail table with an effective date that is equal to or earlier than the current date. If more than one Customer Price Group Detail record exists with a qualifying effective date, the system uses the discount with the most current effective date. 2. If a discount is not defined in the Customer Price Group Detail table with a qualifying effective date, uses the discount defined in the Customer Price Group table. Note: • This field displays only if a customer price group code has been defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value. • The system applies the customer price group discount to the lines on an order during Line Level Customer Price Group Pricing; however, if the order line is assigned to a price code during Customer Price Group Price Code Pricing, the order line no longer qualifies for the customer price group discount. Numeric, 5 positions with a 2-place decimal; optional. |
Best Price Comparison |
Defines whether the system performs customer price group best price comparison logic for the customer price group during end-of-order pricing and repricing. Customer price group best price comparison determines 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. Valid values: • Yes = The system performs customer price group best price comparison logic for this customer price group. See Customer Price Group Best Price Comparison for more information. • No (default) = The system does not perform customer price group best price comparison logic for this customer price group. Note: This field displays only if a customer price group code has been defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value. Optional. |
Work with Customer Price Group Details Screen
Purpose: Use this screen to work with the additional discounts defined for a customer price group. The system applies the customer price group discount to an order during customer price group line level pricing. If a discount is not defined at the customer price group detail level, the system uses the discount defined at the customer price group header level, if any.
How to display this screen:
• Select Add at the Work with Customer Price Groups Screen to create a new customer price group.
• Select Details for an existing customer price group at the Work with Customer Price Groups Screen.
Note: This screen is available only if a customer price group code has been defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value.
Add and Search mode: When you first advance to this screen, the screen displays in Add mode. You can use the Add/Search option in the left-hand option bar to switch between Add mode and Search mode.
• Add mode allows you to create a new customer price group detail record. You can use the enterable fields at the top of the screen to create a new record and select Add in the Action column to add the record to the bottom half of the screen.
• Search mode allows you to search for an existing customer price group detail record. You can use the enterable fields at the top of the screen to enter search criteria and select Search in the Action column to position the records in the bottom half of the screen to your search criteria.
Customer price group details display on this screen in ascending effective date sequence.
Field |
Description |
Price Group |
The code and description of the customer price group. Code: Alphanumeric, 4 positions; display-only. Description: Alphanumeric, 30 positions; display-only. |
The date when the customer price group detail discount becomes effective. You cannot have more than one customer price group detail with the same effective date. Search mode: Enter a valid date and select Search to display customer price group details whose effective date is equal to or later than your entry. Numeric, 6 positions (MMDDYY, MM/DD/YY, or MMDDYYYY format). Add mode: Required. Search mode: Optional. |
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The percentage off the initial price for this customer price group. For example, 10 means the customer price group qualifies for a 10% discount. 0 indicates no discount for the customer price group. You can also define a percent discount for the customer price group at the customer price group detail level. When determining the customer price group discount, the system: 1. Uses the discount defined in the Customer Price Group Detail table with an effective date that is equal to or earlier than the current date. If more than one Customer Price Group Detail record exists with a qualifying effective date, the system uses the discount with the most current effective date. 2. If a discount is not defined in the Customer Price Group Detail table with a qualifying effective date, uses the discount defined in the Customer Price Group table. Note: The system applies the customer price group discount to the lines on an order during Line Level Customer Price Group Pricing; however, if the order line is assigned to a price code during Customer Price Group Price Code Pricing, the order line no longer qualifies for the customer price group discount. Search mode: Enter a discount and select Search to display customer price group details that match your entry. Numeric, 5 positions with a 2-place decimal. Add mode: Required. Search mode: Optional. |
Screen Option |
Procedure |
Create a customer price group detail |
Verify that the Action button is Add. Use the Add/Search option in the left-hand option bar to switch between Add mode and Search mode. 1. Enter a date in the Effective Date field. 2. Enter a discount in the Discount field. 3. Select Add. The system validates your entries and displays an error message if a value is missing or invalid. Correct any errors and select Add again. The system displays the new customer price group detail in the bottom half of the screen. |
Delete a customer price group detail |
In the Action field, select Delete for a customer price group detail to advance to the Confirm Delete window. Select OK to confirm the delete; otherwise, select Cancel to cancel the delete. |
Work with the exclusions of a customer price group |
In the Action field, select Exclusions for a customer price group to advance to the Work with CPG Exclusions Screen. |
Search for a customer price group detail |
Use the Add/Search option in the left-hand option bar to switch between Add mode and Search mode. You can search for a specific customer price group detail using the Effective Date and Discount fields. If you enter a value in more than one field, the customer price group detail must meet all of the criteria you define. Enter your search criteria and select Search to do the search. |
Clear the information defined in the enterable fields at the top of the screen |
Select Reset. The system clears the information defined in the enterable fields at the top of the screen and displays all customer price group detail records. |
Hide the left-hand option bar |
Select Hide to minimize the left-hand option bar. Click the + sign to re-display the left-hand option bar. |
Work with CPG Exclusions Screen
Purpose: Use this screen to define the items/SKUs that are not eligible for the customer price group discount applied to an order during customer price group pricing.
If an item contains SKUs, you can exclude all SKUs for the item or indicate the specific SKUs you wish to exclude from the customer price group discount.
CPG Exclusion upload: The Customer Price Group SKU Exclusion Upload Table allows you to upload CPG exclusion information from an external system. Use the Customer Price Group SKU Exclusion Upload Process to create and update records in the Customer Price Group SKU Exclusion table. See Customer Price Group SKU Exclusion Upload for more information.
Important: Items/SKUs that are excluded from the customer price group discount, ALWAYS use the List price field in the SKU table as the initial price of the item, regardless of the setting of the Price Type field for the customer price group.
How to display this screen: Select Exclusions at the Work with Customer Price Groups Screen or Work with Customer Price Group Details Screen.
Note: This screen is available only if a customer price group code has been defined in the Customer Price Group Code for CPG Pricing Only (L58) system control value.
Add and Search mode: When you first advance to this screen, the screen displays in Add mode. You can use the Add/Search option in the left-hand option bar to switch between Add mode and Search mode.
• Add mode allows you to create a new customer price group exclusion record. You can use the enterable fields at the top of the screen to create a new record and select Add in the Action column to add the record to the bottom half of the screen.
• Search mode allows you to search for an existing customer price group exclusion record. You can use the enterable fields at the top of the screen to enter search criteria and select Search in the Action column to position the records in the bottom half of the screen to your search criteria.
Customer price group exclusions display on this screen in ascending item number, SKU code sequence.
Field |
Description |
Price Group |
The code and description of the customer price group. Code: Alphanumeric, 4 positions; display-only. Description: Alphanumeric, 30 positions; display-only. |
A code for the item you wish to exclude from the customer price group discount. Item codes are defined in and validated against the Item table. Search mode: Enter a full or partial item code and select Search to display customer price group exclusions whose item code contains your entry. Alphanumeric, 12 positions. Add mode: Required. Search mode: Optional. |
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The SKU of the item you wish to exclude from the customer price group discount. • If the item contains SKUs and you leave this field blank, all SKUs of the item are excluded from the customer price group discount. • If the item contains SKUs and you specify a SKU in this field, only the SKU specified is excluded from the customer price group discount. Search mode: Enter a full or partial SKU code and select Search to display customer price group exclusions whose SKU code contains your entry. Alphanumeric, three 4-position fields; Optional. |
Screen Option |
Procedure |
Create a customer price group exclusion |
Verify that the Action button is Add. Use the Add/Search option in the left-hand option bar to switch between Add mode and Search mode. 1. Enter an item in the Item field. 2. Optionally, enter a SKU in the SKU field. Leave this field blank if the item does not contain SKUs or you wish to exclude all SKUs of the item. 3. Select Add. The system validates your entries and displays an error message if a value is missing or invalid. Correct any errors and select Add again. The system displays the new customer price group exclusion in the bottom half of the screen. |
Delete a customer price group exclusion |
In the Action field, select Delete for a customer price group exclusion to advance to the Confirm Delete window. Select OK to confirm the delete; otherwise, select Cancel to cancel the delete. |
Search for a customer price group exclusion |
Use the Add/Search option in the left-hand option bar to switch between Add mode and Search mode. You can search for a specific customer price group exclusion using the Item and SKU fields. If you enter a value in more than one field, the customer price group exclusion must meet all of the criteria you define. Enter your search criteria and select Search to do the search. |
Clear the information defined in the enterable fields at the top of the screen |
Select Reset. The system clears the information defined in the enterable fields at the top of the screen and displays all customer price group exclusion records. |
Hide the left-hand option bar |
Select Hide to minimize the left-hand option bar. Click the + sign to re-display the left-hand option bar. |
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Select Upload. See for processing details. |
