Working with Price Codes (WPCD)
Price codes allow you to define a price discount for items/SKUs in a specified offer or source code when you order a specified quantity. The price code can offer a dollar or percentage off the price of the item, a special price for the item, or a group price for a defined group of items. The system applies price code pricing to an order during repricing and end-of-order pricing.
Assigning items to price codes: Use Assigning Price Codes (APCD) to assign items to price codes.
Reviewing price code assignments: Use Display Price Code Assignments (DPCA) to review the items/SKUs assigned to a price code by either offer or source code and the requirements that must be met for an order to be eligible for the price code.
Promotions: You can also use price codes as qualifiers for promotions; see Working with Promotions (WPRO) for background.
Types of Price Code Discounting
You can offer the following types of price code discounts:
This discount provides a special price when you order the required quantity of the items/SKUs defined for the price code.
Example: Regular item price is $24.00, but order two or more of the qualifying items and pay $20.00 for each item. See Example: Price Code Special Price Discount for a detailed example.
This discount provides a dollar amount to subtract from the regular item price when you order the required quantity of the items/SKUs defined for the price code.
Example: Order two or more of the qualifying items and receive $2.00 off each item price. See Example: Price Code Dollar Off Discount for a detailed example.
This discount provides a percentage to subtract from the regular item price when you order the required quantity of the items/SKUs defined for the price code.
Example: Order two or more of the qualifying items and receive 5% off each item price. See Example: Price Code Percent Off Discount for a detailed example.
This discount provides a group price when you order the required quantity of the items/SKUs defined for the price code. The system prorates the group price across the items on the order that qualify.
Example: Buy a shirt and tie and pay $50.00 total. See Example: Price Code Group Price Discount for a detailed example.
Prorating the group price: The system applies the group price discount to each order line on a pro-rata basis.
extended amount of the detail line before applying discounts / discountable order merchandise total = discount percentage
pre-discount unit price of the detail line - [(total discount amounts to prorate * discount percentage from above calculation) / line unit quantity] = unit selling price
Example: An order contains the following order lines:
Line# |
Quantity |
Price |
Extended Price |
|---|---|---|---|
1 |
1 |
15.00 |
15.00 |
2 |
1 |
25.00 |
25.00 |
Order lines 1 and 2 qualify for price code 505: $30.00 total for 2.
The merchandise total for the lines before the group price discount is $40.00 (15.00 + 25.00), meaning the group price discount results in $10.00 off the merchandise total.
The system calculates the discount percentage for order line 1: 15.00 order line extended price / 40.00 discountable order merchandise total = .375
The system calculates the unit selling price for order line 1: 15.00 pre-discount unit price - [(10.00 total discount amount to prorate * .375 discount percentage from above calculation) / 1 line unit quantity] = 11.25 unit selling price
The system calculates the discount percentage for order line 2: 25.00 order line extended price / 40.00 discountable order merchandise total = .625
The system calculates the unit selling price for order line 2: 25.00 pre-discount unit price - [(10.00 total discount amount to prorate * .625 discount percentage from above calculation) / 1 line unit quantity] = 18.75 unit selling price
Line# |
Quantity |
Discounted Price |
Extended Price |
|---|---|---|---|
1 |
1 |
11.25 |
11.25 |
2 |
1 |
18.75 |
18.75 |
Allow Multiples?
The Allow Multiples setting defines how an order can qualify for a price code discount multiple times.
• Unselected = Once an order qualifies for the price code based on the price code quantity requirement, the system applies the price code discount to all qualifying items on the order that are not already assigned to a price code.
• Selected = Once an order qualifies for the price code based on the price code quantity requirement, the remaining items on the order that are not already assigned to a price code must meet the price code quantity requirement again in order to qualify for the price code. The Distinct By setting defines how the system determines whether the order meets the price code multiple requirement.
Distinct By:
• Blank = The order must meet the price code quantity requirement again in order to qualify. Example: If the Quantity required is 3, the order must contain 3 items/SKUs defined for the price code in order to qualify. If the order contains 7 items that qualify, the system applies the price code to 6 of the items.
• Item = The quantity requirement for the price code requires separate items assigned to the price code in order to qualify. Example: If the Quantity required is 3, the order must contain 3 separate items defined for the price code in order to qualify.
• SKU = The quantity requirement for the price code requires separate SKUs assigned to the price code in order to qualify. Example: If the Quantity required is 3, the order must contain 3 separate SKUs defined for the price code in order to qualify.
• Category = The quantity requirement for the price code requires separate item categories for the items assigned to the price code in order to qualify. Example: If the Quantity required is 3, the order must contain 3 separate item categories for the items defined for the price code in order to qualify.
In this topic:
• Regular Price Code Pricing Examples
• Example: Price Code Special Price Discount
• Example: Price Code Dollar Off Discount
• Example: Price Code Percent Off Discount
• Example: Price Code Group Price Discount
• Example: Applying Multiple Price Codes to the Order
• Example: Item Qualifies for More than One Price Code
• Example: Price Code Multiples and Distinct By
• Work with Price Codes Screen
• Work with Qualifying Customer/Price Groups Screen
Before you can use the price code pricing method, you must:
1. Create a price code.
2. Define the sold to customers and customer price groups that qualify for the price code. If you do not define any sold to customers or customer price groups, then ALL sold to customers and customer price groups qualify for the price code.
3. Assign items, by either offer or source code, to the price code. See Assigning Price Codes (APCD) for more information.
4. Select the Price Codes (D93) system control value to perform price code pricing during repricing and end-of-order pricing.
• If the Customer Price Group Code for CPG Pricing Only (L58) system control value is blank, the system performs Regular Price Code Pricing.
• If the Customer Price Group Code for CPG Pricing Only (L58) system control value contains a customer price group, the system performs Customer Price Group Price Code Pricing.
Price Code upload: The Price Code Upload Table (PriceCdUpload) allows you to upload price code information from an external system. Use the Upload option on the Work with Price Codes Screen to perform the Price Code Upload Process. This process creates, updates, and deletes records in the Price Code, Price Code Customer, and Price Code Details tables. See Price Code Upload for more information.
To manually set up price code information:
1. |
Use the Create Price Code Screen to create a price code. • Special Price: Enter the discounted price in the Special price field. If the Tax Included in Price (E70) system control value is selected, define the discounted price for orders subject to VAT in the Tax inclusive price for special price field. • Dollar Off: Enter the dollar off the item price in the Dollar discount field. • Percentage Off: Enter the percentage off the item price in the Percent discount field. • Group Price: Enter the discounted price for the group of items in the Group price field and select the Allow Multiples flag. Use the Distinct By field to define how the system determines whether the order meets the multiple requirement. If the Tax Included in Price (E70) system control value is selected, define the discounted price for orders subject to VAT in the Tax inclusive price for group price field. |
2. |
Use the Work with Qualifying Customer/Price Groups Screen to define the sold to customers and customer price groups that qualify for the price code. Note: If you do not define any sold to customers or customer price groups for a price code, then ALL sold to customers and customer price groups qualify for the price code. |
3. |
Use the Work with Price Codes for Offer Screen to assign items, by either offer or source code, to the price code. You can assign more than one price code to each item/offer or item/source combination. If more than one price code applies to an order, the system: • If you use Regular Price Code Pricing, uses the price code with the lowest sequence number. If two price codes have the same sequence number, the system applies the price code with the lowest numeric price code. If order lines remain on the order that are not assigned a price code, the system applies the price code with the next lowest numeric price code, until all of the eligible lines on the order are assigned to a price code. • If you use Customer Price Group Price Code Pricing, uses the price code that provides the greatest discount to the order. If eligible lines remain on the order that are not assigned a price code, the system applies the price code that provides the next greatest discount to the order, until all of the eligible lines on the order are assigned to a price code. Note: Regardless of the sequence number and price code number, price code assignments by source code take precedence over price code assignments by offer. For example, if the items on an order are assigned to price code 10 with a sequence number of 20 by source code, and also assigned to price code 2 with a sequence number of 1 by offer, price code 10 overrides price code 2. |
If the Price Codes (D93) system control value is selected, the system applies price code discounts to an order during repricing and end-of-order pricing.
See When Repricing Occurs for more information on when repricing occurs during interactive order entry.
Source code setting: To apply price code discounting to an order, the Price method field for the source code on the order header must be set to Reg Plus Reprice.
Note: If the Customer Price Group Code for CPG Pricing Only (L58) system control value contains a customer price group code, the system performs Customer Price Group Price Code Pricing instead of Regular Price Code Pricing.
The system performs the following steps during regular price code pricing.
• Determine Whether the Order Qualifies for a Price Code
• Apply the Price Code to the Order
• Apply Discounts and Promotions to the Order
Determine Whether the Order Qualifies for a Price Code
To qualify for a price code:
1. |
The date on the Order Header must fall within the Start date and End date defined for the price code in the Price Code table. You can review the start and end dates for price codes on the Work with Price Codes Screen. |
2. |
The sold to customer on the order must be defined for the price code in the Price Code Customer table. You can review the customers and customer price groups that qualify for a price code on the Work with Qualifying Customer/Price Groups Screen. Note: If you do not define any sold to customers or customer price groups for a price code, then ALL sold to customers and customer price groups qualify for the price code. |
3. |
The items on the order must be assigned to the price code and meet the price code requirements. Which items are assigned to the price code? The system looks at the Price Code Details table to determine which items on the order are assigned to the price code. When assigning an item to a price code, you assign the item to the price code by offer or source code. The system uses the source code on the order header to determine whether the item on the order qualifies for the price code. • If the item contains SKUs and a SKU is not defined in the Price Code Details table, all SKUs for the item qualify for the price code. • If the item contains SKUs and a SKU is defined in the Price Code Details table, only the specified SKUs qualify for the price code. |
|
Price code requirements: The system looks at the Price Code table to determine if the items on the order that are assigned to the price code meet the price code requirements. Quantity required: The total quantity the customer must order of all qualifying items to get the price break. Note: The system evaluates price code quantity by ship-to address. Allow multiples? • Unselected = Once an order qualifies for the price code based on the price code quantity requirement, the system applies the price code discount to all qualifying items on the order that are not already assigned to a price code. • Selected = Once an order qualifies for the price code based on the price code quantity requirement, the remaining items on the order that are not already assigned to a price code must meet the price code quantity requirement again in order to qualify for the price code. The Distinct By setting defines how the system determines whether the order meets the price code multiple requirement: Distinct By: • Blank = The order must meet the price code quantity requirement again in order to qualify. Example: If the Quantity required is 3, the order must contain three items/SKUs defined for the price code in order to qualify. If the order contains 7 items that qualify, the system applies the price code to 6 of the items. • Item = The quantity requirement for the price code requires separate items in order to qualify. Example: If the Quantity required is 3, the order must contain three separate items defined for the price code in order to qualify. • SKU = The quantity requirement for the price code requires separate SKUs in order to qualify. Example: If the Quantity required is 3, the order must contain three separate SKUs defined for the price code in order to qualify. • Category = The quantity requirement for the price code requires separate item categories in order to qualify. Example: If the Quantity required is 3, the order must contain three separate item categories for the items defined for the price code in order to qualify. See Regular Price Code Pricing Examples for examples of how price codes are applied to an order based on the price code requirements. |
Apply the Price Code to the Order
You can apply only one price code to an order line.
Price code hierarchy: If an order line qualifies for more than one price code and you are using Regular Price Code Pricing, the system uses the Sequence number assigned to each price code to determine the order in which to apply price codes to an order.
1. Use the price code with the lowest sequence number.
2. If more than one price code has the same sequence number, use the price code with the lowest numeric price code.
Once you apply a price code to an order line, it no longer qualifies for another price code.
After you apply the first price code to the order, the system reevaluates the order to determine if it qualifies for another price code. The system continues to apply price codes to the order, using the price code hierarchy, until all of the eligible lines on the order are assigned to a price code.
Applying a price code to a portion of an order line: To easily determine the price code discount applied to the lines on an order, enter each order line for a quantity of 1. If an order line contains a quantity greater than 1 and only part of the quantity on the order line qualifies for the discount, the system applies the discount to the quantity that qualifies for the discount and leaves the remaining quantity on the order line at its initial price. The extended price of the order line represents the discounted quantity price + the non-discounted quantity price.
Partial price code line example: An order line qualifies for a price code discount: $3.00 off 2. The Multiples field is selected for the price code, indicating the order must meet the price code requirement again to apply the price code to the order multiple times. The order line quantity is 3 with a unit price of 10.00. The system applies the price code discount to 2 units of the item (10.00 - 3.00 = 7.00). The third unit remains priced at 10.00. The extended price for the order line is 24.00 (7.00 + 7.00 + 10.00) and the unit price for the order line is 8.00 (24.00 / 3).
Note: There may be a rounding discrepancy if the extended price of an order line does not divide evenly by the order quantity. This discrepancy should be no more than a few pennies. Example: Change the discount in the example above from $3.00 off 2 to $2.00 off 2. The order line quantity is 3 with a unit price of 10.00. The system applies the price code discount to 2 units of the item (10.00 - 2.00 = 8.00). The third unit remains priced at 10.00. The extended price for the order line is 26.01 and the unit price is 8.67 (26.00 / 3 = 8.666, which rounds to 8.67; 8.67 + 8.67 + 8.67 = 26.01).
Price method: The system updates the Price method for any order line whose price was updated during price code pricing to E Price Code.
Note:
• Price code repricing does not apply to manually priced order lines associated with a price override reason code.
• When calculating the price code discount, the system uses the price defined in the ODT Price field for the order line.
Apply Discounts and Promotions to the Order
After applying a price code to the lines on the order, the system applies any additional discounts to the order, such as a discount percentage defined for the source code or Order Header, free gifts based on offer or source code, additional charge dollar discounts based on the offer or source code, or package inserts.
For more information: See Regular Price Code Pricing Examples for examples of how the system applies each type of price code discount to an order.
Regular Price Code Pricing Examples
• Example: Price Code Special Price Discount
• Example: Price Code Dollar Off Discount
• Example: Price Code Percent Off Discount
• Example: Price Code Group Price Discount
• Example: Applying Multiple Price Codes to the Order
• Example: Item Qualifies for More than One Price Code
Example: Price Code Special Price Discount
On 2/17/12, you take an order for sold to customer 10.
Source Code |
Line# |
Item |
Quantity |
Price |
|---|---|---|---|---|
7 |
1 |
A1 |
1 |
$10.00 |
2 |
B1 |
2 |
$20.00 |
|
3 |
C1 |
3 |
$30.00 |
|
4 |
D1 |
4 |
$40.00 |
Determine eligible price codes: The date on the Order Header falls within the date range for the following price codes in the Price Code table:
Price Code |
Seq |
Start |
End |
Qty |
Type of Price Code Discount |
|---|---|---|---|---|---|
101 |
4 |
2/1/12 |
4/1/12 |
1 |
Dollar off: $2 off 1 |
202 |
3 |
2/1/12 |
4/1/12 |
2 |
Percent off: 10% off 2 |
303 |
2 |
2/1/12 |
4/1/12 |
3 |
Special price: $20.00 each for 3 |
404 |
1 |
2/1/12 |
4/1/12 |
3 |
Group price: $60.00 total for 3 |
Determine price code customer assignment: The sold to customer on the order qualifies for the following price code in the Price Code Customer table:
Price Code |
Customer# |
Customer Price Group |
|---|---|---|
303 |
10 |
|
Determine price code item assignment: The item on the order that qualifies for price code 303 in the Price Code Details table is:
Price Code |
Item |
SKU |
Source Code |
|---|---|---|---|
303 |
C1 |
|
7 |
Reprice the order: When you select Reprice at the Order Detail screen, the system reprices as follows:
Line# |
Item |
Initial Price |
Price Code |
Reprice |
|---|---|---|---|---|
1 |
A1 |
$10.00 |
none |
Price remains $10.00 |
2 |
B1 |
$20.00 |
none |
Price remains $20.00 |
3 |
C1 |
$30.00 |
303 |
Special price: $20.00 each for 3 Price changes from $30.00 to $20.00 |
4 |
D1 |
$40.00 |
none |
Price remains $40.00 |
Because the calculated order line price for item C1 is lower than the initial price of the item, the system displays Discount Calculation Messages when you reprice the order: Line 3:Offer = 30.00 Actual = 20.00 Discount = 10.00 :33.33%
Example: Price Code Dollar Off Discount
On 2/17/12, you take an order for sold to customer 10.
Source Code |
Line# |
Item |
Quantity |
Price |
|---|---|---|---|---|
7 |
1 |
A1 |
1 |
$10.00 |
2 |
B1 |
2 |
$20.00 |
|
3 |
C1 |
3 |
$30.00 |
|
4 |
D1 |
4 |
$40.00 |
Determine eligible price codes: The date on the Order Header falls within the date range for the following price codes in the Price Code table:
Price Code |
Seq |
Start |
End |
Qty |
Type of Price Code Discount |
|---|---|---|---|---|---|
101 |
4 |
2/1/12 |
4/1/12 |
1 |
Dollar off: $2 off 1 |
202 |
3 |
2/1/12 |
4/1/12 |
2 |
Percent off: 10% off 2 |
303 |
2 |
2/1/12 |
4/1/12 |
3 |
Special price: $20.00 each for 3 |
404 |
1 |
2/1/12 |
4/1/12 |
3 |
Group price: $60.00 total for 3 |
Determine price code customer assignment: The sold to customer on the order qualifies for the following price code in the Price Code Customer table:
Price Code |
Customer# |
Customer Price Group |
|---|---|---|
101 |
10 |
|
Determine price code item assignment: The item on the order that qualifies for price code 101 in the Price Code Details table is:
Price Code |
Item |
SKU |
Source Code |
|---|---|---|---|
101 |
A1 |
|
7 |
Reprice the order: When you select Reprice at the Order Detail screen, the system reprices as follows:
Line# |
Item |
Initial Price |
Price Code |
Reprice |
|---|---|---|---|---|
1 |
A1 |
$10.00 |
101 |
Dollar off: $2.00 off 1 Price changes from $10.00 to $8.00 |
2 |
B1 |
$20.00 |
none |
Price remains $20.00 |
3 |
C1 |
$30.00 |
none |
Price remains $30.00 |
4 |
D1 |
$40.00 |
none |
Price remains $40.00 |
Because the calculated order line price for item A1 is lower than the initial price of the item, the system displays Discount Calculation Messages when you reprice the order: Line 1:Offer = 10.00 Actual = 8.00 Discount = 2.00 :20.00%
Example: Price Code Percent Off Discount
On 2/17/12, you take an order for sold to customer 10.
Source Code |
Line# |
Item |
Quantity |
Price |
|---|---|---|---|---|
7 |
1 |
A1 |
1 |
$10.00 |
2 |
B1 |
2 |
$20.00 |
|
3 |
C1 |
3 |
$30.00 |
|
4 |
D1 |
4 |
$40.00 |
Determine eligible price codes: The date on the Order Header falls within the date range for the following price codes in the Price Code table:
Price Code |
Seq |
Start |
End |
Qty |
Type of Price Code Discount |
|---|---|---|---|---|---|
101 |
4 |
2/1/12 |
4/1/12 |
1 |
Dollar off: $2 off 1 |
202 |
3 |
2/1/12 |
4/1/12 |
2 |
Percent off: 10% off 2 |
303 |
2 |
2/1/12 |
4/1/12 |
3 |
Special price: $20.00 each for 3 |
404 |
1 |
2/1/12 |
4/1/12 |
3 |
Group price: $60.00 total for 3 |
Determine price code customer assignment: The sold to customer on the order qualifies for the following price code in the Price Code Customer table:
Price Code |
Customer# |
Customer Price Group |
|---|---|---|
202 |
10 |
|
Determine price code item assignment: The item on the order that qualifies for price code 202 in the Price Code Details table is:
Price Code |
Item |
SKU |
Source Code |
|---|---|---|---|
202 |
B1 |
|
7 |
Reprice the order: When you select Reprice at the Order Detail screen, the system reprices as follows:
Line# |
Item |
Initial Price |
Price Code |
Reprice |
|---|---|---|---|---|
1 |
A1 |
$10.00 |
none |
Price remains $10.00 |
2 |
B1 |
$20.00 |
202 |
Percent off: 10% off 2 Price changes from $20.00 to 18.00 |
3 |
C1 |
$30.00 |
none |
Price remains $30.00 |
4 |
D1 |
$40.00 |
none |
Price remains $40.00 |
Because the calculated order line price for item A1 is lower than the initial price of the item, the system displays Discount Calculation Messages when you reprice the order: Line 2:Offer = 20.00 Actual = 18.00 Discount = 2.00 :10.00%
Example: Price Code Group Price Discount
On 2/17/12, you take an order for sold to customer 10.
Source Code |
Line# |
Item |
SKU |
Quantity |
Price |
|---|---|---|---|---|---|
7 |
1 |
SKA |
RED |
1 |
$40.00 |
2 |
SKB |
BLUE |
1 |
$20.00 |
|
3 |
SKC |
GRN |
1 |
$30.00 |
|
4 |
SKD |
GREY |
1 |
$40.00 |
Determine eligible price codes: The date on the Order Header falls within the date range for the following price codes in the Price Code table:
Price Code |
Seq |
Start |
End |
Qty |
Type of Price Code Discount |
|---|---|---|---|---|---|
101 |
4 |
2/1/12 |
4/1/12 |
1 |
Dollar off: $2 off 1 |
202 |
3 |
2/1/12 |
4/1/12 |
2 |
Percent off: 10% off 2 |
303 |
2 |
2/1/12 |
4/1/12 |
3 |
Special price: $20.00 each for 3 |
404 |
1 |
2/1/12 |
4/1/12 |
3 |
Group price: $60.00 total for 3 |
Determine price code customer assignment: The sold to customer on the order qualifies for the following price code in the Price Code Customer table:
Price Code |
Customer# |
Customer Price Group |
|---|---|---|
404 |
10 |
|
Determine price code item assignment: The items on the order that qualify for price code 404 in the Price Code Details table are:
Price Code |
Item |
SKU |
Source Code |
|---|---|---|---|
404 |
SKA |
|
7 |
404 |
SKB |
|
7 |
404 |
SKC |
|
7 |
404 |
SKD |
|
7 |
Note: If an item contains SKUs and no SKUs are defined for the item in the Price Code Details table, all SKUs for the item qualify for the price code.
Reprice the order: When you select Reprice at the Order Detail screen, the system reprices as follows:
Line# |
Item |
SKU |
Initial Price |
Price Code |
Reprice |
|---|---|---|---|---|---|
2 |
SKB |
BLUE |
$20.00 |
404 |
Group price: $60.00 total for 3 Price changes from $20.00 to $13.33 |
3 |
SKC |
GRN |
$30.00 |
404 |
Group price: $60.00 total for 3 Price changes from $30.00 to $20.00 |
1 |
SKA |
RED |
$40.00 |
404 |
Group price: $60.00 total for 3 Price changes from $40.00 to $26.67 |
4 |
SKD |
GREY |
$40.00 |
none |
Price remains $40.00 |
merchandise total for lines assigned to price code 404 = $90.00 $90.00 merchandise total - $60.00 group price = $30.00 discount amount to prorate |
|||||
Note: Order line 4 does not qualify for the price code 404 discount because you must order the qualifying items in groups of 3. If the customer ordered 2 more qualifying items, the order would qualify for the price code 404 discount two times because it would have two qualifying groups of 3 on the order.
The system applies the group price discount to each qualifying order line on a pro-rata basis.
Order line 2 calculations:
20.00 extended amount of the detail line before applying discounts / 90.00 discountable order merchandise total = .2222 discount percentage
20.00 pre-discount unit price of the detail line - [(30.00 total discount amount to prorate * .2222 discount percentage from above calculation) / 1 line unit quantity] = 13.33 unit selling price
Order line 3:
30.00 extended amount of the detail line before applying discounts / 90.00 discountable order merchandise total = .3333 discount percentage
30.00 pre-discount unit price of the detail line - [(30.00 total discount amount to prorate * .3333 discount percentage from above calculation) / 1 line unit quantity] = 20.00 unit selling price
Order line 1:
40.00 extended amount of the detail line before applying discounts / 90.00 discountable order merchandise total = .4444 discount percentage
40.00 pre-discount unit price of the detail line - [(30.00 total discount amount to prorate * .4444 discount percentage from above calculation) / 1 line unit quantity] = 26.67 unit selling price
Discount message: Because the calculated order line price for lines 1-3 is lower than the initial price of the item, the system displays Discount Calculation Messages when you reprice the order: Line 3:Offer = 30.00 Actual = 20.00 Discount = 10.00 :33.33%
Example: Applying Multiple Price Codes to the Order
On 2/17/12, you take an order for sold to customer 10.
Source Code |
Line# |
Item |
Quantity |
Price |
|---|---|---|---|---|
7 |
1 |
A1 |
1 |
$10.00 |
2 |
B1 |
2 |
$20.00 |
|
3 |
C1 |
3 |
$30.00 |
|
4 |
D1 |
3 |
$40.00 |
Determine eligible price codes: The date on the Order Header falls within the date range for the following price codes in the Price Code table:
Price Code |
Seq |
Start |
End |
Qty |
Type of Price Code Discount |
|---|---|---|---|---|---|
101 |
4 |
2/1/12 |
4/1/12 |
1 |
Dollar off: $2 off 1 |
202 |
3 |
2/1/12 |
4/1/12 |
2 |
Percent off: 10% off 2 |
303 |
2 |
2/1/12 |
4/1/12 |
3 |
Special price: $20.00 each for 3 |
404 |
1 |
2/1/12 |
4/1/12 |
3 |
Group price: $60.00 total for 3 |
Determine price code customer assignment: The sold to customer on the order qualifies for the following price codes in the Price Code Customer table:
Price Code |
Customer# |
Customer Price Group |
|---|---|---|
101 |
10 |
|
202 |
10 |
|
303 |
10 |
|
404 |
10 |
|
Determine price code item assignment: The details in the Price Code Details table for the items on the order are:
Price Code |
Item |
SKU |
Source Code |
|---|---|---|---|
101 |
A1 |
|
7 |
202 |
B1 |
|
7 |
303 |
C1 |
|
7 |
404 |
D1 |
|
7 |
Reprice the order: When you select Reprice at the Order Detail screen, the system reprices as follows:
Line# |
Item |
Initial Price |
Price Code |
Reprice |
|---|---|---|---|---|
1 |
A1 |
$10.00 |
101 |
Dollar off: $2 off 1 Price changes from $10.00 to $8.00 |
2 |
B1 |
$20.00 |
202 |
Percent off: 10% off 2 Price changes from $20.00 to 18.00 |
3 |
C1 |
$30.00 |
303 |
Special price: $20.00 each for 3 Price changes from $30.00 to $20.00 |
4 |
D1 |
$40.00 |
404 |
Group price: $60.00 total for 3 Price changes from $40.00 to $20.00 |
Example: Item Qualifies for More than One Price Code
On 2/17/12, you take an order for sold to customer 10.
Source Code |
Line# |
Item |
SKU |
Quantity |
Price |
|---|---|---|---|---|---|
7 |
1 |
POLO |
RED |
1 |
$40.00 |
2 |
POLO |
BLUE |
1 |
$40.00 |
|
3 |
POLO |
GRN |
1 |
$40.00 |
|
4 |
POLO |
GREY |
1 |
$40.00 |
|
5 |
POLO |
BLCK |
1 |
$40.00 |
Determine eligible price codes: The date on the Order Header falls within the date range for the following price codes in the Price Code table:
Price Code |
Seq |
Start |
End |
Qty |
Type of Discount |
|---|---|---|---|---|---|
101 |
4 |
2/1/12 |
4/1/12 |
1 |
Dollar off: $2 off 1 |
202 |
3 |
2/1/12 |
4/1/12 |
2 |
Percent off: 10% off 2 |
303 |
2 |
2/1/12 |
4/1/12 |
3 |
Special price: $20.00 each for 3 |
404 |
1 |
2/1/12 |
4/1/12 |
3 |
Group price: $60.00 total for 3 |
Determine price code customer assignment: The sold to customer on the order qualifies for the following price codes in the Price Code Customer table:
Price Code |
Customer# |
Customer Price Group |
|---|---|---|
101 |
10 |
|
202 |
10 |
|
303 |
10 |
|
404 |
10 |
|
Determine price code item assignment: The details in the Price Code Details table for the items on the order are:
Price Code |
Item |
SKU |
Source Code |
|---|---|---|---|
101 |
POLO |
|
7 |
202 |
POLO |
|
7 |
303 |
POLO |
|
7 |
404 |
POLO |
|
7 |
Note: If an item contains SKUs and no SKUs are defined for the item in the Price Code Details table, all SKUs for the item qualify for the price code.
Important: You can apply only one price code to an order line. If an order line qualifies for more than one price code and you are using Regular Price Code Pricing, the system uses the Sequence number assigned to each price code to determine the order in which to apply price codes to an order.
Reprice the order: When you select Reprice at the Order Detail screen, the system reprices as follows:
Line# |
Item |
SKU |
Initial Price |
Price Code |
Reprice |
|---|---|---|---|---|---|
1 |
POLO |
RED |
$40.00 |
404 |
Group price: $60.00 total for 3 Price changes from $40.00 to $20.00 |
2 |
POLO |
BLUE |
$40.00 |
404 |
Group price: $60.00 total for 3 Price changes from $40.00 to $20.00 |
3 |
POLO |
GRN |
$40.00 |
404 |
Group price: $60.00 total for 3 Price changes from $40.00 to $20.00 |
4 |
POLO |
GREY |
$40.00 |
202 |
Percent off: 10% off 2 Price changes from $40.00 to 36.00 |
5 |
POLO |
BLCK |
$40.00 |
202 |
Percent off: 10% off 2 Price changes from $40.00 to 36.00 |
Note: Of the price codes that were eligible to apply to the order, price code 404 was assigned the lowest sequence number. The next lowest sequence number was assigned to price code 303; however, the quantity required for price code 303 was 3 and only two units of the qualifying items remained on the order that were not assigned a price code. Because of this, the system assigned the next price code with the lowest sequence number (price code 202) to the two remaining items on the order.
Example: Price Code Multiples and Distinct By
On 2/17/12, you take an order for sold to customer 10.
Source Code |
Line# |
Item |
SKU |
Item Category |
Quantity |
Price |
|---|---|---|---|---|---|---|
7 |
1 |
SKA |
SML |
A |
1 |
$10.00 |
2 |
SKA |
SML |
A |
1 |
$10.00 |
|
3 |
SKB |
SML |
B |
1 |
$10.00 |
|
4 |
SKC |
SML |
C |
1 |
$10.00 |
|
5 |
SKD |
SML |
D |
1 |
$10.00 |
|
6 |
SKD |
MED |
D |
1 |
$10.00 |
|
7 |
SKD |
LRG |
D |
1 |
$10.00 |
Determine eligible price codes: The order and customer qualify for price code 202 in the Price Code table:
Price Code |
Seq |
Start |
End |
Qty |
Price Code Discount |
|---|---|---|---|---|---|
202 |
3 |
2/1/12 |
4/1/12 |
2 |
Percent off: 10% off 2 |
Determine price code item assignment: The details in the Price Code Details table for the items on the order are:
Price Code |
Item |
SKU |
Source Code |
|---|---|---|---|
202 |
SA |
|
7 |
202 |
SB |
|
7 |
202 |
SC |
|
7 |
202 |
SD |
|
7 |
Reprice the order: When you select Reprice at the Order Detail screen, the system reprices the lines on the order in ascending price, order line number sequence.
• Multiples Selected, Distinct By Blank
• Multiples Selected, Distinct By Item
• Multiples Selected, Distinct By SKU
• Multiples Selected, Distinct By Item Category
Because Multiples for price code 202 is unselected, once the order qualifies for the price code based on the price code quantity requirement, the system applies price code 202 to all qualifying items on the order that are not already assigned to a price code.
Line# |
Item |
SKU |
Initial Price |
Price Code |
Reprice |
|---|---|---|---|---|---|
The system applies price code 202 to order lines 1 and 2: |
|||||
1 |
SA |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
2 |
SA |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
Now that the order qualifies for price code 202, the system applies price code 202 to all qualifying items on the order that are not already assigned to a price code: |
|||||
3 |
SB |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
4 |
SC |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
5 |
SD |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
6 |
SD |
MED |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
7 |
SD |
LRG |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
Multiples Selected, Distinct By Blank
Because Multiples for price code 202 is selected and the Distinct By is blank, the order must meet the price code quantity requirement again in order to qualify.
Line# |
Item |
SKU |
Initial Price |
Price Code |
Reprice |
|---|---|---|---|---|---|
The system applies price code 202 to order lines 1 and 2: |
|||||
1 |
SA |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
2 |
SA |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
The system then applies price code 202 to order lines 3 and 4: |
|||||
3 |
SB |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
4 |
SC |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
The system then applies price code 202 to order lines 5 and 6: |
|||||
5 |
SD |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
6 |
SD |
MED |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
Order line 7 does not qualify since it does not meet the price code quantity requirement of 2. |
|||||
7 |
SD |
LRG |
$10.00 |
none |
Remains $10.00 |
Multiples Selected, Distinct By Item
Because Multiples for price code 202 is selected and the Distinct By is Item, the price code requires separate items in the required quantity in order to qualify.
Line# |
Item |
SKU |
Initial Price |
Price Code |
Reprice |
|---|---|---|---|---|---|
The system applies price code 202 to order lines 1 and 3: |
|||||
1 |
SA |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
3 |
SB |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
The system then applies price code 202 to order lines 2 and 4: |
|||||
2 |
SA |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
4 |
SC |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
Order lines 5, 6 and 7 do not qualify for price code 202 since they do not meet the price code quantity requirement of 2 by item. |
|||||
5 |
SD |
SML |
$10.00 |
none |
Remains $10.00 |
6 |
SD |
MED |
$10.00 |
none |
Remains $10.00 |
7 |
SD |
LRG |
$10.00 |
none |
Remains $10.00 |
Multiples Selected, Distinct By SKU
Because Multiples for price code 202 is selected and the Distinct By is SKU, the price code requires separate SKUs in the required quantity in order to qualify.
Line# |
Item |
SKU |
Initial Price |
Price Code |
Reprice |
|---|---|---|---|---|---|
The system applies price code 202 to order lines 1 and 2: |
|||||
1 |
SA |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
3 |
SB |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
The system then applies price code 202 to order lines 3 and 4: |
|||||
2 |
SA |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
4 |
SC |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
The system then applies price code 202 to order lines 5 and 6: |
|||||
5 |
SD |
SML |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
6 |
SD |
MED |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
Order line 7 does not qualify since it does not meet the price code quantity requirement of 2 by SKU. |
|||||
7 |
SD |
LRG |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
Multiples Selected, Distinct By Item Category
Because Multiples for price code 202 is selected and the Distinct By is Item Category, the price code requires separate item categories in the required quantity in order to qualify.
Line |
Item |
SKU |
Category |
Initial Price |
Price Code |
Reprice |
|---|---|---|---|---|---|---|
The system applies price code 202 to order lines 1 and 3: |
||||||
1 |
SA |
SML |
A |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
3 |
SB |
SML |
B |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
The system then applies price code 202 to order lines 2 and 4: |
||||||
2 |
SA |
SML |
A |
$10.00 |
none |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
4 |
SC |
SML |
C |
$10.00 |
202 |
Percent off: 10% off 2 Price changes from $10.00 to $9.00 |
Order lines 5, 6 and 7 do not qualify for price code 202 since they do not meet the price code quantity requirement of 2 by item category. |
||||||
5 |
SD |
SML |
D |
$10.00 |
none |
Remains $10.00 |
6 |
SD |
MED |
D |
$10.00 |
none |
Remains $10.00 |
7 |
SD |
LRG |
D |
$10.00 |
none |
Remains $10.00 |
Purpose: Use this screen to create and work with price codes used to define price breaks you offer for orders of a group of items.
How to display this screen: Enter WPCD in the Fast path field at the top of any menu or select Work with Price Codes from a menu.
Field |
Description |
|---|---|
Price code |
This code defines a repricing method you offer to your customers when they order a sufficient quantity of items associated with this price code. Enter a price code and select OK to display price codes in numeric order, beginning with your entry. Numeric, 7 positions; Optional |
Description |
A description of the price code. Enter a full or partial description and select OK to display price codes that contain your entry. Alphanumeric, 30 positions; Required. |
Seq (Sequence number) |
This number controls the order in which the system evaluates pricing for an item; if two or more price codes would apply, the system uses the price code with the lowest sequence number. Numeric, 7 positions; display-only. |
Discount |
The type of discount: • Price Code Special Price Discount: Displays as Sp: followed by the Special price. For orders subject to VAT, displays as Tax incl price: followed by the Tax inclusive price for special price.The discount is a special price for the qualifying items associated with the price code. • Price Code Dollar Off Discount: Displays as $: followed by the Dollar discount. The discount is a dollar amount to subtract from the regular item price for the qualifying items associated with the price code. • Price Code Percent Off Discount: Displays as %: followed by the Percent discount. The discount is a percentage to subtract from the regular item price for the qualifying items associated with the price code. • Price Code Group Price Discount: Displays as Grp: followed by the Group price. For orders subject to VAT, displays as Grp tax incl: followed by the Tax inclusive price for group price. The discount is a group price for the qualifying items associated with the price code. Numeric, 13 positions with a 2-place decimal; display-only. |
Start Date |
The beginning date when the price code discount becomes effective. The system compares this date to the date on the Order Header to determine whether the order qualifies for the price code discount. Numeric, 6 positions (in user date format); display-only. |
End Date |
The end date when the pice code discount becomes effective. The system compares this date to the date on the Order Header to determine whether the order qualifies for the price code discount. Numeric, 6 positions (in user date format); display-only. |
.
Screen Option |
Procedure |
|---|---|
Create a price code |
Select Create to advance to the Create Price Code Screen. |
Change a price code |
Select Change for a price code to advance to the Change Price Code screen. You can change any information on this screen except the Price code field. For field descriptions, see Create Price Code Screen. |
Delete a price code |
Select Delete for a price code to delete it. When you delete a price code, the system deletes any associated records in the Price Code Customer table. |
Display a price code |
Select Display for a price code to advance to the Display Price Code screen. You cannot change any fields on this screen. For field descriptions, see Create Price Code Screen. |
Define the customer price group or sold to customer number eligible for the price code discount |
Select Customer for a price code to advance to the Work with Qualifying Customer/Price Groups Screen. |
Create, update, and delete records in the Price Code, Price Code Customer, and Price Code Details tables from an external system |
Select Upload. See Price Code Upload for processing details. |
Purpose: Use this screen to create a price code.
How to display this screen: Select Create at the Work with Price Codes Screen.
Field |
Description |
|---|---|
This code defines a repricing method to apply in Order Entry when the customer orders a sufficient quantity of qualifying items. Numeric, 7 positions. Create screen: required. Change screen: display-only. |
|
A description of the price code. Alphanumeric, 30 positions; required. |
|
The beginning date when the price code discount becomes effective. Numeric, 6 positions (in user date format); optional. |
|
The end date when the pice code discount becomes effective. Numeric, 6 positions (in user date format); optional. |
|
The total quantity the customer must order of all qualifying items to get the price break. Note: The system evaluates minimum price code quantity by ship-to address. Numeric, 7 positions; required. |
|
The method the system uses to determine whether the customer ordered the quantity required to receive the group price. Valid values: • Item = The quantity required is by item. • SKU = The quantity required is by SKU. • Category = The quantity required is by item category. Optional. |
|
Defines whether the order qualifies for a discount multiple times if the correct number of qualifying items/SKUs is added to the order. • Selected = Allow multiples. • Unselected = Do not allow multiples. This field must be selected if you define a Distinct By setting or Group price. |
|
One of the following repricing methods is required: |
|
The special price to charge the customer for all qualifying items associated with the price code. Numeric, 13 positions with a 2-place decimal; required if dollar discount percent discount, or group price not entered. |
|
The special price to charge the customer for all qualifying items associated with the price code on orders subject to VAT. Displayed only if the Tax Included in Price (E70) system control value is selected. Note: If an order is subject to VAT, but the item is subject to a price code with a only a special price and not a Tax-inclusive price, the system uses the special price for the price code. Numeric, 13 positions with a 2-place decimal; optional. |
|
The dollar amount to subtract from the regular price of each qualifying item associated with the price code. If the Tax Included in Price (E70) system control value is selected, the system applies the discount against the regular tax-inclusive price to calculate the tax-inclusive price code price. Numeric, 13 positions with a 2-place decimal; required if special price, percent discount, or group price not entered. |
|
The percentage of the regular item price to subtract for each qualifying item associated with the price code. If the Tax Included in Price (E70) system control value is selected, the system applies the discount against the regular tax-inclusive price to calculate the tax-inclusive price code price. Numeric, 5 positions with a 2-place decimal; required if special price, dollar discount, or group price not entered. |
|
The group price to charge the customer for all qualifying items associated with the price code. Numeric, 13 positions with a 2-place decimal; required if special price, dollar discount, or percent discount not entered. |
|
The group price to charge the customer for all qualifying items associated with the price code on orders subject to VAT. Displayed only if the Tax Included in Price (E70) system control value is selected. Note: If an order is subject to VAT, but the item is subject to a price code with a only a special price and not a Tax-inclusive price, the system uses the special price for the price code. Numeric, 13 positions with a 2-place decimal; optional. |
|
The order in which the system evaluates whether a price code applies to an order. Regular Price Code Pricing: If an order qualifies for two or more price codes, the system uses the price code with the lowest sequence number. If two price codes have the same sequence number, the system uses the price code with the lowest price code number. Customer Price Group Price Code Pricing: If an order qualifies for two or more price codes, the system uses the price code that provides the greatest discount to the order. If two price codes provide the same discount, the system uses the price code with the lowest sequence number. If two price codes have the same sequence number, the system uses the price code with the lowest price code number. Numeric, 7 positions; required. Note: The system will not prevent you from defining a repricing method that would change the item price into a credit (that is, a discount of more than 100% the item price). |
|
.
Work with Qualifying Customer/Price Groups Screen
Purpose: Use this screen to define the customer price groups and sold to customers that qualify for the price code discount.
Important: If you do not define any sold to customers or customer price groups for a price code, then ALL sold to customers and customer price groups qualify for the price code.
How to display this screen: Select Customer for a price code at the Work with Price Codes Screen.
Qualifying customers display on this screen in alphanumeric sold to customer number, price group code sequence.
Fields |
Description |
|---|---|
Price Code |
The code and description of the price code. Code: Numeric, 7 positions; display-only. Description: Alphanumeric, 30 positions; display-only. |
Group |
The code for the customer price group that qualifies for the price code discount. Customer price group codes are defined in and validated against the Customer Price Group table. Alphanumeric, 4 positions; Required if a customer is not defined. |
Customer |
The sold to customer number that qualifies for the price code discount. Sold to customer numbers are defined in and validated against the Customer Sold To table. Numeric, 9 positions; Required if a customer price group is not defined. |
Name |
The description of the customer price group code or the name of the sold to customer. • If a company is not defined for the customer, the last name followed by the first name displays; for example: LAST, FIRST. • If a company is defined for the customer, the company name followed by the last name and first name displays; for example: MILL VILLAGE ATTN:NONNIE, NO. The system truncates the name to 30 positions. Alphanumeric, 30 positions; display-only. |
Screen Option |
Procedure |
|---|---|
Define a qualifying customer price group |
Enter a valid customer price group code and select OK. The qualifying customer price group displays in the bottom half of the screen. |
Define a qualifying sold to customer |
Enter a valid sold to customer number and select OK. The qualifying sold to customer number display in the bottom half of the screen. |
Delete a qualifying customer price group or sold to customer |
Select Delete for a qualifying customer price group or sold to customer to delete it. |
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