Using Request Price Check

Request Price Check Process Procedure

Perform these steps to use Request Price Check to validate the customer's net price that is sent by EDI against the system-calculated net price.

1. Run the Request Price Check process.

2. Use the Price Hold Release page to review the customer and system-calculated net unit price.

   Change any of the prices that are on the page and accept the customer's price in lieu of the system-calculated price. If you want to accept the customer's price, change the List Price and Net Unit Price fields to match the customer's price. When you save the page, the system sets the Price Protected flag at the schedule level to Y so that Order Pricing does not recalculate the price. The order schedule is also updated with the selected price. If the price validation is performed on an order change, the order acknowledgement is not sent to the customer until the price discrepancy is reviewed and the order is released from hold. The order acknowledgement includes the adjusted net unit price.

Understanding How the System Performs Price Checking for EDI/XML Orders

The data that the customer sends in for these fields triggers the system to perform the comparison against the system-calculated prices and discounts.

• CUST_PO_PRICE (the customer's price before discounts).

• CUST_PO_PRC_BASE (the customer's price before discounts in the base currency).

• CUST_NET_PRICE (the customer's price after discounts).

• CUST_NET_PRC_BASE (the customer's net price in the base currency).

• CUST_BILL_BACK_ALL (the customer's bill backs).

• CUST_BBACK_ALL_BSE (the customer's bill back in the base currency).

• CUST_OFF_INV_BASE (the customer's off-invoice discounts in the base currency).

• CUST_OFF_INV_DISC (the customer's off invoice discounts).

The Automatic Request Price Check process selects order schedules that do not have a blank net unit price and the Price Protected flag is set to NO. It compares the customer's net unit price against the system-calculated net unit price. On the inbound purchase order, the customer's net unit price can include promotional discounts such as off-invoice or bill-back discounts.

In situations in which the customer's inbound purchase order includes promotional discounts, the off-invoice and bill-back discounts are summed in the ORD_PRICE_ADJST table to get a total discount amount on the inbound purchase order.

This example illustrates how the customer's net unit price and system-price are calculated for an inbound purchase order with the following criteria:

• List Price of 100 USD for 1 case.

• Off-invoice discount of 10 USD per case.

• Bill-back allowance of 10 USD per case. (The bill-back adjustment is an accrued adjustment.)

• The customer's net unit price is 90 USD.

• The system-calculated price is 100 USD.

To validate these fields, the system calculates the price by using the pricing structure (price rules, price lists, and so on) that are set up in PeopleSoft Enterprise Pricer. The system calculates the price for each order line or schedule based on the pricing structure and then compares the calculated values against the values that are sent by way of the EDI/XML Inbound Purchase Order.

The validation is as follows, assuming that the price discrepancy hold is set up on the Order Management Business Unit Hold Processing page.

• If the customer's list price does not equal the system-calculated price, the Request Price Check validation routine checks the customer's pricing and promotion fields in this order:

  1. Net unit price

  2. Bill-back allowances

  3. Off-invoice discount

  4. List price

• If the customer's bill-back allowance amount is not zero, the validation routine should check whether the system calculates a bill-back adjustment for the same amount.

  • If the bill-back allowance does not match the customer's bill-back allowance, the validation routine places the order on hold.

  • If the bill-back allowance does match the system-calculated bill-back allowance, the validation routine checks the off-invoice discount.

• If the off-invoice discount does not match, the validation routine places the order on hold.

• If the off-invoice discount does match, the validation routine checks the list price.

• If the list price does not match, the validation routine places the order on hold.

System Information Tab

Customer Prices Tab

The prices that are on this page are the customer's purchase order prices that differ from the system-calculated prices. You can override them as necessary. Any changes are passed to the sales order.