Period-To-Date Pricing
This section discusses:
Reprice or charge orders.
Period-to-date caps.
Period-to-date adjustment review.
Period-to-date pricing dates.
Period-to-date pricing setup.
Use period-to-date pricing to calculate price adjustments based on sales order totals across a predefined time frame, as opposed to within a single sales order. Price adjustments are applied only to the current sales order or sales order line, but the criteria used to determine a price formula match include order totals for multiple sales orders.
Only the current sales order is repriced. When a sales order is repriced, it takes into account only those period-to-date sales order totals that were entered before repricing. Any change to a sales order that affects period-to-date pricing is reflected in the current sales order and in any subsequent repricing or new sales orders.
A warning message appears if a sales order is entered that goes over the last price formula for a period-to-date adjustment. You can split the sales order line into two lines to receive as much of an adjustment as possible. A price formula cap is the highest formula value of the last price formula associated with the price rule.
For example, a period-to-date price rule is created for customer USA01 and Product ID 10001. The price formula is for 1 EA to 100 EA. The existing sales orders for this customer and product total 95 EA. A new sales order for customer USA01 and product 10001 is entered with an order quantity of 10, which puts the cumulative orders over 100 EA. If this price rule has no other price formulas (over 100 EA), a warning is issued to the CSR. The CSR can create two order lines to maximize the adjustment for the customer:
One for 5 EA or less.
One for the remaining quantity.
You can review the period-to-date price adjustments for a sales order from the Price Rule Audit page on the order line or schedule. The period-to-date adjustments appear with the other standard price adjustments and is flagged as a period-to-date adjustment.
You can preview other price adjustments for period-to-date pricing on the Price and Availability page by entering a PeopleSoft Order Management business unit and sold-to customer along with the product, quantity, and other order information.
Period-to-date totals are derived from the ORD_SCH_ARCH table. If you are archiving sales orders, leave them in the ORD_SCH_ARCH and ORD_PPRC_SET tables until the current period for period-to-date pricing has expired. Canceled schedules are not included.
Also, do not archive the ORD_SCH_ARCH table if you use the new One-Time-Only or Maximum Quantity price rule features.
To set up period-to-date pricing so that price adjustments are based on a customer's period-to-date sales order totals:
Define the pricing period using the Sales Calendar page.
Select the calendar to use on the Order Management Setup Business Unit page.
Select the period-to-date option on the Price Rule - Formulas page.