Understanding Override Search Groups

To simplify the process of defining and maintaining base prices, you set up price groups for the customers and items with similar characteristics. A complex price group contains subgroups based on category codes, such as a specific item type, customer geographic location, line of business, or sales volume. An override search group is another way of retrieving prices based on specific category codes for an adjustment definition.

You specify the categories to use by defining override search groups. You can use from one to four category codes. After you define the override price group, attach it to an adjustment definition. Using these fields to group customers is another method of defining pricing for a specific group.

When you enter an override price group as an adjustment definition, the override price group becomes the only price group that you can use for that price adjustment. You can define prices based on how you place items or customers into groups:

• For items, use the category codes in the item/branch information.

• For customers, use the category codes in the customer master information.

• For sales orders, use certain sales-order detail fields and use default values from preferences.

When the system uses the adjustment definition, it searches the item or customer records for category codes that match the override group. If the system finds a match, it uses the adjustment definition that is defined for that category code. The search is only on category codes.

You can use order detail groups to create adjustment definitions for order lines based on information in certain sales-order detail controls. You do not have to assign either customer or item price groups because the system searches only on category codes.

If you use the price matrix function, set up complex price groups.