1. In-Memory Sales Advisor Implementation Guide
  2. Item and Customer

Item and Customer

When you run scenarios for the future, you must enter item, customer, and branch/plant information to retrieve future adjusted price information. To fetch historical price information, enter item information only and the system uses the actual information in the past. The item and customer criteria to enter for simulations include:

  • Item Number.

    The item can be in short, long, or third item number format.

  • Item Group.

    This is a UDC (40/PI) that identifies an inventory price group for an item. Item price groups have unique pricing structures that direct the system to incorporate discounts or markups on items on sales orders. The discounts or markups are based on the quantity, dollar amount, or weight of the item ordered. When you assign a price group to an item, the item takes on the same pricing structure defined for the inventory price group.

    Note: If you enter an item number and an item group on the Profitability Simulator form, the system simulates pricing based on the item group.

  • Customer.

    This is a user-defined name or number that identifies an address book record. If you enter a value other than the address book number, such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book Constants. When the system locates the record, it returns the address book number to the field.

  • Customer Group.

    This is a UDC (40/PC) that identifies a customer group. Customer groups are an optional way of organizing pricing schemes. You can set up customer price groups to enter and update price information for multiple customers simultaneously. For example, you can create a customer price group for preferred customers, named PREFER, who purchase a bike for 420.00 USD, while other customers buy the bike for 450.00 USD.

    A simple price group is a group of customers that are assigned to the same group name in the Customer Billing Instructions. In JD Edwards EnterpriseOne base pricing, a customer can belong to only one customer price group.

    To allow for greater pricing flexibility, you can use the JD Edwards EnterpriseOne Advanced Pricing system to set up complex customer price groups. Complex price groups are groups of customers that are assigned to a group name but might be part of a different subgroup. You can define subgroups in a complex price group with values that you assign to category codes such as customer geographic location, line of business, or sales volume.

    See "Setting Up Complex Customer Price Groups" in the JD Edwards EnterpriseOne Applications Advanced Pricing Implementation Guide.

    Note: If you enter a customer number and a customer group on the Profitability Simulator form, the system simulates pricing based on the customer group.

  • Branch/Plant.

    Enter an alphanumeric code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant.

    You must specify a branch/plant as part of your criteria. If you do not enter a branch/plant, you must enter cost and price information on the Price and Cost tab.