1. In-Memory Sales Advisor Implementation Guide
  2. Understanding Line Up-Sell

Understanding Line Up-Sell

The system provides real-time visibility to line up-sell opportunities, which enables you to sell larger quantities and provide the best available price to your customer.

The system supports line up-selling when:

  • Advanced Pricing is ON.

  • The line on the sales order is a new line in any mode.

The system determines the quantity increases to suggest by evaluating the schedule on the sales order. The system checks quantity breaks for all line level adjustments on the pricing schedule.

When up-sell opportunities exist for an item, the system displays the Line Advisor grid cell icon in the Line Advisor field in the Sales Order Detail grid.

To access the Up-Sell Opportunities subform (S421009C) when up-sell opportunities exist, you perform one of these actions:

  • Click the Line Advisor grid cell icon in the Line Advisor field of the detail line in the Sales Order Detail grid.

    The system opens the Line Advisor tab and highlights the corresponding row in the Sales Order Detail grid.

  • Click the Line Advisor tab.

You can view the suggested order quantity, transaction unit of measure, unit price, extended price, and pricing unit of measure in the grid on the Up-Sell Opportunities form. The system displays the foreign prices if the order is a foreign order and the taxed prices if the sales order uses tax inclusive pricing.

The Up-Sell Opportunities form displays a maximum of four up-sell opportunities for each item on the sales order. The number of up-sell opportunities displayed is a hard-coded value.

Note: The system only displays the up-sell opportunity if the price is lower than the current line's price or it has free goods.

The system does not have a threshold for how much additional quantity to recommend. You cannot change the quantity in the Up-Sell Opportunities form.

The system uses the JD Edwards EnterpriseOne Advanced Pricing system to determine the price for each quantity break.

You can hide all the price columns on the Up-Sell Opportunities grid by setting the Display or Hide Price Fields processing option on the Display tab of the Sales Order Entry program (P42101) to a value of 2.

The system also provides an icon when a free good is attached to the quantity increase. The green price tag icon appears in the F/G (free goods) field of the related quantity level break in the Up-Sell Opportunities grid. The free goods icon contains hover text stating Free goods exist for this quantity.

When you access the Line Advisor, the system selects the row for the first suggested quantity by default. To update the sales order with the quantity, you click the Select Quantity button. If a free good is associated with the quantity selected, then the free good also gets added to the sales order.

Line up-selling uses the following tables:

  • Preference Hierarchy File (F40073).

  • Price Adjustment Schedule (F4070).

  • Price Adjustment Type (F4071).

  • Price Adjustment Detail (F4072).

  • Group Code Key Definition Table (F4092).

  • Item Key ID Master File (F40941).

  • Customer Key ID Master File (F40942).

The system stores the up-sell opportunities in the Line Advisor Work File table (F42X010W).

The system does not present the Line Advisor grid cell icon under the following conditions:

  • Standard pricing is used.

  • The line is in change mode while editing an existing sales order.

  • The sales order line entered contains an order line quantity that is greater than any adjustment quantity level break.

  • The sales order does not have an advanced pricing schedule associated with it or the advanced pricing schedule for the sales order does not have any line level quantity break adjustment.

  • The item is a configured item or kit with a pricing method different than method 2.