Setting Up Standard Pricing Adjustments

Access the Customer Pricing Rules form.

Level

Enter an alphanumeric code that determines the sequence in which the system displays the rules within the pricing group. You define levels when you set up the pricing groups.

Up To Quantity

Enter the volume or quantity breaks that are commonly used in pricing tables. If the quantity on the first level of a rule is 5, then the pricing logic on this level applies only to sales of five or fewer items. If the quantity in the next level is 10, then the pricing logic applies to sales of six through 10 items. A value of 99,999,999 indicates all quantities.

Basis

Enter a costing method on which the system bases the net price of the order.

For pricing and repricing, values are:

1: Last-In Cost

5: Future Cost

P: Unit Price

2: Average Cost

6: Lot Cost

3: Memo Cost 1

7: Standard Cost

4: Current Cost

The system uses the method that you enter here to determine the order's net price.

Otherwise, specify a value from 1 to 8 to use the unit cost in the sales detail as the base-on value for all reprice calculations.

Factor Value

Enter the discount that the system uses when it calculates the price of an item that is attached to this inventory pricing rule.

Discounts can be expressed as multipliers, additional amounts, or deductible amounts. For example, a 10 percent discount would be entered as 0.90. You can use the same factor for markups over cost. For example, a 10 percent markup would be entered as 1.10.

Type

Select a value that indicates whether the factor value is a multiplier (percentage) or an additional/deductible cash amount ($) when applied to an order's price.

Override Price

Enter a price. Any price that you enter here overrides all other rules or prices.

Base UOM (base unit of measure)

Enter a code that indicates that the quantity limit is based on a special unit of measure. The default value is 1 (primary unit of measure). Values are:

1: Primary unit of measure.

2: Secondary unit of measure.

3: Purchasing unit of measure.

4: Pricing unit of measure.

5: Shipping unit of measure.

#: Weight.

$: Monetary (not quantity) limit.

Contract Quantity

Displays the quantity that is established in the inventory pricing rules as the number of items that the customer can purchase at this contract price.

Quantity Taken

Displays the number of units that have passed through the Sales Update process.

In Work Order Processing, this field identifies the total quantity that is completed or consumed on a work order to date basis.

Contract Reference

Enter the number or identifier of the document on which this contract is based.

Complete this field only if you are creating a contract price between you and a specific customer.