Setting Up Advanced Preferences

Access the Preference Definition Revisions form.

Preference Hierarchy

Enter the user-defined code (40/PR) that identifies a preference type or a price adjustment hierarchy. When you define pricing hierarchies, you identify each table with this code. Later, when you create adjustments, you use this code to identify the hierarchy that the system follows for this adjustment.

Advanced Preference Type

Enter the user-defined code (40/AP) that specifies how the system processes an advanced preference price adjustment.

Item Group

Enter the user-defined code (system 40/type PI) that identifies an inventory price group for an item. Inventory price groups have unique pricing structures that direct the system to incorporate discounts or markups on items on sales and purchase orders. The discounts or markups are based on the quantity, monetary amount, or weight of the item that is ordered. When you assign a price group to an item, the item takes on the same pricing structure that is defined for the inventory price group. You must assign an inventory price group to the supplier or customer, and to the item, for the system to interactively calculate discounts and markups on sales orders and purchase orders.

Customer Group

Enter the user-defined code (40/PC) that identifies a customer group. You can group customers with similar characteristics, such as comparable pricing.

Quantity Level Break

Select this option to specify that quantity level breaks occur in the Price Adjustment Detail table (F4072). When this option is selected, the system determines the correct adjustment based on the quantity that is ordered in the sales order. You can set up different adjustment breaks for different units of measure.

Preference History

Select this option to indicate whether the system creates preference history records for a preference name.