Assign Pricing Strategy

Assign the pricing strategy that Pricing uses to price an item according to attributes, such as the pricing segment, channel, and type of transaction.

Assume you must assign all sales orders that are inside sales for all customers who reside in the Corporate segment. You must assign these sales orders to the Corporate strategy.

This topic uses example values. You might need different values, depending on your business requirements.

Assign a pricing strategy.

Go to the Pricing Administration work area, then click Tasks > Manage Pricing Strategy Assignments.
On the Manage Pricing Strategy Assignments page, examine the predefined assignments.

If a predefined assignment meets your business requirement, then don't create a new one, and exit this procedure.

Immediately below the page title, click Actions > Add Row, then set the values.

Attribute	Value
Assignment Level	Header
Pricing Context	Sales
Transaction Type	Sales Orders
Start Date	Select today's date. The combination of Assignment Level, Pricing Context, and Transaction Type must specify a unique value for each time period. You can't create identical pricing strategy assignments that include dates that overlap one another.

Click Save.
Click Create Assignment Matrix.
In the Create Assignment Matrix dialog, add a check mark to each option, then click OK.

In the Header-Sales area, click Actions > Add Row, then set the values.

Attribute	Value
Channel Method	Inside Sales
Pricing Segment	Corporate Segment
Transaction Type	Sales Order
Pricing Strategy	Corporate Strategy If you create more than one row in the assignment matrix, then the combination of Assignment Level, Pricing Context, and Transaction Type must specify a unique value for each time period, and these dates must not overlap one another.

Use the matrix class when you set up Pricing to determine the attributes that you can specify in the assignment matrix. For details, see Manage Pricing Matrix Type.

Click Save.