Examples of Creating Price Lists for Each Customer

Assume your implementation services about 4,000 customers, each customer requires a different percent discount according to the value of one or more attributes, and you use a single pricing strategy for each customer. How will you do it?

Review some examples where you create a price list for each customer.

Example	Description
Set up pricing according to customer and line of business.	You create an extensible flexfield on the order header that implements your own Line of Business attribute, and you set up pricing to apply a percent discount according to customer and line of business. The Order Entry Specialist, creates a new sales order, sets the Customer attribute and Line of Business attribute on the order header, then adds an order line. Pricing applies a percent discount for each item according to customer and line of business.
Set up pricing according to customer, sales channel, and business unit.	You create an extensible flexfield on the order header that implements your own Sales Channel attribute, and you set up pricing to apply a percent discount according to customer, sales channel, and business unit. The Order Entry Specialist, creates a new sales order, sets the Customer attribute, Sales Channel attribute, and the Business Unit attribute on the order header, then adds an order line. Pricing applies a percent discount for each item according to customer, sales channel, and business unit.
Set up pricing according to customer and ship-to address.	You set up pricing to apply a percent discount according to customer and the ship-to address. The Order Entry Specialist, creates a new sales order, sets the Customer attribute and Ship-To Address attribute on the order header, then adds an order line. Pricing applies a percent discount for each item according to customer and ship-to address.

Line of Business Example

Assume customer Computer Service and Rentals includes four lines of business, and each line of business requires a different percent discount. The sales channels are Retail, Corporations, Governments, and Universities.

Set Up	Description
Extensible flexfield	Create an extensible flexfield named Line of Business on the order header.
Customer pricing profile	Create a customer pricing profile that references Attribute_Number1 for the extensible flexfield.
Price list	Here are the values you use for each price list that you create. Price Type equals One Time Charge Type equals Sale Charge Subtype equals Price Adjustment Type equals Discount Amount Condition references the Line of Business extensible flexfield

Set Up

Description

Extensible flexfield

Create an extensible flexfield named Line of Business on the order header.

Customer pricing profile

Create a customer pricing profile that references Attribute_Number1 for the extensible flexfield.

Price list

Here are the values you use for each price list that you create.

Price Type equals One Time
Charge Type equals Sale
Charge Subtype equals Price
Adjustment Type equals Discount Amount
Condition references the Line of Business extensible flexfield

Here are the price lists you set up.

One for all items that Computer Service and Rentals sells.
One for item AS54888 Desktop Computer with a sale price of $100.
One for item AS54999 Desktop Computer with a sale price of $200.

Here are pricing matrixes you create for each price list.

Line of Business	Adjustment Amount for All Items	Adjustment Amount for AS54888	Adjustment Amount for AS54999
Retail	10	20	30
Corporations	20	30	40
Governments	30	40	50
Universities	40	50	60

Sales Channel and Business Unit Example

Assume customer Spruce Hospitals places sales orders through one of four different sales channels and through one of two business units. You must apply a different price and a different discount according to each sales channel and each business unit. The lines of business are Retail, Corporations, Governments, and Universities.

Set Up	Description
Extensible flexfield	Create an extensible flexfield named Sales Channel on the order header.
Customer pricing profile	Create a customer pricing profile that references Attribute_Number1 for the extensible flexfield.

You set up a price list for the Forest Medical Trillium 3000 item with a sale price of $130, Access Set equals Common, and Business Unit equals Care Operations and Care Sales. Here's the pricing matrix you create.

Business Unit in Condition Column	Sales Channel in Condition Column	Adjustment Amount
Care Operations	Hospitals	10
Care Sales	Outpatient Clinics	15
Care Operations	Hospitals	12
Care Sales	Outpatient Clinics	11

Note

Header.SellingBusinessUnitId defines the business unit.
Sales Channel references the Sales Channel extensible flexfield.
You set the Adjustment Type to Discount Amount.

You set up another price list for all items that Spruce Hospitals sells. You set Price Type to One Time, Charge Type to Sale, and Charge Subtype to Price. Here's the pricing matrix you create.

Business Unit in Condition Column	Adjustment Amount
Care Operations	10
Care Sales	20

Note

Header.SellingBusinessUnitId defines the business unit.
You set the Adjustment Type to Discount Percent
You set the Adjustment Basis to List Price.

Ship-To Example

Assume customer Musical Scores sells full sets of orchestral notation to orchestras throughout the world. They provide different discounts according to ship-to country. You set up a price list for item Orchestral Favorites with a sale price of $100. Here's the pricing matrix you set up.

Ship-To Address in Condition Column	Adjustment Amount
United States	10
Japan	12
Korea	14
China	16

You set the Adjustment Type to Discount Amount.