Edit Price on Order Lines

Modify how Order Management calculates the Amount attribute on an order line.

Make adjustments depending on how your order administrator sets up Order Management:

• Adjust unit net price for each charge on an item.

• Apply a value discount or value markup.

• Apply a percent discount or percent markup.

• Enter a price override that sets a new value for net price.

Assume:

• One of your preferred customers, Computer Service and Rentals, is placing a sales order for the AS54888 desktop computer.

• Your company provides Computer Service and Rentals with a $50 discount for any desktop computer they purchase.

• You are currently offering a year-end, 10% discount off the list price for each purchase.

You will use a manual price adjustment to apply each discount.

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

Edit price on order lines:

1. Sign into Order Management with the Update Order Pricing Details privilege.

   You must use this privilege to do this procedure.

2. Create a new or open your sales order in the Order Management work area.

3. Add an order line, then click the value in the Amount column.

   You can edit price only if your order administrator sets up pricing to allow you to adjust price.

4. Set these values, then click Apply:

   Attribute	Value
   Type	Discount Amount
   Amount	50
   Reason	Sales Negotiation Use the Reason attribute to document the reason for the adjustment. It doesn't affect the price.

5. Notice that the Charge Breakdown displays the discount amount as a manual adjustment, and that the order line's Amount attribute displays the adjusted value.

Set Adjustment Type

Here are some examples of the adjustments that you can make:

Adjustment Type	Description
Discount Amount	Decrease price by $50.
Discount Percent	Decrease price by 10% of adjustment basis.
Markup Amount	Increase price by $50.
Markup Percent	Increase price by 10% of adjustment basis.
Price Override	Set net price to 425.

Sequence More Than One Adjustment

Order Management calculates adjustments in the same sequence that it displays them. If you add more than one adjustment, then the sequence might affect price.

Assume you add these adjustments:

	Type	Amount	Basis	Reason	Adjustment
1	Discount Percent	10	Your Price	Other	-25.00
2	Discount Amount	10		Other	-10.00

The page also displays these values:

Attribute	Value
List Price	250
Automatic Adjustments	0
Manual Adjustments	-35
Net Price	215

Order Management uses this sequence to calculate price:

Step	Description	Math
1	Calculate percent discount.	10% multiplied by $250 List Price equals $25 discount.
2	Subtract percent discount.	$250 minus $25 equals $225 Net Price.
3	Subtract amount discount.	$225 Net Price minus $10 equals final Net Price of $215.

Assume you click and drag the discount amount to the top:

Type	Amount	Basis	Reason	Adjustment
Discount Amount	10		Other	-10.00
Discount Percent	10	Your Price	Other	-25.00

The page will display these values:

Attribute	Value
List Price	250
Automatic Adjustments	0
Manual Adjustments	-34
Net Price	216

Order Management uses this sequence to calculate price:

Step	Description	Math
1	Subtract amount discount.	$250 minus $10 equals $240 Net Price.
2	Calculate 10% discount.	10% multiplied by $240 Net Price equals $24 discount.
3	Calculate final Net Price.	$240 minus $24 equals $216.