Customer Price Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Order Options $Images\bluerarw.gif$ Pricing $Images\bluerarw.gif$ Customer Price Maintenance

Purpose

Define customer-specific pricing for a product, price class, or style.

Overview

Use Customer Price Maintenance to link a product, price class, or style to a customer to create a price record. For more information, see Price Logic FAQ.

Note The Pricing Customer Code field on the Sales tab in Customer Maintenance is used for customer price matrix purposes.

Example If three customers are related by common ownership and you want them to have the same pricing, you can assign them all the same pricing customer code, which would mean that only one set of customer price records would need to be set up and maintained to handle these three customers.

Use the top of the window to select the type of record being created, updated, or deleted. Use the three tabs at the bottom of the window to enter or update information for that record. You must first select from the top section before you can enter pricing in the tabs.

Note Navigation is by ascending product code, price class, or style, and then by descending start date for the selected customer. For example, if you have three price records for the same customer/product code with start dates of 01/01/2020, 01/01/2021, and 01/01/2022, you would see the 01/01/2022 record first. Clicking the Next button in the ribbon displays the 01/01/2021 record second, and then clicking the Next button again displays the 01/01/2020 record last.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Price Maintenance window.
New	Click this button to create a new customer price record.
Update	Click this button to edit the selected customer price record.
Delete	Click this button to delete the selected customer price record.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Show Data	Click this button to display products for a price matrix on the Product Overrides tab. This button is only available if the Product Overrides tab is displayed.
Clear Overrides	Click this button to clear all product override pricing and ship and debit amounts on the Product Overrides tab. This button is only available if the Product Overrides tab is displayed.
First	Click this button to display the first customer price record.
Prev	Click this button to display the previous customer price record.
Next	Click this button to display the next customer price record.
Last	Click this button to display the last customer price record.
Commission Rate Maintenance	Click this button to display Commission Rate Maintenance, which allows you to define sales representative commissions.
Product Inventory Reservations	Click this button to display Product Inventory Reservation Maintenance, which allows you to reserve product quantities for specific customers or customer divisions. Note If you do not have permission to access Product Inventory Reservation Maintenance, click this button to display Product Inventory Reservation Inquiry, which allows you to view reserved product quantities for specific customers or customer divisions.
Customer Inventory Reservations	Click this button to display Customer Inventory Reservation Maintenance, which allows you to reserve product quantities for specific customers or customer divisions. Note If you do not have permission to access Customer Inventory Reservation Maintenance, click this button to display Customer Inventory Reservation Inquiry, which allows you to view reserved product quantities for specific customers or customer divisions.
Sales Restrictions	Click this button to display Sales Restriction Maintenance, which allows you to define sales restrictions on products, product categories, or product subcategories. Note If you do not have permission to access Sales Restriction Maintenance, click this button to display Sales Restriction Inquiry, which allows you to view sales restrictions on products, product categories, or product subcategories.
Cost Matrix	Click this button to display Purchase Cost Matrix Maintenance, which allows you to define a cost matrix for a selected supplier and product or cost class.
Ship and Debit	Click this button to display Ship and Debit Maintenance, which allows you to define criteria for shipper rebates.
Companion Order	Click this button to display Companion Order Inquiry, which allows you to view orders for a companion product.
Notes	Click this button to display Notes Entry, which allows you to view and enter notes for a selected price record.

Fields and Buttons

Field or Button	Description
Customer Code	Enter a customer code, or click the Lookup button to select a customer code.
Customer Name	Enter a customer name, or click the Lookup button to select a customer name.
Ignore Margin Check	Select this check box if you want this price to be ignored by margin checking, if margin checking is turned on for the related product. This check box is cleared by default. Note For more information, see Gross Margin Testing FAQ.
Define Prices for	Select whether to define a price for a specific product, price class, or product style.
Special Promotions	Select this check box to indicate this price matrix is for a special promotion. Quantity sold for special promotions is tracked separately for sales analysis and DRP purposes. Note Promotional Items displays products for which this check box is selected.
Product Code/Price Class/Product Style	If you selected the Product radio button in the Define Prices for field, enter a product code, or click the Lookup button to select a product code. If you selected the Price Class radio button in the Define Prices for field, enter a price class ID, or click the Lookup button to select a price class ID. Price classes are selected for products in Product Location Maintenance for pricing purposes. If you selected the Style radio button in the Define Prices for field, enter a style code, or click the Lookup button to select a style code. Styles are selected for products in Product Maintenance for pricing purposes.
Name/Description	If you selected the Product radio button in the Define Prices for field, enter a product name, or click the Lookup button to select a product name. If you selected the Price Class radio button in the Define Prices for field, enter a price class name, or click the Lookup button to select a price class name. Price classes are selected for products in Product Location Maintenance for pricing purposes. If you selected the Style radio button in the Define Prices for field, enter a style code, or click the Lookup button to select a style code. Styles are selected for products in Product Maintenance for pricing purposes.
Mix and Match	Select this check box if price break quantities can be met by the total of ordered products in a price class or product style (instead of the quantity ordered for individual products). Example A price matrix is set up for a price class that includes Product A and Product B. If 10 units are ordered, the products have a lower price. If this check box is selected, the customer can order 6 units of Product A and 4 units of Product B to receive the lower price. If this check box is cleared, the customer must order 10 units of Product A or 10 units of Product B to receive the lower price. This check box is cleared by default, and only enabled if the Product radio button is not selected and the Family Code field is blank.
View Planned Records	Select this check box to view records that have a status code of Plan or Review. If this check box is cleared, you can only navigate through records with an Active status code. For more information, see Pricing Authorization Level FAQ.
View Expired Records	Select this check box to view records with an end date before the current date. If this check box is cleared, you can only navigate through records that are not yet expired.
Start Date	Enter the first date in a range of dates for this price record, or click the drop-down arrow to select a date. Note Effective dates cannot overlap for the same customer/price class (or product, or style)/price region/unit of measure combination.
End Date	Enter the last date in a range of dates for this price record, or click the drop-down arrow to select a date. Note Effective dates cannot overlap for the same customer/price class (or product, or style)/price region/unit of measure combination.
Unit of Measure	If you selected the Product radio button in the Define Prices for radio set, enter the unit of measure for the price matrix, or click the Lookup button to select a unit of measure. Otherwise, click the Lookup button to select the type of unit of measure for the price matrix. If this field is blank, the price matrix is based on the default selling unit of measure.
Selling UM	This field displays the default selling unit of measure for the selected product. This field is only available if the Product radio button is selected.
Status	Select Plan, Review, or Active. For more information, see Pricing Authorization Level FAQ.
Price Region	Enter a price region, click the Lookup button to select a price region. If the price is not region specific, enter All. This defaults to the price region associated with the default sales or shipping location for your user ID. Note On the Cost/Pricing tab in Customer Service Control Maintenance, you designate whether the price region will be based on sales or shipping locations. For more information, see Sales Location / Shipping Location.
Country	Enter a country for the price record, or click the Lookup button to select a country. For information on setting up countries, see Country Maintenance.
Currency	Click the Lookup button to select the currency of the price. This defaults to the general ledger home currency. Note The pricing logic only considers price records that are the same as the order currency.
Price Type	Click the Lookup button and select one of the following price types for the price matrix: Amount Discount - Select this option to enter a price matrix for which prices are costs or prices minus a specific discount amount. If you select this check box, the Price 1 - Price 10 fields are replaced by the Discount 1 - Discount 10 fields. If you select this option, enter the discount amounts and select a price or cost in the Price Source field. Fixed Price - Select this option to enter a price matrix of prices for quantity breaks. Percent Discount - Select this option to enter a price matrix for which prices are costs or prices minus a specific discount percentage. If you select this option, the Price 1 - Price 10 fields are replaced by the Discount % 1 - Discount % 10 fields. If you select this option, enter the discount amounts and select a price or cost in the Price Source field. Price Multiplier - Select this option to enter a price matrix for which prices are costs or prices multiplied by specific multiple values. If you select this option, the Price 1 - Price 10 fields are replaced by the Multiple 1 - Multiple 10 fields. If you select this option, enter price multiplier values and select a price or cost in the Multiply Against field.
Multiply Against/Price Source	Click the Lookup button to select the price or cost type to multiply against or subtract from when creating a price matrix for a product, price class, or style. This field is only available if an option other than Fixed Price is selected for the Price Type field. Example If you select List Price 1 for the Multiply Against field and enter 0.75 in the Multiple 1 field, then the product is sold at 75% of List Price 1.
Adjust	Select one of the following options when entering a price matrix that includes a price multiplier or discount off of a specific price: Price Adj - During order entry, enter the price discount or amount based on a multiplier as an adjustment. Unit Price - During order entry, enter the price (including the discount or amount based on a multiplier) as the product unit price. These radio buttons are only available if an option other than Fixed Price is selected for the Price Type field.
User Field 1-3	The labels for these user-defined fields are set up on the Cost/Pricing tab in Customer Service Control Maintenance.
Family Code	Enter a family price code if applicable, or click the Lookup button to select a family price code. For more information, see Price Logic FAQ. This field is only enabled if the Mix and Match check box is cleared.
Current VAT Rate	This field displays the current product/location VAT rate for the selected product. This field is only available if the Product radio button is selected, and VAT-inclusive prices are allowed for the selected price region.
Price Includes VAT/Price Excludes VAT	Select whether the prices for the price matrix include or exclude VAT. These radio buttons are only available if the Product radio button is selected, and VAT-inclusive prices are allowed for the selected price region.

Breaks - Prices Tab Fields and Buttons

Field or Button	Description
Break 1-10	Enter up to 10 price break quantities. Example You enter 1000 in the Break 2 field, 10 in the Price 1 field and 7 in the Price 2 field. If the customer orders 1-999 units, the price is 10 for each unit. If the customer orders 1000 or more units, the price is 7 for each unit.
Price 1-10/Multiple 1-10/Discount 1-10/Discount % 1-10	Enter prices, multipliers, discount amounts, or discount percentages related to the price break quantities. The values you enter are based on the selected Price Type option.
VAT 1-10	These fields display the VAT for each cost break. These fields are only available if the Product radio button is selected, and VAT is allowed for the selected price region.
VAT-Inclusive/Exclusive Price 1-10	These fields display the price including or excluding VAT for each price break. These fields are only available if the Product radio button is selected, and VAT is allowed for the selected price region.

Breaks - Charges Tab Fields and Buttons

Field or Button	Description
Charge 1-10	Enter an additional charge/ credit related to the price break quantity that will automatically be created during order entry, or click the Lookup button to select an additional charge/credit. Example Charge 2 relates to Break 2; there can only be one automatic charge per price break quantity.
+/- Sign	Enter a + or - sign to designate the operation for the relevant charge.
Amount	Enter an amount or percentage, depending on the additional charge selected. A $ sign or % sign appears next to the amount.

Breaks - Freight Tab Fields and Buttons

Field or Button

Description

Fright Free - Break 1-10

Select this check box to indicate a price break is freight free.

Note If this check box is selected, the check box is selected in the Freight Free column in O/E Line Item Entry. For more information, see O/E Line Item Entry Items Grid Columns.

Ship and Debit Tab Fields and Buttons

Field or Button	Description
Break 1-10	These fields display the price break quantities for the price matrix (entered on the Breaks - Prices tab).
Price 1-10/Multiple 1-10/Discount 1-10/Discount % 1-10	These fields display the prices, multipliers, or discounts related to the price break quantities for the price matrix (entered on the Breaks - Prices tab).
Ship and Debit Amount 1-10	Enter the ship and debit amount for each price break quantity.

Product Overrides Tab Fields and Buttons

Note This tab is disabled if the Product radio button is selected.

Field or Button	Description
Break 1-10	These fields display the price break quantities for the price matrix (entered on the Breaks - Prices tab).
Price 1-10/Multiple 1-10/Discount 1-10/Discount % 1-10	These fields display the prices, multipliers, or discounts related to the price break quantities for the price matrix (entered on the Breaks - Prices tab).
Product Overrides	This grid displays products for the price matrix. You can enter override pricing and/or ship and debit amounts for specific products.

Companion Products Tab Fields and Buttons

Field or Button	Description
Action during Order Entry	Select one of the following options: Prompt User - When a product that is defined to have a companion product is entered for an order, ask the user whether the companion product should be added. Automatic Add - When a product that is defined to have a companion product is entered for an order, automatically add the companion product.
Shipping Rules	Select one of the following options: Ship Companions Only in Proportion to Product - Product quantities can only be shipped with a proportionate amount of the companion product’s quantities. Ship Product and Companion Product Independently - Product quantities can ship independent of companion product quantities.
Maximum Number of Uses	Select this check box if the companion product has a maximum number of uses, and then enter the number of uses. EXAMPLE You only want to give away a free product once for a companion product combination. To set this up, select this check box, and enter 1.
Notes	Enter any notes to display during order entry when asking the user whether to add companion products to an order. This field is only available if the Prompt User radio button is selected.
Companion Product Code	Enter a product code for a product that is going to be a companion product for the selected rules, or click the Lookup button to select a product code.
Name (Companion Product)	Enter a product name for a product that is going to be a companion product for the selected rules, or click the Lookup button to select a product name.
U/M	Enter the unit of measure to use as a basis for calculating companion quantities, or click the Lookup button to select a unit of measure.
Pricing Option	Select one of the following options: Free Goods - The customer is not charged for the companion product. The cost of the companion product still flows through. Regular Price - Determine the price as if it was entered as an independent product. Special Price - Use the price entered in the Special Price field, based on the unit of measure entered in the Special Price U/M field.
Special Price	Enter a special price for the companion product. This field is only enabled if you select Special Price for the Pricing Option field.
Break 1-10	These fields display the price break quantities for the price matrix (entered on the Breaks - Prices tab).
Quantity 1-10	Enter up to 10 quantities of the entered companion product to add to orders for each price break quantity.
Billback % 1-10	Enter up to 10 percentages of the cost that can be billed back to the supplier if the companion product is added to an order for each price break quantity.
Add	Click this button to add the companion product to the Companion Products grid.
Remove	Click this button to remove a selected companion product from the Companion Products grid.
Companion Products	This grid displays companion products for the price matrix. Double-click a product if you want to view or edit the settings for it.