Set Pricing Options
Select Pricing Options in System Options Maintenance (XM) to set pricing options for your enterprise and branch.
Click Pricing branch to enter options for your pricing branch.
Note
Pricing branch options override enterprise options.
Set these options:
Field Name |
Type / Max Length |
Action / Description |
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Apply adjustment amount or percent first |
Required |
Select A to apply the adjustment amount before the adjustment percent or select P to apply the adjustment percent before the adjustment amount. For example, suppose that the item's base price is 10.00, the adjustment amount is 1.20, and the adjustment percent is 3%. If you select A:
If you select P:
Note |
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Apply discount amount or percent first |
Required |
Select A to apply the discount amount before the discount percent or select P to apply the discount percent before the discount amount. For example, suppose that the item's base price is 10.00, the adjustment amount is 1.20, and the adjustment percent is 3%. If you select A:
If you select P:
Note |
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Read for default selling UOM? |
Optional |
Select to use the item's sales unit of measure (UOM) when the pricing routine cannot find a price for the Sales UOM on the sales order line. Leave blank if you want the pricing routine to continue to search for an applicable price. If you select this option, the pricing routine first attempts to find a price based on the Sales UOM on the order line, for example GROSS. If you have not established a price for GROSS, the routine uses the Sales UOM field in the item's record in the Branch Item Maintenance (IMB) program. If that is DOZEN, the routine looks for a price for a dozen and converts it to a price for a GROSS, based on the unit of measure conversion set up in the Unit of Measure Codes Maintenance (TUM) program. If you have not set up a conversion for this UOM, the pricing routine continues to search for another applicable price in the same hierarchy level by looking for another currency, UOM, and branch. If you leave this option blank and no price exists for the UOM
ordered, the pricing routine advances to the next level of the
hierarchy to find another suitable price for GROSS based on other
criteria. |
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Read for base currency record? |
Optional |
Select to use the base currency when the price is not in the customer's currency or leave blank to continue searching for an applicable price. If you select this option and no price exists in the customer's currency, the pricing routine looks for a price in your base currency. If that price exists, the routine converts it to the customer's currency. If you have not set up a conversion in the Currency Codes Maintenance (TCU) program, pricing routine continues to search for another applicable price on the same hierarchy level. If you leave this option blank and no price exists in the customer's currency, the pricing routine advances to the next level of the hierarchy to find another suitable price. Note |
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Read for pricing branch after login? |
Optional |
Select if you want to use the price set by the pricing branch when no price is set in the sales branch or leave blank if you do not. If you select this option and no price exists for this item and customer in the sales branch for the sales order, then the pricing routine will look for a price in the pricing branch for the sales branch. If you leave this option blank, no price exists for this item
and customer in the sales branch, and you do not select the Read for enterprise branch?
option, the program displays a message: No
pricing was found for this customer/item or There
is no pricing set up for this item in this branch. |
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Read for enterprise branch? |
Optional |
Select if you want to use the price set for the enterprise when no price is set in the sales branch or leave blank if you do not. If you select this option and no price exists for this item and customer in the sales branch for the sales order, then the pricing routine will look for a price for the enterprise. If you leave this option blank, no price exists for this item
and customer in the sales branch, and do not select the Read for pricing branch after login?
option, the program displays a message: No
pricing was found for this customer/item or There
is no pricing set up for this item in this branch. |
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Use list price 1 as default? |
Optional |
Select to use the price for price code 1 when the Price code field in the customer's record in the Customer Maintenance (CM) program is blank or contains an invalid entry. If you select this option, the pricing routine will also default to price code 1 if the price associated with the customer's price code has: a list price of 0, no cost method defined, and No charge item? is not selected. If you leave this option blank, the pricing routine will continue
look for a price in the next hierarchy level. If none exists,
the pricing routine displays an error message. |
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See costs in PCM? |
Optional |
Select if you want the Price-Contract Maintenance (PCM) and Price-Contract Inquiry (PCQ) programs to display costs as a reference or leave blank if you do not. If you select this option and the pricing method is by item, the user can click the Costs button to display current average, standard, actual, loaded, user, and base costs for that item. If you leave this option blank, the Costs
button does not display. |
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Round prices to nearest cent |
Required |
Select one of the following:
When prices are rounded, prices displayed in the Price Lookup
(PLU), Sales Order Maintenance (OE), One-Step Invoice Entry (RE),
and EDI/Sales Quote Maintenance (QOE) programs are displayed with
five decimals. For example, 51.98682 displays as 51.99000. |
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Split carton based on UOM or Pack? |
Optional |
Select
U Based on UOM to apply
a surcharge when a customer orders a split carton based on the
item's sales unit of measure or P
Based on units per pack to use the Units
per pack field in the item's record in the Branch Item
Maintenance (IMB) program. |
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Skip ctn charge when greater than pack? |
Optional |
Select if you want a surcharge based on pack quantity; no surcharge is calculated once the order quantity exceeds the items pack quantity. If the option is not
selected the surcharge is applied on any partial pack required
to fulfill the order quantity. |
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Update discounts as line discounts? |
Optional |
When selected, the line discount amount is updated as a line discount percentage instead of having the calculated selling price be net of discounts. A $100.00 list price with a 25% discount can now be optionally updated as a $100.00 unit selling price and a 25% line discount. If the option is not selected the unit selling price is $75.00. EDI orders: Web orders: |
Choose the appropriate options:
To |
Do This |
Change an option |
Click on the field and make required changes. |
Exit without changing these options |
Click Cancel. |
Print these options |
Click Print. See Print an Inquiry. |
Enter overrides for your pricing branch |
Click Pricing branch. |
Accept these options and exit |
Click OK. |
Choose the appropriate options when you click OK or Cancel:
To |
Do This |
Display a category of options |
Highlight the line and click Select or double-click the line. |
Exit the program |
Click Exit. |