Integrated Pricing Tab for Sales Order or Quote Products (Back Office Extension)

Use the Integrated Pricing tab to view or modify price information for sales order or quote products in a Back Office integrated environment.

Note: 
  • If the Integrated Pricing tab is not displayed however, the Pricing tab is displayed. See Pricing tab for Sales Order or Quote Products.
  • This tab is displayed, only if the implementation is integrated with an ERP system and administrator does not allow local pricing for sales orders or quotes.
  • Some integrated pricing information cannot be modified, based on the type of implementation. You can contact your administrator for more information.

To view or modify Integrated Pricing information:

  1. Access the Sales Order or Quote detail view.
  2. Click the Products tab. The Product tab is displayed. See Sales Order and Quote Products tab.
  3. Click Edit to modify the selected product. The Edit Product window is displayed.
  4. Click the Integrated Pricing tab.
  5. Review this information:
    Quantity
    The number of products to be included for the sales order or quote. You can modify the value specified in this field.
    Unit of Measure
    The implementation specific name of the unit of measure. For example, Each, Box, Pack, Doz, Pair, Pkg, FT, ROL.
    Note: This value cannot be modified.
    Unit Price
    The price of the product. The value in this field can be modified, only if price overrides are allowed or the value is equal to zero. If this value is modified, the other fields are recalculated only after moving focus outside of the field.
  6. The other fields on this tab are determined by the settings configured by the Administrator. Based on the configuration, you can review or modify this information:
    Note: The values in these fields can only be modified if unit price overrides are permitted.
    Discount or CRM Discount
    A percentage value used to adjust the per unit price of the product.
    Note: CRM Discount is available and can be modified, if CRM discounts are permitted.
    1. If a value is specified as decimal number, this value is automatically changed to a percentage. For example, '50' changes to '50%'. If you specify '.5', the value is '.5%'.
    2. If you move the pointer away from the Discount or CRM Discount field, the values in the Adjusted Price and Extended Price fields are automatically recalculated based on the specified discount percentage. Therefore, you must modify only one of the value in the fields.
    ERP Discount
    The discount value is set in the ERP application and cannot be modified in Infor CRM SLX.
    Adjusted Price
    The price of the product, after calculating the specified discount percentage.

    If the value is modified, after moving the pointer away from the Adjusted Price field, the Discount and Extended Discount are automatically recalculated. Therefore, modifying only one of these values is recommended.

    Extended Discount
    The amount of the discount multiplied by quantity. If modified, after moving the pointer away from the Extended Discount Amount field the Discount and Adjusted Unit Price are automatically recalculated. Therefore, modifying only one of these values is recommended.
    Extended Price
    The price of the product, calculated with the discount, and multiplied by the quantity.
    Note: The value in this field cannot be modified.
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