Multiple level hierarchy for customer type pricing overrides best price logic

If you use multiple level pricing for customer types, you can now override the standard pricing logic that finds the best, or lowest, product price. You can use new options in SA Administrator Options-Products-Multiple Level to modify pricing record processing within the multiple level hierarchy and to prioritize multiple level pricing records within the standard pricing hierarchy.

When you use multiple level pricing, the standard pricing hierarchy is first used to find the 'system' price. Then, the multiple level hierarchy is used to find a customer type price. By default, the two prices are compared, and the lowest price is used as the product price. If a pricing record is not found in a hierarchy, then the base or list price is used as the price for that hierarchy and compared to the other price.

Note: Customer Price Type Setup records are used to determine which Level 3 Customer Type/Product, Level 4 Customer Type/Hierarchy, and Level 6 Customer Type pricing records apply to a customer.

You can now use these administrator options to modify standard processing for multiple level pricing:

  • Select Multiple Level Customer Type Pricing Based on Level

    Note: This administrator option was previously available to implement what is now called All or Level processing. The Sublevel processing is the new functionality introduced with this enhancement. When the levels are searched for customer types that pertain to the customer, Level 3 is searched first, then Level 4, and then Level 6.

    Select one of these values to determine how the pricing records are processed within the multiple level hierarchy:

    • All

      Levels are searched until a price is found for each customer type. The customer type prices are compared, and the lowest price is then compared to the system price.

    • Level

      Levels are searched until a price is found for any customer type. If only one price is found for any customer type on a level, then it is compared to the system price. If multiple prices are found on a level, then the lowest price is compared to the system price. If Level 4 is searched, then the sub-level hierarchy is ignored.

    • Sublevel

      Levels are searched using the same method as described for the Level option, except that the sub-levels are searched individually per the sub-level hierarchy. The sub-levels are Product Type, Rebate Type, and, optionally, Rebate Sub Type. The sub-level hierarchy depends on the existing Rebate Sub Type and Use Rebate Pricing Records Before Price Type options in SA Administrator Options-Products-Pricing.

  • Use Multiple Level Best Price

    Select this option to use the multiple level price even if the system price is lower. If a pricing record is found in Levels 3, 4, or 6 using the multiple level hierarchy, then that price is used. If a pricing record is not found using the multiple level hierarchy, only then is the system price used. If a pricing record is not found using the multiple level or standard pricing hierarchy, only then is the base or list price used.

Feature activation

Change the default settings if required to implement your pricing strategies. If you are a new customer, then the default value for Select Multiple Level Customer Type Pricing Based on Level is All. If you are an existing customer, then the default value for Select Multiple Level Customer Type Pricing Based on Level is based on the previous status of the option. If the option was selected, then the default value is Level. If the option was not selected, then the default value is All. By default, the Use Multiple Level Best Price option is not selected.