PD Customer Pricing Report overview

Customer price books are commonly used to quote prices to customers and when entering quote orders. Customer price books often resemble product catalogs distributed to your customers, except the PD Customer Pricing Report is customer-specific.

Each product's Product Setup record contains a Price Book Sequence # that allows you to customize the order in which products appear on the report. This is helpful if you want to make this report look more like a traditional product catalog.

This report prints the prices contained in PD Price Setup for the selected customer or ship to, for all price and rebate types, including promotional Type 7 (Product) and Type 8 (Product Price Type) records. The prices shown for each product reflects what the price would be if the product was specified on a Sales Order Entry line item. If a product qualifies for more than one price type, the price type highest in the pricing hierarchy is printed. Promotion Type 7 and 8 records take precedence over the normal price type records.

If the product is a special price/cost unit, the unit is printed on the report. Special price/costing default settings from Customer Setup or Customer Ship To Setup are used. The price and discount level from Customer Setup or Customer Ship To Setup are used to determine which level from PD Pricing Setup is printed on the report.

The Net Price is displayed as a monetary value per selling unit, with any applicable discounts applied. Discounts are not included on the report, but are included in the .csv output. If the selling unit is not defined for the product, the stocking unit is applied.

You can generate this report to produce these output types:

• Print: Prints the basic price book to your selected printer.
• Email: Generates a CSV file that is sent as an email attachment.
• Dropbox: Generates a CSV file that is uploaded to your Dropbox account, if configured.
• ION: Generates output in XML format that is sent to ION in the SXCustomerPricing custom BOD.