Prerequisites for PD Pricing Setup

Before you can create pricing records, there are certain administrative functions that you need to perform, such as setting up basic company data, operator information, and table values in these functions:

• SA Company Setup
• SA Operator Setup
• SA Table Code Value Setup
• SA Administrator Options

After your foundation is in place, you can use the table values and administrative options to set up records. PD Pricing Setup defines the pricing and discounting structures for specific customers, vendors, rebates, and products, including nonstock products. If you are using rebate pricing, there are additional prerequisites.

See Rebates.

Each Customer Setup and Customer Ship To Setup record contains price and discount level fields and a Price Type field that you can use to group similar customers for pricing purposes. A Price Type field is also in Product Warehouse Product Setup. These fields group the customer and product price types together.

Set up records in these functions to establish your pricing records:

• Vendor Setup-eCommerce, if rebates transmitted through EDI

  See Vendor pricing records.

• Customer Setup

  See Customer price levels.

• Product Setup
• Product Warehouse Description Setup
• Product Extended Unit Conversion Setup
• PD Pricing Sheet Setup, optional

  See Setting up price sheets.