Pricing Worksheet

The Pricing Worksheet is accessible in advanced line entry in Sales Order Entry and Sales Customer Product Inquiry if Allow Entry is selected in the Price/Discount Info field in SA Operator Setup-Entry Options.

If a product has a PD record, the record number is displayed on the line. Use one of these methods to reprice the line item in the Pricing Worksheet:

  • Cost Plus: A percentage over the product cost
  • Margin Percent: A percentage margin over the product cost
  • Total Amount: A new total amount
  • Price Level: A different level from the PD record is used
  • Ignore Quote: Ignores all quote prices previously issued and recalculates a new PD record
  • Customer Price Type: Applies a different customer price type that is then used for all further repricing methods as long as you remain in this screen
  • Product Price Type: Applies a different product price type
  • Chain Discount/Price %: Reprices the line item using the chain or step discount method. This method uses either a multiplier, or up to 20 discount percentages, to be applied to the product’s base or list price
  • System Price: Reverses any changes made to the prices and resets them to the original price
  • Previous Price: Uses the previous sales price for the customer, product, and unit
  • Previous Invoice Price: Uses the last invoiced price that is found on the internal SMSEW table. If the option to use the SMSEW table is not set up, the current last pricing is used.

    The SMSEW table can be set up by customer/product, customer/product/warehouse, customer/product/warehouse/ship to, or customer/product/ship to. This hierarchy on the SMSEW table is used to determine the last invoiced price:

    • Ship to/warehouse/product/customer
    • Ship to /product/customer
    • Warehouse/product/customer
    • Product/Customer

The current year and previous year records are used to determine the last invoiced price. If this record does not exist, a message is displayed.

If you select a product with a hard system price, you cannot reprice the line. This message is displayed: 
Selected Line(s) For Work Sheet Cannot Contain Pricing Hard Set Price
If you select multiple lines on the worksheet, you can only reprice the lines that do not contain a product with a hard system price.

Settings in SA Administrator Options also control whether a line cost override is retained in Sales Order Entry. If Use Overridden SM Cost When Repricing Line in OE Entry in SA Administrator Options-Products-Costs is not selected, the default cost that is based on the SA Administrator Options-Products-Costs Cost Type Assignments settings from Product Warehouse Product Setup is used. Use Overridden SM Cost When Repricing Line in OE Entry must be selected to use the updated cost in Sales Order Entry to reprice the line item.