Sales Customer Pricing Inquiry overview

The prices and discounts are based on the PD Pricing Setup records. If a product has a promo price and a regular price, the price that is displayed is based on the value in the Promo Price Default field in SA Administrator Options-Documents-Sales Orders-Entry Settings.

The price can reflect customer type price or customer rebate types records, based on the Multiple Level options in SA Administrator Options-Products.

You can also use Sales Customer Pricing Inquiry to perform these tasks:

• Calculate a price, based on cost plus or margin pricing.

• Create a new quote order (QU) and store it as a PD Pricing Setup record.

  You can specify the prices and discounts for a product at a specific quantity and unit, and then store the quote for future use. In Sales Order Entry, if the quoted prices and discounts are the most recent pricing record for this customer, product, warehouse, and unit, the quoted prices and discounts are used. You can specify an ending date for the quote.

• Create a QU for recorded prices directly in Sales Customer Pricing Inquiry.

  If the customer places an order after you discussed prices, you can record the price. The products and prices that you record are stored until you create the quote. The Create Quote page displays the values that you recorded. After you review the values, click Submit to create a QU order. The order number is displayed, and the QU is subjected to the standard order entry validations. You can maintain the QU in Sales Order Entry and convert it to a Stock Order (SO) according to the standard work flow.

The cost that is specified in the Mark Up From field in SA Administrator Options-Products-Costs is used to calculate the price and margin in Sales Customer Pricing Inquiry. The Mark Up From cost is used in Sales Order Entry to calculate price. The cost that is specified in the Post to S/M By field in SA Administrator Options-Products-Costs is used to calculate margin. If the price is based on a rebated margin, the prices in Sales Customer Pricing Inquiry and Sales Order Entry are different.

If an operator's access to price and discount information is restricted in Sales Order Entry, access to Sales Customer Price Inquiry should also be limited.