Calculating Unit Price for Customer Orders/Estimates

When determining the Unit Price on the Customer Orders, EDI Customer Orders, Customer Order Lines, or Estimate Lines forms, the system performs these actions, in order:

• Checks to see if a promotion pricing code has been specified for the selected customer order line. If there is no promotion pricing for the order line, the system moves on to step 2.
• Checks to see if a customer contracts record is set up for that customer, item, and customer-item combination. If a record with this combination is not found, then it looks for a record with a matching customer and item, and a null customer-item. If one of these types of records is found, then the system checks the customer-item pricing table to find a record where the order due date is on or after the effective date. If a valid pricing record is found, and the contract price has a value, it uses that contract price. If the contract price is zero, the system moves on to step 3.
• Determines if any quantity price breaks have been established for the customer and item by checking the Customer Contracts Prices record. If quantity price breaks exist, they will be used as the default Unit Price. If there are no quantity price breaks for the customer, the system moves on to step 4.
• Determines whether a customer price code is available for the customer order line release or EDI customer order line release as well as an item price code from the item pricing record. If either price code is not found, the system moves on to step 5. If both price codes are available, the system uses the Price Matrix Table to determine the price. After the system determines that two valid price codes exist, it searches the Price Matrix Table to determine if a price code record exists for this combination of codes.

  If the system locates a Price Matrix record, the corresponding Price Formula is used in calculating the item's Unit price. The system then cross checks the quantity price breaks:

  • If the quantity price breaks are valid, they are used to calculate the Unit Price.
  • If the quantity price breaks are not valid, the system uses the Price Formula to determine the Unit Price.
• Searches for a current Item Pricing record based on the item pricing's effective date and customer's currency code.
  • If any quantity price breaks have been established for the item and if the quantity price breaks apply, the system uses these quantity price breaks as the default unit price.
  • If no other pricing has been established, then the default unit price is the value entered in the Unit Price 1 field from the Item Pricing record.
• Displays a message, if no Item Pricing record exists, stating that not one item price exists, in which case the price must be specified manually.