Assigning a Sales Price to a Customer Order Line

This document explains how a sales price is assigned to a customer order line. When pricing customer order lines, the price is either entered manually or retrieved automatically. The process includes pricing customer order lines during order line entry or when pricing batch orders.

Follow these steps

An appropriate price origin sequence must be defined depending on what price sources you plan to use.

  1. Define price origin sequence

    This sequence determines how, and in what order, the system searches for a valid price. The price origin sequence must be defined on 'CO Type. Open' (OIS010/J). Once it is set, you will be able to retrieve all existing prices during order entry.

  2. Define rule for sales price U/M retrieval

    Set *PRI for the field 'Sales price U/M' on 'CO Type. Update Field Selection' (OIS014/J) if the sales price U/M should be retrieved from the price source. If this field is blank, the default sales price U/M of the item is used.

    *PRI only supports retrieval of the sales price U/M from a price list, agreement, or promotion (price origins 2, 6, and 9). For other sources, the default sales price U/M of the item is used.

    The sales price U/M on an existing CO line will not be changed even if the price source is changed and has another sales price U/M.

    *PRI is not applicable in 'Sales Price. Simulate' (OIS320), since many price sources might be displayed at the same time.

    API transactions OIS320MI.GetPriceLine and OIS345MI.LstPriceMargin support the *PRI functionality, since they only return one price.

  3. Customer order price origin

    This chart shows the different price sources that are available during order line entry:

    Price source Price origin

    Price from item table

    The sales price in the item table is maintained on 'Item. Open' (MMS001/H). Sales prices listed in the item table have unlimited validity period.

    1

    Price list from price list table

    A price list table uses the criteria that you define to search for the most appropriate price list. The selection criteria for retrieving a valid price list are entered in the control fields in 'Sales Price List. Open' (OIS012). The control fields are ranked by priority. When a price list does not match the validity criteria set for priority 1, the criteria for priority 2 are checked, and so on. A price list table has an unlimited validity period. You can set up several price lists tables to be used for different purposes. The price list table used during order line entry is defined on 'CO Type. Update Field Selection' (OIS014/H) and can be changed during order entry on the (OIS100/H) panel.

    2

    Blanket agreement

    Agreement prices are entered in 'Customer Blanket Agreement. Open' (OIS060). The way in which the blanket agreement is checked is set for each customer in the customer table. These agreements have limited validity periods.

    6

    Kit item

    The customer order type regulates whether the sales price can be manually changed during order line entry. This is specified in the 'Sales price rule' field on 'CO Type. Open' (OIS010/J).

    The sales price can be entered manually in these programs:

    • 'Customer Order. Open Line' (OIS101)
    • 'Customer Order. Open Line' (OIS101/E)
    • 'Customer Order. Simulate Totals' (OIS110)
    7
    Sales price entered manually 8

    Price from promotion agreement

    Promotion prices are entered in 'Promotion. Open' (OIS840). The way in which the promotion is checked is set for each order type. These promotions have limited validity periods.

    9

    Calculated price according to costing model

    When this price origin is activated, the sales price is calculated according to a sales costing model on the order line. In normal buy-to-order situations, the sales price is usually based on the purchase price. You can set this up through a sales costing model that uses the base purchase price plus a number of add-ons to calculate a sales price during order line entry.

    C

    Price from a formula

    When this price origin is activated, the sales price is calculated according to a formula. When working with configured and/or attribute handled items, the price quite often varies depending on the chosen configuration and/or attribute. The configurations and/or attributes that are chosen determine order entry. Based on these variables the price is calculated. The formula may be based on a transaction dependent markup on 'Sales Costing Element. Connect Rates' (OIS019/E).

    F
  4. Priced-fixed customer order

    The 'Sales price rule' field on 'CO Type. Open' (OIS010/J) determines whether or not you can manually change the sales price that was automatically retrieved from the customer order line.

    The 'Price origin' field on the (OIS101/E) panel indicates the source of the price entered in the customer order line. This field is part of the 'Price list' field.

    The sales price is always expressed as a combination of sales price unit of measure and sales price quantity. The latter indicates the number of sales price units to which the price applies. If an item is entered using an alternate unit of measure, the quantity is recalculated according to the sales price unit of measure so that the correct sales price is listed.

Outcome

A sales price, which can be retrieved from different price sources, is assigned to a customer order line. Different examples of price sources include a blanket agreement, a promotion, a price list, the item table, and a kit item.

The following table is updated in M3:

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