The unit price is calculated as:
Unit Price = Base + or (-) Dollar Amount or
Percent
The system performs several steps when determining the unit price for
sales order lines and service order transactions based on List pricing:
-
Special Pricing Agreements (SPA): Checks to see if the order has
a SPA number associated with it. If a SPA is found, the system will
use that price established with the applicable customer, item, and
vendor combination. See the SPA Pricing Overview for more details.
-
Customer/Item Pricing: Checks to see if a Customer Item Cross References
record exists for that customer and item combination. If a record
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 determines if any quantity price breaks have been established
for the customer and item by checking the Customer Item Pricing 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, then
the system moves on to the next level.
-
Customer/Product Code Pricing: Checks to see if a Customer Product
Code Pricing record exists for that customer and item product code
combination. If a record is found, then the system checks the customer
product code 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,
the system determines if any quantity price breaks have been established
for the customer and product code by checking the Customer Product
Code Pricing 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 the next level.
-
Price Matrix Formula Pricing: Determines if a customer price code
is available for the sales order line, as well as an item price code
from the Item Pricing record. If either price code is not found, the
system moves on to the next step. 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 a Price Matrix record is located, the corresponding Price Formulas
record 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.
-
Item Pricing: Searches for a current Item Pricing record based
on the item pricing's effectivity 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 will be the value for the Item Price 1 field from the
Item Pricing record.
-
Manual: If no Item Pricing record exists, a message displays, stating
that not one item price exists. In this case, you must enter the price
manually.
Note:
- Multi-currency calculations will first try to locate Price
Formulas and Item Pricing records in the customer's currency.
If the customer's currency is available, those values are used.
If no records are found in the customer's currency, then the system
locates records in the domestic currency and converts them to
the customer's currency.
- If any discounts or premiums have been set up by product code
and customer type on the Discounts
form, the system applies them after pricing has been determined
for an item using the stated pricing structure.
- For non-inventory items, you must manually enter the unit price
of the item.