Setting up a price book

Price books are used to store base prices, discounts and other information about items.

A price book includes the following elements:

  • A price book header, which includes the code, type, and use of the price book.
  • One or more price book lines, which include the items.
Setting up a price book
Step 1. Define a price book number group

Define a price book number group in the Price Book Number Group field of the Pricing Parameters (tdpcg0100m000) session.

Step 2. Define a price book

Define a price book header in the Price Books (tdpcg0111m000) session. The price book can be used to store prices and discounts for orders, contracts, or RFQs.

Step 3. Define price book lines

In the Price Book Lines (tdpcg0131m000) session, specify the items and their price information.

You can also use the Price Book (tdpcg0611m000) session to specify a price book and price book lines.

Step 4. Define default price book codes

If required, define default price books in the Default Sales Price Book, Default Service Price Book, and Supplier Price Book fields of the Pricing Parameters (tdpcg0100m000) session.

To keep the default price book up to date, you can select the following check boxes in the Pricing Parameters (tdpcg0100m000) session.

Note
  • If you link a discount schedule to the price book line in the Price Book Lines (tdpcg0131m000) session, additional discounts for items are applied via the discount schedule on the price book line.
  • If a matrix structure exists, price books are specified in the Sales Price Matrices (tdpcg0130m010), Purchase Price Matrices (tdpcg0130m020), or Transfer Price Matrices (tdpcg0130m030) sessions.
  • If the Subcontracting Price Method is Fixed Price in the Internal Trade Details (tcemm2151m000) session, you can store internal fixed repair prices in a repair price book for internal business partners. To retrieve internal repair prices from the price book, the Repair Price Book must be linked to a transfer price matrix in the Transfer Price Matrices (tdpcg0130m030) session.

Related topics