Pricing - additional processes

Copying price books

You can use the Copy Price Book (tdpcg0231m100) session to copy existing price book data to a new price book or to an existing price book. Data is copied to and existing price book to update the price in this price book.

Copying quotations to a supplier price book

Because quotations are usually the input for price book maintenance, you can copy the quotation to the supplier price book in the Convert RFQs (tdpur1202m000) session.

Deleting pricing information

You can delete pricing information in the Global Delete of Price Information (tdpcg0200m000) session.

You can delete pricing information from (a selection of) the following sessions:

  • Matrix Priorities (tdpcg0120m000)
  • Sales Price Matrices (tdpcg0130m010)
  • Purchase Price Matrices (tdpcg0130m020)
  • Transfer Price Matrices (tdpcg0130m030)
  • Sales Line Discount Matrices (tdpcg0130m110)
  • Sales Total Discount Matrices (tdpcg0130m120)
  • Purchase Line Discount Matrices (tdpcg0130m130)
  • Purchase Total Discount Matrices (tdpcg0130m140)
  • Line Promotion Matrices (tdpcg0130m210)
  • Order Promotion Matrices (tdpcg0130m220)
  • Client Freight Rate Matrices (tdpcg0130m310)
  • Carrier Freight Rate Matrices (tdpcg0130m320)
  • Price Book Lines (tdpcg0131m000)
  • Discount Schedule Lines (tdpcg0121m000)
  • Freight Rate Books (tdpcg0150m000)

Displaying pricing information for a specific line

From various lines sessions in Sales and Procurement, you can zoom to the Price Inquiry (tdpcg0250m000) session to view pricing information for a specific line.

You can display pricing information for:

  • A request for quotation (RFQ) line
  • A purchase contract price revision, which is always linked to a purchase contract line
  • A purchase order line
  • A sales quotation line
  • A sales contract line
  • A sales order line

Equating balance of receipts with inventory level

You can use the Equate Balance of Receipts with Inventory Level (tdipu0201m000) session to decrease the value of the cumulative receipts. You must run this session periodically to ensure that realistic average purchase prices for the items are calculated.

Globally updating prices and discounts

A number of sessions are available that enable you to globally update prices and discounts.

  • Base prices on item level

    You can update base prices in the purchase item data with the Global Update of Prices in Item Purchase Data (tdpcg0232m000) session.
  • You can update base prices in the sales item data with the Global Update of Prices in Item Sales Data (tdpcg0233m000) session.
  • Discounts in discount matrices

    You can update discounts in discount matrices with the Global Update of Discounts (tdpcg0230m100) session.
  • Prices in price matrices and freight rate matrices

    You can update the following prices in price matrices with these sessions:

    • Global Update of Sales Prices via Price Matrices (tdpcg0230m310)
    • Global Update of Purchase Prices via Price Matrices (tdpcg0230m320)
    • Global Update of Transfer Prices via Price Matrices (tdpcg0230m330)
    • Global Update of Freight Prices via Price Matrices (tdpcg0230m340)
  • Prices in price books

    You can update prices in price books with the Global Update of Prices via Price Books (tdpcg0231m000) session.

Importing prices from item data to a price book

You can use the Import Prices from Item Data to Price Book (tdpcg0231m200) session to import prices from one of the following sessions into a price book:

  • Items - Sales (tdisa0501m000)
  • Item - Purchase
  • Item - Costing (ticpr0107m000)
  • Items - Service (tsmdm2100m000)

Rebuilding the generic key

If the database is corrupt, you can run the Rebuild Generic Key (tdpcg0230m200) session to restore the data in the pricing matrices.

Recalculating prices and discounts

You can use the Price and Discount Recalculation Parameters (tdpcg0240s000) session to recalculate prices and discounts for quotations and quotation lines, and for orders and order lines.

For what entity you perform recalculation, depends on the session from which you start the Price and Discount Recalculation Parameters (tdpcg0240s000) session.

Simulating prices

You can simulate prices for a particular item (either sales or purchase) based on a business partner and date in the Price Simulator (tdpcg0200m300) session. If you click the Calculate button, the Price Calculator (tdpcg0200m100) session starts in which you can enter the data for the simulated new prices.

Viewing and maintaining line discounts

From various lines sessions in Sales and Procurement, you can zoom to Pricing to view and enter line discounts.

The following line discount sessions are available:

  • Line Discounts (tdpcg0200m200)
  • Line Discount Schedules (tdpcg0521m100)