Pricing Parameters (tdpcg0100m000)

Use this session to:

  • View historical parameter settings.
  • Modify current parameter settings.

The pricing parameter session contains characteristics that control the pricing functionality in LN.

Note: 
  • By default, the Description field contains the date and time when the previous parameter set was saved. If you change the parameters, change or delete the Description text as well, in order to avoid confusion.
  • The parameters related to the Target Price functionality are displayed only if the Target Price check box is selected in the Procurement Parameters (tdpur0100m000) session.

This session contains:

  • A history list of parameter sets and their effective dates
  • The current parameter set, at the top of the list (without an effective date)

To view historical settings, double-click one of the historical parameter sets.

To view or change the current parameter settings, double-click the set without an effective date that appears at the top of the list.

If you make the required changes and save the new parameter set, LN performs the following actions:

  • Adds the new set to the history list.
  • Updates the current set (at the top of the list).

Field Information

Effective Date

The date and time when the parameters are valid. The current parameter set (without an effective date) is located at the top of the list. The historical parameter sets are identified by their effective date.

Description

The description of the parameter set. For example, you can indicate why you change the parameters.

Multiple Discount Levels Implemented

If this check box is selected, multiple discount levels can be used to retrieve discounts.

If this check box is cleared, only one discount level is used to retrieve discounts.

Note: Only if this check box is selected, the Level Discount Control fields are visible and can be specified on the Sales and Purchase tabs. The number of discount levels that you can specify depends on the Number of Discount Levels field.

Number of Discount Levels

Specify the number of discount levels that you want to use to retrieve discounts. You can specify a maximum of five discount levels.

Note: 

A maximum number of 5 discount levels can result into an application of 11 numbers of discounts in LN. A maximum number of 4 discount levels can result into 9 discounts. A maximum of 3 discount levels can result into 7 discounts, and so on.

The reason for this is that:

  1. The first level of discount is the discount linked to a price book.
  2. The second up to the sixth level of discounts are the line discounts defined in the Sales Line Discount Matrices (tdpcg0130m110) and Purchase Line Discount Matrices (tdpcg0130m130) sessions.
  3. The seventh up to the eleventh level of discounts are the total discounts defined in the Sales Total Discount Matrices (tdpcg0130m120) and Purchase Total Discount Matrices (tdpcg0130m140) sessions.

To use, for example, 11 numbers of discounts, the Add/Overwrite Total Discounts must be set to Add. If you choose Overwrite, LN overwrites the line discounts with the total discounts, which means that the maximum number of discounts can only come to 6.

You can specify the values for the line discount levels and order discount levels in the Level Discount Control fields on the Sales and Purchase tabs. For example, if you specify a number of 2 in this field, you can define 2 discount levels: level 1 and level 2. As a result, you can select values such as First Discount for level 1 and Best Discount for level 2. LN sets discount control levels 3, 4, and 5 automatically to Not Applicable.

If you use multiple discount levels, the final discount is the result of combining discount percentages or amounts across the separate levels. You can only record and search for prices at a single level.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Number of discount levels.

Combine Items for Pricing

This check box affects the recalculation of cumulative prices and discounts in the Price and Discount Recalculation Parameters (tdpcg0240s000) session.

If this check box is selected,:

  • The Apply Cumulative Price check box is by default selected when you recalculate prices in the Price and Discount Recalculation Parameters (tdpcg0240s000) session.
  • And you select the Apply Cumulative Discounts check box in the Price and Discount Recalculation Parameters (tdpcg0240s000) session, LN looks if an item is present on more than one line and adds the quantities of that item for all the lines to calculate a new discount.
Note: The way prices and discounts are recalculated also depends on the value of the Recalculate Prices and Discounts fields on the Sales and Purchase tabs.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Combine items for Pricing.

Matrix Definition Number Group

The number group that is used for matrix definitions.

Price Book Number Group

The number group that is used for price books.

Discount Schedule Number Group

The number group that is used for discount schedules.

Log Using Documents

If this check box is selected, the using documents are logged for Price Books and Discount Schedules.

Log Pricing History

If this check box is selected, the history data is logged for Price Books and Discount Schedules.

Archive Pricing History

If this check box is selected, the history data for Price Books and Discount Schedules must be archived.

Note: This field is enabled only if the Log Pricing History check box is selected.
Update Default Price Book

If this check box is selected, the Default Sales Price Book is automatically updated when a sales price is changed, or added in the Items - Sales (tdisa0501m000) session.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Update default price book.

Apply Discounts if No Contract Discounts

If this check box is selected, and no discounts are found in contracts, LN continues searching for discounts in other places.

Allow Update of Price Books used for Contracts

If this check box is selected, you can add, modify, or delete lines of a price book that is linked to an active contract.

If this check box is cleared, you cannot add, modify, or delete lines of a price book that is linked to an active contract.

If the price book is not linked to a contract or the contract is not active, the price book can always be updated.

Retro-Billing for Pricing Documents

If this check box is selected, Retro-Billing is applicable for Price Books and Discount Schedules.

Note: 
  • This field is displayed only if the Retro-Billing check box is in the Procurement Parameters (tdpur0100m000) session.
  • The check box cannot be cleared if at least one Purchase Retro-Billed Advice exists with original document Price Book or Discount Schedule.
Retro-Billing for Pricing Documents

If this check box is selected, Retro-Billing is applicable for Sales Price Books and Discount Schedules.

Note: 
  • This field is displayed only if the Retro-Billing check box is in the Sales Order Parameters (tdsls0100s400) session.
  • The check box cannot be cleared if at least one Sales Retro-Billed Advice exists with original document Price Book or Discount Schedule.
Update Default Purchase Price Book

If this check box is selected, the supplier price book is automatically updated when a purchase price is changed, or added in the Item - Purchase session.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Update default price book.

Apply Discounts if No Contract Discounts

If this check box is selected, and no discounts are found in contracts, LN continues searching for discounts in other places.

Attribute Set for Sales Price

The matrix attribute set that is used for Sales Price matrix types.

Note: Only the matrix attributes you marked as applicable for this attribute set are shown in Pricing . If this field is empty, all attributes are shown for this matrix type.

Attribute Set for Sales Line Discount

The matrix attribute set that is used for Sales Line Discount matrix types.

Note: Only the matrix attributes you marked as applicable for this attribute set are shown in Pricing . If this field is empty, all attributes are shown for this matrix type.

Attribute Set for Sales Total Discount

The matrix attribute set that is used for Sales Total Discount matrix types.

Note: Only the matrix attributes you marked as applicable for this attribute set are shown in Pricing . If this field is empty, all attributes are shown for this matrix type.

Price Control

This field determines which sales price must be used from price books that are found by means of a price matrix, which you can enter in the Sales Price Matrices (tdpcg0130m010) session.

You have the following options:

  • First Price

    For a specific matrix definition, LN uses the first price found in the price matrix with the most recent effective date.
  • Lowest Price

    For a specific matrix definition, LN retrieves the first price found in the price matrix with the most recent effective date. However, if other relevant matrix definitions are applicable, LN continues searching these other price matrices for lower prices. LN uses the lowest price found in a price matrix.
Note: 
  • If you select Lowest Price, it does not mean that LN searches each entry (sequence) that is effective for a specific matrix definition in the Sales Price Matrices (tdpcg0130m010) session. LN only compares prices between price matrices that contain matrix definitions for which the Order Priority field differs in the Matrix Priorities (tdpcg0120m000) session.
  • Because LN retrieves the price with the most recent effective date in the price matrix for a specific matrix definition, you can define an exception by entering a new entry with new effective dates in the existing price matrix.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Example

Settings in the Matrix Priorities (tdpcg0120m000) session for the Sales Price matrix type:

Priority 1 2
Effectivity period 01/01/2006-31/12/2006 01/01/2006-31/12/2006
Matrix definition Cust Prlist

Price matrices in the Sales Price Matrices (tdpcg0130m010) session for the Sales Price matrix type:

Matrix definition Cust
Priority 10 20
Effectivity period 01/01/2006-31/12/2006 01/05/2006-30/08/2006
Price in price book 7 10
Matrix definition Prlist
Priority 10 20
Effectivity period 01/01/2006-31/12/2006 01/06/2006-30/09/2006
Price in price book 8 11

In addition, the following applies:

  • The Price Control parameter is set to Lowest Price.
  • An item is sold on the 30th of May 2006 and all price matrices are applicable.

LN retrieves the correct price as follows:

  1. For the first applicable matrix definition, which is the matrix definition with Order Priority 1 in the Matrix Priorities (tdpcg0120m000), LN retrieves the price with the most recent effective date in the price matrix . As a result, LN retrieves the price of 10 from the Cust Price Matrix.
  2. Because the Price Control parameter is set to Lowest Price, LN continues searching for prices in price matrices that are also stored in the Matrix Priorities (tdpcg0120m000) session. As a result, from the Prlist Price Matrix, which is stored as Order Priority 2 in the Matrix Priorities (tdpcg0120m000) session, LN retrieves the price with the most recent effective date in the price matrix, which is the price of 8.
  3. LN uses the price of 8, which is the lowest price.

Level 1 Discount Control

Select the value to apply for level 1 sales discounts.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Allowed values

First Discount

When searching for discounts, LN stops searching the specific discount level as soon as a discount is found.

Best Discount

When searching for discounts, LN searches all matrix definitions of a specific discount level and only returns the best discount.

Accumulate

When searching for discounts, LN searches all matrix definitions of a specific discount level and accumulates the discounts from the matrix definitions.

Note: After searching a specific discount level, LN starts searching for discounts on the next level, if any.
Level 2 Discount Control

Select the value to apply for level 2 sales discounts.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Allowed values

First Discount

When searching for discounts, LN stops searching the specific discount level as soon as a discount is found.

Best Discount

When searching for discounts, LN searches all matrix definitions of a specific discount level and only returns the best discount.

Accumulate

When searching for discounts, LN searches all matrix definitions of a specific discount level and accumulates the discounts from the matrix definitions.

Note: After searching a specific discount level, LN starts searching for discounts on the next level, if any.
Level 3 Discount Control

Select the value to apply for level 3 sales discounts.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Allowed values

First Discount

When searching for discounts, LN stops searching the specific discount level as soon as a discount is found.

Best Discount

When searching for discounts, LN searches all matrix definitions of a specific discount level and only returns the best discount.

Accumulate

When searching for discounts, LN searches all matrix definitions of a specific discount level and accumulates the discounts from the matrix definitions.

Note: After searching a specific discount level, LN starts searching for discounts on the next level, if any.
Level 4 Discount Control

Select the value to apply for level 4 sales discounts.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Allowed values

First Discount

When searching for discounts, LN stops searching the specific discount level as soon as a discount is found.

Best Discount

When searching for discounts, LN searches all matrix definitions of a specific discount level and only returns the best discount.

Accumulate

When searching for discounts, LN searches all matrix definitions of a specific discount level and accumulates the discounts from the matrix definitions.

Note: After searching a specific discount level, LN starts searching for discounts on the next level, if any.
Level 5 Discount Control

Select the value to apply for level 5 sales discounts.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Allowed values

First Discount

When searching for discounts, LN stops searching the specific discount level as soon as a discount is found.

Best Discount

When searching for discounts, LN searches all matrix definitions of a specific discount level and only returns the best discount.

Accumulate

When searching for discounts, LN searches all matrix definitions of a specific discount level and accumulates the discounts from the matrix definitions.

Note: After searching a specific discount level, LN starts searching for discounts on the next level, if any.
Default Sales Price Book

The default sales price book is used to store the base price for sales items.

Note: 
  • Define a default sales price book if you want to use only one price book for all your sold-to business partners. If you select the Update Default Price Book, you can keep the default sales price book up to date.
  • If you link the default sales price book to a price matrix in the Sales Price Matrices (tdpcg0130m010) session, you can use the PriceFactor field to have different unit prices for various sold-to business partners.
Default Service Price Book

The price book used to store default prices on a service item.

Service items are added to the default service price book.

Sales Price Date Type

The date type against which the pricing and discounting validity is checked in Pricing .

Allowed values

Delivery Date

planned receipt date

Order Date

order date

Note: On purchase schedules, this date is not available. Therefore, the planned receipt date is used.
System Date

system date

Recalculate Prices and Discounts

This parameter controls the way prices and discounts are recalculated for the following entities:

  • Sales quotation lines
  • Sales order lines
Note: How prices and discounts are recalculated, also depends on the value of the Combine Items for Pricing check box.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Recalculate prices and discounts.

Allowed values

No

Prices and discounts are not recalculated, unless the user selects the Recalculation option on the appropriate menu for the order line that requires recalculation.

Interactive

After approving an order or an order line, the Price and Discount Recalculation Parameters (tdpcg0240s000) session is displayed. This session offers various recalculation options.

After changing an order line field that affects the price and discounts, the price and discounts are always automatically recalculated for the line. The Price and Discount Recalculation Parameters (tdpcg0240s000) session is displayed in which you can specify your recalculation options for the entire order.

Automatic

After approving an order or an order line, prices and discounts are recalculated automatically.

After changing an order line field that affects the price and discounts, the price and discounts are not only calculated for the line, but also for the entire order. During recalculation, cumulative prices and discounts can be applied to the order lines.

Add/Overwrite Total Discounts

The setting of this parameter determines whether newly entered total discounts are added to the previous discounts or overwrite these discounts.

Use Derived from Item

Define how you want LN to retrieve default prices for customized items.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Use derived from item.

Allowed values

Yes; Item - Derived-from Item

First, the customized item is used to define the prices and discounts. Then the derived-from item is used to define prices and discounts in case a customer-specific or default price for an item is not found.

No; Only Item

Only the customized item is used to define the prices and discounts.

Yes; Derived-from Item - Item

First, the derived from item is used to define the prices and discounts. Then the customized item is used to define prices and discounts in case a customer-specific or default price for an item is not found.

Target Price Book Series

The default series for the price books.

Series Description

The description or name of the code.

Target Price Currency

The default currency used to maintain the prices in the price book.

Description

The description or name of the code.

Actual Target Price Book

The target price book which is set as the default for the actual target price book.

Description

The description or name of the code.

Actual RFQ Target Price Book

The target price book which is set as the default for the actual RFQ target price book.

Calculation Method

The method to calculate the average target price.

Allowed values

Average Price without Quantities
Weighted Moving Average
Overrule Line Exclusion

If this check box is selected, the purchase order lines with the Exclude from Target Price Calculation check box selected, are considered for the average target purchase price calculation.

Exclude Zero Prices

If this check box is selected, the purchase order lines with the Net Price set to zero, are not considered for the average target purchase price calculation.

Create Additional Target Price Book Lines in Document Currency

If this check box is selected,, the retrieved target prices are specified in document currency.

Allowed values

  • RFQs
  • Purchase Orders
  • Purchase Contracts
  • Price Books
  • Item Data
Note: 
  • The RFQs check box is displayed only if the Requests for Quotation check box is selected in the Procurement Parameters (tdpur0100m000) session.
  • The Purchase Contracts check box is displayed only if the Contracts check box is selected in the Procurement Parameters (tdpur0100m000) session.
Default Search Path for Target Price Calculation

The default search path for average target purchase price calculation.

Allowed values

  • RFQ Price (Lowest)
  • RFQ Price (Most Recent)
  • Purchase Order Price (Lowest)
  • Purchase Order Price (Most Recent)
  • Purchase Contract Price (Lowest)
  • Purchase Contract Price (Most Recent)
  • Specific Price Book Price
  • Price Book Price
  • Item Purchase Price
  • Item Average Purchase Price
  • Item Latest Purchase Price
  • Item Simulated Purchase Price
  • Not Applicable
Note: 
  • If the price is not specified at Level 1, the price defined at level 2 is considered. If the price is not specified at Level 2, the price defined at level 3 is considered and so on. You can specify 8 levels.
  • You must specify different search for each search level.
  • If you set Not Applicable for a level, the subsequent levels are also set to Not Applicable and you cannot modify the values.
Contract Line Statuses to Include

The contract line status. The lines with these status are considered for the target price search:

Allowed values

  • Free
  • Active
  • Terminated
Note: 
  • This field is displayed only if the Contracts check box is selected in the Procurement Parameters (tdpur0100m000) session.
  • By default, the Free and the Terminated check boxes are selected and the Active check box is cleared.
RFQ Response Statuses to Include

The RFQ responses status. The RFQ with these status are considered for the target price search:

  • Responded:
  • Accepted
  • Rejected
Note: 
  • This field is displayed only if the Requests for Quotation check box is selected in the Procurement Parameters (tdpur0100m000) session.
  • By default, the Responded and the Rejected check boxes are selected and the Accepted check box is cleared.
  • If the Responded check box is selected, the RFQ responses with the status Responded and Negotiating are considered.
  • If the Accepted check box is selected, the RFQ responses with the status Accepted and Processed are considered.
  • If the Rejected check box is selected, the RFQ responses with the status Rejected and Processed are considered.
Price Calculation Number Group

The number group for the price calculation series.

Series for Sales Price Calculation

The series used for sales price calculation.

Series for Service Price Calculation

The series used for service price calculation.

Use Service Attributes in Pricing

If this check box is selected, you can maintain the pricing data related to Service.

Service Specific Price Structure

Indicate that status of the service specific price matrices.

Allowed values

Inactive

The warehouse mobility kanban data setup is not integrated with Warehousing.

In Preparation

During this phase, the data must be set up and updated. When the status is modified from Inactive to In Preparation, the existing data is defaulted to the kanban sessions.

Active

When the data set up is complete and corrected. The status can be set to Active. This activates the integration of the kanban data setup with Warehousing.

Note: This field is enabled only if the Use Service Attributes in Pricing check box is selected.
Update Default Price Book

If this check box is selected, Infor LN updates the default service price book when the sales price is updated for service items or when a new item is added to Service.

Apply Discounts if No Contract Discounts

If this check box is selected, Infor LN applies the order discount if a contract discount does not exist.

Attribute Set for Service Price

The matrix attribute set that is used for service price matrix types

Description

The description or name of the code.

Attribute Set for Service Line Discount

The matrix attribute set that is used for service line discount matrix types.

Description

The description or name of the code.

Attribute Set for Service Total Discount

The matrix attribute set that is used for service total discount matrix types.

Description

The description or name of the code.

Price Control

Indicate the service price that must be used from price books that are identified based on a price matrix. Price Control

Allowed values

First Price
Lowest Price
Level 1 Discount Control

Indicate the discount that must be considered for level 1.

Allowed values

First Discount

When searching for discounts, LN stops searching the specific discount level as soon as a discount is found.

Best Discount

When searching for discounts, LN searches all matrix definitions of a specific discount level and only returns the best discount.

Accumulate

When searching for discounts, LN searches all matrix definitions of a specific discount level and accumulates the discounts from the matrix definitions.

Note: After searching a specific discount level, LN starts searching for discounts on the next level, if any.
Level 2 Discount Control

Indicate the discount that must be considered for level 2.

Allowed values

First Discount

When searching for discounts, LN stops searching the specific discount level as soon as a discount is found.

Best Discount

When searching for discounts, LN searches all matrix definitions of a specific discount level and only returns the best discount.

Accumulate

When searching for discounts, LN searches all matrix definitions of a specific discount level and accumulates the discounts from the matrix definitions.

Note: After searching a specific discount level, LN starts searching for discounts on the next level, if any.
Level 3 Discount Control

Indicate the discount that must be considered for level 3.

Allowed values

First Discount

When searching for discounts, LN stops searching the specific discount level as soon as a discount is found.

Best Discount

When searching for discounts, LN searches all matrix definitions of a specific discount level and only returns the best discount.

Accumulate

When searching for discounts, LN searches all matrix definitions of a specific discount level and accumulates the discounts from the matrix definitions.

Note: After searching a specific discount level, LN starts searching for discounts on the next level, if any.
Level 4 Discount Control

Indicate the discount that must be considered for level 4.

Allowed values

First Discount

When searching for discounts, LN stops searching the specific discount level as soon as a discount is found.

Best Discount

When searching for discounts, LN searches all matrix definitions of a specific discount level and only returns the best discount.

Accumulate

When searching for discounts, LN searches all matrix definitions of a specific discount level and accumulates the discounts from the matrix definitions.

Note: After searching a specific discount level, LN starts searching for discounts on the next level, if any.
Level 5 Discount Control

Indicate the discount that must be considered for level 5.

Service Price Date Type

The date used to search prices and discounts in Pricing.

Allowed values

Delivery Date

planned receipt date

Order Date

order date

Note: On purchase schedules, this date is not available. Therefore, the planned receipt date is used.
System Date

system date

Recalculate Prices and Discounts

Indicates the way prices and discounts are recalculated for the service order and the maintenance sales order.

Allowed values

No

Prices and discounts are not recalculated, unless the user selects the Recalculation option on the appropriate menu for the order line that requires recalculation.

Interactive

After approving an order or an order line, the Price and Discount Recalculation Parameters (tdpcg0240s000) session is displayed. This session offers various recalculation options.

After changing an order line field that affects the price and discounts, the price and discounts are always automatically recalculated for the line. The Price and Discount Recalculation Parameters (tdpcg0240s000) session is displayed in which you can specify your recalculation options for the entire order.

Automatic

After approving an order or an order line, prices and discounts are recalculated automatically.

After changing an order line field that affects the price and discounts, the price and discounts are not only calculated for the line, but also for the entire order. During recalculation, cumulative prices and discounts can be applied to the order lines.

Add/Overwrite Total Discounts

Indicates if the retrieved total discounts overwrite or add to the existing Overrule Line Exclusion discounts.

Allowed values

Add
Overwrite
Series for Purchase Price Calculation

The series used for purchase price calculation.

Log History

If this check box is selected, price calculation history is logged.

Note: By default, this check box is cleared.
Attribute Set for Purchase Price

The matrix attribute set that is used for Purchase Price matrix types.

Note: Only the matrix attributes you marked as applicable for this attribute set are shown in Pricing . If this field is empty, all attributes are shown for this matrix type.

Attribute Set for Purchase Line Discount

The matrix attribute set that is used for Purchase Line Discount matrix types.

Note: Only the matrix attributes you marked as applicable for this attribute set are shown in Pricing . If this field is empty, all attributes are shown for this matrix type.

Attribute Set for Purchase Total Discount

The matrix attribute set that is used for Purchase Total Discount matrix types.

Note: Only the matrix attributes you marked as applicable for this attribute set are shown in Pricing . If this field is empty, all attributes are shown for this matrix type.

Price Control

This field determines which purchase price must be used from price books that are found by means of a price matrix, which you can enter in the Purchase Price Matrices (tdpcg0130m020) session.

You have the following options:

  • First Price

    For a specific matrix definition, LN uses the first price found in the price matrix with the most recent effective date.
  • Lowest Price

    For a specific matrix definition, LN retrieves the first price found in the price matrix with the most recent effective date. However, if other relevant matrix definitions are applicable, LN continues searching these other price matrices for lower prices. LN uses the lowest price found in a price matrix.
Note: 
  • If you select Lowest Price, it does not mean that LN searches each entry (sequence) that is effective for a specific matrix definition in the Purchase Price Matrices (tdpcg0130m020) session. LN only compares prices between price matrices that contain matrix definitions for which the Order Priority field differs in the Matrix Priorities (tdpcg0120m000) session.
  • Because LN retrieves the price with the most recent effective date in the price matrix for a specific matrix definition, you can define an exception by entering a new entry with a new effective date in the existing price matrix.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Example

Settings in the Matrix Priorities (tdpcg0120m000) session for the Purchase Price matrix type:

Priority 1 2
Effectivity period 01/01/2006-31/12/2006 01/01/2006-31/12/2006
Matrix definition Supplier Prlist

Price matrices in the Purchase Price Matrices (tdpcg0130m020) session for the Purchase Price matrix type:

Matrix definition Suppl
Priority 10 20
Effectivity period 01/01/2006-31/12/2006 01/05/2006-30/08/2006
Price in price book 7 10
Matrix definition Prlist
Priority 10 20
Effectivity period 01/01/2006-31/12/2006 01/06/2006-30/09/2006
Price in price book 8 11

In addition, the following applies:

  • The Price Control parameter is set to Lowest Price.
  • An item is purchased on the 30th of May 2006 and all price matrices are applicable.

LN retrieves the correct price as follows:

  1. For the first applicable matrix definition, which is the matrix definition with Order Priority 1 in the Matrix Priorities (tdpcg0120m000), LN retrieves the price with the most recent effective date in the price matrix . As a result, LN retrieves the price of 10 from the Suppl Matrix.
  2. Because the Price Control parameter is set to Lowest Price, LN continues searching for prices in price matrices to which other relevant matrix definitions are linked that are also stored in the Matrix Priorities (tdpcg0120m000) session. As a result, from the Prlist Matrix, which is stored as Order Priority 2 in the Matrix Priorities (tdpcg0120m000) session, LN retrieves the price with the most recent effective date in the price matrix, which is the price of 8.
  3. LN uses the price of 8, which is the lowest price.

Level 1 Discount Control

Select the value to apply for level 1 purchase discounts.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Allowed values

First Discount

When searching for discounts, LN stops searching the specific discount level as soon as a discount is found.

Best Discount

When searching for discounts, LN searches all matrix definitions of a specific discount level and only returns the best discount.

Accumulate

When searching for discounts, LN searches all matrix definitions of a specific discount level and accumulates the discounts from the matrix definitions.

Note: After searching a specific discount level, LN starts searching for discounts on the next level, if any.
Level 2 Discount Control

Select the value to apply for level 2 purchase discounts.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Allowed values

First Discount

When searching for discounts, LN stops searching the specific discount level as soon as a discount is found.

Best Discount

When searching for discounts, LN searches all matrix definitions of a specific discount level and only returns the best discount.

Accumulate

When searching for discounts, LN searches all matrix definitions of a specific discount level and accumulates the discounts from the matrix definitions.

Note: After searching a specific discount level, LN starts searching for discounts on the next level, if any.
Level 3 Discount Control

Select the value to apply for level 3 purchase discounts.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Allowed values

First Discount

When searching for discounts, LN stops searching the specific discount level as soon as a discount is found.

Best Discount

When searching for discounts, LN searches all matrix definitions of a specific discount level and only returns the best discount.

Accumulate

When searching for discounts, LN searches all matrix definitions of a specific discount level and accumulates the discounts from the matrix definitions.

Note: After searching a specific discount level, LN starts searching for discounts on the next level, if any.
Level 4 Discount Control

Select the value to apply for level 4 purchase discounts.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Allowed values

First Discount

When searching for discounts, LN stops searching the specific discount level as soon as a discount is found.

Best Discount

When searching for discounts, LN searches all matrix definitions of a specific discount level and only returns the best discount.

Accumulate

When searching for discounts, LN searches all matrix definitions of a specific discount level and accumulates the discounts from the matrix definitions.

Note: After searching a specific discount level, LN starts searching for discounts on the next level, if any.
Level 5 Discount Control

Select the value to apply for level 5 purchase discounts.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Allowed values

First Discount

When searching for discounts, LN stops searching the specific discount level as soon as a discount is found.

Best Discount

When searching for discounts, LN searches all matrix definitions of a specific discount level and only returns the best discount.

Accumulate

When searching for discounts, LN searches all matrix definitions of a specific discount level and accumulates the discounts from the matrix definitions.

Note: After searching a specific discount level, LN starts searching for discounts on the next level, if any.
Supplier Price Book

The code of the supplier price book

Note: 
  • Define a supplier price book if you want to use only one price book for all your buy-from business partners. If you select the Update Supplier Price Book, you can keep the supplier price book up to date.
  • If you link the supplier price book to a price matrix in the Purchase Price Matrices (tdpcg0130m020) session, you can use the PriceFactor field to have different unit prices for various buy-from business partners.

Purchase Price Date Type

The date type used for purchase pricing.

Allowed values

Delivery Date

planned receipt date

Order Date

order date

Note: On purchase schedules, this date is not available. Therefore, the planned receipt date is used.
System Date

system date

Recalculate Prices and Discounts

This parameter controls the way prices are calculated for the following entities:

  • Request for quotation lines
  • Purchase order lines
Note: How prices and discounts are recalculated, also depends on the value of the Combine Items for Pricing check box.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Recalculate prices and discounts.

Allowed values

No

Prices and discounts are not recalculated, unless the user selects the Recalculation option on the appropriate menu for the order line that requires recalculation.

Interactive

After approving an order or an order line, the Price and Discount Recalculation Parameters (tdpcg0240s000) session is displayed. This session offers various recalculation options.

After changing an order line field that affects the price and discounts, the price and discounts are always automatically recalculated for the line. The Price and Discount Recalculation Parameters (tdpcg0240s000) session is displayed in which you can specify your recalculation options for the entire order.

Automatic

After approving an order or an order line, prices and discounts are recalculated automatically.

After changing an order line field that affects the price and discounts, the price and discounts are not only calculated for the line, but also for the entire order. During recalculation, cumulative prices and discounts can be applied to the order lines.

Add/Overwrite Total Discounts

Determines whether newly entered total discounts are added to the previous discounts or overwrite these.

Use Derived from Item

Define how you want LN to retrieve default prices for customized items.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Use derived from item.

Allowed values

Yes; Item - Derived-from Item

First, the customized item is used to define the prices and discounts. Then the derived-from item is used to define prices and discounts in case a customer-specific or default price for an item is not found.

No; Only Item

Only the customized item is used to define the prices and discounts.

Yes; Derived-from Item - Item

First, the derived from item is used to define the prices and discounts. Then the customized item is used to define prices and discounts in case a customer-specific or default price for an item is not found.

Attribute Set for Transfer Price

The matrix attribute set that is used for Transfer Price matrix types.

Note: Only the matrix attributes you marked as applicable for this attribute set are shown in Pricing . If this field is empty, all attributes are shown for this matrix type.

Transfer Price Date Type

The date type used for transfer pricing.

Allowed values

Delivery Date

planned receipt date

Order Date

order date

Note: On purchase schedules, this date is not available. Therefore, the planned receipt date is used.
System Date

system date

Price Control

This field determines which purchase price must be used from price books that are found by means of a price matrix, which you can enter in the Transfer Price Matrices (tdpcg0130m030) session.

You have the following options:

  • First Price

    For a specific matrix definition, LN uses the first price found in the price matrix with the most recent effective date.
  • Lowest Price

    For a specific matrix definition, LN retrieves the first price found in the price matrix with the most recent effective date. However, if other relevant matrix definitions are applicable, LN continues searching these other price matrices for lower prices. LN uses the lowest price found in a price matrix.
Note: 
  • If you select Lowest Price, it does not mean that LN searches each entry (sequence) that is effective for a specific matrix definition in the Transfer Price Matrices (tdpcg0130m030) session. LN only compares prices between price matrices that contain matrix definitions for which the Order Priority field differs in the Matrix Priorities (tdpcg0120m000) session.
  • Because LN retrieves the price with the most recent effective date in the price matrix for a specific matrix definition, you can define an exception by entering a new entry with a new effective date in the existing price matrix.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Example

Settings in the Matrix Priorities (tdpcg0120m000) session for the Transfer Price matrix type:

Priority 1 2
Effectivity period 01/01/2006-31/12/2006 01/01/2006-31/12/2006
Matrix definition Supplier Prlist

Price matrices in the Transfer Price Matrices (tdpcg0130m030) session for the Transfer Price matrix type:

Matrix definition Suppl
Priority 10 20
Effectivity period 01/01/2006-31/12/2006 01/05/2006-30/08/2006
Price in price book 7 10
Matrix definition Prlist
Priority 10 20
Effectivity period 01/01/2006-31/12/2006 01/06/2006-30/09/2006
Price in price book 8 11

In addition, the following applies:

  • The Price Control parameter is set to Lowest Price.
  • An item is purchased on the 30th of May 2006 and all price matrices are applicable.

LN retrieves the correct price as follows:

  1. For the first applicable matrix definition, which is the matrix definition with Order Priority 1 in the Matrix Priorities (tdpcg0120m000), LN retrieves the price with the most recent effective date in the price matrix . As a result, LN retrieves the price of 10 from the Suppl Matrix.
  2. Because the Price Control parameter is set to Lowest Price, LN continues searching for prices in price matrices to which other relevant matrix definitions are linked that are also stored in the Matrix Priorities (tdpcg0120m000) session. As a result, from the Prlist Matrix, which is stored as Order Priority 2 in the Matrix Priorities (tdpcg0120m000) session, LN retrieves the price with the most recent effective date in the price matrix, which is the price of 8.
  3. LN uses the price of 8, which is the lowest price.
Use Derived from Item

Define how you want LN to retrieve default prices for customized items.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Use derived from item.

Allowed values

Yes; Item - Derived-from Item

First, the customized item is used to define the prices and discounts. Then the derived-from item is used to define prices and discounts in case a customer-specific or default price for an item is not found.

No; Only Item

Only the customized item is used to define the prices and discounts.

Yes; Derived-from Item - Item

First, the derived from item is used to define the prices and discounts. Then the customized item is used to define prices and discounts in case a customer-specific or default price for an item is not found.

Promotions Implemented

If this check box is selected, the promotions functionality is implemented.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Disable unused concepts.

Attribute Set for Line Promotions

The matrix attribute set that is used for Line Promotions matrix types.

Note: Only the matrix attributes you marked as applicable for this attribute set are shown in Pricing . If this field is empty, all attributes are shown for this matrix type.

Attribute Set for Order Promotions

The matrix attribute set that is used for Order Promotions matrix types.

Note: Only the matrix attributes you marked as applicable for this attribute set are shown in Pricing . If this field is empty, all attributes are shown for this matrix type.

Promotion Number Group

The number group that is used to categorize promotions.

Line Promotion Control

Select a value to indicate how you want to select a promotion for a sales order line.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Promotion control

Allowed values

First Eligible

The first valid promotion is applicable.

All Eligible

All valid promotions are applicable.

First Eligible plus All Exclusive

The first valid promotion is applicable for which the Exclusive Promotion check box is selected in the Promotions (tdpcg0140m000) session.

All Exclusive

All valid promotions are applicable for which the Exclusive Promotion check box is selected in the Promotions (tdpcg0140m000) session.

Not Applicable

The promotion functionality is not implemented.

Order Promotion Control

Select a value to indicate how you want to select a promotion for a sales order.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Promotion control

Allowed values

First Eligible

The first valid promotion is applicable.

All Eligible

All valid promotions are applicable.

First Eligible plus All Exclusive

The first valid promotion is applicable for which the Exclusive Promotion check box is selected in the Promotions (tdpcg0140m000) session.

All Exclusive

All valid promotions are applicable for which the Exclusive Promotion check box is selected in the Promotions (tdpcg0140m000) session.

Not Applicable

The promotion functionality is not implemented.

Promotion Date Type

The date type against which promotions must be effective to enable their retrieval by LN for orders or order lines. For example, if you select order date, promotions that are valid on the order date of an order can be selected for that order.

Freight Rate Book Number Group

The number group that is used to categorize freight rate books.

Attribute Set for Client Freight Rate

The matrix attribute set that is used for Client Freight Rate matrix types.

Note: Only the matrix attributes you marked as applicable for this attribute set are shown in Pricing . If this field is empty, all attributes are shown for this matrix type.

Attribute Set for Carrier Freight Rate

The matrix attribute set that is used for Carrier Freight Rate matrix types.

Note: Only the matrix attributes you marked as applicable for this attribute set are shown in Pricing . If this field is empty, all attributes are shown for this matrix type.

Search by Distance/Zone

This setting controls the way LN looks up freight rates.

Client Freight Rate Control

These settings control the search for client freight rates.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Carrier Freight Rate Control

This setting controls the way carrier freight rates are retrieved.

Performance aspects

The setting of this field could affect system performance and database growth. For more information, refer to Price, rate, and discount control.

Rate Date for Client Freight Rate

The date type against which client freight rates must be effective to be retrieved by LN to calculate the transportation costs of shipments, orders, or order lines. For example, if you select order date, client freight rates that are valid on the order date of an order can be selected to calculate the transportation costs of that order.

Rate Date for Carrier Freight Rate

The date type against which carrier freight rates must be effective to be retrieved by LN to calculate the transportation costs of shipments, orders, or order lines. For example, if you select the Order Date option, carrier freight rates that are valid on the order date of an order can be selected to calculate the transportation costs of that order.