Using documents

To retro bill the changes in price book line and discount schedule line, you must know the documents for which the price or discount is used. These documents are referred to as the Using Documents and can be sales and purchase order line, sales and purchase schedule lines, sales order invoice lines, sales schedule invoice lines, purchase order payable receipts or purchase schedule payable receipts.

Also, when a price book or discount schedule change is retro-billed, the sales or purchase retro-billed advice is logged as Using Document.

For example, when the price of a price book line changes and this change is selected for retro-billing, you must know the invoice lines and payable receipts for which the price is used. A retro-billed advice can be generated for these Using Documents. The retrieval of the price retrieval determines if the new price is considered from the linked price book or another price book.

Note: This information is logged only if the Log Using Documents check box is selected in the Pricing Parameters (tdpcg0100m000) session.

The Price book lines, and Discount schedule lines can be used by these Using Documents:

Sales order line
Sales order invoice line
Sales schedule line
Sales schedule planned warehouse order
Sales schedule invoice line
Purchase order line
Purchase order payable receipt
Purchase schedule line
Purchase schedule payable receipt

The Price Book Line Using Documents (tdpcg0561m000) session, the Discount Schedule Line Using Documents (tdpcg0561m100) and the Discount Matrix Using Documents (tdpcg0561m300) sessions list the Using Document data. A record is created when a price or discount is retrieved, for example from a sales order line. When a contract is unlinked or when another price is found during recalculation of price and discounts, a record is deleted, and a new record is created (or existing record is updated).

The Retro-Bill check box setting determines if the retro billing process must be initiated for the Using Documents when a pricing document is changed.

Note: Price books or discount schedules cannot be deleted, if linked to any entity. However, the price or discount can be deleted, if used in any other entity.

Price Retrieval

Discount Retrieval