Price Guidance

This document explains the setup for the price guidance process.

Price guidance is the process where the pricing department provides price guidance to a salesperson discussing prices with a customer. A change in net price should always be done by reviewing the guidance levels. The salespersons are not allowed to see all levels in the price guidance. A change of net price below the salesperson's authority level blocks the order line from further processing until the price is authorized by a user who has the authorization to set such a price.

Follow these steps

  1. Define the price guidance model in 'Price Guidance Model Header. Open' (OIS335) and 'Price Guidance Model Lines. Open' (OIS336).

    It is possible to define that a price guidance line represents the 'Maximum price', 'Audit required price', or 'Minimum price', but all these are optional.

  2. Define object control parameter 'Price Guidance Model' in 'Available Object Ctrl Parameters. Open' (CMS016).

  3. Define the control objects in 'Generic Object Control Table. Open' (CMS017/E).

  4. Define how the price guidance model is retrieved in 'Price Guidance Model Selection. Open' (OIS338).

  5. Select alternative '1-Yes' in parameter 'Price guidance' on the customer order type in 'CO Type. Open' (OIS010/I) if price guidance should be used when changing the price on the order line. To also store price guidance details when changing the price, select alternative '2-Yes, and store details'.

    • If selected, 'Sales price rule' must be 2 or 3, which means that it is not possible to manually change the sales price in 'Customer Order. Open Line' (OIS101).
    • 'Price guidance' can only be selected if the 'Closing point' on the order type's dispatch policy is 2-'First plist crt' in 'Dispatch Policy. Open' (MWS010/G).

Optional settings

  • You can select that a price guidance line should not be displayed in 'Price Guidance. Display' (OIS337).
  • Define price origins that are blocked for price guidance in 'Price orig block' in (OIS010/I). The price guidance option cannot be used if the price origin on the order line is one of the origins specified here.
  • Object control parameter 'Price Authorization' can be defined in (CMS016) and (CMS017), which makes it possible to define who should receive an application message when an authorization is required.
  • Define who should receive an application message in 'Price Authorization Selection. Open' (OIS333). You can define a specific user and a user class (a group of users) that should get the message.
  • Activate application message type 433='CO line requires price authorization' in 'Settings – Application Messages' (CRS424).
  • User classes can be defined in 'User Class. Open' (MNS415) and users are connected to the user classes in 'Users per User Class. Connect' (MNS416).
  • A discount model can be defined with a discount number allocated to price guidance.
    • Select a 'price guidance discount number' in 'Discount Model. Open' (OIS800/E). You may need to go to the setting panel using F13 for (OIS800/E) and open the 'Price guidance' field.
    • Create the discount line in 'Discount Model. Connect Disc Number' (OIS805) and select if it should be defined as a percentage or an amount.
  • It might be suitable to control authorization to (OIS337) and specific function keys (like F17) in (OIS337) through 'Function. Connect Authorization by Role' (SES400).
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