Pricing hierarchy

This table shows the standard pricing hierarchy. The values in the table correspond to the fields in PD Pricing Setup.

The values in the table correspond to the fields in PD Pricing Setup with these exceptions that pertain to the Level column:

  • A Level 2 Customer/Rebate Sub Type pricing record is a Customer/Product Rebate pricing record that includes a Rebate Sub Type value.
  • A Level 2 Customer/Rebate Type pricing record is a Customer/Product Rebate pricing record that does not include a Rebate Sub Type value
  • A Level 4 Customer Type/Rebate Sub Type pricing record is a Customer Type/Rebate Type pricing record that includes a Rebate Sub Type value.
  • A Level 4 Customer Type/Rebate Sub Type pricing record is a Customer Type/Rebate Type pricing record that does not include a Rebate Sub Type value.

The order of this hierarchy is altered if you select these options in SA Administrator Options-Products-Pricing:

  • Use Rebate Pricing Records Before Price Type:

    If this option is selected, the Level 4 rebate-based pricing records are checked before the Type 4 price type records.

  • Level 2 Pricing Hierarchy Override Hierarchy

    If you change the Default Hierarchy order for Level 2 price types, an override flag is set that is checked when the pricing logic is applied in Distribution SX.e. To change the order of price types, click and hold your cursor on the vertical dots to the left of a price type and drag that type up or down in the list. When you click Save, the order in the Override Hierarchy list is the new order in which Level 2 pricing records are applied.

    Note: All four Level 2 price types are displayed in the Override Hierarchy list even if not all types are selected in SA Administrator Options-Products-Pricing. If a price type is not used, it is not included when the pricing logic is applied in Distribution SX.e.

If you change the hierarchy, the entire section of hierarchy “hits” for that level and type is moved. The order of the record in the section is not changed. For example, hits on customer and ship to pricing records occur before customer only. Hits on pricing records for a warehouse occur before division group, which occur before region.

Hierarchy order Level Pricing record type Customer # or Customer Price Type Ship To/Job Promotional Warehouse Division Group Region
1 7 Product Yes Yes
2 7 Product Yes Yes
3 7 Product Yes Yes
4 7 Product Yes
5 8 Product Price Type Yes Yes
6 8 Product Price Type Yes Yes
7 8 Product Price Type Yes Yes
8 8 Product Price Type Yes
9 1 Customer/Product Customer # Yes Yes
10 1 Customer/Product Customer # Yes Yes
11 1 Customer/Product Customer # Yes Yes
12 1 Customer/Product Customer # Yes
13 1 Customer/Product Customer # Yes
14 1 Customer/Product Customer # Yes
15 1 Customer/Product Customer # Yes
16 1 Customer/Product Customer #
17 2 Customer/Product Price Type Customer # Yes
18 2 Customer/Product Price Type Customer # Yes
19 2 Customer/Product Price Type Customer # Yes
20 2 Customer/Product Price Type Customer #
21 2 Customer/Product Price Type Customer # Yes Yes
22 2 Customer/Product Price Type Customer # Yes Yes
23 2 Customer/Product Price Type Customer # Yes Yes
24 2 Customer/Product Price Type Customer #
25 2 Customer/Rebate Sub Type Customer # Yes Yes
26 2 Customer/Rebate Sub Type Customer # Yes Yes
27 2 Customer/Rebate Sub Type Customer # Yes Yes
28 2 Customer/Rebate Sub Type Customer # Yes
29 2 Customer/Rebate Sub Type Customer # Yes
30 2 Customer/Rebate Sub Type Customer # Yes
31 2 Customer/Rebate Sub Type Customer # Yes
32 2 Customer/Rebate Sub Type Customer #
33 2 Customer/Rebate Type Customer # Yes Yes
34 2 Customer Rebate/Type Customer # Yes Yes
35 2 Customer/Rebate Type Customer # Yes Yes
36 2 Customer/Rebate Type Customer # Yes
37 2 Customer/Rebate Type Customer # Yes
38 2 Customer/Rebate Type Customer # Yes
39 2 Customer/Rebate Type Customer # Yes
40 2 Customer/Rebate Type Customer #
41 2 Customer/Product Line Customer # Yes Yes
42 2 Customer/Product Line Customer # Yes Yes
43 2 Customer/Product Line Customer # Yes Yes
44 2 Customer/Product Line Customer # Yes
45 2 Customer/Product Line Customer # Yes
46 2 Customer/Product Line Customer # Yes
47 2 Customer/Product Line Customer # Yes
48 2 Customer/Product Line Customer #
49 2 Customer/Product Category Customer # Yes Yes
50 2 Customer/Product Category Customer # Yes Yes
51 2 Customer/Product Category Customer # Yes Yes
52 2 Customer/Product Category Customer # Yes
53 2 Customer/Product Category Customer # Yes
54 2 Customer/Product Category Customer # Yes
55 2 Customer/Product Category Customer # Yes
56 2 Customer/Product Category Customer #
57 3 Customer Type/Product Customer Price Type Yes
58 3 Customer Type/Product Customer Price Type Yes
59 3 Customer Type/Product Customer Price Type Yes
60 3 Customer Type/Product Customer Price Type
61 4 Customer Type/Product Price Type Customer Price Type Yes
62 4 Customer Type/Product Price Type Customer Price Type Yes
63 4 Customer Type/Product Price Type Customer Price Type Yes
64 4 Customer Type/Product Price Type Customer Price Type
65 4 Customer Type/Rebate Sub Type Customer Price Type Yes
66 4 Customer Type/Rebate Sub Type Customer Price Type Yes
67 4 Customer Type/Rebate Sub Type Customer Price Type Yes
68 4 Customer Type/Rebate Sub Type Customer Price Type
69 4 Customer Type/Rebate Type Customer Price Type Yes
70 4 Customer Type/Rebate Type Customer Price Type Yes
71 4 Customer Type/Rebate Type Customer Price Type Yes
72 4 Customer Type/Rebate Type Customer Price Type
73 5 Customer Customer # Yes Yes
74 5 Customer Customer # Yes Yes
75 5 Customer Customer # Yes Yes
76 5 Customer Customer # Yes
77 5 Customer Customer # Yes
78 5 Customer Customer # Yes
79 5 Customer Customer # Yes
80 5 Customer Customer #
81 6 Customer Price Type Customer Price Type Yes
82 6 Customer Price Type Customer Price Type Yes
83 6 Customer Price Type Customer Price Type Yes
84 6 Customer Price Type Customer Price Type
85 7 Product Yes
86 7 Product Yes
87 7 Product Yes
88 7 Product
89 8 Product Price Type Yes
90 8 Product Price Type Yes
91 8 Product Price Type Yes
92 8 Product Price Type
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