Multiple level customer price types

You can use Customer Price Type Setup to assign multiple customer price types to a specific customer or ship to so they can participate in more than one pricing program and receive the lowest available price.

Note: This price type is separate from the default price type that is assigned to a customer or ship to in Customer Setup-Ordering or in Customer Ship To Setup-Ordering.

The default price type is part of normal system logic hierarchy that is used to determine the system price. If you implement multiple level price types, these multiple levels then become part of the hierarchy. If a multiple level record exists, it is compared to the default price. The lowest price is used on the sales order.

The hierarchy considers multiple level customer price types for a ship to first. If none exist, multiple level price types at the customer level are then considered.

Multiple level customer price type records can be set up for only these PD Pricing Setup records:

Customer Type/Product (Level 3)
Customer Type/Product Price Type (Level 4)
Customer Type/Product Rebate Type (Level 4)
Customer Type (Level 6)

In SA Administrator Options-Products-Multiple Level, two options determine how multiple level customer price types are applied. Selecting Allow Override of Contractual Level Pricing in Multiple Level Search but not the Select Multiple Level Customer Type Based on Level option provides your customers with the best price available.

Allow Override of Contractual Level Pricing in Multiple Level Search determines whether the system continues to search for multiple level pricing records set up in Customer Price Type Setup if it encounters a contractual pricing record (Level 1 or 2) in PD Pricing Setup.
- If this option is selected, the system continues to search for a price in Customer Price Type Setup that is lower than the contractual price. PD Pricing Setup level 1 or 2 records include Product, Customer/Product, Customer/Product Price Type, Customer/Product Line, Customer/Product Category, and Customer/Product Rebate.
- If this option is not selected, the system honors the contractual price record as the system price and does not look any further for a lower price.
The Select Multiple Level Customer Type Based on Level option determines how far in the multiple level pricing hierarchy the system searches if it encounters a multiple level customer pricing record.
- If this option is not selected, the system searches for Level 3 (Customer Type/Product) pricing records. If a Level 3 is found, it searches for a Level 4 (Customer Type/Product Price Type), then a Level 6 (Customer Type). The system price is compared to the lowest multiple level price and the lowest of these is selected.
- If this option is selected, the first multiple level found is used to compare against the system price. After the first level is found, the search stops and does not look to the next level of records. If there are multiple records at the same level, it searches across all records at that level to compare to the system price.

Note: If a promotional price exists for the product, and the Promo Price Default option is set to Promo in SA Administrator Options-Documents-Sales Order-Entry Settings, the promotional price is used. Multiple level price types are considered.

This pricing logic should not be combined with the Highest Price Paid price search, as the two may conflict.