System sales price

If your customer service representatives (CSRs) adjust the sales price of a product in Sales Order Entry, it can affect your sales margins. If you do not lock your CSRs out of the Price field in Sales Order Entry, you can configure your system to capture the original price data on a sales order line for further analysis.

If the Calculate and Save System Price option in SA Administrator Options-Documents-Sales Orders-Entry Settings is selected, the original price calculated by the system when a product is entered on a sales order. The original price is stored with the sales order line item record (OEEL). The calculation occurs when an order is created for the first time or when a line item is updated to change the selected product to a different product.

Note: The Calculate and Save System Price option is not selected by default. When selected, the system duplicates the pricing logic in order to retain the pricing data on the line, thus incurring some system overhead. Consider the impact to your system processing before you activate the admin option and business rule.

Pricing data

The original system-generated price data stored when you save the system price includes these values:

System Price
PD Record #, Price Reference, Contract Number, Price Sheet, and Price Effective Date
System Based On Amount: If an amount is loaded, it is used in the price calculation, determined by the Based on Type. For example:
- If the Type is List (L), it shows the system’s List price
- If the Type is Base (B), it shows the system’s Base price
- If the Type is Cost (C), Margin (M), Regated (RM), Rebated Cost (RC), Margin with Stnd Cost (MS), or Margin with Replacement Cost (RC), it shows the system’s Mark Up cost
- Otherwise, it shows zero

System Based On Type: This is based on multiple types defined in PD Pricing Setup. Certain ‘type’ values may not result in a value loaded in the System Based On Amount field, since the data is stored on the PD record and is not passed back from the system price calculation. The System Based On Type can be one of these values:


AMT - Amount	MS - Margin with Stnd Cost	C6 - Customer Sheet Col 6	V4 - Vendor Sheet Col 4
B - Base Price	MR - Margin with Rpl Cost	C7 - Customer Sheet Col 7	V5 - Vendor Sheet Col 5
L - List Price	C1 - Customer Sheet Col 1	C8 - Customer Sheet Col 8	V6 - Vendor Sheet Col 6
C - Cost	C2 - Customer Sheet Col 2	C9 - Customer Sheet Col 9	V7 - Vendor Sheet Col 7
M - Margin Percent	C3 - Customer Sheet Col 3	V1 - Vendor Sheet Col 1	V8 - Vendor Sheet Col 8
RM - Rebated Margin Percent	C4 - Customer Sheet Col 4	V2 - Vendor Sheet Col 2	V9 - Vendor Sheet Col 9
RC - Rebated Cost	C5 - Customer Sheet Col 5	V3 - Vendor Sheet Col 3

System Pricing Cost Amount: This is the PD cost. This is used as an internal method of comparing the system price and includes addon amounts if Include Addons is selected for the Mark Up From value in SA Administrator Options-Products-Costs.
System Mark Up From Type: This stores Mark Up From value in SA Administrator Options-Products-Costs, including Include Addons option, so that you can determine what the System Pricing Cost Amount is based on. It is a one- or two-character value: A-Average, AA-Average + Addon, S-Standard, SA-Standard + Addon, R-Replacement, RA-Replacement + Addon, L-Last, or LA-Last + Addon.

If a promotion price exists, the system price is either the regular price or the promo price based on the Promo Price Default in SA Administrator Options-Documents-Sales Orders-Entry Settings.

The original system price data is stored for sales order lines only. Additional data is not stored for sales order kit components or tally components. In addition, you must create your own analytical reports to use this data. There are no reports or inquiries that display the stored price data.