Setup > Purchasing > Price lists > Setup 

The definition of supplier price lists consists in four stages:

  • setting up the invoicing elements to define the different invoice footers that can influence the price setting of a business partner,
    SEEREFERTTO See the Invoicing elements documentation for further information.
  • setting up the structure codes to define the different discount and charge columns that can be applied to a particular business partner,
    SEEREFERTTO See the documentation on the price list structure for further information.
  • setting up the price list codes to define the various price setting rules that can apply to each structure code.
  • the input of the price list records, defining the actual values of the product price, discounts and charges, for each price list code.
    SEEREFERTTO See the documentation on the price list entry for further information.

This function is the third major stage in the price list setup cycle. You use this function to set the supplier price setting rules, which are rules used for determining the values of prices, discounts, and other amounts (all the column fields of the price list structure setup can be used).

The price setting rules are applied to the management of purchase requests, orders and receipts, remembering that these rules are only applied in creation or during the insertion of lines, but not when generated from another document (the sales conditions are complied with in this case). Except for purchase requests, which can be recalculated if necessary (which is the case where a group of purchase requests are chosen).

The user can define an unlimited number of supplier price setting rules, each being identified by a 6-character code. Each rule is associated with a priority that allows the establishing of a hierarchy with respect to other rules and a reason code that makes it possible to indicate the origin of the values found during a price list search.

The result of this setup makes it possible, for each price list code, to automatically create inquiry and update screens for price lists that will contain the correct columns. The price list search algorithm takes into account the price setting rule, and the user can then load the price list database.

A large number of rules can be set up, thus making it possible to define:

  • prices or charges and discounts,
  • the amounts at the line that can be defined by the line structure setup (as a percentage or amount, with the sign -/+).

These rules can be applied based on defined conditions:

  • for each line individually (depending or not on the quantity),
  • for a group of lines with the same characteristics (depending on the quantities or aggregated prices).

    Prerequisites

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    The setup is spread over multiple tabs:

    • Criteria: determines the linked criteria which are used to detect when a a price list line applies, by associating a price list code to a structure code.
    • Price: determines the general rules of price processing.
    • Charges / discounts: determines the charges and discounts to be considered in the price list.

    Header

    Fields

    The following fields are present on this tab :

    Code used to identify the price list rule. A price list code identifies a setup giving access to the rules that determine the price, discounts or other elements linked to the price lists.

    In order to set up a price list code, it is necessary to define its type, the list of fields used to specify when a price list line can be applied, and the list of fields assigned by the line. Once this has been set up, the user can access the price list line entry screens. In these screens, the user can enter both the criteria values and the corresponding values.

    For example: Definition of two discounts by Product group-Customer code combination. The Product group (from the product record) and Customer code (from the customer record) fields are considered as criteria for the setup. The Discount1 and Discount2 fields display the values assigned by the price list rule. In this case, the price list line entry screen contains a total of four columns.

    • field DESAXX

    This long description is used as a title in screens and reports.

    By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
    You can add your translation in another language using the Translation function:

    • Click Translation from the Actions icon in the corresponding field.
    • In the Translation window, add a new language code with the translation in this language.

    A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.

    SEEINFOThe connection language must be defined as a default language for thefolder.

    This field is used to enter a price list structure code.
    This code determines the sales conditions managed for each purchase document line ('Discounts and Charges' field).
    The structure code is defined for one or several suppliers. At least one price list code must be set up for each structure code used by at least one BP.
    SEEWARNING When aprice list structureis changed, the new structure must include the previous one.

    • Active (field PLIENAFLG)

    Indicator used to activate or not the presence of this price list in the suggestions. When a price list is declared to be 'Inactive', it is no longer used during price search.

    SEEREFERTTO See the documentation on the Price list activation for more information.

    • Suppliers (field PLIBPRCNR)

    When setting up a price, there are two types of suppliers:

    Group

    A price only concerns the suppliers of the group (inter-site suppliers).
    In that case, a price setup with an identical code must be created in both modules (Purchasing and Sales) in order to make sure that the discounts and the charges are consistent. It implies that the price list structure of the inter-site supplier is the same as the sales price list structure of the company representing the supplier. Entering the prices is only carried out on the Sales side. The Group purchasing price lists will then point to the sales price lists.
    SEEREFERTTO To define the inter-site suppliers, please refer to the suppliers management function (purchasing).

    Off-group

    The price list concerns all the suppliers who are not inter-site.
    • Price list type (field PLITYP)

    This field defines the price list rule:

    Normal

    This price list defines a group of conditions valuated on the line, according to the conditions linked with the context (supplier or customer, order header...).

    Grouped

    This price list is used to assign specific conditions for a group of lines, according to the conditions linked with the context (supplier or customer, order header...),
    The calculation processing of the grouped price list can be automatic, requested upon creation or when modifying the orders according to criteria specified in the following parameters:

    The grouped price list, if applied, does not take into account the priority rules of the standard price lists or the initialization done by these price lists (however, the priority rules apply between grouped price lists).
    As a principle, the Grouped price list applies the amount and/or the discounts/charges most favorable to the buyer. For the same order line, the gross price can originate from a normal price list record, the discounts and charges of the grouped price list record, if they exist.
    SEEINFOThe grouped conditions are processed at the end of the entry of the order or invoice lines.

    • Search group (field PLISEA)

    The search groups are used for the association of logical price list sets, which are evaluated by priority within the same group.
    At the end of the evaluation of all the search groups, the price list which is the most favorable for the document is selected, based on the calculation of the net price.
    It is possible to define up to 10 search groups ('0..9'). If no group is determined (all the price lists have a value of zero), the priority apply to all the price lists.
    SEEINFO Search groups do not apply to grouped price lists

    • Priority (field PIO)

    Indicator used to assign a priority to the pricing in order to enable its classification in the search order. Price lists are processed in the increasing order.

    Specificity of grouped price lists
    Priorities apply. If a grouped price list applies to a document line, the other grouped price lists cannot apply.

    Standard price lists can be applied in cascade if the price list is based on different discount columns and charges columns.

    The Reason is a local menu code associated with a price list rule.
    During the price list search, this reason is assigned to each value of the document line (quote, order, delivery notes, invoice etc.) using this price list.
    This is used for:

    • identifying the origin of a sales condition,
    • conducting additional checks (for instance, prohibit in some cases the modification of the said reason and/or the modification of prices and discounts).

    A dedicated setup makes it possible to define a default value for the reasons when the price is modified manually.

    SEEREFERTTO See the documentation on the Price list reasons for more information.

    Close

     

    Tab Criteria

    Presentation

    Use this tab to define the different fields in the on-line tables where the values will determine the application of the price setting on the line.
    The following tables are available:

    Table

    Table Title

    ITMMASTER

    Products

    ITMFACILIT

    Product - site

    ITMBPS

    Products / Suppliers

    BPARTNER

    BP

    BPSUPPLIER

    Suppliers

    BPSUPPMVT

    Supplier transactions

    PPRICLINK

    Header and footer elements of the document

    ITMSALES

    Products / Sales (for inter-company price lists)

    BPCUSTOMER

    Customers (for inter-company price lists)

    BPCUSTMVT

    Customer transactions (for inter-company price lists)

    BPDLVCUST

    Delivered customers (for inter-company price lists)

    The Header and footer elements of a document (PPRICLINK) has no real existence in the database. This is a data structure in which the document header and line elements used for the price list search are stored. The elements concerned essentially include header elements and line elements common to all the documents (Purchase requests, orders, receipts) selected as price list search criteria (carrier code, delivery mode, supplier/product statistical groups, etc.).

    Specification on the Project code:
    In the PPRICLINK table, two Project fields are available:

    • The PJT - Project field, authorizing the selection of a unique Project reference or of a project reference linked to a task code and/or a budget code at the price list entry level,
    • The PJTNUM - Project number field, only authorizing the entry of a 'global' project, with no mention of the task code or budget code, at the price list entry level.

    When the price list setup defines a price list line related to the PJT field, the price list search only applies to the project code or to the project code + task code and/or budget code association defined at the price list entry level. This makes it possible to define price list conditions by task or budget code.

    When the price list setup defines a price list line related to the PJTNUM field, the price list search applies to the project code, whether it is linked to a task code or budget code. This makes it possible to define a price list condition, regardless of the task or budget used.


    Inter-company price lists:it is possible to define different prices for certain companies of the group which purchase from other companies of the group. For this setup, the ITMSALES, BPCUSTOMER, BPCUSTMVT and BPDLVCUST tables have been added. The PPRICLINK table has been modified to include the sales site and the sales company associated with the inter-company supplier.

    It is possible to define a price list per sales company for different purchasing companies:

    For a sales company, the price list can be defined with the:

    • Sales company: SPRICLINK/CPY.
    • Customer: BPCUSTOMER/BPCNUM.
    • Product: ITMMASTER/ITMREF.

    For a purchase company, the price list can be defined with the:

    • Sales company: PPRICLINK/CPY.
    • Customer: BPCUSTOMER/BPCNUM (this is the customer associated with the purchasing site)
    • Product: ITMMASTER/ITMREF.

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    Fields

    The following fields are present on this tab :

    Grid

    • N (field NOLIG)

     

    It is the available table on which price list rules can be applied.

    • Table description (field INTFIC)

    This field reproduces the long title of the selected table.

    • Field (field FLD)

    It is the name of the field used as as criterion. It belongs to the table previously entered.
    SEEINFO A warning message appears to mention that the theoretical total length of the criteria exceeds the maximum length authorized to set up the price lists.

    • Length (field CRILEN)

    This field specifies the length of the field selected. This criterion is involved in the determination of the maximum length of the elements that can be used. The total length of the criteria is limited to 50 characters, but can be set up. The index, if the field has multiple occurrences, can be specified.

    It is the value of the analytical dimension code to take into account for the CCE analytical dimension fields.
    The value of the analytical dimension must be included in the GDIE table.
    This analytical dimension code replaces the indexes from 0 to 8 of the versions prior to the 6.0

    • Index (field CRIIND)

    This is the value of the index to be taken into account for multi-sized fields.
    SEEWARNING The index value is equal to '0' for the first occurrence, it is equal to '1' for the second, etc.
    For instance, for a field with 9 occurrences, indices range from '0' to '8'.

    • Criterion title (field CRIDES)

    This title is displayed in the column header for the screens created using this setup.

    • Link (field LIEN)

    This field is used to add a column with the long or short title during inquiry, e.g. company name, product decription, etc.

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    Tab Unit Price

    Presentation

    Use this tab to define the price processing.

     

    Fields

    The following fields are present on this tab :

    Block number 1

    • Price processing (field PRIPRO)

    Use this field to define if the price list assigns a unitary price to the line, and if so, how:

    No

    The price is not defined by the price list.

    Value

    A price is entered into the price list, and the line unitary price takes this value if the price list line is applicable.

    Value for no

    This option is used to enter a price that corresponds to W products X being the divisor. Three columns are entered in the price list: a price, a unit, and a price divisor.

    Coefficient

    The price is defined in the form of a coefficient that is applied to the value of a field in one of the product, product/sales, product/cost or product movement records.
    The code needs to be entered in the Basic price field. You use the selection window to view all the fields in the data dictionary for the ITMMASTER, ITMSALES, ITMMVT and ITMCOST tables. For example, if you need to define the price in relation to the base price of the product record, use the field code: [F:ITS]BASPRI.

    Calculation

    The price is defined in the form of a calculation formula (numerical expression) entered in the Basic price field. The fields in the online tables and a certain number of variables can be used.

    For the Coefficient or Calculation, use the following tables when searching for a price for a sales document: ITMSALES, ITMMVT, and ITMCOST. During setup, the VLTTOT field in the IMTCOST table is used to take the standard cost in the formula (Base price field) as an element of the gross price.

    • Base price field (field PRIFLD)

    If the Price processing is 'Coefficient':
    the price is defined by the application of a coefficient on the 'base price' entered in the product record.

    If the Price processing is 'Calculation':
    the price is defined by evaluating a calculation formula, entered as a numerical expression composed of constants, operators, functions and various on-line tables.

    • Update zero price (field UPDNULPRI)

    The Update zero price check box only applies to grouped price lists where the Price processing is set to 'Value' or 'Coefficient'.

    When the box is checked, the system forces the gross price of the list on product lines with a null gross price. Contrary to the usual logic of grouped price lists, the null price will not be considered as the best price.

    This rule is the same when the price set up for the grouped price list (Price field in the Price lists entry function) is null: a null value (price, discount or charge) never replaces the entered line value, whether the Update zero price check box is selected or not.

    For other grouped price lists, the process remains the following (Update zero price box selected or not):

    • Applying a grouped price list makes it possible to individually force the value corresponding to the set up price, provided that this value presents more benefits for the customer. Otherwise, the initial value of the line is kept.
    • The setup of the grouped price list consists in:
      • the gross price,
      • and/or discounts (in amount and/or percentage),
      • and/or charges (in amount and/or percentage).
    • Discounts and charges of the grouped price list can be used instead of their respective zero values on lines, but gross prices are submitted to the Update zero price check box.

    Block number 2

    • Price - / +tax (field PRITYP)

    This indicator is used to determine whether the prices of the products are expressed ex-tax or tax inclusive. It has no implication on the price list search in purchases.
    In a purchase document, the prices are always expressed ex tax. A tax incl price is converted to ex tax during its application.

    • Price/Quantity (field PRIQTYFLG)

    If the price list type is Normal, the field can take several types of value:

    Yes

    In addition to the price list criteria, an unit and quantity classes must:
    The line is taken into account only if:
    - All the criteria are met
    - The quantity (converted if the quantity conversation is authorized for this price list) is set between the minimum and maximum ranges

    SEEWARNING There is no consistency controls on the quantity brackets between the various lines of the price list record during entry.

    No

    Only the price list criteria are taken into account.

    If the price list type is Grouped, the grouped application conditions of the price list depends on a total of:

      • Gross prices (gross price ranges)
      • Net prices (net price ranges)
      • Quantities on all the rows that meet the grouped criteria (quantity ranges).

    This is the currency code controlled in the currency table.
    If the code is entered into the setup, it is displayed by default on the lines of the price list record. If necessary, it is initialized with the BP currency (when the BP is one of the criteria). This code can be modified.

    Block number 3

    • Conversion - / +tax (field ATICNVFLG)

    No

    If the document price is different than the price list, the price list is not used.

    Yes

    If the document entry is carried out with a price type different than that of the price list, the price list amounts are converted following the tax codes.

    • Unit conversion (field UOMCNVFLG)

    No

    If the sales unit is different from the unit of the price list line, the price list is not used.

    Yes

    If the purchase unit is different, the quantity and amount criteria for the price list are converted according to the unit of conversion coefficients table.
    If no conversion is set up for the purchase and price list units in this table, the price list amounts are considered using a conversion rate of 1.

    The unit conversion cannot be applied for the grouped price lists.

    • Currency conversion (field CURCNVFLG)

    Indicator used to decide whether or not an automatic conversion of the price list will take place in the document currency.
    This indicator can take the following values:

    No

    If the entry currency of the document is different from that of the price list line, the latter is not taken into account,

    Yes

    If the entry currency of the document is different from that of the price list line, the amounts for this price list line are automatically converted into the document currency at the rate which is applicable on the document date.

     

    Tab Charges / Discounts

    Presentation

    This tab displays the list of columns defined in the line structure setup (these columns can contain amounts or percentages).

    Close

     

    Fields

    The following fields are present on this tab :

    Grid

    • Description (field COLDES)

    This field takes the title of the discount or of the charges coming from the price list structure.

    • Charge/Discount processing (field DISCRGPRO)

    This field can be used to manage the charges and discounts defined in the price list structure.

    Yes

    The column is displayed and can be modified in the Price list entry function.

    No

    The column is not displayed in the Price list entry function.

    Initialization

    If the charges and discounts are set to Initialization, no value is indicated in the Price list entry function even in the case of a price list with less priority. This field is initialized to 0.

    SEEINFO The option to initialize a discount in the price list applies only to the same price list types. There is no dependency between the grouped and normal price list types.

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    Specific Buttons

    Click this action once you have completed the entry to save the setup and trigger the screen generation.

    The following fields are included on the window opened through this button :

    Block number 1

    • field OBJET

     

    • field CLES

     

    Block number 2

    • From folder (field DOSORG)

    Use this field to define the folder from which the record will be copied. The possible syntaxes are described in the Dedicated appendix.

    • All folders (field TOUDOS)

    Use this option to copy the record to all the folders defined in the dictionary (ADOSSIER table of the current solution).

    • To folder (field DOSDES)

    Use this field to define the folder to which the record will be copied. The possible syntaxes are described in the Dedicated appendix.

    Close

    Click this action to copy the setup from or to a folder.

    Error messages

    In addition to the generic error messages, the following messages can appear during the entry :

    This pricing contains lines. Do you wish to continue?

    This message is displayed upon price list modification, if lines indeed exist. In this case, the data risks being out of sync with the price list structure.

    The major setup elements are modified (price list type, search criteria). It is recommended to delete the lines already entered. Do you wish to delete the lines entered?

    This message is displayed when the user modifies the header or the first price list tab for which the data has already been entered. Except in exceptional cases, the data cannot be recovered; it is therefore recommended to answer Yes to the question (which is the default value).

    The modification of the setup (price entry, conversion conditions) requires the deletion of lines already entered or at least they must be closely scrutinized. Do you wish to delete pricing lines?

    This message is displayed when an attempt is made to modify a price setting rule in the second tab where data has previously been entered. In this case, the data risks being out of sync with the price list structure. it is therefore recommended to answer Yes to the question (which is the default value).

    The modification of the discount/charges columns requires the re-verification of the price list lines already entered. Do you wish to delete pricing lines?

    This message is displayed when the columns filled by the price list are modified in a price setting rule in the 3rd tab where data have previously been entered. In this case, certain added columns risk having a zero or incorrect value. The default value is No, but it is necessary to verify the price list lines.

    No corresponding inter-company sales price-list

    This warning message is displayed when an inter-company type purchase price list is created and the corresponding sales price list does not exist or if it does exist, it is not of the inter-company type.

    Tables used

    SEEREFERTTO Refer to documentation Implementation