Sales > Price lists > Price list entry 

The customer price definition is made up of four major stages:

  • Setting up invoicing elements to define the different invoice footers that can influence the price setting of a business partner (see the Invoicing elements documentation).
  • The structure code setup, in order to define the different discounts and charges columns that can be applied to the customers (see the documentation Price list structure).
  • The price list code setup, in order to define various price setting rules that can be applied to the structure code (see documentation Price list setup).
  • Entering the price list records to define the actual values of the product price, discounts and charges, for each price list code.

This function is thus the last stage in the price list definition. It is used to define, for each previously set up price list code, price list records mentioning the following elements:

  • the identifiers that will cause the price list to be applied (using the existing data in the called tables), or the entry to be prohibited.
  • the application conditions (range in amount or in quantity...)
  • the gross price to be applied to the product
  • the amounts and/or rates of the discounts and charges
  • free items.

Consequently it is possible to create as many records as there are identifier combinations requiring the application of a specific price list (by price list code).

    Prerequisite

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    Entry screen

    Presentation

    The entry of the price list records is subdivided into two stages:

    • the selection of the price list code for which a price list record should be created
    • the entry of the price list database, or the modification of an already existing price list record.

    Selection of the price list code

    In order to select the price list code, the user should position themselves on the line of this code.

    Entry of the price list database

    The left list is used to select an already existing record. To create a new record, it is necessary to create a new document (tool bar or "File" menu).

    The price list entry screen is subdivided into two parts:

      • Header information
        The price list record activity, its application priority and the reason allocated to it are dependent upon the price list code. Thus they are not modifiable.
        Nevertheless it is necessary to define:
        • a price list record code, as the record identifier.
        • a validity range, with a date range that limit the application of the price list to a given period of time
      • Lines button is enough.

    The columns to be assigned depend on the Price list setup (Price list code).

    Close

     

    Fields

    The following fields are present on this tab :

    Block number 1

    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.

    • Price list record (field PLICRD)

    Record number that allows the record to be identified in a unique way. This number is automatically generated or entered upon each creation of a price list record following the sequence number counter parameterization defined for the Sales price list records.

    • Index (field PLICRDIDX)

    Data with 10 alphanumerical characters maximum used to specify a logical classification for the record.
    For instance: used to refer to a precise page from the catalogue.
    This data can be used in order to constitute a counter (by using the supplement variable in the SPL counter setup).
    Note: if this zone is not entered, the supplement is loaded with the price list code.

    Block number 2

    • Priority (field PIO)

     

    • Active (field PLIENAFLG)

     

    Block number 3

    • Validity start date (field PLISTRDAT)

    Validity start date.
    The right click (F4) is used to save the value entered in the field and to use it as initialization value for the following records.

    • Validity end date (field PLIENDDAT)

    Validity end date.
    The right click (F4) is used to save the value entered in the field and to use it as initialization value for the following records

    • Type (field X1PRIREN)

     

    • field X2PRIREN

     

    • field PLIPRITYP

     

    Grid

    • Criteria 1 (field CRIT1)

    This column corresponds to one of the identifiers used to determine the price and/or sales conditions. These identifiers are defined in the tab Criteria in the Price list setup. Thus, there are as may columns as defined identifiers.
    These identifiers can only be taken from the fields of tables ITMMASTER, ITMSALES, ITMFACILIT, BPARTNER, BPCUSTOMER, BPCUSTMVT, BPDLVCUST, SLESREP and SPRICLINK. Therefore, they can only be entered with values coming from these tables.
    Example:The identifier for a X price list code is the ITMREF (product) field of the ITMMASTER table. Let us consider that the ITMMASTER table only contains two recordings, the RED and BLUE products; then in the "product" column, only RED and BLUE can be entered as values for the identifier.

    SEEINFO The list of authorized values for each identifier can be filtered according to the value of the previous identifier. 

    • Example 1:
      If the price list code has Customer as identifier and then Business code, then the Business codes suggested for selection are restricted to those corresponding to the entered customer.       
    • Example 2:
      If the price list code has Country and then Geographic subdivision as identifier, the values entered for the geographic subdivisions are controlled according to the specified country (provided that this control is required at the level of the country setup). The selection window (right-click on contextual menu) and the tunnel to the definition function of Subdivisions are also available. However, if only the subdivision is specified as identifier but not the country, no control or tunnel is available.



    • Criteria 2 (field CRIT2)

     

    • Criterion 3 (field CRIT3)

     

    • Criterion 4 (field CRIT4)

     

    • Criterion 5 (field CRIT5)

     

    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.

    • SAL (field UOM)

    Code consisting in 3 alphanumeric characters controlled in the units table. According to fields present, this code can concern the minimum quantity, the maximum quantity and the class for assigning free item data. It determines the number of decimal digits.
    This unit can only be entered when it is used in the gross price calculation, or as an application criterion of the price list in general:

    • If the price is calculated with respect to a 'n' quantity of equal units (depending on the price list Setup - if in the Price tab the "Price processing" field has for value "Value for n").
       
    • If the application criteria of the price list are defined as relative to the quantity of units (depending on the price list Setup - if in the Price tab the "Price/Qty" field has for value "yes" or "qty class").

    When the product is part of the criteria, the code is initialized with its sales unit and can be modified.

    • Minimum quantity (field MINQTY)

    Minimum quantity for the assignment of this price list line.
    This field can be specified only if the price list code has been set up to limit the application of the price lists according to a minimum quantity of purchase units (depends on the setup of the price list code - if in the Price tab, the "Price/Qty" field is set to "Yes" or "Qty sections").

    When the line of the quote, the order, the delivery or the invoice is expressed in a different unit, this line is only used if this price list accepts the conversion of units.
    For a grouped price list, the minimum quantity is compared with the quantity total of the lines meeting the criteria and displaying the same unit as the price list (or accepting the conversion of units).

     

    • Maximum quantity (field MAXQTY)

    Maximum quantity for the assignment of this price list line.
    This field can be specified only if the price list code has been set up to limit the application of the price lists according to a maximum quantity of purchase units (depends on the setup of the price list code - if in the Price tab, the "Price/Qty" field is set to "Yes" or "Qty sections").

    When the line of the quote, the order, the delivery or the invoice is expressed in a different unit, this line is only used if this price list accepts the conversion of units.
    For a grouped price list, the maximum quantity is compared with the quantity total of the lines meeting the criteria and displaying the same unit as the price list (or accepting the conversion of units).


    • Minimum amt. (field MINAMT)

    Minimum value of the quote, order, delivery or invoice for the assignment of this price list line.
    This information only concerns grouped price lists.
    This field can be filled only if the price list code has been set up to limit the application of the price list according to a cumulated minimum price (depends on the setup of the price list code - if in the Price tab, the «Price/Qty» field has the value «Yes» or «Qty sections»).

    The maximum value is compared with the totaled values for those lines meeting the criteria and displaying the same currency as the price list (or accepting the currency conversion).


     
    • Max amt (field MAXAMT)

    Maximum value of the quote, order, delivery or invoice for the assignment of this price list line.
    This information only concerns grouped price lists.
    This field can be filled only if the price list code has been set up to limit the application of the price list according to a cumulated minimum price (depends on the setup of the price list code - if in the Price tab, the «Price/Qty» field has the value «Yes» or «Qty sections»).

    The maximum value is compared with the totaled values for those lines meeting the criteria and displaying the same currency as the price list (or accepting the currency conversion).


     
    • Lead time (field LTI)

    This field indicates the lead-time asked for the reception of the products, displayed in number of days.
    If no value is entered in this zone, a reception date will be suggested.

    • Price fact (field PRIDIV)

    Price divider used to define whether the price is expressed for a dozen products or a hundred etc.

    • Price (field PRI)

    This field can only be entered if the price list code is set up to assign the unitary price at line level (depending on the setup of the price list code).

    • If in the tab Price, the field 'Price processing' is set to 'Value' or 'Value for n', in this column, the price to be applied to this price list line will be entered.
    • If in the tab Price, the field 'Price processing' is set to 'Coefficient', in this column, the coefficient to be applied to the field selected in the setup for defining the calculation basis will be entered.
    • If in the tab Price, the field 'Price processing' is set to 'Formula', the value entered in this column has no importance (it can be left blank). The price will only be defined by the formula set up for the price list code.

    SEEINFO The price is always indicated with 4 decimals in order to ensure as much accuracy as possible for small amounts.


    • field XFRAREM1

     

    • field XFRAREM2

     

    • field XFRAREM3

     

    • field XFRAREM4

     

    • field XFRAREM5

     

    • field XFRAREM6

     

    • field XFRAREM7

     

    • field XFRAREM8

     

    • field XFRAREM9

     

    • Minimum free (field FOCQTYMIN)

    This field can be initialized according to the price list setup, Price/Free tab.
    It corresponds to the threshold of invoiced products from which n free products will be suggested (n being defined in the "Free qty" field). Below this quantity (in the price list unit), there will be no free product assignment.

    • Free processing (field FOCQTYBKT)

    This field can be initialized according to the price list setup, Price/Free tab.
    This field is displayed if, during the price list code setup, the free item type is defined as "Multiple".

    This is the class based on which free products are assigned, when the minimum quantity for assigning free products is respected. The number of free products is determined with respect to the number of occurrences of the class and to the free item quantity (number of classes x number of free products).
    The value corresponding to a class is in the price list currency.
    The threshold value is used only in the grouped price lists which are applied with respect to the document value (gross prices or net prices).

    Example 1 :
    In a price list record is defined:
    - Free item minimum: 8
    - Free item class: 2
    - Free item quantity: 1

    • For an order of 8 (or 9) products, no free item will be offered.
    • For an order of 10 (or 11) products, one free item will be offered.
    • For an order of 12 (or 13) products, two free items will be offered.

    Example 2 :
    In a price list record is defined:
    - Free item minimum: 10
    - Free item class: 5
    - Free item quantity: 2

    • For an order of 22 products, 4 free items will be offered.
    • Minimum free (field FOCAMTMIN)

    This field can be initialized according to the price list setup, Price/Free tab.
    It corresponds to the minimum value from which n free products will be suggested (n being defined in the "Free qty" field). Below this value there will be no free product assignment.

    • Free processing (field FOCAMTBKT)

    This field can be initialized according to the price list setup, Price/Free tab.
    This field is displayed if, during the price list code setup, the free item type is defined as "Multiple".

    This is the class based on which free products are assigned, when the minimum value for assigning free products is respected. The number of free products is determined with respect to the number of occurrences of the class and to the free item quantity (number of classes x number of free products).
    The value corresponding to a class is in the price list currency.
    The threshold value is used only in the grouped price lists which are applied with respect to the document value (gross prices or net prices).
    See examples in the documentation help on Free Class (quantity).

    This field can be initialized according to the price list setup, Price/Free tab.
    It appears if, upon setup of the price list code, it has been defined that the processing of the free products would be carried out by "other product".
    This is the free item reference. This reference must belong to the product database.


     

    Code de 3 caractères alphanumériques. Ce code sert à caractériser toutes la zone Quantité de l'article gratuit et à l'arrondir selon le nombre de décimales.


    • Free quantity (field FOCQTY)

    This field can be initialized according to the price list setup, Price/Free tab.
    It concerns the number of products that will be proposed as free products if the free product minimum threshold has been reached, or for each occurrence of a free product range.
    This value is expressed in the unit of the free product.


    • Commission factor (field COMCOE)

    Multiplying coefficient applied to the commission basis of each line
    For instance, a coefficient of 1 does not modify the commission ; on the contrary, a coefficient of 0 deletes the commission.


    Close

     

    Reports

    By default, the following reports are associated with this function :

     PRTSCR : Screen print

     SPRIC01 : Sales pricing conditions C1

     SPRIC01P : Cond sales pr lists C1 landsc.

     SPRIC02 : Sale price lists C2

     SPRIC02P : Cond sales pr lists C2 landsc.

     SPRIC03 : Sale price lists

     SPRIC03P : Sales price lists l/scope

    This can be changed using a different setup.

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation