Pricing Profile
A pricing profile: for one pricing period and one price model, the lines of prices or discounts by item, partner, site, unit, quantity and date.
What it is for
The price model decides what the profile holds. The codes shown in the Price Model list are read by the system like this:
- SPL sales price lines and PPL purchase price lines carry a Price above zero. SPL lines may also carry a Retail Price; on every other model the retail price is cleared on save.
- SDL sales discount lines, PDL purchase discount lines and STD carry a Percentage above zero and need the header Discount Category, which is copied onto each line.
- COS carries a Price above zero for one item; Site is not required.
- Every model except COS and RPL needs a Currency on each line.
- For SDL, SPL, PDL and PPL each line needs an Item Relation (empty for ALL-ITM), a Unit (except for ALL-ITM and IPG) and a Site.
The Price Model and Pricing Period are fixed once the profile is created. A second profile with the same period, price model and discount category is refused, and so is one whose dates overlap another profile of the same price model.
How a sales order finds its price (SPL): it looks for lines of this company that are ready to process and not blocked, dated around the order date, for the order site and unit, in the order currency when it has one, for the item (and its variant, or no variant), for the customer or the customer's price group, for the order warehouse or no warehouse, with From Quantity 0 or at most the ordered quantity, and for the order season code. It takes the first by: a variant line before a general one, a customer line before a price group line, the highest From Quantity, a warehouse line before a general one. If nothing is found in the order unit, it looks in the inventory unit and multiplies by the unit factor.
How a sales discount is found (SDL): one line per discount category, for all items, the item, or the item's Item Pricing Group; for all partners, the customer or the customer's discount price group; preferring a customer line, then the highest From Quantity, then a warehouse line.
Every field in plain words
Header
| Field | What it means | What to put |
|---|---|---|
| Pricing Period | The pricing period. | Pick one. Fixed after creation. Required |
| Price Model | What the profile holds (see above). The list is narrowed to the period's price category. | Pick one. Fixed after creation. Required |
| Responsible | Who is responsible. | Pick a person |
| Notes | Free notes on the record. | Any text |
| Approved Date | When approved. | A date |
| Approve By | Who approved. | Pick an employee |
| Date From | The period start. | From the period |
| Date To | The period end. | From the period |
Lines
One line per price or discount. Which columns are shown and required follows the price model.
| Field | What it means | What to put |
|---|---|---|
| Approved Lines | Recorded only; nothing reads it today. | As needed |
| Partner Model | Who the line is for: all partners, one customer (CUT), a customer price group (CPG), a vendor (VND) or a vendor price group (VPG). | Pick one. Required |
| Partner Model No | The customer, vendor or price group. | Empty for All |
| Item Relation | What the line is for: all items (ALL-ITM), one item (ITM), an item variant (ITV), or an Item Pricing Group (IPG). | Pick one |
| Item Relation | The item or group. | Empty for ALL-ITM |
| Item Variant | The variant, for a variant item. | Optional |
| Name | Its name. | Filled in |
| Season Code | The season the line applies to. | Required when the sales setting and the item ask for a season |
| Site | The site. | Pick a site. Required |
| Warehouse | A warehouse, or empty for every warehouse of the site. | Optional |
| Currency | The currency of the price. | Pick one. Required |
| Unit | The unit the price is per. | Pick a unit of the item |
| From Quantity | The line applies from this quantity up. | 0 for any quantity |
| Discount Category | The discount category, from the header. | Filled in |
| Date From | First day of the line. | Inside the period. Required |
| Date To | Last day of the line. | Inside the period. Required |
| Market Focus | Recorded on the line. | Optional |
How to configure it
On Product Information Setting, Quantity based Price shows Quantity and Price for Quantity and stops Price being typed. A season column appears when the sales setting requires a season code.
Scenarios
- A wholesaler sells at one list price and gives key accounts a better one. One SPL profile: a CPG line for the general price group and CUT lines for key customers; the customer line wins.
- A beverage company gives 2 percent off from 100 cases. An SDL profile with a line From Quantity 100, Percentage 2.
- A purchase team keeps agreed vendor prices. A PPL profile with VND lines per vendor.
What it is connected to
- Pricing Period - the period and its dates
- Pricing Group - price groups on lines
- Discount Category - discount kinds
- Item Pricing Group - discounts by item group
- Sales - sales documents read SPL and SDL; see Order to cash
- Purchasing - purchase documents read PPL and PDL
- Customer In Legal Entity - customers carry their price groups
If something looks wrong
- "Pricing Profile is already exists with same Price Model, Conflicting with date range" Another profile of this price model overlaps these dates.
- "Pricing Period Cannot be Duplicate" A profile for this period, price model and discount category exists. Open it.
- "Line ID: ... - Date From cannot be greater than Date To" / "... Dates out of Pricing Period range" Fix the line dates inside the period.
- "Line ID: ... - duplicating with Line ID: ..., Please check date range" Two lines for the same item, partner, site, warehouse, quantity and season overlap in dates.
- "Line ID: ... - Item Relation should be empty" / "... cannot be empty" Empty for ALL-ITM, filled otherwise.
- "Line ID: ... - Unit should be empty" / "... cannot be empty" Empty for ALL-ITM and IPG, filled otherwise.
- "Line ID: ... - Site cannot be empty" / "... Price cannot be empty" / "... Cuurency cannot be empty" Fill the column the price model needs.
- "... Percentage cannot be less then or equal to zero" / "... Price cannot be less then or equal to zero" Enter a positive value.
- "Line ID - ... - Required Season Code" Add the season code to the line.
- The sales order shows price 0. No line matched: check site, unit, currency, dates, customer or price group, From Quantity and season, and that the profile is not blocked or in draft.