Price Query by Stock Code

This program lets you view pricing information to determine the best price and alternatives for a customer, price group or price list.

Exploring

This program can't be run standalone and is accessed from the following program(s):

  • Price Query

    From the View Details hyperlink in the Stock codes list view.

The pricing engine is used to create flexible, multi-level pricing structures to manage a wide variety of price rules and methods. To facilitate this, a customer is linked to a price group which contains price rules. Price rules may refer to price lists or other configurations like invoice discounts or order discount breaks. Price lists can be created for stock codes, product classes, departments and price categories.

A stock code can exist on multiple price lists, which can have different price methods defined (e.g. flat price, price less %, etc.). In addition, multiple price lists can be linked to one price group, where each price list functions as a price rule.

The pricing method determines what price the system must use for a sales order line as well as the discounts applicable to the sales order lines and total merchandise value.

The pricing method for Contract Pricing is defined at company level (Setup Options > Configuration > Distribution > Sales Orders) and against stock items using the Stock Code Maintenance program.

To use the Sales Pricing Engine, your Pricing method must be defined as Price groups at company level (Setup Options > Configuration > Distribution > Sales Orders) and the pricing method must be specified against price lists using the Price List Maintenance program (not against stock items).

Price groups are used to assign prices and discounts to commercial entities (e.g. customers, geographic areas or branches).

Price groups can have multiple price rules, which are linked to price lists.

The price group level establishes which price groups must be applied for the company.

For example:

If price groups exist for both the customer and geographic area, then this setting determines which price group takes precedence.

This indicates a listing that comprises of a grouping of stock codes, product classes, departments or price categories. A price method is specified for each price list, which may be a flat price, discounted price, or quantity discounted price.

This indicates the lowest sales price available to the customer.

Topics

Sales Pricing Engine

Starting

To use this program, the following setup option(s) must be configured appropriately:

Setup Options > Configuration > Distribution > Sales Orders

  • Pricing method

    This must be defined as Price groups.

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

Setup Options > Configuration > Distribution > Sales Orders

  • Pricing method
  • Price group level

Solving

This message is displayed when you attempt to open any of the following programs before the Pricing method setup option has been configured:

  • Price List Maintenance

  • SO Price Group Order Discounts

  • Price Group Maintenance

  • Price List Maintenance

  • Price Query

  • Price List Query

  • Price Group Query

  • Price List Browse

  • Price Group Browse

Ensure that the Pricing method setup option is defined as Price Groups within the Setup Options program (Setup Options > Configuration > Distribution > Sales Orders) before attempting to use any of these programs.

Using

  • Columns in a list view are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the list view). Select and drag the required column to a position in the list view header.

  • Fields on a pane are sometimes removed by default. You can reinstate them using the Field Selector option from the context-sensitive menu (displayed by right-clicking any field in the pane). Select and drag the required fields onto the pane.

    The captions for fields are also sometimes hidden. You can select the Show Captions option from the context-sensitive menu to see a list of them. Click on the relevant caption to reinstate it to the form.

    If the Show Captions option is grayed out, it means no captions are hidden for that form.

  • Press Ctrl+F1 within a list view or form to view a complete list of functions available.

Referencing

This exits the program.

Field Description

Quantity for query

This indicates the quantity of the stock item on which the query is based, as defined against the Quantity field in the Price Query program.

This quantity can't be negative or zero.

Unit of measure for query

This indicates the unit of measure on which the query is based.

This defaults to the stocking unit of measure but can be changed using the Preferences option in the Price Query program.

Best price

This indicates the best price found for the price group and customer.

  • If the Price selection is defined as Customer, the best price is based on the customer's default price group.

  • If the Price selection is defined as Price Group, the best price displayed is based on all price groups.

Contracts and trade promotions are not included currently as they are not linked to price groups. This will be added with a later release of SYSPRO 8.

Pricing unit of measure

This indicates the unit of measure on which the price is based.

Price code

This indicates the price code of the best price.

Discount details

 

Discount percent 1-3

This indicates the discount percentages applied to the price.

Discount value

This indicates the discount value less the unit discount value, if the Price method within the SO Contract Price Maintenance by Customer program is defined as Coded.

This field is blank for all other contract types.

Contract details

Contracts are defined and maintained using the SO Contract Pricing Maintenance program.

Contract number used

This indicates the sales contract number for the best price.

Start date

This indicates the date on which the contract became effective.

Expiry date

This indicates the date on which the contract expires.

An entry of 00/00/00 indicates that there is no expiry date.

This field isn't mandatory as a contract doesn't necessarily need an expiry date.

Pricing method

This indicates the pricing method defined against the contract.

Gross profit percent

This indicates the gross profit percentage for the price, based on the cost in the selected warehouse.

This is calculated as follows:

Field Description

Stock code details

These details are defined in the Stock Code Maintenance program.

Stock code

This indicates the stock code of the item that is queried.

Description

This indicates the description for the stock code.

Long description

This indicates the long description defined against the stock code in the Stock Code Maintenance program, and can be used verify that you have entered the correct stock code.

Warehouse

This indicates the warehouse on which the costs are based.

  • If Contract Pricing is used, then this warehouse is selected at the Warehouse to use for costs preference in the Contract Preferences section of the Customer Price Query program.

  • If the Sales Pricing Engine is used (i.e. the Pricing method is defined as Price groups) then this warehouse is selected at the Warehouse field within the Price Query program.

Unit cost

This indicates the unit cost of the item in the warehouse indicated at Warehouse field.

Costing unit of measure

This indicates the costing unit of measure defined against the stock item.

List price

This indicates the List price defined against the stock item within the Stock Code Maintenance program.

List price unit of measure

This indicates the unit of measure against the List price code for the stock item, which is defined within the Stock Code Maintenance program.

Pricing category

This indicates the pricing category defined against the stock item.

This only applies when the Pricing method setup option is defined as Extended (Setup Options > Configuration > Distribution > Sales Orders) and is used to establish the price or discount code (depending on the pricing method) that is applied to the stock code by finding the corresponding entry in the customer's price category/code table.

Pricing method

This indicates the pricing method defined against the stock item.

Customer details

These details are defined in the Customers program.

Select the hyperlinks in this section to view more details.

Customer

This indicates the customer for which you are processing the query.

Customer branch

This indicates the branch defined against the customer.

Geographic area

This indicates the geographic area defined against the customer.

Currency

This indicates the currency defined against the customer.

Customer discount details

This displays the discount details defined against the customer in the Customers program.

Qty / Value discount

This indicates whether quantity / value discounts are applicable for the customer.

These are order discount breaks assigned when processing sales orders for the customer. These discounts are applied to the total value or total quantity of a sales order processed for the customer.

Invoice discount code

This indicates the automatic discount that is applicable to each invoice processed for the customer.

A blank entry indicates that automatic invoice discount is not required for the customer.

Product class discount

This indicates whether product class discounts are applied to the customer.

These discounts are applied to the order line value or order line quantity of sales orders processed for the customer.

All common product classes for an order are accumulated; the total of each product class is compared to the discount break tables; and the discount applied to each line accordingly.

Line discount code

This indicates the line discount code defined against the customer.

It indicates the automatic discount applicable to each sales order line processed for the customer. If blank, it indicates that automatic line discount for the customer is not required.

The details in this pane are only displayed if the Customer/stock code cross-ref. required option is enabled in the Customers program.

The last two sales details of any stock item sold to the customer are displayed.

The name of this list view pane and its subsequent columns are updated according to the tab that you select.

When the Sales Pricing Engine is used, the information in this list view relates to the price used for the stock code within the price group.

Column Description

Price group rule

This indicates the price group rule for the selected stock code.
Rule description

This indicates the description for the price group rule.

Price

This indicates the price for the stock item.

Price list

This indicates the price list that forms part of the price group and in which the stock item is included.

List description

This indicates the description of the price list.

The information in this list view relates to contract customers.

Your selections at the Contract Preferences tab on the Preferences pane of the Customer Price Query program determines which contracts are listed for the customer/stock code combination.

Column Description

Customer contract

This indicates the contract number defined for the customer.

Buying group

This indicates the buying group assigned to the customer.

Start date

This indicates the date on which the contract came into effect.

Expiry date

This indicates the expiry date of the contract.

Only contracts that have not yet expired are considered when selecting the best price.

Contract method

This indicates the Pricing method defined against the contract within the SO Contract Prices program.

The information displayed in this pane relates to the data record currently selected in the Customer Contracts list view.

Column Description

Contract pricing method

This indicates the contract pricing method defined against the contract within the SO Contract Prices program.

Contract details

The fields in this section indicate the details of the pricing contract.

Quantity discounted

These fields are only populated if the Pricing method within the SO Contract Prices is defined as Quantity discount breaks.

A maximum of five quantity / price code combinations defined against the contract are displayed.

This displays the order level discount break information for the customer and price group.

Column Description

Type

This indicates whether the discounts are based on quantity or value.

Value

This indicates the value on which the discount is based.

Discount 1 - 3

This indicates the discount percentages applied.

Unit of measure

This indicates the unit of measure for a quantity type discount.

This displays the service charges attached to the selected stock code.

Column Description

Code

This indicates the service charge code.

Description

This indicates the description for the service charge code.

Calculation type

This indicates how the service charge is calculated.

Product class

This indicates the product class to use for the service charge.

Value/Price

This indicates the value if the service charge.

This only applies if the Calculation type is defined as Fixed value within the Service Charges program.

Prompt

This indicates the wording displayed for this charge code if this is a user-defined miscellaneous charge code.

Tax code

This indicates the tax code assigned to the service charge.

This only applies if the Tax system setup option is defined as Basic tax system or Tax by geographic area (Setup Options > Tax > Company Tax Options).

GST

This indicates the GST code assigned to the service charge.

This only applies if the Nationality code setup option is defined as CAN (Setup Options > Company > General) and the Canadian GST required setup option is enabled (Setup Options > Tax > Company Tax Options).

Returnable item

This indicates the returnable item's stock code for a returnable items service charge.

Quantity factor

This indicates the factor to apply to the order quantity before calculating the value of the charge line.

Method

This indicates whether the order quantity must be multiplied or divided by the Quantity factor specified.

Currency

This indicates the currency assigned to the service charge code.

This only applies if the Foreign currency sales required setup option is enabled (Setup Options > Preferences > Financials > Accounts Receivable).

Minimum quantity

This indicates the minimum order quantity for which the charge must be raised.

Minimum charge

This indicates the minimum service charge value to be invoiced to the customer for the service charge code.

Maximum charge

This indicates the maximum service charge value to be invoiced to the customer for the service charge code.

Fixed percent

This indicates the fixed percentage assigned to the charge code.

This only applies if the Calculation type is defined as Fixed percent within the Service Charges program.

This indicates trade promotions applicable to the customer/stock code combination.

The promotions included are based on the selections made at the Preferences pane of the Customer Price Query program.

Column Description

Promotion code

This indicates the code of the promotion.

Description

This indicates the description attached to the promotion code.

Start date

This indicates the date from which the promotion can be applied.

Expiry date

This indicates the last date on which the promotion can be applied.

Promotion type

This indicates the type of promotion.

Basis

This indicates the threshold type for the promotion.

Qualifies

This indicates whether the customer qualifies for the promotion.

Promotion value

This indicates the value applicable to this promotion only and excludes other relative promotions.

Free goods quantity

This indicates the free goods applicable to this promotion only and excludes other relative promotions.

Unit promotion value

This indicates the unit value of this promotion and excludes other relative promotions.

This is only displayed for accruals and off invoice promotion types. Free goods are excluded.

This pane displays the price breaks against trade promotions pricing.

This is only applies if the customer is defined as a Trade promotions customer and Trade promotions pricing is applied to the customer and stock code (within the Customers and Stock Code Maintenance programs).

The quantity of the customer/stock code combination is not used in TPM pricing lookup, so all price breaks are displayed. Only the quantity basis is used and mass and volume are ignored in the search for the price.

The order in which TPM pricing is searched is by:

  • Area - checked against the customer's geographic area

  • Product group - although multiple buying groups may exist, only the first one against the customer is considered.

  • Customer class - checked against the customer's customer class

  • All - general with no specific requirements or special instructions

A price is displayed and the search terminated as soon as a price is found.

If more than one price type is defined against the stock code, then the price and quantity for the last one is displayed.

This displays the invoice discounts for the price group rule within the price group.

Column Description

Code

This indicates the invoice discount code.

Description

This indicates the description of the invoice discount.

Discount 1-3

This indicates the discount percentages applied.

Basis

This indicates the basis price list on which the discounts are calculated.

Price indicator

This indicates how prices are displayed on sales orders:

  • Gross indicates that the total merchandise value is displayed separately from the discount value on a sales order.

  • Net indicates that the merchandise displayed on the sales order includes the discount.

This displays the product class discount details for the customer, where applicable.

Column Description

Product class

This indicates the product class to which the order discount breaks apply.

Discount 1- 3

This indicates the discount break percentages.