Price List Browse

This program lets you browse and view details of existing price lists.

Exploring

This program is accessed from the Program List of the SYSPRO menu:

  • Program List > Sales Orders > Pricing Engine > Browses

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.

You can create a hierarchical pricing structure by defining priorities and contracts against price rules. The price rule with the highest priority trumps other price rules and overrides the ‘best price’. When a contract is linked to a price group, it becomes a price rule that is included in the pricing hierarchy.

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.

You can define statuses against a price list, such as Blank - Active, R - In review or H - On hold.

Only price lists that have a status of Blank - Active are included when the Price Query determines the best price.

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

  • Price List Review

  • Price List Conversion

  • SO Stock Code Price Query by Price List

  • SO Contract Price Maintenance by Price Group

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 listview 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 listview). Select and drag the required column to a position in the listview header.

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

The following indicates the possible status codes that can be assigned to a price list:

Status Description

Blank - Active

This indicates that the price list is effective and will be included when the Price Query determines the best price.

When the effective dates of a price list have lapsed, the status of that price list remains as Blank - Active, however it is no longer considered when determining the best price.

H - On hold

This indicates that a price list is retired and won't be considered when determining the best price.

R - In review

This indicates that the price list was created, but has not yet been used or is currently in the process of being updated.

A price list with this status won't be considered when determining the best price.

Considerations:

  • The status of all existing price lists defaults to Blank - Active.

  • The status of newly created price list using the List price price method, defaults to R - In review.

Referencing

This prompts you for confirmation before you can delete a data record.

This retrieves the currently highlighted entry into the calling program.

This lets you capture a new data record.

This lets you change details for the currently highlighted record.

This deletes the highlighted data record.

This outputs the data to a printer destination of your choice.

This exports the data to Microsoft Excel.

Column Description

Price list

This indicates the code of the selected price list.

Description

This indicates the description associated with the selected price list code.

Price basis

This indicates the unit of measure on which the price list is based:

  • Stocking uom

  • Alternate uom

  • Other uom

Currency

This indicates the currency defined against the price list.

Price method

This indicates the pricing method defined against the price list.

Start date

This indicates the date on which the price list comes into effect.

Closing date

This indicates the date on which the price list expires and is no longer valid.

This is optional, as a price list doesn't necessarily need an expiry date.

Stock selection

This indicates the level at which the price list was created:

  • Stock code

  • Product class

  • Department

  • Price category

Status

This indicates the status of the price list.

This lets you revise and modify a price list.

A price list with this status won't be considered when determining the best price.

The status of newly created price list using the List price price method, defaults to R - In review.

This lets you activate a price list so that it will be included when the Price Query determines the best price.

When the effective dates of a price list have lapsed, the status of that price list remains as Blank - Active, however it is no longer considered when determining the best price.

This lets you deactivate a price list.

A price list with this status won't be considered when determining the best price.

An audit trail of status changes can be viewed in the SorPrcListHdrHist table as well as the Price List History report.
This pane can be used to refine the data that is displayed at the Listview.