Customer Catalog Query
This program lets you view all active pricing catalogs for a selected customer.
Exploring
This program is accessed from the Program List of the SYSPRO menu:
- Program List > Sales Orders > Pricing Engine
This is a collection of stock codes with prices derived from a price group or price list.
It is a snapshot of prices, typically for a certain time frame, that can be produced and distributed to customers.
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.
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.
This indicates a list of prices for 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.
Starting
You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).
You can restrict operator access to programs by assigning them to roles and applying access control against the role (configured using the Role Management program).
The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.
To use this feature, the following setup option(s) must be enabled:
Setup Options > Configuration > Distribution > Sales Orders
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Pricing method
This must be defined as Price groups.
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Price group level
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Default uom for order quantity
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Request uom for order quantity
Setup Options > History > Distribution > Inventory
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Retain history of price changes
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In this program you can only view price catalogs that have the status A - Active.
Solving
This message is displayed when you attempt to open any of the following programs before the Pricing method setup option has been configured:
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SO Catalog Maintenance
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Customer Catalog Query
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SO Catalog Query
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
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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.
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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.
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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 catalog:
Status | Description |
---|---|
R - In review |
This indicates that the catalog is in design phase and can be changed. Once a catalog is generated, the following fields on the catalog header can no longer be edited:
The catalog lines can be changed and the catalog re-generated until the status is changed to A - Active. The status can be manually changed to A - Active, E - Expired or H - On hold. |
A - Active |
This indicates that the price catalog is effective (i.e. in use) and can no longer be changed. The status can be manually changed to E - Expired or H - On hold, but can't be moved back to R - In review. |
E - Expired |
This indicates that the catalog is retired and can't be maintained. A catalog can be manually placed in the E - Expired status. If the expiry date of the catalog has lapsed, the status will not be automatically updated to E - Expired, but the system sees the catalog as expired. Once expired, the catalog status can't be changed. |
H - On hold |
This indicates that the price catalog is not usable as is. No fields on the catalog can be updated when it is in this status. The status can be manually changed to A - Active to update the catalog or E - Expired to retire the catalog. |
Referencing
This lets you select the customer for which you want to view pricing catalogs.
Field | Description |
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Customer |
This indicates the customer code for which the catalog was created. |
Customer name |
This indicates the name of the customer. |
Branch |
This indicates the branch where the customer is located. |
Branch description |
This indicates the description of the branch. |
Geographic area |
This indicates the geographic area where the customer is located. |
Geo area description |
This indicates the description of the geographical area. |
Customer class |
This indicates the customer class into which the customer is grouped. |
Customer class description |
This indicates the description of the customer class. |
This pane lists all active catalogs for the selected customer.
Field | Description |
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Catalog |
This indicates the catalog code of the pricing catalog. |
Description |
This indicates the description of the price catalog. |
Start date |
This indicates the start date from when the price catalog will be effective. |
Expiry date |
This indicates the date until when the price catalog will be effective. |
Currency |
This indicates the currency of the price catalog. |
Currency description |
This indicates the description of the currency used in the price catalog. |
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