SO Price Group Order Discounts

This program lets you define percentage discount breaks for price groups and price group/product class combinations.

Order discount breaks are based on the value or the quantity of the order processed within the Sales Order Entry program.

Exploring

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

  • Program List > Sales Orders > Pricing Engine > Setup

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.

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.

  • 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 listview or form to view a complete list of functions available.

Referencing

This lets you indicate the level for which you want to create or maintain order discount breaks. This can be price groups or a price group/product class combination.

This lets you select the price group code for which you want to create or maintain order discount breaks.

This lets you select the product class for which you want to create or maintain order discount breaks.

This deletes the highlighted data record.

This copies the data record.

This may be a highlighted data record in a listview or the data record currently displayed on screen.

This saves the details you entered or changed.

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

Field Description

Price group details

 

Price group

This indicates the selected price group.

Price group description

This indicates the description of the selected price group.

Product class details

 

Product class

This indicates the selected product class.

Product class description

This indicates the description of the selected product class.

Order discount details

 

Discount calculation basis

Indicate the basis of the discount calculation:

This bases the discount calculation on the local net value of an item sold.

This bases the discount calculation on the quantity of an item sold.

Convert to stocking uom

This lets you convert the sales order unit of measure to the stocking unit of measure before calculating the discount.

This option can only be selected if the Discount calculation basis is defined as Quantity.

This pane is displayed when you select the Copy option.

This saves the details you have entered or changed.

This ignores any information you entered and returns to the previous screen.

Field Description

Order discounts copy

 

From price group

Indicate the price group that you want to copy.

From product class

Indicate the product class that you want to copy.

This lets you capture a new data record.

This deletes the highlighted data record.

Column Description

Minimum

This lets you indicate the minimum value or quantity for this discount break.

  • If the discount calculation is based on the local value of an item sold:

    Enter a minimum order value at which the discount percentages come into effect.

  • If the discount calculation is based on the quantity of an item sold:

    Enter a minimum quantity at which the discount percentages come into effect.

Discount percentages are chained when you define more than one discount.

1st discount %

Indicate the first discount percentage to be applied.

2nd discount %

Indicate the second discount percentage to be applied after the first discount percentage has been applied.

3rd discount %

Indicate the third discount percentage to be applied after the first and second discount percentages have been applied.