Price List Query

This program lets you view price lists and their associated detail lines.

Exploring

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

  • Program List > Sales Orders > Pricing Engine

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).

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.

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

Indicate the price list for which you want to view detail lines.

This lets you define the level of detail that you want to display in the Price List Details listview.

Field Description

Details view options

 

Include price list details

This lets you include the price list details within the Price List Details listview

Warehouse to use for costs

This lets you indicate the warehouse from which the cost of the item is displayed.

The price's gross profit percentage is based on the cost in the selected warehouse.

This uses the default warehouse defined against your operator code in the Operator Maintenance program.

This uses the default warehouse defined against the customer in the Customers program.

This uses the default distribution warehouse defined against the stock item in the Stock Code Maintenance program.

This uses the default Warehouse to use defined against the stock item in the Stock Code Maintenance program.

This lets you specify the warehouse to use.

Specific warehouse

This lets you indicate the warehouse from which the cost of the item must be displayed, if you selected Specific warehouse against the Warehouse to use for costs option.

Stock codes

This lets you indicate the stock codes for which you want to view price lists.

Product classes

This lets you indicate the product classes for which you want to view price lists.

Departments

This lets you indicate the departments for which you want to view price lists.

Price categories

This lets you indicate the price categories for which you want to view price lists.
Field Description

Price list

This indicates the code of the selected price list.

Description

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

Currency

This indicates the currency defined against the price list.

Price basis

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

  • Stocking uom

  • Alternate uom

  • Other uom

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.

Expiry 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.
Column Description

Stock selection

The information in this column depends on the level at which the price list was created:

  • Stock code

  • Product class

  • Department

  • Price category

Stock description

This indicates the description of the stock code.

Price

This indicates the actual price of the stock item.

Calculated price

This indicates the calculated price once the discount or mark-up percentage has been applied.

Basis price list

This indicates the basis price list to which the discount, mark-up percentage or price is applied.

Price basis

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

  • Stocking uom

  • Alternate uom

  • Other uom

  • You can only select a price basis if the detail line is not linked to a basis price list, i.e. the Basis Price List field is blank.

  • If you don't select a price basis (i.e. this field is blank), then the price basis defined at the price list header is used.

  • The price basis can only be specified against detail lines for price lists with the following price methods:

    • List price

    • Flat price

    • Flat price for QDB

Basis price

This indicates the base price of the stock item.

Discount % 1 - 3

This indicates the percentages of discounts applied.

This is used for the Price list less % and Price list less chain price methods.

Discount value

This indicates the total value of discount applied.

This is used for the Price list less value price method.

Quantity discount break

This indicates the quantity on which the discount break is based.

This is used for the Flat price for QDB and Price list less % for QDB price method.

Mark-up %

This indicates the mark-up percentage.

This is used for the Mark-up price list price method.