SO Catalog Query
This program lets you view the header information and all detail lines of a price catalog.
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
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 a unique catalog code.
Field | Description |
---|---|
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. |
Include TPM |
This functionality is intended for a future release of the software. |
Warehouse for costs |
This indicates the warehouse that is used to calculate the cost of a stock item. |
Status | This indicates the status of the price catalog. |
Field | Description |
---|---|
Customer |
This indicates the customer for which you created the price catalog. |
Customer description |
This indicates the description of the customer code. |
Geographic area |
This indicates the geographic area for which you created the price catalog. |
Branch |
This indicates the branch for which you created the price catalog. |
Customer class |
This indicates the customer class for which you created the price catalog. |
Field | Description |
---|---|
Stock code |
This indicates the stock code that is included in the price catalog. |
Description |
This indicates the description of the stock code. |
Warehouse |
This indicates the warehouse where the stock code is held. |
Price list |
This indicates the price list that was selected for the catalog. |
Uom |
This indicates the stock code's unit of measure. |
Qty on hand |
This indicates the quantity of stock items that are on hand at the warehouse. |
Gross price |
This indicates the gross price, i.e. the price without the discount. |
Discount % 1 - 3 |
This indicates the discount percentages applied. |
Discount value |
This indicates the total discount value, which is subtracted from the gross price to obtain |
Markup % |
This indicates the mark-up percentage that is used for the Mark-up price list price method. |
Price |
This indicates the price of the stock item. |
Image |
This displays an image of the stock code. |
Threshold Qty |
This refers to quantity discount breaks (QDB) and indicates the quantity that must be purchased to qualify for the discount. |
Field | Description |
---|---|
General information |
|
Price group |
This lets you select the price group you used to create the price catalog. |
Price group description |
This indicates the description of the price group. |
Price group rule |
This indicates the price group rule that had the best price for the stock code. |
Price list |
This indicates the price list that was selected for the catalog. |
Price list description |
This indicates the description of the price list. |
Warehouse |
This indicates the warehouse where the stock code is held. |
Warehouse description | This indicates the description of the warehouse. |
Threshold quantity | This refers to quantity discount breaks (QDB) and indicates the quantity that must be purchased to qualify for the discount. |
Contract | This indicates the contract against the price rule that had the best price for the stock code. |
Tax details |
|
Tax code |
This indicates the tax code on the price list. |
Tax percentage |
This indicates the tax percentage of each stock code line. |
Include/exclude |
E indicates that tax in exclusive and I indicates that the price includes tax. |
Tax value |
This indicates the tax amount per stock code and catalog line. |
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