Purchase Price List Maintenance

This program lets you create and maintain Purchase Price Lists that the Purchase Pricing Engine uses to manage supplier pricing.

A Purchase Price List consists of a purchase price or a discounted purchase price for a grouping of stock codes. The price list will be applied to a Purchase Price Group.

Exploring

This program lets you create and maintain Purchase Price Lists that the Purchase Pricing Engine uses to manage supplier pricing.

A Purchase Price List consists of a purchase price or a discounted purchase price for a grouping of stock codes. The price list will be applied to a Purchase Price Group.

Things you can do in this program include:

  • Capture new price lists or maintain existing price lists.

  • Select Price basis (Stocking / Alternate / Purchase price UOM) and Price method.

  • Define status (Blank - Active, R - In review, H - On hold), effective dates and (optionally) a supplier/currency for the list.

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

    Program List > Purchase Orders > Purchase Pricing Engine > Setup

This indicates a dated collection of stock codes with prices, in a specified price basis (Stocking/Alternate/Purchase Price UOM)

A price method is specified for each price list, which may be a flat price (list price), a discounted price, or a quantity-discounted price.

You can define statuses against a Purchase 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 Purchase Price Query determines the best price.

This indicates the unit of measure basis for pricing: Stocking, Alternate, or Purchase price UOM.

The pricing method determines how the purchase price is calculated for each stock code in the Purchase Price List. It gets configured with in the Purchase Price List Maintenance program.

The available methods are:

  • List price

  • Discounted list price %

  • List price less Chain

  • List price less value

  • Mark-up price list

  • List price for QDB

  • List price less % for QDB

Starting

To use this program, the following setup option(s) must be configured appropriately:

Setup Options > Preferences > Distribution > Purchase Orders

  • Default pricing method for entry

    This must be defined as Purchase Price Group

This will enable the Purchase Pricing Engine behavior and exposes the Purchase Pricing Engine menu under the Program List.

You can restrict access to the eSignature transactions within a program at operator, group, role or company level (configured using the Electronic Signature Configuration Setup program).

Electronic Signatures provide security access, transaction logging and event triggering that gives you greater control over your system changes.

Controls access to the addition of detail lines to a Purchase Price List in the Purchase Price List Maintenance program.

Controls access to change detail lines to a Purchase Price List in the following program and business object: 

Controls access to delete detail lines in a Purchase Price List in the Purchase Price List Maintenance program and Purchase Price List Detail Copy Function business object.

The following configuration options in Syspro may affect processing within this program or feature, including whether certain fields and options are accessible.

The Setup Options program lets you configure how Syspro behaves across all modules. These settings can affect processing within this program.

Setup Options > Preferences > Distribution > Purchase Orders

  • Default Pricing Method for Entry

  • This must be defined as Purchase Price Group

  • Only one effective list per period can exist. Prevent overlapping Start/Expiry windows for the same list scope.

  • The basis list must be a List price. For any Purchase Price List that derives its price from another list, i.e. Discounted list %, List less chain, List less value, Mark-up, and List less % for QDB, the basis Purchase Price List you select must be a List Price list. The program validates this and rejects any basis list whose price method isn't List Price.

  • The details grid enforces a maximum of 30 QDB thresholds per stock code.

Solving

This message is displayed when you attempt to open this program before the Default pricing method for entry setup option has been configured.

Ensure that the Default pricing method for entry setup option is defined as Purchase Price Group within the Setup Options program (Syspro Ribbon bar > Setup > Setup Options > Preferences) before attempting to use any of the Purchase Pricing Engine programs.

 

  • Enter the Supplier on the header.

  • Currency will be disabled and taken from the Suppliers program.

  • Define a Price basis.

  • Choose a Price Method.

  • Capture the Start and Expiry date

  • Select the correct Status.

  • Save you changes

  • If prompted, allow the program to link the list to the supplier's default Purchase Price Group

  • Columns are method--driven. For example, List price enables the Price column; List price less Chain enables Discount % 1; Mark-up price list enables Mark-up %, and QDB methods (List price for QDB, List price less % for QDB) enables the Discount break link.
  • To choose certain detail columns you can change the Price method on the header to enable the relevant columns.

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.

  • To avoid selection conflicts, keep only one active list per period for a given pricing scope

  • Add Lead time at detail level so buyers can sort by lead times in best price review.
A Purchase Price List is a prerequisite to linking to Purchase Price Group.

  • Access the Purchase Price List Maintenance (Program List > Purchase Orders > Purchase Pricing Engine > Setup) program.

  • Create a new price list and capture the price list header information.

  • Header information required:

    • Description: This indicates the description associated with the price list code.

    • Supplier: This indicates the supplier associated with the price list.

    • Price basis: This indicates the unit of measure on which the entire price list is based.

    • Price method: This indicates the pricing method on which the price list is based.

    • 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.

    • Status: You must define a status against a price list, such as Blank - Active, H - On hold, R - In review. Only price lists that have a status of Blank - Active are included when the Price Query determines the best price.

  • Save your changes.

  • The Price List Details Selection pane will be enabled.

    Use the Price List Details Selection pane to add a range of items e.g. stock codes, base price, etc.

    • Select the Base Price by opening the Purchase Price List Browse

    • Capture all other relevant price list information such as Price Unit of measure, lead time, discounts, mark-up %, etc.

    • Save your changes.

    Create a base/anchor price list with the base cost. All other price lists will revert to the stock codes in this base/anchor price list. This is a nice way to define your base cost.

The following indicates the possible status codes that can be assigned to a Purchase Price List within the Purchase Price List Maintenance (Program List > Purchase Orders > Purchase Pricing Engine > Setup) program.

Status Description

Blank - Active

This indicates that the price list is effective and will be included when the Purchase Price Query program 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 or approved.

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

Considerations:

  • The status of all existing Purchase 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 lets you capture a new data record.

This deletes the highlighted data record.

This saves the details you entered or changed.

This lets you enter or select a unique purchase price list.

This lets you browse an application.

This lets you delete or change Purchase Price List detail. This option is disabled for new lists until the header information is saved. When selected, this will disable the header pane and allow access to the Purchase Price List Details Entry pane. It becomes enabled when an existing item is entered for maintenance.

Field Description
Purchase price list This is a display and mirrors the content of the Purchase Price List from the toolbar.

Description

This indicates the description of the Purchase Price List

Supplier

This field is optional. It allows the Purchase Price List to be directly linked to the supplier.

If the supplier has a default Purchase Price Group, ensure that it exists in the PorPriceGroupMaster table.

Currency

This field will be disabled if the Purchase Price List is directly linked to a Supplier. The currency of the supplier will be displayed.

Price basis

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

  • Stocking UOM

  • Alternate UOM

  • Purchase price UOM

Price method

This indicates the pricing method on which the price list is based:

This assigns the list price to the stock code (as displayed at the List Price field in the Stock Code Maintenance (Program List > Inventory > Setup) program.

This is the default price method.

There can only be one effective list price per stock code, as this price is applied when there is no price group determining the stock code's price. Therefore, the start and expiry dates per price list for a stock code mustn't overlap.

This assigns a discount percentage that is subtracted from an existing Pist Price list.

This enables column Discount %1 in the Purchase Price List Detail listview

This option can only be used with an existing List Price type price list

This assigns chain discount percentages that are applied to an existing List Price list.

This enables columns Discount %1, Discount %2, and Discount %3 in the Purchase Price List Detail listview

This option can only be used with an existing List Price type price list

This assigns a discount value to an existing List Price list.

This enables column Discount in the Purchase Price List Detail listview

This option can only be used with an existing List Price type price list

This assigns a mark-up percentage to an existing List Price list.

This enables column Mark-up % in the Purchase Price List Detail listview

This option can only be used with an existing List Price type price list

This assigns a List Price based on quantity discount breaks that have been defined.

This assigns a discount percentage to the price on the List Price, according to the quantity discount breaks that have been defined.

This enables the hyperlink to quantity Discount Breaks in the Purchase Price List Detail listview

Start date

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

This date drives the price list selection.

Expiry date

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

This date drives the price list selection.
Quote date This field is used for documentary purposes only.
Status

This indicates the Purchase Price List status.

This lets you activate a price list so that it will be included when the Purchase 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 not 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.

This lets you revise and modify a price list.

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

This saves the details you entered or changed.

This deletes the highlighted data record.

This lets you copy an existing Price List.

This is only enabled when adding a new Purchase Price List after the header has been saved.

Require eSignature Add Purchase price list detail line

This deletes all Price List Details.

This will only be activated after the Purchase Price List Header details have been saved.
To delete or change Purchase Price List Detail Entries for existing price lists select Maintain Price List Details. This option is disabled for new lists until the header information is saved. When selected, this will disable the header pane and allow access to the Purchase Price List Detail Entries pane.
Field Description

Stock code

This lets you select the stock code for which you are adding price list details.

Basis price list

This lets you select the basis price list to which the discount, mark-up percentage or quantity discount break in this price list is applied.

This is enabled for all price list except List Price and List Price for QDB.

A base price list is required for the following price methods.

  • Discount list price (%)

  • List price less Chain

  • List price less value

  • Mark-up price list

  • List price less % for QDB

Price

This lets you specify the price of the stock code.

This is enabled for List Price and List price for QDB.

It is recommended that you identify one price list to act as your anchor / base price list, as this becomes the foundational 'base cost' reference for all other lists.

Price Uom

This lets you specify the price Uom.

This is only enabled when the Price Basis in the Purchase Price List Header is Purchase price UOM

If Price Basis is set to Stocking UOM the Stocking UOM from the item will display.

If Price Basis is set to Alternate UOM, the Alternate UOM from the item will display.

Lead time

This default to the supplier stock code reference or if the Price List is by currency, then it will default to the Inventory Master Replenishment.

Discount % 1

This lets you specify the first discount percentage.

This apply to the Discount list price(%) and List price less Chain price method.

Discount % 2

This lets you specify the second discount percentage.

This apply to the List price less Chain price method.
Discount % 3

This lets you specify the third discount percentage.

This apply to the List price less Chain price method.
Discount value

This lets you specify the discount value.

This apply to the List price less value price method.
Mark-up %

This lets you specify the mark-up percentage.

This applies to the Mark-up price list price method.
Discount break

This hyperlink lets you add up to 30 Quantity Discount Breaks (QDBs)

This applies to the List price for QDB and List price less % for QDB methods.
Minimum order qty This lets you specify the minimum order quantity.
Qty multiplier This lets you specify the quantity multiplier.
Quoted lead time This lets you indicate the contract lead time that was quoted by the supplier.
Shipping instructions This lets you enter shipping instructions that must be applied. This field is used for documentary purposes only.
Freight charges This lets you enter anticipated freight charges for the goods purchased in terms of the price control. This field is used for documentary purposes only.
Freight comment This lets you enter a comment relative to the freight charges if required. This field is used for documentary purposes only.
Price comment

This lets you enter a price comment. This field is used for documentary purposes only.

This field can be printed on the Purchase Price List.

This pane is displayed when you select the Copy All Price List Details function at the Purchase Price List Detail Entry listview

This saves the details you entered or changed.

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

Field Description

Price List Details Copy

 

From price list

Select the price list from which you wan to copy price list details

Description

This indicates the description of the selected price list.

Price method

This indicates the pricing method on which the price list is based

You can only copy a price list that uses the same price method as this price list.