Pay attention if there is several active prices on different versions, it seems the system retrieved the older active price. Having a look at the price details from the sales order line, the system tells me the price applied is a base price, but without more information (vendor price, base price version,…).Īnother tip to know, there is a link between the purchase price defined here and purchase orders.īy activating the Base price – purchase price checkbox from the item record, you can retrieved the price on any purchase order for that vendor. If I’m creating a brand new sales order, with the correct attribute (Origin) which is Phone in my case to use the correct tree, and adding the test item : Having a look on the details :Īs you can see, the engine takes the lower vendor price. If I’m changing the vendor price for the one who were at 100 $ to 94 $ and recalculing the base price version (this time I’ve unticked to Activate base prices option so the base price will be retrieved in the Pending prices section), what do I have?
The engine took the lower vendor price and has applied a 10% markup. This time, usage the Calculation button and go to Price > Base price > Active prices To get the correct sales base price, you have to go back on the Base price version previously used, create a new record, and choose the Purchase price for Allow Price Type Now, you can open the Vendor price term agreements from Pricing management > Pre-sales pricing > Vendor price term agreements.įrom there you will specified the application : Site, validity period, vendors and adding the lines by choosing the previous Vendor price term codes and setting up a percentage or amount for markup You can also combine with item charge code. Here you will define if the calculation type for the markup is an amount or a percentage, and also defining a Pricing sequence and the application (Inventory price, sales price, purchase price). Go under Pricing management > Pre-sales pricing > Vendor price listįor any vendor, you can now setup a purchase price, which I did for VEND1 for 100 $.īefore moving on, you will need to use a Vendor price term codes first from Pricing management > Pre-sales pricing > Vendor price term codes Item base priceĪnother possibly and prior to the two previous price policy is to define a Vendor price list and apply a markup to get the base sales price. The current user has to be linked to a call center thanks to Channel users.
Pay attention, those features are available only with call center activation. If I’m changing the value of the Origin attributes, you have to click on the Recalculate button / Complete from the top ribbon to have the price corresponding to the appropriate tree. The tree used is the appropriate one, which is using the Base price – inventory price as a component code. The sales order attribute is setup to Store for the Origin. The price applied is 152 $, which match with the Base price – inventory price. Indeed, there is nothing there (see below):īy creating a new sales order line, the price is retrieved. The active prices are retrieved in the active prices section.įor those who know the historic cost version, even if the Item base price looks like it, there is not existing link between the two features, which is a pity in my opinion. Pay attention because the tree you will use will search for one of this Base price type if you have setup the tree so.Ĭlick on the Activate button on the top of the form. In this example, I’ve put prices manually. You can notice the base price could be the purchase, inventory or sales price. Then, go under Price > Base Price to define the Base price type.
You need to define a new version and name it. To use the second way to setup base price, you have to open the Base price versions form available under Pricing management > Pre-sales pricing > Base price versions This is the easiest way to do it, and nothing really has changed according to the old functionalities.įrom an item, you just need to use the Price field from the Sell tab.īy creating a sales order, the price is retrieved on the line. Let’s start with the less prior price used. For now, let’s have a look on the 4 ways to setup the base price. You can use, with this priority order :įrom that base price, adjustments, discount, charges and rebates will be applied and we will discover this during this Pricing Management journey. There is actually 4 ways to setup the base price, that we are going to detail in this post. After having introduced the key concepts with component code, groupe attributes and trees, let’s focus on the base price definition. To understand the logic of the new pricing management, you have to have always in mind the sequence of the price application.
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