Overriding Prices on Orders

Authorized users can use the Pricing Override screen to change the prices for selected order items or for an entire order. When you apply a price change, your changes apply to all subsequent items entered, unless you then override those prices. You can also reprice the entire order at any time.

You can override an order's prices in several ways. You can specify a customer type or price class or edit a price basis formula. For example, a formula can specify a 10 percent discount from list price.

Use the Direct COGS Always Vendor Price control maintenance record if you want to always use the vendor price for direct cost of goods sold on orders.

To override prices:

Create or open an order and display the Body screen.
Use the Pricing hot key to display the Pricing Override screen.
In the Price Date field, enter the date the pricing override takes effect. This date determines which price sheets will be used for the products on the order.

By default, the system populates this field with the current order date. This field does not support variable dating.

In the Expiration field, enter the date the pricing override is no longer valid.
To override pricing, do one or more of the following things:

Use the Cust Types hot key, and enter one or more industries into which this customer could be categorized ("plumbing" and "heating," for example). This information is used for promotional pricing purposes.

The selection applies to all branches. However, the Best Price Check option, if used, will still be considered for price matrix cells.
If a price quotation is associated with this type of customer, in the Quote field, enter a special price that has been offered for a price group and/or group of products assigned to the customer. After specifying the quote, press Esc to skip the remaining fields and return to the Sales Order Entry Body screen.
Note: You do not need authorization to override pricing with a valid quote.
In the Class field, enter a code that represents the group of customers with a similar type of business or similar level of buying power to which this customer belongs.

Note: This field is not active for purchase orders.

In the Basis field, enter the monetary value, derived from a formula, upon which the selling price (by line item) is based.
If you entered a price basis in the Basis field, in the Formula field, enter a calculation used to determine the price basis. For example, if you entered DFLT LIST in the Basis field, and you want to reprice items at 95 percent of DFLT LIST, you would enter *.95 in this field. For more information, see Pricing Basis and Formula Guidelines.

In the Reprice All Items (Y/N) field, specify whether you want to reprice all items on this sales order according to the price override information you are entering on this screen.

Y – Reprice all line items on this sales order.
N – Do not reprice any line items on this sales order.

Note: The system does not support split quantity pricing when repricing items.

If you set the Reprice All Items (Y/N) field to Y, in the Reprice Overrides (Y/N) field, indicate whether you want to re-price any items that were previously overridden on this sales order.

Y – Override previously overridden prices with this new pricing override.
N – Leave item prices at their current overrides and do not reprice again.

Use other hot keys, as needed:

To...	Use this hot key...
adjust the minimum gross profit percentage and maximum discount from the standard price for either stock items or direct shipments	GP%Cont The GP% Control Parameters screen displays.
adjust COGS basis and formula	COGSOvrd The Cost of Goods Sold Override screen displays.
adjust the cost basis for a group of products	Subtot The Job Bid Subtotal Maintenance screen displays. Note: This option is not active for purchase orders or transfer orders.
adjust a price matrix using the price override	Matrix The Copy Override Pricing to Matrix screen displays. Subsequent orders for the customer receive the same pricing override established on the current order.

Press Esc to update the prices based on your selections and return to the Body screen.