Apply a pricing quote to quickly override a sales order's prices with special preset pricing for a product or group of products.
Pricing quotes are set up to give certain industries or customer types special pricing for a limited time. For more information, see Quote Pricing Overview.
Pricing quotes are good for any of the following:
A specified amount (such as quantity, unit weight, load factor, or dollar amount) of one or more products.
Individual products, as well as price groups.
A specified length of time.
One, many, or all customers.
When you apply a pricing quote, the system checks each product on the order. The quote pricing is applied to any applicable products.
To apply a pricing quote:
Create or open a sales order and display the order's Body tab.
From the Edit Order menu, select Pricing to display the Order Pricing Override window.
In the Quote field, press F10 and specify which pricing quote to apply.
Save your changes and exit the window to return to the Body tab.
Once you have applied a pricing quote, you can change screen views to verify that the special pricing was used.
To verify a pricing quote:
Create or open a sales order and display the order's Body tab.
Select View > New Viewto display a list of possible views.
Select a column view that shows pricing information. For example, choose one of the following views:
Audit Pricing - Displays a Cls/Typ (Class/Type) column, which shows any quote. The Grp/Prod (Group/Product) column indicates *PRD SPEC* for product-specific pricing.
Formula/Unit Price - Displays the formula used for product pricing.
If the price goes below the minimum G/P% the system reprices the item automatically.
View Pricing - Displays the list price and net price.
Verify that the special pricing quote was applied by examining line item pricing.
See Also: