Setup Requirements for Pricing and Costing

Following are the control maintenance records and authorization keys used with pricing and costing, along with additional setup requirements.

Control Maintenance Records

Set the following control maintenance records:

• Base Currency For Exchange Rates

• Base Minimum GP% Price Check Off COMM-COST

• Best Price Check Through Matrix Cells

• Best Cost Check Through All Matrix Cells For Sales Orders

• Change Both COGS And COMM-COST On Override

• Check For Line Items With Zero Pricing

• Copy COST To COGS For IAO Items In SOE

• Copy Override Costs From Sales Order To Tagged P/O

• Default Best Price Check In Sell Matrix Maint To No

• Default Retail Price Class

• Direct COGS Always Vendor Price

• Disallow Copying COGS Or Cost To A New Sales Order Bid

• Disallow Inv/Cus Inquiry From Changing Price In Quick Price Screen

• Display All Quantity Breaks

• Enter Sell Matrix Maintenance in Edit Mode From Sales Order Entry

• Number Of Days Before Bid Pricing Expires

• Number Of Digits Of Accuracy - Override For Sales Pricing Only

• Number Of Digits Of Accuracy For Pricing

• Override Basis Name For Last Price Calculation

• Prevent Cost Update On Order From Tagged Order If Matrix Override

• Price Ceiling Global Basis Name

• Price View Level

• Prohibit Quantity Break Repricing On Closed Orders

• Prompt For Cost Code On Cost Override In SOE

• Prompt For Price Branch When Absent In Terminal Setup

• Quantity Break Display Percentage

• Recheck Matrix Cost Override During Process

• Reprice/Recost Order On Change Of Shipping Branch

• Reprice Sales Order Upon Invoicing

• Respect Price Branch When Searching For Last Price Of Last Sale

• Require Authorization For Line Items With Zero Pricing

• Round Up Any Fraction After Sales Pricing Accuracy Digits

• Search For Cost Overrides During Pricing

• To See Standard Global Basis When Costing, User Must Have Level

• Update Cost On Sales Order From Tagged Purchase Order

• Update Cost On Sales Order From Tagged Transfer Order

• Update Generic Cost During Processing

• Use Costing Matrix Override For Both COGS And COMM-COST

• Use Last Price/Cost Logic

• Valid Cost Override Codes

• Valid Customer Types

• When Costing, Do Not Show Basis With Level Below

Authorization Keys

Assign the following authorization keys:

• AR.ALLOWED

• COGS.EDIT

• COGS.EDIT.DIRECT

• COGS.EDIT.NONSTOCK

• COGS.VIEW

• COST.VIEW

• COST.VIEW.INQUIRY

• OE.PRICE.CLASS.LEVEL

• OE.PRICE.DATE.EDIT

• OE.PRICE.VIEW.LEVEL

• OE.TAGGED.QTY.EDIT

• SOE.BID.PRC.EDIT

• SOE.CLOSED.ORDER.EDIT

• SOE.CLOSED.PRC.EDIT

• SOE.EDIT.IAO.INV.COGS

• SOE.EDIT.IAO.INV.COST

• SOE.EDIT.IAO.INV.PRICE

• SOE.GP.CONTROL.EDIT

• SOE.MAX.DISC

• SOE.MAX.PRICE

• SOE.MIN.GP

• SOE.OPEN.ORDER.EDIT

• SOE.OPEN.PRC.EDIT

• SOE.OVRD.NO.PRC.CHANGE

• SOE.SPLIT.PRICING

• TO.PRICE.VIEW

GP% Control Parameters

Assign each user a minimum gross profit and maximum discount from standard price. Do this in the GP% Control Parameters window. These stock and direct order settings restrict pricing overrides. Because users with the SOE.MIN.GP and SOE.MAX.DISC authorization keys can still override pricing, the settings only serve as a warning threshold for these users.

Order Entry Pricing Views

Assign each user the appropriate order entry views. Do this using the Order Entry View Selection window. Different order entry views display prices, costs, and components of pricing and costing formula columns. With proper authorization, you can edit the price and cost columns on the order's Body tab.

Note: Users who are able to view either Cost or COGS can see the corresponding cost, regardless of their assigned level with the OE.PRICE.VIEW.LEVEL authorization key. Order entry views displaying Cost/COGS override this authorization key.

Customer Pricing

Set pricing preferences using the Use Last Price field, which is located in the Customer Pricing Information window on the Additional tab. This field setting works together with the Enable Last Price Pricing control maintenance record, and lets you control how last price pricing is used, as follows:

The Last Price Verification window lets you compare a customer's current price for a product to their last price for the same product.

See Also:

Changing Sales Order Prices

Pricing Overview

Sales Management Setup Overview