Set up advanced pricing

You can set up advanced pricing configurations to manage pricing calculations, discounts, bracket pricing, and price freezing behaviors across sales and purchase transactions.

To set up advanced pricing, follow these steps:

1. Select the Search icon , enter Advanced Pricing Setup, and then choose the related link.
   The Advanced Pricing Setup page opens.

2. On the Sales FastTab, enter the required information in the following fields:

   Field	Description
   Allow Direct Sales Line Price Update	Turn on the toggle to enable direct modification of applied price and discount fields in sales order lines. This is applicable only when the Price Calculation Method field value is set to Advanced Pricing.
   Freeze Sales Price on Manual Change	Select whether the system must freeze the sales line price or discount after a manual update, to prevent recalculation if the sales line quantity is subsequently edited. The available options are: Yes: The Freeze Price & Discount toggle on the Change Applied Unit Price and Change Applied Line Discount pages is turned on by default and is editable. When you change the price or discount directly in the document line using the Applied Unit Price, Applied Discount Value, or Line Discount Amount field value, the applied price records are automatically frozen. No: The Freeze Price & Discount toggle on the Change Applied Unit Price and Change Applied Line Discount pages is turned off by default and is editable. When you change the price or discount directly in the document line using the Applied Unit Price, Applied Discount Value, or Line Discount Amount field, the applied price records are not automatically frozen. Always: The Freeze Price & Discount toggle on the Change Applied Unit Price and Change Applied Line Discount pages is turned on by default and is non-editable. When you change the price or discount directly in the document line using the Applied Unit Price, Applied Discount Value, or Line Discount Amount field, the applied price records are automatically frozen. Never: The Freeze Price & Discount toggle on the Change Applied Unit Price and Change Applied Line Discount pages is turned off by default and is non-editable. When you change the price or discount directly in the document line using the Applied Unit Price, Applied Discount Value, or Line Discount Amount field, the applied price records are not automatically frozen.
   Default Applied Discount Method	Select the default format for discounts. The available options are: Percentage: The applied discount is indicated in percentage. Amount: The applied discount is indicated in decimal values. The selected option is applied to items in the sales line if they do not have a default value from the sales price list. This field is available only when the Allow Direct Sales Line Price Update toggle is turned on.
   Sales Line Update Influence	Select how unit price updates affect pricing calculations. The available options are: Unit Price: The unit price indicates that the special price applied with override all other pricing for the item. Trade Base Price: The trade base price indicates that the applied unit price entered with undergo additional changes through the trade plans. This option is visible only if the Aptean Trade Management extension is installed. This field is available only when the Allow Direct Sales Line Price Update toggle is turned on.
   Default Sales Price Reference Date	Select the reference date used for price calculations.

3. On the Purchase FastTab, enter the required information in the following fields:

   Field	Description
   Allow Direct Purchase Line Cost Update	Turn on the toggle to enable direct modification of applied cost and discount fields in purchase order lines.
   Freeze Purchase Price on Manual Change	Select whether the system must freeze the purchase line price or discount after a manual update, to prevent recalculation if the purchase line quantity is subsequently edited. The available options are: Yes: The Freeze Price & Discount toggle on the Change Applied Direct Unit Cost and Change Applied Line Discount pages is turned on by default and is editable. When this toggle is turned on, and you update the price or discount directly in the document line using the Applied Direct Unit Cost or Applied Discount % field values, the applied price records are automatically frozen. No: The Freeze Price & Discount toggle turned on the Change Applied Direct Unit Cost and Change Applied Line Discount pages is turned off by default and is editable. When this toggle is turned on, and you change the price or discount directly in the document line using the Applied Direct Unit Cost or Applied Discount % fields, the applied price records are not automatically frozen. Always: The Freeze Price & Discount toggle turned on the Change Applied Direct Unit Cost and Change Applied Line Discount pages is on by default and is non-editable. When this toggle is turned on, and you update the price or discount directly in the document line using the Applied Direct Unit Cost or Applied Discount % fields, the applied price records are automatically frozen. Never: The Freeze Price & Discount toggle turned on the Change Applied Direct Unit Cost and Change Applied Line Discount pages is turned off by default and is non-editable. When this toggle is turned on, and you update the price or discount directly in the document line using the Applied Direct Unit Cost or Applied Discount % fields, the applied price records are not automatically frozen.

4. On the Bracket Pricing FastTab, enter the required information in the following fields:

   Field	Description
   Enable Bracket Pricing for Sales	Turn on the toggle to apply bracket pricing to sales orders, sales invoices, and sales quotes. For more information, see Manage bracket pricing.
   Calculate Sales Bracket Pricing On Release	Turn on the toggle if the system must calculate bracket pricing automatically when a sales document is released. This field is available only when the Enable Bracket Pricing for Sales toggle is turned on.
   Update Method for Sales Bracket Change	Select how the system must update pricing in the event of threshold changes. The available options are: Update Only: Only the bracket pricing source type is updated on the source document. Message Only: Displays a message indicating which record can be updated. If the document is reopened and released again without updating the source number, the message continues to appear. Update and Message: The source number value is updated, and a confirmation message is displayed. This field is available only when the Enable Bracket Pricing for Sales toggle is turned on.

   
   You can select the Bracket Pricing Groups action to open the Bracket Pricing Groups page. For more information, see Set up bracket pricing groups.

5. On the Report FastTab, in the Price Report Template Nos. field, select the number series to use in print report templates.

   The advanced pricing setup is complete.

Working with direct sales line price updates

You can directly modify the values of the applied price and discount fields in the sales order lines. These fields can be customized through personalization. The fields are:

• Applied Unit Price
• Applied Price Unit of Measure Code
• Applied Discount Method
• Applied Discount Value
• Applied Discount Unit of Measure Code

However, the Applied Unit Price, Applied Price Unit of Measure Code, and Applied Discount Value field values are only editable, when

i) Advanced Pricing is being used as the price calculation method.

ii) The Allow Direct Sales Line Price Influence toggle on the Advanced Pricing Setup page is turned on.

The Applied Discount Method and Applied Discount Unit of Measure Code field values are not editable.

The following steps describe how to fill the fields:

1. The Applied Unit Price field automatically inherits the value from the Unit Price field in the applied sales price line. If this field is blank, then the Applied Unit Price field value is empty.

   This is influenced by the option selected in the Sales Line Update Influence field on the Advanced Pricing Setup page: Unit Price or Trade Base Price.

   1. When Unit Price is selected,
      The entered value will update the Unit Price field on the Applied Sales Price Line, and then trigger a price update in the Unit Price Excl. VAT field in the sales lines. The Currency Recalculation Factor field value is recalculated and updated based on the value entered.

   2. When Trade Base Price is selected,
      The entered value will serve as the base price, and the trade line will be recalculated accordingly. This is possible only when the Aptean Trade Management extension is installed.
      The value entered in the Applied Unit Price field is expressed in applied unit of measure code. If the ppplied unit of measure code is different from the value in the sales line, then the Unit Price Excl. VAT field value is recalculated internally using the unit of measure code conversion.

   When you update this value in the applied sales price line through Manual Price action, the same values are inherited to the field in the sales order Lines.

   
   This field is editable on the Sales Invoice and Sales Credit Memo pages.

2. The Applied Price Unit of Measure Code field automatically inherits the value from the Unit of Measure Code field in the Applied Sales Price Line. When you update this value, the Unit Price Excl. VAT field value also gets updated accordingly.
3. The Applied Discount Method field value automatically inherits the value from the Discount Method field on the Applied Line Discount page. The options are Percentage or Amount.

4. In the Applied Discount Value field, enter the desired decimal value.

   This automatically calculates and updates the Line Discount% field value, similar to manually entering the discount value for the item through the Manual Discount action. It also updates the same value in the Discount Value field on the Applied Sales Price and Discount page.

   
   When Percentage is selected, the Discount Value field value is inherited to the Line Discount% field, whereas when Amount is selected, the Line Discount% field value is internally calculated based on the value entered.

5. The Applied Discount Unit of Measure Code field value automatically inherits the value from the Unit of Measure Code field on the applied sales discount line. This is populated only after you enter the value in the Applied Discount Value field.

   The values entered in the sales order lines for the above fields are updated automatically on the Applied Sales Price and Discount page and vice versa.

   This applies to both sales quotes and sales blanket orders.

With allow direct purchase line cost update toggle turned on

You can directly modify the values of the applied cost and discount fields on the purchase order lines, and these fields can be customized through personalization. The fields are:

• Applied Direct Unit Cost
• Applied Price Unit of Measure Code
• Applied Discount %
• Applied Discount Unit of Measure Code

However, the Applied Direct Unit Cost, Applied Price Unit of Measure Code, and Applied Discount% field values are editable only when

i) Advance Pricing is being used as a price calculation method.

ii) The Allow Direct Purchase Line Cost Update toggle on the Advanced Pricing Setup page is turned on.

The Applied Discount Unit of Measure Code field value is not editable.

The following steps describe how to fill the fields:
1. The Applied Direct Unit Cost field automatically inherits the value from the Direct Unit Cost field in the applied purchase price line.

If the value in the Unit of Measure Code and Applied Price Unit of Measure Code fields are the same, then the unit cost value remains the same. If they are different, on changing the Applied Direct Unit Cost field value, the Direct Unit Cost Excl. VAT field value will be internally recalculated based on the unit of measure code conversion.

When you update this value on the Applied Purchase Price line through Manual Price action, the same values are inherited to the field in the purchase order lines.

1. The Applied Price Unit of Measure Code field automatically inherits the value from the Unit of Measure Code field in the applied purchase price line.

   When you update this value, the Direct Unit Cost Excl. VAT field value is also updated.

2. The Applied Discount % field automatically inherits the value from the Line Discount % field in the applied purchase discount line.

   When you update this value, the same value is updated to the Line Discount% field in the applied purchase discount line.

3. The Applied Discount Unit of Measure Code field automatically inherits the value from the Unit of Measure Code field in the applied purchase discount line.

   This value is not editable on the purchase lines.

   The values entered on the purchase order lines for the above fields are updated automatically on the Applied Purchase Price and Discount page and vice versa.

This applies to both purchase quotes and purchase blanket orders.