Manually change sales price and/or discount

Not in all cases, the prices that are suggested by the Advanced Pricing logic are correct in the eyes of the person registering the transaction. Setup can be missing, or a salesperson may want to deviate from general pricing to satisfy a customer in the trading process for example. Therefore, it is possible to overrule/change the prices that are suggested by the system.

When manually changing the price or discount, recalculation factors are altered, and the applied sales price line/discount line is identified as manually specified. The price and discount will be frozen, i.e., they will not automatically change anymore when, for example the order quantity or UoM in the sales price line is adjusted.

Manually change the Sales Price

1. On the Applied Sales Price and Discount page, on the action bar, select Actions > Functions > Manual Price.
2. On the Change Applied Unit Price page, enter Unit Price, e.g., “11.00”.
3. Click the lookup button Unit of Measure Code. If required, change the unit of measure in which the manual price is registered on the Item Units of Measure page.
4. Select and click the required Code.
5. Select another unit of measure, if necessary, and click OK. Optionally, these additional details can be added on the Change Applied Unit Price page.
6. Enter Currency Code.
7. Turn on the Allow Line Disc. toggle.
8. Turn on the Price Includes VAT toggle.
9. Click OK.
10. On the Applied Sales Price and Discount page, on the Applied Sales Price Line FastTab:
    • The field Originated From has automatically changed to Manually Specified to indicate that the price from system setup was overruled.
    • The price line is Frozen.
    • The Unit Price has changed from “10.00” to “11.00”.

Manually change the Discount

1. On the Applied Sales Price and Discount page, on the action bar, click Actions > Functions > Manual Discount.
2. On the Change Applied Line Discount page, click the Discount Method field.
3. Select the required method, e.g., Amount, from the options Percentage and Amount.
4. Enter Discount Value, e.g., “6.00”.
5. Click the lookup button in the Unit of Measure Code. If required, change the unit of measure.
6. Select and click the required Code.
7. Select another unit of measure, if necessary, and click OK.
8. On the Change Applied Line Discount page, enter Currency Code.
9. Turn on the Price Includes VAT toggle.
10. Click OK.
11. On the Applied Sales Price and Discount page, on the Applied Sales Price Line FastTab:
    • The field Originated From has automatically changed to Manually Specified to indicate that the discount from system setup was overruled.
    • The discount line is Frozen.
    • The Discount Value has changed from “5.00” to “6.00”.