Integration of Trading Board with Aptean Advanced Pricing extension

Article06/13/20232 min read

In case the Aptean Advanced Pricing extension is installed and the customer is set with the Price calculation Method as Advanced Pricing, it is no longer possible to manually overrule the unit price on a sales line. The user has to execute the Manual Price function on the Applied Sales Price and Discount page to overrule a price retrieved from the pricing table. Once done, the unit price is flagged as Frozen. This functionality is integrated into the trading board.

When the trading board is used to create a sales line for a customer set with the price calculation method as Advanced Pricing and the trading board pricing strategy is set with the option Manual, the system will apply the manual price and flag the Frozen toggle on the sales line just as when a user would do this manually. In case the trading board is reopened for the specific sales line (also see Pricing on the Trading Board), the Frozen toggle is also turned on in the trading board to indicate that the price cannot be changed. In case a new price has to be registered, the user must first unfreeze the sales price (once again via the Applied Sales Price and Discounts page) before it can be updated via the trading board.