Other-Multi-Dimensional Price Book: Difference between revisions

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==Multi-Dimensional Price Book - Add Pricing Rules==
 
This module is used to maintain multi-dimensional price books.
 
Go to ''<span style=color:red>Tools > Program Control > Module Setting</span>''
 
Check the checkbox of ''<span style=color:red>Multi-Dimensional Price Book</span>'' to enable it.
 
Go to ''<span style=color:red>Sales > Multi-Dimensional Price Book</span>''
[[File:MDP1(1).png]]
 
 
<span style=color:red><u>List of price rule's criteria:</u></span>
 
select '''Date''' From... To...
 
select '''Item Type''' From... To...
 
select '''Location''' From... To...
 
select '''Sales Agent''' From... To...
 
select '''Item Brand''' From... To...
 
select '''Project''' From... To...
 
select '''Item Group''' From... To...
 
select '''Price Category''' From... To...
 
select '''Display Term'''
 
select '''Item Category'''
 
select '''Department'''
 
select '''Item Code''' From... To...
 
select '''Debtor Type''' From... To...
 
select '''Debtor Code''' From... To...
 
select '''Item Class''' From... To...
 
select '''Currency Code'''
 
select '''UOM'''
 
select '''Area Code''' From... To...
 
select '''Quantity'''
 
 
key in '''>= Qty'''
 
key in '''Unit Price'''
 
key in '''Discount'''
 
key in '''Priority'''
 
check '''Active?'''
 
 
To create a rule, you may select more than one criteria and set the minimum quantity and/or unit price and/or discount (in value or in %).
 
 
Example:
 
[[File:MDP2(2).png]]
 
 
Click on ''<span style=color:red>Option</span>'' button:
 
 
[[File:MDP3(1).png]]
 
 
This is to give weight level to each criteria. In case of rules overlapping one another, the one with larger weights applies.
 
 
In a case where criteria fulfilled several price rules, then,
 
- the price rule with highest weights score will be used;
 
- if there are more than one price rule score the same highest weights score, the price rule that has a higher 'Priority' value will be used;
 
- if there are still more than one price rule score the same highest weights score and same Priority value, the system will prompt for selection.
 
 
During transaction, for example sales invoice, you may highlight an item, and go to ''<span style=color:red>Tools > Show Selected Price Book Rules</span>'', and the following screen will be displayed for your reference:
 
 
[[File:MDP4(1).png]]
 
 
[[File:MDP5(1).png]]
 
 
'''<span style=color:red>Multi-Dimensional Price Book - Price Book Matrix</span>'''
 
 
Go to ''<span style=color:red>Sales > Multi-Dimensional Price Book</span>''
 
[[File:MDP6(1).png]]
 
 
[[File:MDP7.png]]
 
 
1. Key in the name of the matrix.
 
2. Assign date range (if applicable)
 
3. Defined the X and Y axis and their filter options
 
4. To set the unit price and/or discount
 
5. To set minimum quantity, click set null if not applicable
 
6. Click to Generate
 
7. Key in price/ discount
 
8. Click on save
 
 
Click on ''<span style=color:red>Save</span>'',
 
The following rules are created from Price Book matrix:
 
 
[[File:MDP8(1).png]]
 
 
'''<span style=color:red>Pricing Policy</span>'''
 
There are several places to maintain pricing of stock items:
 
(1) Sales > Multi Dimensional Price Book
 
(2) Stock > More Stock Maintenance > Item Price Book Maintenance (Price Book by Debtor/Creditor)
 
(3) Stock > More Stock Maintenance > Item Price Book Maintenance (Price Book by Price Category)
 
(4) Stock > Stock Item Maintenance (Standard Price)
 
During transaction, pricing rules maintained at Multi Dimensional Price Book will be captured; if there was no Multi Dimensional Price Book, the system will refer to the setting at ''<span style=color:red>Tools > Options > Invoicing > Auto Price</span>''.
 
 
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