Enable default price level by customer and product line
Description
These steps automate the use of a different customer price level when the product line and price code match selected values.
In Sales Order Entry, you can’t change product lines or price codes. You can change customer price levels. This feature automates that process.
Cause
Resolution
NOTE:
Setting up Default Price Level by Customer is one way to handle Price Levels. Item pricing as a whole within Sage 100 operates under an Item Pricing Hierarchy. For more information, see the Related Resources section.
Enable default price level by customer
Open Sales Order, Setup, Sales Order Options.
Select the Line Entry tab.
Select the Enable Default Price Level by Customer check-box.
In Base New Price Levels Records On, select one option:
Price Code to base records on price code.
Ship-to Code to base records on ship-to code.
Click Accept.
Set up item price code and customer price level matrix
Open Inventory Management, Setup, Price Code Maintenance.
Select a Price Code.
Select a Price Level.
Select a Pricing Method.
Enter the quantity and amount or percentage.
Click Accept.
Set up price levels by customer
Open Accounts Receivable, Setup, Price Level by Customer Maintenance.
Select a Customer Number.
Select a Product Line.
Select a Price Code.
Enter the effective date and end date.
Enter the Price Level.
Click Accept.
NOTE:
This setup automates price level selection when the product line and price code match.
NOTE:
Sage 100 uses an item pricing hierarchy for overall pricing behavior.