These steps are to automate the use of a different Customer Price Level when the Product Line and Price Code are equal to those selected.

In Sales Order Entry, product lines and price codes cannot be changed. Only customer price levels can be changed in Sales Order Entry. This feature allows for the automation of this ability.

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:

1. Open Sales Order, Setup menu, Sales Order Options
2. Access the Line Entry tab
3. Select (check) the Enable Default Price Level by Customer check box
4. Select, Base New Price Levels Records On:
   • Price Code - to create new price level records based on the price code
   • Ship-To Code - to create new price level records based on the ship-to code
5. Click Accept

Setup Item Price Code/Customer Price Level pricing matrix:

1. Open Inventory Management, Setup, Price Code Maintenance
2. Select, Price Code
3. Select, Price Level
4. Select, Pricing Method
5. Enter Quantity and Amount/Percentage
6. Click, Accept

Setup Price Levels by Customer:

1. Open Accounts Receivable, Setup, Price Level by Customer Maintenance
2. Select, Customer Number
3. Select, Product Line
4. Select, Price Code
5. Enter, Effective Date and End Date
6. Enter, Price Level
   • Enter a price level to use for the combination product line/price code
7. Click, Accept