Special Pricing Maintenance is used to set up and make changes to special pricing for a customer. It is accessed from the menu path Customers, Masterfiles, Special Pricing, Maintain.
Used in conjunction with the Order Entry/Invoicing module, these special pricing records allow you the flexibility to apply discounts or special prices to Products under a variety of different circumstances.
During transaction entry, the appropriate price will display. If a special price record has been accessed a message will also display. The special price can be overridden at any time.
Header fields in Special Pricing
Field or group name | Description |
Customer Code | Enter the Customer's Code or accept the Code displayed. If you leave this field blank, the record will apply to All Customers. If the value of this field will be the same for all records, you do not need to enter it each time. Use Configure (F5) to save any fields that will remain constant. Order of Priority It is possible that more than one special price record could apply to any one Customer and Product in any one instance. Therefore, when customer special price records are accessed to determine that price a particular customer will pay for a particular product, a strict order of priority is followed. The order is as follows: 1. Customer Code |
Product Code | Enter the Product Code or accept the Code displayed. If you leave this field blank, the record will apply to All Products. If the value of this field will be the same for all records, you do not need to enter it each time. Use Configure (F5) to save any fields that will remain constant. Order of Priority It is possible that more than one special price record could apply to any one Customer and Product in any one instance. Therefore, when customer special price records are accessed to determine what price a particular customer will pay for a particular product, a strict order of priority is followed. The order is as follows: 1. Product Code |
Customer Product Code | Type the product code that the customer uses for the product. This code can be displayed during transaction entry or transaction enquiry,and can be printed on all documents within the Order Entry/Invoicing module. |
Date Range | If you want the special price details to be applicable for a fixed period only, select Yes. Otherwise, select No. If the special price record is to apply for only a part of a day, set up the record with the day's date. Delete the price record once the special price no longer applies. |
Valid From | Enter the date from which the special price details will apply. |
Valid To | Enter the date up until which the special price details will apply. |
Customer Selection | Full details of the Customer Code selected are displayed. |
Product Selection | Details of the Product Code selected are displayed. |
Examples of Customer special price in rank order
The first special price record found that meets the criteria below will be applied to the sales order or invoice. For example, if two special prices are set up, say for criteria 3 and 6, then 3 will be applied to the document.
Specific Customer, Specific Product, Specific Date Range.
Specific Customer, Specific Product, No Date Range.
Specific Customer, All Products, No Date Range.
Specific Customer, All Products, Specific Date Range.
All Customers, Specific Product, Specific Date Range.
All Customers, Specific Product, No Date Range.
All Customers, All Products, Specific Date Range.
All Customers, All Products, No Date Range.
📌Note: Product locations add an extra dimension to the above hierarchy:
A price for a specific location will be used before a price for all locations.
A specific location for a specific product is the same as "Specific Product" above.
A price for all locations is specified by using "???" in the Product Location field in Special Pricing Maintain. The Product Location field will only appear when Multi Location is activated in Product Options. Leaving the Product Location field blank will specify products with a blank location, not all products.