Who, What, Where Details sections

Enter data to base a query on. When you select Purchase Pricing Information (Ctrl+S), the fields populate data from the document, and you can view Pricing Results.

Who

The Creditor Code and any other Who criteria are shown. Creditor must be specified to obtain a result when you click Query (F9). Other fields available in the Who section are based on dimensions in the Who grid.

When you select a Creditor, Who criteria populates from the Creditor (for example, Creditor Group, AP Category).

If Purchase Order dimensions are available (for example, PO Category), select the relevant criteria as these are independent of the Creditor.

What

Select a Product code to obtain a result for the query. Other fields available in the What section are based on the dimensions in the What grid. When you select a product, Accredo populates the remaining What criteria with information from the product (for example, Stock Group, IC Category).

Where

Fields available are based on dimensions in the Where grid. If Where dimensions are available, (i.e., Branch, Department or Location), select the criteria as these are independent of the Creditor and Product records. You can leave Where fields blank if the details are not relevant to the query.

Details

You can leave one or more fields blank if the details are not relevant to the query.

If UOM is Active or Pending, and the Product has one or more UOMs, you can select UOM Code, and UOM Quantity, and view the UOM Multiplier for the Product, if you use Quantity Breaks. The UOM Code defaults to the Product Default Purchase UOM.

• Quantity - enter the number of items to query if you use Quantity Breaks.
• Date - enter the date to query if you use Start and End dates for Purchase Pricing.
• Currency - Read-only, based on the Creditor details.
• Rate Type and Exchange Rate - for Base Currency, these are Read Only. For Foreign Currencies, you can select the Rate Type and Exchange Rate.

Pricing Results Fields > Query (F9)

Click Query (F9) to show the PP prices. The Pricing Script set in PP Settings will be executed. Pricing Scripts can be edited in the PP Pricing Script Editor.

Pricing Results grid fields are:

Pricing Results Grid Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Rules Grid

Shows all prices considered for the pricing decision, including the initial price, ranked according to priorities applied by the PP Script. The result rule is at the top of the list of active rules. The initial price is in the list and does not have a Rule ID.

For information on the fields, see PP Rule.

If a rule is dimmed and there is a tick in the Disallow field, it has been disallowed by the pricing script. Disallowed rules can appear above the result rule in the list, depending on their ranking.

Rules returning zero cost are disallowed unless Bypass Zero Cost is selected for the rule.

Message

Shows as a status hint when the rule is applied during document or transaction entry.

Grid Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Open (F12)

Opens PP Rule showing the selected rule. The rule can be edited.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.