Apply Purchase Pricing

Selected, makes Purchase Pricing active in PO and AP. You can leave Purchase Pricing inactive, setup rules, then make it active when the rules are entered and tested. See How Purchase Pricing works for more detail.

The default is inactive (Clear).

Default Rule Type

Specify the default Rule Type to appear in PP Rule:

• Fixed - Purchase Price = the Amount and Discount percentage.
• Cost Relative - Purchase Price = Cost Price less the Amount and / or the Discount Percentage. If both an Amount and Discount Percentage are entered, the Amount is subtracted first, then the Discount Percentage is applied.

Default Base Cost

Select the default Base Cost when creating a Cost Relative rule.

Cost Relative rules rely on a Supplier Cost record existing and use either Supplier Standard Cost and Supplier Standard Discount or Supplier Cost and Supplier Discount depending on the Cost Basis specified on the Creditor record.
If a Supplier Cost record is not found the rule will be Disallowed when the pricing decision is made.

Select the default from:

• Cost - use the base Cost without Discount
• Discounted Cost - use the base Cost after Discount

Who Criteria Count

The maximum number of Who criteria to apply to PP rules. Set the smallest number to reduce the amount of processing required for a rule. 1 (default) is usually adequate. Select up to 2 Who criteria, for example, to apply rules to Creditors in a Buying group when a specific PO Category is selected.

What Criteria Count

The maximum number of What criteria to apply to PP rules. Set the smallest number to reduce the amount of processing required for a rule. 1 (default) is usually adequate. Select up to 2 What criteria, for example, to apply rules to Products in a Stock Group and with a specific IC Category.

Use Quantity Breaks

Selected, displays the Breaks grid in PP Rule and PP Rule Form. If Quantity Breaks are used you can specify different prices for a single rule depending on the quantity of items purchased. If Quantity Breaks are not used you can specify a Purchase Price for each rule regardless of the quantity of items sold.

Allow Inactive Criteria

Selected, allows inactive Criteria codes for Active Rules when saving Purchase Pricing rules.

Unselected, saving an Active Rule with Inactive Criteria is prevented.

Note: Since Rules with Inactive Criteria will never be collected, it is recommended that this should be Unselected after any Rules with Inactive Criteria are identified and Inactivated.

Pricing Script

Select the definition file for the Purchase Pricing script to determine how it is collected, ranked and applied.

The default Pricing Script is PPDefault.pfs. This ranks rules by priority, and chooses the lowest price. Use PP Script Editor to edit a script or create a custom definition.

To add a Bill To Creditor to the Who grid, use the provided script PPDefaultWithBillTo.pfs.

Auto Select

PP Tracking Log

PP Rule List

Selected, Auto Select for the list is selected by default.

Clear, Auto Select is unselected for the list. This is recommended where there is a large number of records or the network is slow.

Buttons

Edit (F11)

Enter edit mode.

Save (F9)

Save changes.

Cancel (Esc)

Discard changes.