Rules grid

Who

What

Where

These fields are determined by the Show in grid buttons in the Header. Other fields can be customised in or out of the grid.

Where fields are only available if Where types are made available in the SP Where grid.

Rule Type

Select the Rule Type from:

• Fixed - Purchase Price = the Amount and Discount percentage.
• Cost Relative - Purchase Price = Cost Price less the Amount 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 values are set in PP Settings.

Note: A Cost Relative Rule must have either an Amount or a Percentage specified to be saved.

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

Default values are set in PP Settings.

Bypass Zero Cost

Selected, for a Cost Relative rule a 100% discount will not be disallowed.

Currency

The currency the rule is applied in.

Amount / Percentage

The amount or percentage applied. The table shows the results of a selection based on Rule Type.

When Quantity Breaks is selected, and rows are added to the Breaks Grid, the Amount and Percentage fields will be unavailable. Enter Amounts and Percentages in the Breaks Grid.

Effective Price

The Price the specified Creditor will charge for the specified Product from the specified Branch, Department or Location (Accredo Saturn Only). This is calculated by applying the Rule Type, Amount and Percentage. This will only be calculated if the rule includes a Product Code.

If you use Quantity Breaks (set in PP Settings), this field is also available on the Breaks grid.

Hint: you can compare this with the standard Supplier Effective Cost in the Information Panel, see below.

Start / End Date / Priority / Inactive / Reference / Comment

When adding rules the defaults for these fields are based on the content of the corresponding field in the Header. You can change each field, or Apply to all to apply the Header contents to all rules in the grid.

Grid Toolbar

Expand Toolbar (Ctrl+F9)

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

Zoom (Ctrl+F12)

Opens the selected rule in Form view.

Insert (F4)

Adds a new rule at the selected line.

Delete (F3)

Deletes the selected rule.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Note: If filter is applied while editing, bulk changes and Save applies to all loaded rules including any excluded from view by the filter.

Customise (Alt+F5)

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

Move to Breaks (Ctrl+ Down)

Move focus to the Breaks grid. This is available if you use Quantity Breaks (set in PP Settings).

Prompt for Delete Line On/ Off (Shift+F3)

Toggle on and off to specify whether to confirm deletes. The default state is set in Users, Groups and Roles - Preferences tab.

Information panel

Where a Product has been selected, the initial cost and discount for the Product and Creditor are shown. You can compare Purchase Pricing entered with initial prices.

Cost

The current initial cost of the specified Product for the Creditor.

Discount

The current initial discount of the specified Product for the Creditor.

Effective Price

The initial cost after discount the specified Creditor would charge for the specified Product.

Currency

The currency for the price.

Breaks grid

This displays when Quantity Breaks is selected in PP Settings.

You can apply different prices for a single rule using Quantity breaks, depending on the quantity of items purchased. The Breaks grid shows quantity breaks for the rule row selected (highlighted) in the Rules grid.

Set different pricing breaks based on Quantity, using the Amount and Percentage fields.

UOM Code (UOM Active or Pending)

The UOM Code for the Product that must be used to qualify for the Purchase price. If a UOM Code is entered for a Break, UOM Codes must be entered for all Breaks for the Rule.

Warning: Only enter a UOM Code if you want the Break to apply only when that UOM Code is specified on the line. If you want a Break to apply based on quantities, regardless of the UOM Code, leave this field blank.

Min Quantity

The minimum number of Products which must be purchased to qualify for the Purchase price.

Hint: If only one quantity break is required, customise the Min Quantity field into the Rules grid, to work in one grid rather than two.

Amount / Percentage / Effective Price

Once quantity breaks are entered for a rule the Amount, Percentage, Effective Price and Effective Margin fields on the Rules grid will be unavailable; you can add these using the Breaks grid.

Grid Toolbar

Expand Toolbar (Ctrl+F9)

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

Insert (F4)

Add a new line to the grid, for a new quantity break.

Delete (F3)

Adds a new quantity break at the selected line.

Customise (Alt+F5)

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

Move to Rule (Ctrl+Up)

Move focus to the Rules grid.