SP Price Query

Navigator > Maintain > Special Pricing > Price Query

View Special Pricing results for a customer. SP Price Query also opens when you select Special Pricing Information (Ctrl+4) from Order lines, Invoice lines, Job Estimates and Job transactions. This is useful for:

Testing the results of a new rule.
Querying the results of a rule applied during document or transaction entry.
Providing information to a customer.

Note: Where criteria are only available in Accredo Saturn.

Who, What, Where Details sections

Enter data to base a query on. When you select Special Pricing Information (Ctrl+4), the fields populate data from the document or transaction, and you can view Pricing Results.

Who

If Special Pricing is applied in SP Settings for:

IN and OE, the Customer field is available in the Who section.
JC, the Job field is available in the Who section.

Select a code in one of the fields 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 customer or job, Who criteria populates from the customer (for example, Sales Area, AR Category) or job (for example, Job Group, JC Category).

If Invoicing dimensions are available (for example, IN Category), select the relevant criteria as these are independent of the Customer and Job records.

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, (for example, Branch, Department or Location), select the criteria as these are independent of the customer, job 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 Sales 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 Special Pricing.
Currency - Read-only, based on the Customer 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 SP prices. The Pricing Script set in SP Settings will be executed. Pricing Scripts can be edited in the SP Pricing Script Editor.

Pricing Results grid fields are:

Initial:

Sell / UOM Sell

Discount %

Cost / UOM Cost

When a Customer or Job and a Product code is entered, shows:

The Selling Price and Discount for the selected Customer or Job on the selected product.
The Cost Price of the product.

If the product is Manually Costed, or the special pricing relates to JC and IC Cost Prices are not Enforced, this will be the cost price from the context to preserve any edit made to the cost price.

These are the initial prices before the special pricing is applied. If UOM is Active or Pending, the UOM figures are shown.

Special:

Sell / UOM Sell

Discount %

Cost / UOM Cost

This shows the "winning" special prices that will be applied. The fields show the Special Selling Price, Discount and Cost Price if the result rule shown in the Rules grid were applied for the selected customer or job on the selected product.

If UOM is Active or Pending, the UOM figures are shown.

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 SP Script. The result rule is at the top of the list of active rules. The initial price is at the bottom of the list, and does not have a Rule ID.

For information on the fields, see SP Rule.

If a rule is dimmed and there is a tick in the Disallow field, it has been disallowed because the margin is below that specified in Special Pricing Settings, and the rule has not been setup to bypass the minimum margin in SP Rule. Disallowed rules can appear above the result rule in the list, depending on their ranking.

Message

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

Grid Toolbar