Apply Special Pricing

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

The default is inactive (Clear).

Minimum Margin

Set the minimum margin. This can be overridden for a specific rule.

Default Rule Type

Specify the default Rule Type to appear in SP Rule:

• Fixed - Special Price = the Amount and Discount percentage.
• Cost Relative - Special Price = Cost Price plus the Amount and / or the Markup Percentage. If both an Amount and Markup Percentage are entered, the Amount is added first, then the Markup Percentage is applied.
• Sell Relative - Special Price = Sell 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 calculating a Cost Relative price, from:

• Valuation Cost - (default), use the cost specified in the Valuation Basis field in IC Settings.
• Standard Cost - use the Standard cost. Use if costs fluctuate to offer guaranteed pricing. If selected, reset standard costs often.
• Latest Cost - use the Latest cost.
• Average Cost - use the Average cost.

Note: For Manually Costed Products and for Job Costing transactions when the Enforce IC Cost Price setting is not selected, the Cost Price passed to the SP Context is the Cost Price from the line or transaction, not re-read from the Product Record.

Default Base Sell

The base Selling Price Code default when calculating a Sell Relative price. Select a Price code or leave blank to use the Price code from the Customer record.

Who Criteria Count

The maximum number of Who criteria to apply to SP 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 Customers in a Buying group and in a specific Sales Area.

What Criteria Count

The maximum number of What criteria to apply to SP 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 from a specific Creditor.

Use Quantity Breaks

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

Apply on Manual Cost Changes

Selected, for Manually Costed Products and for Job Costing transactions when the Enforce IC Cost Price setting is not selected, changing Cost Price will trigger Pricing. Select this option if you have Cost Relative pricing rules which apply to Manually Costed Products or Jobs.

Cost Relative Inclusive Sell Prices

Selected, for Cost Relative Rules, if the Context Sell Price Basis is Inclusive, then GST is added to the Effective Price using the GST Code for the Product. This means you can use one cost relative rule to return the same effective price regardless of whether the Context is working with Inclusive or Exclusive Sell Prices.

Sell Relative Mixed Basis Prices

Selected, for Sell Relative Rules, if the Context Sell Price Basis differs from the GST Basis for the Price Code in the Rule, e.g. Customers price list is Inclusive and Price Code specified in the special price rule is Exclusive, or vice versa, then GST is automatically added / deducted. This means you can use one sell relative rule to return the same effective price regardless of whether the Context is working with Inclusive or Exclusive Sell Prices.

This is designed to work with the standard SPDefault.pfs script. If your Pricing Script has been modified to handle mixed basis, do not select this option.

Allow Inactive Criteria

Selected, allows inactive Criteria codes for Active Rules when saving Special 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 Special Pricing script to determine how it is collected, ranked and applied.

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

To add a Bill To Customer to the Who grid, use the provided script SPDefaultWithBillTo.pfs.

Auto Select

SP Tracking Log

SP 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

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Enter edit mode.

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Save changes.

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