SP Who, What, Where grids

Navigator > Setup > Special Pricing > Who, What, Where grids

Setup the Types of criteria available in setting Special Pricing rules in the Who, What, Where dimensions. For example, if Special Pricing relates to products for specific customers, make Customer criteria available in the Who dimension and Product criteria available in the What dimension. You can turn criteria off and on as needed.

Some criteria are determined by others, for example, when you select a Customer in the Who dimension, the Sales Area, Sales Person, Price Code, Discount and AR Categories are determined by the customer record. Other criteria such as Invoice Categories and Job Categories are independent of the Customer record and are not affected, as they relate to the invoice or job.

Special Pricing is not applied to Auto Kitset lines. To apply Special Pricing to Product groups, setup Manual Kitsets from IC Component.

Note: Where criteria is only available in Accredo Saturn.

Specify criteria and priority for the following Special Pricing dimensions:


Who grid		Select customer or job-related criteria to specify rules for.
What grid		Select product-related criteria to specify rules for.
Where grid		Select branch, location or department criteria to specify rules for. Note: If no Where criteria are made available, the Where fields will not be shown in SP Select Rules and SP Rule.
Fields
Type		Lists the available criteria Types, that can be selected when setting Special Pricing rules.
Available		Only Available criteria Types will be available when setting Special Pricing rules in SP Rule. We recommend you enable only the SP Criteria you need in order to add the rules you require.
Default Priority		Setup criteria Priority to determine which rule takes precedence if more than one rule applies to a Transaction line. For example, you can make rules relating to Contract Customers a higher priority than rules relating to monthly product specials). 1 is the highest priority, 9 lowest. Priorities can be changed from their defaults in SP Rule. If two or more rules are tied at the same priority, the lowest price is applied (default). You can modify this by creating a script based on the default in SP Pricing Script Editor. To apply the lowest price, set the Priority for all rules to 9.
Show Name		Selected, the Name or Description field will appear beside the Record Code field on the Rules grid in SP Rule. This is useful for providing information to select the correct record.
Grid Toolbar
	Expand Toolbar `(Alt+F9)`	Expand the toolbar to give access to all toolbar options. Press `Esc` to close the expanded toolbar.
	Print `(Ctrl+P)`	Print a report of the information in the grid.
	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.
	Customise `(Alt+F5)`	Opens Customise Fields, you can customise the fields visible in the grid.
	Refresh `(F5)`	Reload changes other Users may have made.