Each pricing rule in your pricing model must be associated with a price level calculation. The Pricing Model screen of the Pricing tab is where you set up and maintain pricing models. You can also access the pricing level calculation information from this screen.
Note: To access the Pricing Model screen, you must have the proper security privileges. The Pricing Maintenance job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.
On the Pricing Model screen of the Pricing tab, select the pricing model on which you would like to work. (For instructions on how to do this, refer to Modify a pricing model.)
Note: Before you can set up calculation data for a pricing rule, options must be selected for each of the rule's four pricing factors (manufacturer, pricing class, product type, and ABC code) in the Pricing Rules area.
Right-click the gray box in the far left column of the rule whose price level calculations you would like to set up or modify, and then select Change Calculation Data on the shortcut menu. The Price Level Calculation dialog box appears, enabling you to set up and maintain the pricing calculations.
In the New Effective Date field, type the date that the price levels should be calculated or recalculated (or click the arrows to select the date from the calendar).
To add a calculation for a price level:
In the Price Level drop-down list in the Price Level Calculation area, select the price level for which you would like to establish a price level calculation.
In the Based on Price Level drop-down list, select a price level from the drop-down list if you would like the price level calculation you are creating or modifying to be based on a different price level price. If you would like the price level calculation to be based on the purchase order cost, select <Replacement Cost> from the drop-down list.
In the Discount Type drop-down list, select the discount type for the price level calculation. Valid options are:
Discount: for a discount off the base price level price. The system calculates the base price level price by using the option selected in the Based on Price Level drop-down list.
Load: for a load to be added to the base price level price. The system calculates the base price level price by using the option selected in the Based on Price Level drop-down list.
Gross Profit Equals: to ensure a specific gross profit percentage.
In the % field, type the discount percentage that should be used in combination with the selected Discount Type option to calculate the prices for this price level. If you would like to simply equate one price level to another, type 0 in the % field.
Click the Add button.
Continue adding price levels until calculations for every price level have been set up.
To remove a calculation for a price level:
In the Calculation listing in the Price Level Calculation area, select the calculation for the price level you would like to delete.
Click the Remove button.
Click the Accept button to save your price level calculations. The Price Level Calculation dialog box closes.
Click the Accept button to save your pricing model changes.
During the End-of-Day process running on the date selected in the New Effective Date field, the system checks for changes made to the pricing models and updates price level prices, list prices, replacement costs, and core cost/price as needed for every affected product.