When you add a part to a sales line, Isah will look for a sales price for that part. Once a valid price has been found, the search will not be continued. Prices higher up in the search path will have a higher priority.
Some of the settings on the Sales tab of the Basic dataform affect the search path behavior:
You can specify standard sales prices for parts that apply during a particular period. On sales offers and orders, the correct price will automatically be selected from this table. For Isah to be able to determine the valid price, you need to specify a date.
Use this field to set the date to be used for determining the sales price:
The order date entered on the sales order, or
The shipping date of the parts, as entered in the shipping schedule for the sales order
This field is used on sales lines of a sales offer or order. As soon as a sales line has been added, the Price currency field on the Price specification tab will automatically be filled in based on the currency code set in the Sales price currency field. The currency entered in the Sales price currency field is a default value. Therefore, enter the currency used for most of your sales prices.
The price currency specified on the sales line is used to check the search path for sales prices to find a price for the part entered on the sales line. If no price is found for the price currency specified, no price data will be filled in. If you change the price currency on the sales line, the search path for the sales prices will be checked again.
If you do not enter a currency code in the Sales price currency field, the currency specified in the sales offer or sales order header will automatically be filled in on any new sales lines.
First based on sales part groups, then on financial part group
Based on sales part groups
Sales contract
Isah first checks whether a sales contract has been filled in for the part on the sales line. If this is the case, the price data are copied from the contract. If no sales contract has been specified for the part, Isah checks whether a purchase contract has been specified for the part group to which the part belongs. In that case, Isah will use this price.
Customers by part
The Customers by part form is available in the part data. It contains base and scale prices and is part of the next step in the search path. Within this form, Isah first checks the Sales scale prices.
A price found in this pricing scale is used only if the following conditions are true:
The price date falls within the validity period indicated on the pricing scale line.
The quantity specified on the sales line is valid for the relevant pricing scale line.
The price on the pricing scale line is expressed in the same currency as the currency set in the Currency field of the sales line.
The payment and delivery conditions of the pricing scale line must match those of the sales order.
A base price is used only if the following conditions are true:
The price date falls within the validity period indicated on the base line.
The price on the base line is expressed in the same currency as the currency set in the Currency field of the sales line.
Price list
If a price list has been specified on the Financial tab in the customer details, this price list will be checked.
Isah first checks the pricing scale types defined in the price list. If the pricing scale types contain a line for the part specified on the sales line, the underlying pricing scales will be checked.If a valid line is found, the price data from that line will be selected.
If no pricing scale line is found for the part, the pricing scale types will be checked for a pricing scale line that applies to the part group to which the part belongs. If the pricing scale types contain a line for the part group of the part, the underlying pricing scales will be checked.If a valid line is found, the price data from that line will be selected.
If no pricing scale exists for the part group either, the price list definition will be checked for a line specifying a general discount. If such a discount exists, it will be selected.
Note: If the price list does not contain a price, but a discount percentage instead, this discount percentage will be used in the purchase requirement or on the purchase line. Also a sum is required, however, to which this discount percentage will apply. First the scale prices of supplier '0' are checked for this sum. If no price is found there, the base prices of supplier '0' are checked for a price. If no sum is found there either, the sum specified on the Purchase tab of the Parts form will be used.
If a price list has been specified on the General tab of the customer group to which the customer belongs, this price list is checked.
Isah first checks the pricing scale types defined in the price list. If the pricing scale types contain a line for the part specified on the sales line, the underlying pricing scales will be checked.If a valid line is found, the price data from that line will be selected.
If no pricing scale line is found for the part, the pricing scale types will be checked for a pricing scale line that applies to the part group to which the part belongs. If the pricing scale types contain a line for the part group of the part, the underlying pricing scales will be checked.If a valid line is found, the price data from that line will be selected.
If no pricing scale exists for the part group either, the price list definition will be checked for a line specifying a general discount. If such a discount exists, it will be selected.
Note: If no price is found in the price list, but a discount percentage is found instead, this discount percentage will be copied to the sales line. Also a sum is required, however, to which this discount percentage will apply. First the scale prices of supplier '0' are checked for this sum. If no price is found there, the base prices of customer '0' are checked for a price. If no sum is found there, the sum specified on the Sales tab of the Parts form will be used.
Database price list
On the Basic data form, use the Sales tab to specify a general price list. If a price list exists, it will be checked.
Isah first checks the pricing scale types defined in the price list. If the pricing scale types contain a line for the part specified on the sales line, the underlying pricing scales will be checked.If a valid line is found, the price data from that line will be selected.
If no pricing scale line is found for the part, the pricing scale types will be checked for a pricing scale line that applies to the part group to which the part belongs. If the pricing scale types contain a line for the part group of the part, the underlying pricing scales will be checked.If a valid line is found, the price data from that line will be selected.
If no pricing scale exists for the part group either, the price list definition will be checked for a line specifying a general discount. If such a discount exists, it will be selected.
Note: If no price is found in the price list, but a discount percentage is found instead, this discount percentage will be copied to the sales line. Also a sum is required, however, to which this discount percentage will apply. First the scale prices of supplier '0' are checked for this sum. If no price is found there, the base prices of customer '0' are checked for a price. If no sum is found there, the sum specified on the Sales tab of the Parts form will be used.
Customers by part
If still no price has been found, Isah returns to the Customers by part form to look for a general scale price. Scale prices that apply to all customers are listed for customer '0' on this form. If there is no line for customer '0', there are no general scale prices. If a line for customer '0' does exist, the underlying Sales scale prices form is checked.
A price found in this pricing scale is used only if the following conditions are true:
The price date falls within the validity period indicated on the pricing scale line.
The quantity specified on the sales line is valid for the relevant pricing scale line.
The price on the pricing scale line is expressed in the same currency as the currency set in the Currency field of the sales line..
If no scale price is found for customer '0', Isah checks whether a base price has been entered for customer '0'. Base prices that apply to all customers are available on the Customers by part form under the line for customer '0'. If there is no line for customer '0', there are no general base prices. If a line for customer '0' does exist, the underlying Base part prices by customer form is checked.
A base price is used only if the following conditions are true:
The price date falls within the validity period indicated on the base line.
The price on the base line is expressed in the same currency as the currency set in the Currency field of the sales line.
Sales price of part
On the Parts form, use the Sales tab to specify a general sales price for all your parts. If the remainder of the search path does not result in a sales price, these price data will be selected. This happens only if the sales price on the Parts form has been entered in the same currency as the currency specified on the sales line, however.
Pricing based on