Hi everyone,

Let me start by saying I hope my question makes sense.

It has been my goal for some time now to set up customer specific pricing using the special pricing in O/E (8.1E). We are currently using the alternate price list feature to manage vendor specified contract sale prices. Any given customer might have 2 or 3 contracts that they can buy on, and we load that information into alternate price list. Some customers may share the same contract pricing. So I have experimented with one customer, in a sandbox dataset, and uploaded the 150 items, and pricing they receive, into special pricing in O/E. About half of the items are on alternate price list; there are 2 alternate price lists for this customer. The issue is that when I enter an item in O/E that does not have an alternate price list the pricing pulls correctly. If I enter an item that is on one of the 2 alternate price lists it does not pull the correct pricing and forces you to input the price list manually. Is there a way to make it pull the correct pricing and price list when you enter an item?

I do have “always use special prices” checked in company profile, and I see that you can enter a price list for a specific customer under the customers > invoicing tab. It seems to pull the correct pricing for the alternate price list I assign under company profile. But that doesn’t do me any good because I’m dealing with multiple price lists.

Thanks,

Clint

Hi Clint

The functionality of special pricing is a subset to that of alternate price lists, and except for one scenario, I never recommend using special pricing. I always do everything in APL's, which are much easier to maintain, can be shared by multiple customers, and can have fractional pricing and alternate item descriptions.

The one scenario is if the price of a whole category of items is a percent of or fixed dollar adjustment to the base price. Then it's easier to use special pricing.

So why can't you just do everything using APL's? If there are two APL's for one customer, it's easy enough to override the price list when entering an order, although I'd be surprised if they couldn't just be combined into one (can it possibly be that the same customer buys the same item at two different prices?).

Steve

Hi Steve,

Thanks for your response. I am going to have to think on what you said. I’m having a hard time imagining how I can create a single APL per customer. We use the APL’s to set up vendor defined, customer specific, contract pricing. Every month we run a gridview that shows us the sales of items on APL’s. We then submit the sales report with the APL (which happens to be the contract number) to our vendor to get rebated. I was hoping to combine all of the items a customer buys into one price list, including the items on the APL’s. Special pricing seemed like the best way to go, but apparently that is not going to work either. If you have any suggestions I’d love to hear them, I’m kinda at a loss right now as to how to set this up so that.
Thanks,

Hi Clint

I think you should capture the contract number a different way than through the use of the APL. If one invoice always contains only items on one contract, then you can enter it into an Optional Text field and have GridView filter on it.

If one invoice can have items on multiple contracts, then that's trickier, since OrderEntry doesn't have an Optional Text field at the detail level (yet). It would have to be a prefix to the item description.

It might be helpful to see what kind of a report you are generating from GridView, because I am not sure I understand what you are trying to accomplish.

Steve