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E1: 45: Customer Price List (P45520/P4071/R45522/R45524/R45526/R45528) (Doc ID 625699.1)

Last updated on MARCH 22, 2018

Applies to:

JD Edwards EnterpriseOne Advanced Pricing - Procurement - Version 8.9 and later
JD Edwards EnterpriseOne Advanced Pricing - Sales - Version 8.9 and later
Information in this document applies to any platform.

Purpose

Overview

Customer Price List (P45520), on menu G423114, supports the creation and maintenance of price lists for customers. Users have the ability to "fine tune" the customer price list by revising the customer price list setup criteria and regenerating the price list. Once the price list is finalized, it can be printed. The Customer Price List is available only when using Advanced Pricing, as the information is based on the Price Adjustment Ledger Table (F4074). The functionality is available in EnterpriseOne releases 8.9 and above.

Scope

Setup and Example

There are 2 fields on the Price Adjustment Definition (P4071) application that impact the Customer Price List. These are found in the "Additional Options" tab:



The Price List Group is used for formatting of the Customer Price List..  A value from the UDC 45/PG table can be associated with each adjustment; the optional columns in the Price List then show the corresponding amounts that were applied to the item by that adjustment.

The Exclude From Price List indicates whether this adjustment should be excluded when calculating the price.  Some price adjustments may not be suitable for inclusion on the Price List. If this box is not checked, the adjustment will be used in the Price List.

To create a new Price List, launch the P45520, and click Add.  In the Price List Detail form, enter the Customer, Price List Name, Description and Branch/Plant.  All other header fields default from the Customer Master but may be overridden. The systems assigns the Price List ID from the Next Numbers - if not using the Next Number by Company and Fiscal Year, the Next Number is defined in the Sales Management (42) system code, not Advanced Pricing (45). 

Note that the system assigns the system date to both the Effective and Expiration dates; users should manually change dates as required.



When adding a price list, only the Item Selection form exit will initially be available. The Item Selection is used to choose items to be used in the price list. Upon return to the Price List Details, if at least one item was selected, all other form exits will be enabled.



If a search agent is used for the item selection, and additional items are later added to the search agent, the user should first clear the current item selection, then select Build/Rebuild form exit to update the list with all the items.  For more information on search agents, please see Doc ID 625696.1.

If a search agent is not used, manually add the items in the grid. It is not possible to use the QBE line above the column description to search for an item; no results are returned.  Type the 2nd or Short item number(s) in the row(s) below the column description. Press OK to return to the Price List Details form.





Next, define the default level breaks.  There is a hierarchy to level break patterns.  The defaults will apply to all items in the price list.

Take the Default Level Break form exit.  In this case the item number is blank because the breaks apply to all items.



In the Item Selection form, you can use the Item Level Break row exit to enter item specific level breaks.

The optional feature, Column Pattern, is accessed via the Form Exit. This is used to select between 1 and 4 'buckets' that will display in the grid. There are 5 columns in total but a value cannot be entered into the Column1 field. The system uses this field as the default column for adjustments. Each column has a user-defined title and is assigned one of the values from the 45/PG UDC table.  This works in conjunction with the Price List Group set in the adjustment definition, discussed above.

The column pattern might be set up as follows:



Note that if no columns are defined, only the List and Net price will be displayed.  

When the Build/Rebuild form exit is taken, the price list shell records are created and displayed for each quantity break that was specified at the item level, or the default level if no item-level breaks were entered.  The columns that were defined are also displayed.



The Generate Prices form exit is the last step in creating a price list. This launches a batch process, Price List Price Generation (R45522) that submits each shell record to be priced. This process will populate the Price Columns on the shell records.



There is also a form exit Print List, which submits the R45524 Price List Print.

Note: The item description is printed in the Customer Price List in E1 8.12 and previous releases. However, in 9.0  and later releases the item description is no longer included in the price list.


Batch Price List Generation and Print

Starting in E1 release 8.10, it is possible to generate multiple price lists in batch mode.  The Price List Price Generation (R45526) is used to select the names of the price lists to generate.  When it runs, it calls the Price List Generation R45522 automatically, which generates the price lists.  In releases prior to 8.10, the R45522 will work only when called directly from the Customer Price List (P45520) as described above.

For the R45526, the user can select from multiple fields in the F45520 table in the data selection, including the Price List Name (PRCLST) and the Price List Number (DOCO). There is no direct PDF output from this UBE; it launches a series of R45522 UBEs, one for every Price List indicated in the data selection.

Similarly, the Price List Print (R45524) could not previously be run from a Batch Version, it was launched only from application P45520. Starting with E1 8.10, the Price List Print - Batch Version (R45528) application is available.

As with the R45526, the R45528 offers data selection over the F45520 (the same list of fields used in R45526). This UBE also launches a series of R45524 UBEs based on the data selection. Each R45524 will have a PDF Price List associated with it.


Order Activity Rules

Before generating the price list, make sure that the order activity rules are set up for the document type (default price list document type is SP) and line type (default price list line type is S) in Order Activity Rules (P40204) on menu G4241. The next status on the first line in the order activity rules must be a value different than 999, as the price list cannot be generated at a closed status.

If Item Master and Branch records for item being used has a specific line type value defined; i.e. W (work order) or other, this must be added within Order Activity Rules for the SP Document Type -- SP/W.  No system error will display to alert user and no price will generate.

Additionally, the initial 'Last Status' value in the first line of the SP/S combination in P40204 (Order Activity Rules) MUST match the beginning status of the version of SO entry being called by the R45522 program. Instances have been seen where the SP/S was at 515 (for example), yet the version of P4210 called by R45522 was at 520. No error is issued but no prices are generated, under this scenario.


Related Address Number and Billing Address Type = S or B

This functionality change was made in 8.11 SP.1 by Bug 10938015 - R45522 DOES NOT WORK WITH CUST - SAR: 8238435. Enhancement Bug 10888651 : R45522 - SHIP TO - SAR: 7656635 for release 8.9 is available requesting the ship-to functionality. The way price list (P45520) generates prices when the customer number is set up one of the following ways:

1.Customer number has a billing type X and its related address number is type X or S (so that it is a valid ship to address #).

2.Customer number has a billing type B and its related address number is type X or S (so that it is a valid ship to address #).

3.Customer number has a billing type S and its related address number is type X or B (so that it is a valid sold to address #).

The Related address number is found in the Related Address tab of the Work with Address Book (P01012).  The position is specified in the customer billing information. If the related address book number is blank and the address book number being used is not 'X' then no price list will be generated.


Frequently Asked Questions

Question 1:  Is it possible to create a customer price list with more than 999 lines?

Answer 1: 
Prior to EnterpriseOne release 8.12, the maximum number of lines that can be created in the Customer Price List is 999. In release 8.12 and up, a new processing option was added to Customer Price List to enable users to define the line number increment to allow more than 999 lines.  The new processing option in 8.12 was added by Bug 11043092 - CREATING CUSTOMER PRICE LISTS - SAR: 8962807.


Question 2: Is it possible to include advanced pricing adjustments that are based on a document type order detail group when generating a customer price list via Price List Price Generation (R45522)?

Answer 2:
  Yes. An adjustment based on an order detail group defined by Order Type (DCTO) will be included in the customer price list as long as the customer price list document type (for example, SP) is defined in the adjustment detail. When using order detail groups defined by document type, if there are multiple adjustment detail lines each pointing to a different document type, only the line containing the customer price list document type (e.g., SP) will be picked up by the R45522 Price List Generation. Note: currently the only field in the order detail group used to generate Price Lists is the Document Type (DCTO). Enhancement request 16051618 - PRICE LIST P45520 TO WORK WITH ALL AVAILABLE FIELDS WITHIN THE ORDER DETAIL GROUP has been created to expand this functionality to all other fields in the order detail group.

 

Question 3: Is it possible to create the Price list on adjustment types:  Order Level, Basket Level and Volume Level adjustments?

Answer 3:  Currently the price list does not support any type of adjustment level that is not a line level adjustment.  Any adjustment that is applied by the Basket/Order Reprice (R42750) program will not work on the price list.  See Bug 14221705 - P45520 PRICE LIST IS NOT GENERATING PRICES THAT ARE VOLUME LEVEL ADJUSTMENTS which requests this functionality; the BUG is considered infeasible to fix and no changes are planned.

 

Question 4: Why isn’t the Price List Generation (R45522) generating prices for some of the items included in the defined Price List?

Answer 4: The system will not generate prices for some items in the Price List due to the following issues listed below. Activate logging and look for the following issues:

  1. Error 0298 - Unit of Measure Invalid for Item.
  2. No F4106 record setup - The R45522 calls the Sales Order Entry Master Business Function (MBF) - B4200311 calls F4211FSEditLine to simulate a user entering a quantity and price for specific items. The F4211FSEditLine returns data just like if a user enters the same customer, quantity, and item in P4210 and tabs off the line. The logs will show that the items go on "backorder" and have no F4106 records set up. Since no base price exists, Business Function B4500050 - F4072CalculatePriceAdjustments cannot calculate the adjustment.
It is important to note that having these types of errors may prevent the system from generating price records for other items even if these items do have proper UOM setup and F4106 records defined.

Question 5: Can kit items be used in the Customer Price List?

Answer 5: The Customer Price list does not offer functionality to read the Bill of Materials and ‘link’ Parent and Component items, as the Kit Selection form window does in sales order entry. This is requested in enhancement BUG 10964052. Looking at the elements of a kit as individual items, then the components/children can be considered regular stocked (or non-stocked) items, and are not subject to any special processing or restrictions in the P45520. If the parent item (stocking type K) has a valid price and/or adjustment, a price will be generated only if the Kit Pricing Method (alias PMTH) is 1 or 2. Method 4 (Components Discounted Prices) will not return a price.

 

Question 6: Price List records are generated correctly (and exist in the F45521 - Price List Detail) but why aren't corresponding Price History (F4074) records being created for all items associated to the Price List?

Answer 6: The Price List program (P45520) calls a specific version of Price List Generation (R45522) via Processing Option 1 of the Version tab.  With Processing Option 1 of the Default tab of R45522 populated with a '1' to retain Price History, the reason the system is not creating Price History records for some (or all) items is due to the called version of P4210 (Processing Option 1 of the Version tab of R45522) being defined to check availability as Processing Option 1 of the Commitments tab of P4210 is defined as a '1' to check availability.  Without sufficient inventory, the system will write records to the Price List but NOT to the F4074.  The solution is to ensure that R45522 calls a version of P4210 that does NOT check availability by leaving Processing Option 1 of the Commitments tab blank.


Details

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In this Document
Purpose
Scope
 Setup and Example
 Batch Price List Generation and Print
 Order Activity Rules
 Related Address Number and Billing Address Type = S or B
 Frequently Asked Questions
Details
 Table of Contents
 Setup and Example
 Batch Price List Generation and Print
 Order Activity Rules
 Related Address Number & Billing Address Type = S or B
 Frequently Asked Questions
References

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