If you have the appropriate pricing authorization, you can override a strategic price for a product on an order by changing the customer category and size for the product.
Note: You can also override prices like you can any other price on a sales order. If you override a strategic price, the system logs the strategic price for the product as well. You can run a report that details the difference between the price used and the strategic price.
To change the category or size for a product in order entry using a view specific to order entry, you need to create a view using the SPRC.CAT and SPRC.SIZE view elements. You can add these elements to any view, or create a new view for Strategic Pricing.
You can also change the customer category and size using the Order Pricing Override window accessed from the Edit Order > Pricing menu in the Body of the sales order.
To change the Strategic Pricing category or size using an OE view:
From the View > New View menu, select SP Category/Size/Price to display the SP Category and SP Size columns.
Update the category and size accordingly. The changes you make affect the strategic price and the system re-prices the product on the order.
Column |
Description |
SP Category |
The Strategic Pricing category assigned to the bill-to customer on the order. Changing the customer category can alter the product's core status determination, depending on your Strategic Pricing Data Services level. This can also change the sensitivity factor. |
SP Size |
The Strategic Pricing customer size assigned to the bill-to customer on the order. Changing the customer size can also change the sensitivity factor. |
When looking at the customer size and category in the OE view, a pound sign (#) displays to indicate that the size or category as overridden at the order level. If you override the size or category at the line item level, an asterisk (*) displays.
Continue processing the order as usual.
See Also:
Strategic Pricing List and Cost Calculation Flow by Service Tier