Changing the Strategic Pricing Category or Size in Order Entry

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:

  1. Create a sales order.

  2. From the View > New View menu, select SP Category/Size/Price to display the SP Category and SP Size columns.

  3. 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.

  1. Continue processing the order as usual.

See Also:

Strategic Pricing List and Cost Calculation Flow by Service Tier