Working with Strategic Priced Products in Sales Order Entry

As you are adding products to a sales order, if all of the following conditions are met, the system uses the calculated strategic price for the item on the order:

The pricing branch is enabled for Strategic Pricing.
The customer has a Strategic Pricing category and size assigned.
The customer has the List/Cost Method option set to Strategic.

Note: When checking if an order should allow strategic pricing, the system defaults to the Bill-To method if the Ship-To method is left blank.

The product has a core status assigned, or the sell group has a default core status set. If the product does not have a core status assigned, the system uses the default core status set for the product's sell group. If there is no default core status, the system uses Non-Core D.
The customer or product has a strategic price sell matrix cell defined, or there is a default strategic price matrix defined.

If you have discounts set up for a product core status, sales order entry respects those discounts based on the product's core status assignment.

How do I know if the Strategic Price was used?

The system indicates line items on an order that use a strategic price with a ^ symbol next to the line item's price in the sales order body.

Your service tier determines how the system calculated the strategic price for a product for each customer. Within sales order entry, use the Price Audit window to review the matrix cells the system checked when determining a line item's price, to determine how the strategic price was calculated. The pricing audit for the product contains information about each step that the system took to determine the item's price, including which matrices it reviewed, and which matrix it did use to determine the price. If the system used a default strategic price matrix value, the pricing audit indicates that the Strategic Pricing Default Matrix was used. If the system does not find a default strategic value, it indicates that it used a default pricing matrix.

If the customer is set up for Strategic Pricing, but the system did not use the strategic price on the order, the system logs what the strategic price would have been. You can run a report that details the difference between the price used and the strategic price.

To verify how the system calculated the strategic price:

From a sales order, display the order's Body tab and select the line item whose pricing you want to review.
From the Inquiries menu, select Pricing Audit to display the pricing information for the product.

Can I override the Strategic Price?

If you have the appropriate authorization, you can override a strategic price, just 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. You can also override the strategic price on the order by changing the category and size for a line item.

For more information about overriding prices on sales orders, see Changing Sales Order Prices.