Deal Pricing (Purchasing)

The Deal Pricing feature is designed to offer flexible pricing options on Purchase Orders, is part of the Deacom Pricing Hierarchy, and contains its own sub-hierarchy. On the Deal Pricing form, users have the option to filter for All, Active, or Inactive deals, as well as deals that are Expired, Non-Expired, set for a future date, or all deals regardless of expiration.

System Navigation

  • Purchasing > Maintenance > Deal Pricing

Deal Pricing pre-filter

  • Deal: Search field used to select a specific deal to filter on.
  • Date Based On: Option to filter for deals that have the Created date, Due to Dock date, or PO Dates 1-5 specified.
  • Start Date: Date field used to filter results for deals with the specified start date.
  • End Date: Date field used to filter results for deals with the specified end date.
  • Facility Group: If a Facility Group is selected in this field, only deals with this Facility Group will be returned in the results. (When a Facility Group is selected, Facility is cleared and disabled.)
  • Facility: If a Facility is selected in this field, only deals with this Facility will be returned in the results. (When a Facility is selected, Facility Group is cleared and disabled)
  • Deal For: Drop-down box used to select what deals to filter for based on the value selected in this field.
  • Deal For: Search field used in conjunction with the above "Deal For" field to select the specific individual/company to filter on.
  • Deal On: Pick list used to filter the list of deals based on the Deal On value selected in this field.
  • Deal On: Search field used in conjunction with the above "Deal On" field to select the specific criteria to filter on.
  • Deal Type: Option to filter results based on the Deal Type selected in this field.
  • Display: Drop-down box used to filter for Active, Inactive, or All deals.
  • Expired: Drop-down box used to filter for Non-Expired, Expired, Future, or All deals.

Edit Deal form

Opened via the "New" or "Modify" buttons on the Deal Pricing form or from the pre-filter. The ability to add a new deal without first generating a list of existing deals saves time.

General tab

  • Same As: Ability to copy a previous Deal when creating a new one. When this button is clicked, the system will display a list of all previous Deals, including expired ones.
  • Description: Displays a description for the Deal.
  • Deal For: Pick list used to define where or for whom the Deal will be applied. Options are:
    • All
    • All Vendors
    • Specific Vendor
  • Deal For: Search field used in conjunction with the above "Deal For" field to select the specific individual/company for which the Deal will be applied.
    • Disabled when the above "Deal For" field is set to "All" or "All Vendors".
  • Deal On: Pick list used to define on what basis the Deal will be applied. Options are:
    • All Items
      • When set to this option, expressions have access to Item Master User Defined Fields.
    • Category
    • Color
    • Item Search 1-5
    • Specific Item
    • Sub-Category
    • Test
  • Deal On: Search field used in conjunction with the above "Deal On" field to select the specific criteria for when the Deal will be applied.
    • Disabled when the above "Deal On" field is set to "All" or "All Items".
  • Deal Type: Pick list used to define the pricing type on which the Deal will be based. Options are:
    • Average Cost Plus $
    • Average Cost Plus Margin
    • Expression
    • Last Cost Plus $
    • Last Cost Plus Margin
    • List Minus $
    • List Minus %
    • Loaded Future Cost Plus $
    • Loaded Future Cost Plus Margin
    • Loaded Standard Cost Plus Margin
    • Quoted Cost Plus $
    • Quoted Cost Plus Margin
    • Set Price $
    • Standard Cost Plus $
    • Standard Cost Plus Margin
  • Expression: Optional. Enabled only when a "Deal Type" of "Expression" is selected. When this field is active, the "Factor" field is grayed out. This field allows users to enter an expression that will be used instead of the "Factor" field when applying Deal Pricing. This will open an expression field that will use all the same fields that are available on the sales deal expression, except replacing the customer Bill-To and Ship-To tables and related tables with Vendor and vendor-related tables.
  • Factor: Used in conjunction with the "Deal Type" field, the factor that will be used for the Deal, generally expressed as a dollar amount or percentage.
    • Disabled if Deal Type is set to Expression
  • Minimum: Defines the minimum quantity that must be indicated on the Purchase Order line before the Deal will be applied.
  • Minimum Unit: Allows the minimum quantity for a Deal to be specified in a different Unit of Measure than the unit in which it is sold. Useful when companies offer a per-unit price break on the total weight of the Purchase Order. For example: If the total weight of an order exceeds 5,000 lbs, all items on the order are given an additional discount, such as $0.03 per EA or $1.00 per CS.
  • Minimum Based On: Pick list used to define how the Deal will be applied once the Minimum quantity specified above has been met. Set to "Specific Item" by default which supports the idea of applying the Deal line by line, item by item. If any other selection is made in this field, the system will group order line items on the value selected in this field when applying Deals. Options are:
    • All Items
    • Category
    • Color
    • Item Search 1-5
    • Specific Item
    • Sub-Category
    • Test
  • Date Based On: Pick list used to define which date on the Purchase Order header the system will evaluate when considering the Start Date and End Date specified below. Options are:
    • Created
    • PO Dates 1-5 Calc
  • Start Date: Date field used to specify when the Deal will begin.
  • End Date: Date field used to specify when the Deal will end.
  • Facility Group: Search field used to select a Facility Group for which the Deal will be applied, if desired. (When a Facility Group is selected, the Facility field below is cleared and disabled.)
  • Facility: Search field used to select a specific Facility for which the Deal will be applied, if desired. (When a Facility is selected, the Facility Group field above is cleared and disabled.)
  • Active: If checked, this record is active. Only active records may be used in the system.

User Fields tab

Deacom allows the creation of user-defined fields that, once created are available in various master data records, such as Items, Vendors, Ship-To-Companies and many others. These fields allow companies to enter and store information outside of the fields provided in the system. User fields can also be used in connection with User Calculations and are available for printing on the majority of Part Forms and Report Layouts throughout the system.