Re-Price-Orders

The Sales Order Re-Pricing function is used to change the price or costs of items that appear on existing Order Templates, Pricing Orders, Quotes, and Non-shipped Sales Orders. Only items that have the "Single Order Pricing" flag checked on their Item Master Properties flag prior to being added to the Sales Order will be included for re-pricing. If the flag is checked after the item has been added to the order, the item will need to be re-selected on the Sales Order in order for the change to be recognized by the system. Important to note is that Deal Pricing, a "Change Type" option in the pre-filter detailed below, is automatically applied to lines when they are added to Sales Orders and taken into consideration when determining a line's Unit Price. The "Deal Pricing" option available to this re-pricing function allows users to apply applicable Deals to open, non-shipped orders that may have been created prior to the Deal(s) being created in the system. Deals have start and end dates which may affect what Deals will be applied, can have multiple layers, and multiple Deals may be valid for the same line. In addition, Deals are part of the Deacom Pricing Hierarchy.

System Navigation

  • Sales > Re-Price

Sales Orders Re-Pricing pre-filter

Field/Flag

Description

Continue

If clicked, opens the list of Sales Orders that will be re-priced.

Change Type

Pick list used to determine the operation to be performed on each applicable line item of the listed orders. Options are:

  • Add/Subtract
  • Deal Pricing - Applies all current pricing rules (including Pricing Orders, Deal Pricing, and list prices) to open, non-shipped Sales Orders.
    • Disables the "Based On" and "Factor" fields, since they are not applicable to the concept of Deal Pricing.
    • The system uses the "Pricing Ord Date" setting in Sales > Options > Order Entry tab to determine which Pricing Orders will be applied.
  • Multiplier
  • Set Price
  • Tax Lines - Filters for Sales Orders with lines containing Parts flagged as "Sales Taxable" on their Item Master Properties tab but no lines for tax.

Based On

Pick list used to select the price or cost type to be changed. Options are:

  • Current Price (or_price) - "Unit Price" as defined on the Sales Order line.
  • List Price (or_lispric) - "List Price" as defined on the Sales Order line Pricing tab.
  • Material Burden
  • Purchase Price
  • Standard Burden
  • Standard Labor
  • Standard Materials
  • Total Standard

Factor

Defines the factor used in conjunction with the "Change Type" selected by which the price or cost will be changed.

  • Example: When adding to the current price of existing Sales Order lines, the "Change Type" is set to "Add/Subtract", "Based On" is set to "Current Price", and "Factor" can be set to "2.00".
    • If a Sales Order has one line item with a current price of 5.00 and a quantity of 4, applying these conditions would change the current price to 7.00.
    • The new line extension would be 7.00 multiplied by the quantity of 4, which remains unchanged, producing a new line extension of 28.00.

Order Type

Pick list used to select Sales Order Types for which the change should be made. Options are:

  • Consignment
  • Order On Hold
  • Order Template
  • Pricing Order - Billing Group
  • Pricing Order - Bill to
  • Pricing Order - Ship to
  • Quote
  • Sales Order

Date Based On

Pick list used in conjunction with the start and end dates to determine the date with which orders should be considered for inclusion. Options are:

  • Sales Date 1-5 - Captions for these options are defined via System > Maintenance > Captions.
  • Expires
  • Invoiced
  • Ordered
  • Shipped

Start Date/End Date

Used in conjunction with the "Date Based On" selection to determine the dates that will be used to filter Sales Orders.

Bill-to Company

Filters the list of orders for only those with the selected Bill-to Company on the General tab.

Ship-to Company

Filters the list of orders for only those with the selected Ship-to Company on the General tab.

Billing Group

Filters the list of orders for only those with Bill-to Companies that belong to the selected Billing Group on the Misc 2 tab.

Part Number

Filters the list of orders for only those with the selected Part.

Part Starts With

Filters the list of orders for only those with Parts that begin with the inputted string.

Broker

Filters the list of orders for only those with the selected Broker on the Misc 2 tab.

Sales Rep

Filters the list of orders for only those with the selected Sales Rep on the Sales Assignments tab.

Sales Group

Filters the list of orders for only those with Sales Reps that belong to the selected Sales Group.

Facility

Filters the list of orders for only those with the selected Facility on the General tab.

Facility Group

Filters the list of orders for only those with Facilities that belong to the selected Facility Group.

Pricing Unit

Search field used to select a Unit of Measure to which the Sales Unit will be converted, and use that factor when calculating the price change.

  • Only available when "Change Type" is set to "Add/Subtract".

Revenue Account

Filters the list of orders for only those with Parts with the selected "Revenue" account on their Item Master Accounts tab.

Category

Filters the list of orders for only those with Parts assigned to the selected Category on their Item Master General 1 tab.

Sub-Category

Filters the list of orders for only those with Parts assigned to the selected Sub-Category on their Item Master General 1 tab.

Item Planner

Filters the list of orders for only those with Parts with the selected Item Planner on their Item Master General 1 tab.

Item Search 1-5

Filters the list of orders for only those with Parts that contain the Item Search 1-5 selections as indicated in these fields.

  • Captions for these fields are managed via System > Maintenance > Captions.

Ship Via

Filters the list of orders for only those with the selected Ship Via on the Misc 1 tab.

Terms

Filters the list of orders for only those with the selected Terms on the General tab.

Sales Search 1-5

Filters the list of orders for only those with Sales Search 1-5 selections on the Misc 2 tab as indicated in these fields.

  • Captions for these fields are managed via System > Maintenance > Captions.

Project

Filters the list of orders for only those with the selected Project on the Misc 1 tab.

Confirm Sales Order Re-Pricing report

Opened via the "Continue" button on the Re-Price pre-filter, the Confirm Sales Order Re-Pricing report will present (1) all line items that will be re-priced or (2) all orders that will have a line for tax added based, on the pre-filter criteria. The information displayed includes Order number, Customer, Part Number and Description, Old Extension, New Extension, and Change for each order/order line.

If "Change Type" was set to "Tax Lines", the "New Extension" column will display the original order extension amount plus the amount of tax that will be added and the "Change" column will display the tax line amount that will be added. If using Deacom's TaxJar API, tax lines will be added based on the TaxJar syncing. If not using TaxJar and therefore handling taxes within Deacom, tax lines will be added based on the Tax Regions assigned to the Sales Order's Ship-to or Ship-to's Zipcode.

Once the information in the report is verified as correct, the "Continue" button may be used to perform the change, at which time a prompt will appear indicating the number of order lines in total that will be changed. If "Change Type" was set to "Tax Lines", the user will be prompted with "TaxJar sync is enabled which may incur charges from TaxJar. Are you sure you wish to proceed?" Clicking "Yes" confirms the function, clicking "No" will cancel it. If confirmed, the system will display a message indicating the number of lines and orders that were changed as a result of the re-pricing process.

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