Setting Pricing Defaults
Use Pricing Control (1.10.1.24) to set pricing defaults.
Discount Combination Type
Enter either Additive or Cascading to instruct the system what to do when multiple price lists apply. See
Discount Sequences.
Automatic AC Regen for Customers/Items
Enter Yes to have the system automatically add new customers or items to existing analysis codes. Otherwise, enter No. If No, Analysis Code Detail Build must be run after new customers and items are added.
Automatic AC Regen for Edits of Customers/Items
Enter Yes to have the system automatically add modified customers or items to existing analysis codes. Otherwise, enter No. If No, Analysis Code Detail Build must be run after existing customers and items are modified.
QO Default Price Date
Price date indicates which price lists are effective for a quote. Specify a default price date by entering Due Date, Order Date, Promise Date, or Required Date.
Note: On a sales quote, Order Date is the field labeled Quote Date.
Price QO by Line
Enter Yes to recalculate prices as lines are entered in a quote. This updates prices immediately if a combination of items or quantities qualifies for a better price. Enter No to recalculate prices only once, when the quote is complete.
QO Factor Rounding
The number of decimals to which factors are rounded in a sales quote. The default is 3. This field only has effect when discounts are displayed as factors.
Display QO Discounts as
Valid values are Discounts or Factors. For a 10% discount, the factor is 0.90 (or 1–0.10). The default is Discount. This also controls the format for prompting of a discount.
SO Default Pricing Date
Specify a default price date for sales orders by entering Due Date, Order Date, Performance Date, Promise Date, or Required Date.
Price SO by Line
Enter Yes to recalculate prices as lines are entered in a sales order. Enter No to recalculate prices only once, when the order is complete.
SO Factor Rounding
The number of decimals to which factors are rounded in a sales order. The default is 3.
Display SO Discounts as
Valid values are Discounts or Factors. For a 10% discount, the factor is 0.90 (or 1–0.10). The default is Discount. This also controls the format for prompting of a discount.
Promotions Prefix
This fields lets you group price lists for reporting.