Processing List/Discount Prices
Use list/discount price tables for purchasing, scheduled orders, and some service transactions.
Note: You cannot enter a type L price list on customer scheduled orders.
The following example shows how they are used on purchase orders, but the process is similar for other transactions.
When entering an order, the Price Tbl and Disc Tbl fields display in the header. These fields record the price table and discount table code for the transaction. Values for both default from the supplier, but you can override them if necessary. Using control program options, you can require users to enter price and discount tables.
Purchasing Control Settings
Use Purchasing Control (5.24) to indicate if discount tables are required for discrete purchase orders, blanket orders, and supplier scheduled orders. Set appropriate values for the following fields:
Price Table Required
This field determines how strictly price lists are used to control order entry.
No: Items can be entered whether or not a price list exists.
Yes: Only items from an existing price list can be entered, and only if the price list item, unit of measure, and currency match the order item, unit of measure, and currency exactly.
In searching for a valid price, blank is not considered a match. If price lists are set up with a blank item or unit of measure, a price is never found. If you are pricing by product line, this field should be set to No.
Prices can be overridden unless the field is protected through security.
Discrete Discount Table Req
Indicate whether discount tables are required for items you enter on discrete or blanket purchase orders. By requiring discount tables you can control:
• Which items can be purchased or ordered from customers or suppliers
• The unit of measure for the items, such as case quantities
No (the default): You can enter items on discrete or blanket orders regardless of whether a discount table exists.
Yes: You can only enter items on discrete or blanket orders from an existing discount table when ordering or purchasing. The price, item, unit of measure, and currency on the order must exist on the price list.
Note: Even when this field is Yes, you can still enter a memo item without a matching price. In this case, a warning displays rather than an error.
You can override prices on discrete or blanket orders as long as you have the appropriate security applied to the Price field.
Schedule Discount Table Required
Indicate whether discount tables are required for items you enter on supplier scheduled orders. By requiring discount tables you can control:
• Which items can be purchased or ordered from customers or suppliers
• The unit of measure for the items, such as case quantities
No (the default): You can enter items on scheduled orders regardless of whether a discount table exists.
Yes: You can only enter items on scheduled orders from an existing discount table when ordering or purchasing. The price list, item, unit of measure, and currency on the order must exist on the price list. Even when this field is Yes, you can still enter a memo item without a matching price. In this case, a warning displays rather than an error.
You can override prices on scheduled orders as long as you have the appropriate security applied to the price field.
Note: The Schedule Discount Table Required field was added as part of the ADG Scheduled Order Enhancements project.
You can view the Purchasing Control settings for required discount tables for either purchase or scheduled orders using Control Tables Report (36.17.6).
Sales Order Control Settings
Use Sales Order Control (7.1.24) for customer scheduled orders. Enter the appropriate values for the Discount Table Required field.
Discount Table Required is similar to both the Discrete Discount Table Req field except that it determines whether discount tables are required for items you enter on customer scheduled orders.