EnterpriseOne B73.3.1 Advanced Pricing

EnterpriseOne B73.3.1
Advanced Pricing
PeopleBook
June 1999
J.D. Edwards World Source Company
One Technology Way
Denver, CO 80237
Portions of this document were reproduced from material prepared by J.D. Edwards.
Copyright J.D. Edwards World Source Company, 1997 - 1999
All Rights Reserved
SKU B7331CEAPA
J.D. Edwards is a registered trademark of J.D. Edwards & Company. The names
of all other products and services of J.D. Edwards used herein are trademarks or
registered trademarks of J.D. Edwards World Source Company.
All other product names used are trademarks or registered trademarks of their
respective owners.
The information in this guide is confidential and a proprietary trade secret of
J.D. Edwards World Source Company. It may not be copied, distributed, or
disclosed without prior written permission. This guide is subject to change
without notice and does not represent a commitment on the part of J.D.
Edwards & Company and/or its subsidiaries. The software described in this
guide is furnished under a license agreement and may be used or copied only in
accordance with the terms of the agreement. J.D. Edwards World Source
Company uses automatic software disabling routines to monitor the license
agreement. For more details about these routines, please refer to the technical
product documentation.
Table of Contents
Overview
Advanced Pricing Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Advanced Pricing Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Customer and Item Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adjustment Accruals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Types of Price Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Limited Time Offers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Multi-Currency Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Free Goods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Level Breaks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Accruals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Rebates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Flexible Invoice Print Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Reprice Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Online Price Negotiation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Price Approvals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Advanced Pricing in Procurement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1–1
1–1
1–2
1–3
1–3
1–3
1–3
1–4
1–4
1–4
1–4
1–4
1–4
1–4
1–4
1–5
System Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting Up System Constants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting Up Pricing Constants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting Up AAIs for Advanced Pricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
AAIs Used in the Advanced Pricing System . . . . . . . . . . . . . . . . . . .
2–1
2–3
2–7
2–11
2–11
Setup
Base Price Review
Base Price Review . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Understanding Base Pricing in Sales Order Management . . . . . . . . . . . . . . . .
Reviewing Price Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Reviewing the Base Price Preference Hierarchy . . . . . . . . . . . . . . . . . . . .
Creating Item and Customer Price Groups . . . . . . . . . . . . . . . . . . . . . . . .
Defining Base Prices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Understanding Price Approvals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Understanding Pricing in Procurement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Reviewing Purchase Price Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Reviewing Inventory Cost . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Retrieving Supplier Prices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
B73.3.1 (6/99)
3–1
3–3
3–5
3–5
3–7
3–8
3–11
3–19
3–21
3–21
3–22
Advanced Pricing
Schedules and Adjustments
Schedules and Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting Up Advanced Pricing Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting Up a Preference Master . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Defining a Pricing Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting Up Adjustment Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Building Adjustment Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting Up Adjustment Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Generating New Price Adjustments in a Different Currency . . . . . . . . . . . . .
Processing Options for Advanced Price and Adjustment . . . . . . . . . .
Data Selection for Advanced Price and Adjustment . . . . . . . . . . . . . .
4–1
4–5
4–6
4–8
4–11
4–17
4–21
4–31
4–32
4–33
Override Search Groups
Override Search Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Example: Using Override Search Groups for Sales Adjustments . . .
Working with Complex Price Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting Up Complex Customer Price Groups . . . . . . . . . . . . . . . . . . . . . .
Illustration: How Complex Customer Price Groups are Used
to Determine the Price . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting Up Complex Item Price Groups . . . . . . . . . . . . . . . . . . . . . . . . . .
Generating Price Group Combinations . . . . . . . . . . . . . . . . . . . . . . . . . . .
Defining Order Detail Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5–1
5–2
5–5
5–5
5–6
5–8
5–10
5–13
Additional Adjustments
Additional Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating Free Goods Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating Accrual Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Example: Accruing Commissions and Royalties . . . . . . . . . . . . . . . .
Example: Posting an Accrual Adjustment . . . . . . . . . . . . . . . . . . . . .
Creating Rebate Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Example: Creating a rebate accrual adjustment . . . . . . . . . . . . . . . . .
Creating Rebate Accrual Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . .
Reviewing Rebate Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Working with Repricing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating Basket-Level Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Example: Creating Basket-Level Adjustments . . . . . . . . . . . . . . . . . .
Creating Order-Level Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Example: Creating Order–Level Adjustments . . . . . . . . . . . . . . . . . .
Repricing Sales Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Reprice After Inquiring on Order . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Reprice at Basket or Order Level . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Reprice Automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6–1
6–3
6–7
6–8
6–8
6–15
6–15
6–17
6–24
6–25
6–25
6–26
6–30
6–31
6–34
6–34
6–34
6–34
B73.3.1 (6/99)
Table of Contents
Adjustment Revisions
Adjustment Revisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Reviewing and Changing Prices During Order Entry . . . . . . . . . . . . . . . . . . .
Adding Adjustments during Order Entry . . . . . . . . . . . . . . . . . . . . . . . . .
Changing Price-Level Breaks During Order Entry . . . . . . . . . . . . . . . . . .
Reviewing Customer Rebate Information . . . . . . . . . . . . . . . . . . . . . . . . .
Reviewing Price and Adjustment Changes . . . . . . . . . . . . . . . . . . . . . . . . . . .
Printing the Price Adjustment Report . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Printing the Price Adjustment Revisions Report . . . . . . . . . . . . . . . . . . . .
Printing the Future Adjustments Additions Report . . . . . . . . . . . . . . . . . .
Reviewing Orders Affected by Price Change . . . . . . . . . . . . . . . . . . . . . .
Processing Options for Orders Affected by Price Change . . . . . . . . .
Glossary
Index
B73.3.1 (6/99)
7–1
7–3
7–4
7–5
7–6
7–9
7–9
7–10
7–10
7–11
7–11
Overview
Advanced Pricing
–2
B73.3.1 (6/99)
Advanced Pricing Overview
It can be a market advantage to be able to refine or replace pricing strategies swiftly
and effectively in response to changing market conditions. Companies that react slowly
give the competition an unearned advantage. To react quickly to changing pricing
conditions, a company needs a flexible price adjustments system.
The benefits of implementing a flexible price adjustments system include:
" $ " ! ! $ ! # % "
$ $ "$ $! J.D. Edwards allows you to adjust your base pricing using one of two price adjustment
solutions:
! ! # " # $ ! ! ! ! $! ! ! ! $ " $ " $ # # $ # !
Advanced Pricing Features
Because pricing is probably one of the most complex aspects of your business, it may
take you a considerable amount of time to plan, set up, and maintain pricing
information. The Advanced Pricing system streamlines pricing setup and maintenance.
The advanced pricing setup is straightforward and requires minimal maintenance.
B73.3.1 (6/99)
1–1
Advanced Pricing
The Advanced Pricing system provides flexibility when defining pricing. You can
easily adjust prices for each promotion or deal and then combine the adjustments into a
pricing structure or schedule. Within each schedule, you can define unlimited price
adjustments. You can also combine regular discounts and promotions within the same
schedule, which allow you to apply multiple adjustments to each sales order line.
Customer and Item Groups
By grouping customers and items, you can accommodate vastly different market
sectors and product lines. Using customer and item groups frees you from the tedious
task of setting up price adjustment information for each item and customer.
Advanced Pricing provides additional flexibility for working with pricing groups. You
can create adjustments for single items, single customers, groups of items, or groups of
customers. Customers can be identified by Sold To, Ship To, or Parent addresses.
Base Pricing Matrix Preference
Hierarchy 51
Item Number
Ship–to Matrix
Customer
Customer Group
Sold–to Matrix
Parent Matrix
Item Group
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All Addresses (All
Customers)
Advanced Pricing Matrix
User Defined Hierarchies
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Item Item Group
Number
Ship–to Matrix
Customer
Customer Group
Sold–to Matrix
Parent Matrix
All
Items
All Addresses
(All Customers)
1–2
B73.3.1 (6/99)
Adjustment Accruals
You can have the system accrue the amount of an adjustment instead of applying the
adjustment to the order line. You might want to do this for:
! " ! "
$ Types of Price Adjustments
Adjustments allow you great flexibility in defining your pricing schedules. You can
adjust the price in the following ways:
$ $ $ $ $ # $ ! $ " $
! ! $ " $ ! $ $ Limited Time Offers
For each adjustment, you can define an effective from date and an effective through
date. For example, for pricing a promotion during the month of May, you can define an
effective date range of May 1 through May 31.
Multi-Currency Pricing
You can set up and maintain pricing by currency. If you sell in multiple currencies, the
system can retrieve the currency from the base price file and retrieve the advanced
pricing adjustments based on the currency of the sales order. If no pricing adjustments
are found for the currency of the order, it will use the base currency.
See in the Euro Implementation Guide for
information about pricing in the euro, or other alternate currency.
B73.3.1 (6/99)
1–3
Advanced Pricing
Free Goods
Free goods are often items that help promote, display, or accompany the product being
ordered. For example, for certain products you may want the free goods to be the
display case, posters, or additional promotional items used to highlight a sale.
When you define an adjustment, you define how the system applies the free goods. You
can tie any adjustment to free goods.
Level Breaks
You can reward customers who buy in volume by providing price discounts based on
order quantity, weight, or total price. When you define adjustment types, you specify
the level-break type you want to use.
Accruals
Automatic Accounting Instructions (AAIs) allow you to set up liability accounts for
royalties, commissions, and rebates. Accruals do not affect the price of the order, but
appropriate expense/liability entries are created when using the Sales/Update program.
Rebates
You can define rebate thresholds to establish rules for generating credit orders.
Flexible Invoice Print Detail
The adjustment type definition determines whether the system prints adjustment
information on invoices.
Reprice Adjustments
You can accumulate quantities, weights, or amounts on an order and discount based on
the total quantity, weight, or amount.
Online Price Negotiation
While taking a customer’s order, you can negotiate prices and review the results. You
can change the price calculation until both you and the customer are satisfied. The
system automatically updates the profit margin as you make changes, which gives you
the ability to verify that you stay within established guidelines.
Price Approvals
When you need to create or change prices, you can set up a process to automatically
send out the new or changed prices for approval. Price approvals are routed through
JDEdwards’ Enterprise Workflow Management system.
1–4
B73.3.1 (6/99)
Advanced Pricing in Procurement
Advanced Pricing is designed around key concepts that support a wide variety of the
pricing strategies ranging from simple product promotions to highly sophisticated
customer deals. Integrating the Advanced Pricing features with the Procurement system
provides more details to the customer about the price breaks that your suppliers extend
to you, the customer. You can maintain rates and adjustment details.
The Advanced Pricing features that are integrated with the Procurement system,
include:
The sections that require specific actions for purchase order adjustments are denoted in
“Using Advanced Pricing for Procurement.”
B73.3.1 (6/99)
1–5
Advanced Pricing
1–6
B73.3.1 (6/99)
Setup
Advanced Pricing
1–2
B73.3.1 (6/99)
System Setup
You can set up the Advanced Pricing system to meet your company’s needs. The
Advanced Pricing system integrates with the Sales Order Management system for
efficiency and accuracy.
Setting up Advanced Pricing includes the following tasks:
- - - Advanced Pricing has the following setup features.
System constants
Constants provide the system with the following types of
information:
Automatic accounting
instructions (AAIs)
B73.3.1 (6/99)
AAIs provide the Sales Order Management system with
accounting information and general ledger relationships for
interacting with the General Accounting system.
2–1
Advanced Pricing
The following Advanced Pricing features must be set up in other systems, such as the
Inventory Management, Procurement, Sales Order Management, and General
Accounting systems:
Address Book Revisions
You can enter category codes with which you create customer
groups.
Item Master
You can define the sales and purchase levels. You can define
prices for sales orders at the item level, the item/branch plant,
or a location within the branch/plant.
For purchase orders, the system uses the purchase price level to
identify whether the system retrieves the unit cost from the
Item Cost Ledger table (F4105) or the Supplier/Item table
(F41061).
Item Branch/Plant
Information
You can enter category codes with which you create item
groups.
Customer Billing
Instructions
You can set up the customer information that the system uses
as a price default, such as the Adjustment Schedule or
customer group.
Supplier Instructions
You can set up the supplier information that the system uses as
a pricing default, such as the Adjustment Schedule or supplier
group.
Landed costs
You can set up landed costs to specify the costs that exceed the
purchase price of an item, such as delivery charges, broker
fees, and so forth.
Standard units of measure
You can set up the standard units of measure for all items
across all branch/plants to convert to the specified pricing unit
of measure.
See Also
2–2
Working with Address Book Records Address Book Guide
Entering Item Master Information Inventory Management Guide
Entering Branch/Plant Information Inventory Management Guide
Defining Supplier Purchasing Instructions Procurement Guide
Setting Up Landed Costs Procurement Guide
Setting Up Standard Units of Measure Inventory Management Guide
B73.3.1 (6/99)
Setting Up System Constants
Set up system constants to determine which functions to perform. For example, if you
have several branch/plants and you use different units of measure for the items in each
branch/plant, you can set a system constant to automatically convert units of measure
by branch. System constants apply to all branch/plants. You cannot customize system
constants for each branch/plant.
For Advanced Pricing, the system constants define how the system retrieves prices for
sales and purchase order adjustments. When you set up base prices and adjustments,
you can use various units of measure and effective date ranges. The system retrieves
the unit cost for a purchase order detail line based on either the transaction unit of
measure, the purchasing unit of measure, or the primary unit of measure. Additionally,
you can retrieve the price based on specific dates in the order process. For example,
you can base the sales price on the date that the item is shipped versus the date that the
order is entered in the system.
Using Advanced Pricing for Procurement
You can use the system constant, Sales Price Based on Date, to determine what date the
system uses to retrieve a valid base price or adjustment for your purchase order. You
can base the price on the system date, the order or transaction date, the requested date,
or the date on which the items are received. In Procurement, the ship date is actually
the day on which you receive the goods, or the Receipt Date, and you cannot use the
Invoice Date.
If you use Advanced Pricing for Procurement, you can use the system constant, Sales
Price Based on Date, to determine what date the system uses to retrieve a valid base
price or adjustment for your purchase order. You can base the price on the system date,
that order or transaction date, the requested date, or the date on which you receive the
items. In Procurement, the system the ship date is actually the day on which you
receive the goods, the Receipt Date and you can not use the option, Invoice Date.
B73.3.1 (6/99)
2–3
Advanced Pricing
To set up system constants
From Sales Order Management (G42), choose System Setup. From System Setup
(G4241), choose Branch/Plant Constants.
On Work With Branch/Plant Constants
1. From the Forms menu, choose System Constants.
2. For sales order adjustments, complete the following fields:
2–4
B73.3.1 (6/99)
Setting Up System Constants
3. Optionally, if you use Advanced Pricing for Procurement, complete the
following fields:
4. Click OK.
Field
Explanation
Sales Price Retrieval UOM
A value that specifies the unit of measure that the system uses
for retrieving base prices and price adjustments during sales
order processing. The system allows you to define your base
prices in the Base Price table (F4106) and price adjustments in
the Adjustment Detail table (F4072) in various unit of
measures.
If you specify the Transaction or Pricing UOM and the system
does not find a record in that unit of measure, the system
repeats the process using the primary UOM of the item.
Sales Price Based On Date
A value that determines how the system updates the Price
Effective Date in the Sales Order Header (F4201) and Detail
(F4211) tables. In the Sales Order Management system, the
system uses the Price Effective Date to retrieve the base price
from F4106 and price adjustments from F4072.
Purchase Price Retrieval
UOM
A value that represents the unit of measure that the system
retrieves for the purchase base price (F41061) during purchase
order processing.
If you specify the Transaction or Purchasing UOM and the
system does not find a record in that unit of measure, the
system repeats the process using the primary UOM of the item.
Purchase Rebate Category
Code
A number in the system constants that determines which
category code the system uses in the criteria for inclusion
comparison.
See Also
B73.3.1 (6/99)
2–5
Advanced Pricing
2–6
B73.3.1 (6/99)
Setting Up Pricing Constants
The system uses pricing constant information to control which systems, Sales Order
Management and/or Procurement, use Advanced Pricing. Additionally, you assign the
special characters used in the price formulas for sales or purchase order adjustments.
You can also specify whether you want pricing approvals applied.
Like system constants, pricing constants apply to all branch/plants. You cannot
customize the settings for each branch/plant.
To set up pricing constants
From Sales Order Management (G42), choose Sales Order Management Setup. From
Sales Order Management Setup (G4241), choose Branch/Plant Constants.
On Work With Branch/Plant Constants
1. From Form menu, choose Pricing Constants.
B73.3.1 (6/99)
2–7
Advanced Pricing
2. On Pricing Constants, complete the following fields:
& # " ' $ $' " #
' $ $' ' $ $' %""'
' $ $' $ #
& "%"$ " !%" " "& 3. Click OK.
After you set or change the pricing constants, you must exit OneWorld in order
for the changes to take effect.
2–8
Field
Explanation
Advanced Sales Pricing
(Y/N)
Indicates how the system determines the price of items within
your system. If your system includes the advanced pricing
module, you may use this feature.
Y
The system will use advanced pricing.
N
The system will NOT use advanced pricing.
AdvancedPurchasePricing
(Y/N)
Use this field to specify whether to apply advanced pricing to
the purchase price. Valid values are:
Y
Apply advanced pricing to the purchase price.
N
Apply standard price adjustments to the purchase
price.
B73.3.1 (6/99)
Setting Up Pricing Constants
B73.3.1 (6/99)
Field
Explanation
Symbol to Identify Variable
Tables
A character that you want to use to identify a variable table in
advanced pricing in your system. When you enter a table name
preceded by this character, the system recognizes the name as a
table name for formula pricing calculations. Alphabetic,
numeric, and mathematical function (for example, +,-,*,/)
values are not valid in this field.
Symbol to Identify UOM
A character that you want to use to identify a unit of measure
in advanced pricing formulas. When you enter a unit of
measure preceded by this character, the system recognizes the
entry as a unit of measure for formula pricing calculations.
Alphabetic, numeric, and mathematical function (for example,
+,-,*,/) values are not valid in this field.
Symbol to Identify Currency
A character that you want to use to identify a currency code in
advanced pricing formulas. When you enter a currency code
preceded by this character, the system recognizes the entry as a
currency code for formula pricing calculations. Alphabetic,
numeric, and mathematical function (for example, +, -, *, /)
values are not valid in this field.
Symbol to Identify Data
Fields
Character that you want to use to identify database fields in
advanced pricing formulas. When you enter a database field
preceded by this character, the system recognizes the entry as a
database field for formula pricing calculations. Alphabetic,
numeric, and mathematical function (for example, +, -, *, /)
values are not valid in this field.
Require Price Approval
(Y/N)
A value that specifies whether the user wants all price changes
provided through price approval workflow.
Y
Apply price approval workflow.
N
Do not apply price approval workflow.
2–9
Advanced Pricing
2–10
B73.3.1 (6/99)
Setting Up AAIs for Advanced Pricing
Automatic accounting instructions (AAIs) provide the rules the system uses to create
G/L entries automatically. Each program that posts to the General Ledger uses AAIs.
For distribution systems, you must create AAIs for each unique combination of
company, document type, and G/L class that you anticipate using. Each AAI points to a
specific G/L account consisting of a cost center, an object, and a subsidiary.
After you define AAIs, the system can appropriately record transactions. When you run
a sales update, the system creates entries to inventory accounts, to expense accounts of
cost of goods sold, and to revenue accounts for orders. You may also offset accounts
for freight, taxes, or any other charges associated with orders.
AAIs allow you to direct how various journal entries are created by sales order
transactions. Each AAI contains combinations of:
You can create various combinations to direct journal entries to different offset
accounts. For example, phone-in orders may affect different G/L accounts than
over-the-counter orders.
For Advanced Pricing for Procurement, AAIs are not used for purchase order
adjustments. For example, the system does not create entries for the additional
discounts that are applied to the unit cost when you match a voucher to a receipt.
AAIs Used in the Advanced Pricing System
4270 Price Adjustments
Specifies the sales discount account for entries created by the
Update Customer Sales program.
4280 Discounts Payable
Specifies accrued accounts for offset entries.
After you review and revise the existing AAIs for your business needs, you might need
to set up additional AAI items.
B73.3.1 (6/99)
2–11
Advanced Pricing
Before You Begin
- - - - - - To set up AAIs
From Sales Order Management (G42), choose Sales Order Management Setup. From
Sales Order Management Setup (G4241), choose Automatic Accounting Instructions.
On Work With AAIs
1. Locate the AAI and click Select.
2–12
B73.3.1 (6/99)
Setting Up AAIs for Advanced Pricing
2. On Account Revisions, complete the following fields:
3. Enter memo text for each AAI table, if needed, by choosing Attachments from
the Form or Row menu.
4. Click OK to revise the account.
The G/L class code used for the AAIs defaults from the value in the G/L Offset field in
the Adjustment Definitions form. If the G/L Offset field is blank, the G/L class code
value from the sales order is used.
If the adjustment is an override adjustment, the advanced pricing AAIs (4270 and
4280) are not used.
B73.3.1 (6/99)
2–13
Advanced Pricing
Field
Explanation
Co
A code that identifies a specific organization, fund, entity, and
so on. The company code must already exist in the Company
Constants table (F0010) and must identify a reporting entity
that has a complete balance sheet. At this level, you can have
intercompany transactions.
NOTE: You can use Company 00000 for default values, such
as dates and automatic accounting instructions (AAIs). You
cannot use Company 00000 for transaction entries.
Do Ty
A user defined code (system 00/type DT) that identifies the
origin and purpose of the transaction.
J.D. Edwards reserves several prefixes for document types,
such as vouchers, invoices, receipts, and timesheets.
The reserved document type prefixes for codes are:
P
Accounts payable documents
R
Accounts receivable documents
T
Time and Pay documents
I
Inventory conversion issues
O
Ordering document types
The system creates offsetting entries as appropriate for these
document types when you post batches.
G/L Cat
A user defined code that identifies the G/L offset that you want
the system to use when it searches for the account to which it
will post the transaction. If you do not want to specify a class
code, you can enter **** (four asterisks) in this field.
The table of Automatic Accounting Instructions (AAIs) allows
you to predefine classes of automatic offset accounts for the
Inventory, Purchasing, and Sales Order Management systems.
The system can generate accounting entries based upon a
single transaction. As an example, a single sale of a stock item
can trigger the generation of accounting entries similar to
these:
Sales–Stock (Debit) xxxxx.xx
A/R Stock Sales (Credit) xxxxx.xx
Stock Inventory (Debit) xxxxx.xx
Stock COGS (Credit) xxxxx.xx
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B73.3.1 (6/99)
Setting Up AAIs for Advanced Pricing
Field
Explanation
Branch Plant
An alphanumeric field that identifies a separate entity within a
business for which you want to track costs. For example, a
business unit might be a warehouse location, job, project, work
center, branch, or plant.
You can assign a business unit to a voucher, invoice, fixed
asset, employee, and so on, for purposes of responsibility
reporting. For example, the system provides reports of open
accounts payable and accounts receivable by business units to
track equipment by responsible department.
Security for this field can prevent you from locating business
units for which you have no authority.
Note: The system uses the job number for journal entries if you
do not enter a value in the AAI table.
. . . . . . . . . . . . . . Form-specific information . . . . . . . . . . . . . .
If you leave this field blank, the system uses the business unit
that you entered on the work order, in the Charge to Cost
Center field.
Obj Acct
The object account portion of a general ledger account. The
term “object account” refers to the division of the Cost Code
(for example, labor, materials, and equipment) into
subcategories (for example, dividing labor into regular time,
premium time, and burden). If you are using a flexible chart of
accounts and the object account is set to 6 digits, J.D. Edwards
recommends that you use all 6 digits. For example, entering
000456 is not the same as entering 456, because if you enter
456, the system will enter three blank spaces to fill a 6-digit
object.
Sub
A subdivision of an object account. Subsidiary accounts
include more detailed records of the accounting activity for an
object account.
. . . . . . . . . . . . . . Form-specific information . . . . . . . . . . . . . .
If you leave this field blank, the system uses the value you
entered on the work order in the Cost Code field.
B73.3.1 (6/99)
2–15
Advanced Pricing
2–16
B73.3.1 (6/99)
Base Price Review
Advanced Pricing
2–2
B73.3.1 (6/99)
Base Price Review
When you enter a sales or purchase order, the system retrieves the price for the item
based on characteristics, such as the branch/plant, the customer, the supplier and the
quantity. Before the system processes any type of advanced price adjustment to the
sales or purchase order, it must retrieve a base price from which to apply the advanced
price adjustments. After the system retrieves the base price, it verifies that Advanced
Pricing is turned on. If Advanced Pricing is turned on, the system bypasses the
standard price adjustments, such as inventory pricing rules, and searches for applicable
schedules and adjustments in the Advanced Pricing system.
The system uses three types of pricing:
Any price that you enter in either the sales or purchase order overrides the base price
that is retrieved by the system. You can use either standard pricing or advanced pricing
to create adjustments to the base price. Base Price Review includes the following:
- - - For sales orders, you can set up customer groups and item groups and assign prices to
combinations of items, item groups, customers, and customer groups. The pricing
hierarchy determines how the system searches for prices. The system always uses the
Base Price Preference hierarchy (51) to retrieve base prices. The hierarchy structure
must be flexible enough to accommodate the pricing that you set up for various
combinations of items and customers.
Changes or additions to base prices and advanced price adjustments and schedules can
be set up to route through an approval system. JDEdwards’ Enterprise Workflow
Management system automates the process of approving prices.
For purchase orders, you can set up supplier groups and item groups and assign prices
to combinations of items and suppliers. The system retrieves the unit cost in the
purchase order based on your purchase price level and, if applicable, the supplier
catalog. The system does not use Base Price Preference hierarchy to retrieve pricing
information for purchase orders.
B73.3.1 (6/99)
3–1
Advanced Pricing
See Also
3–2
Creating New Price Records in the Euro Euro Implementation Guide
B73.3.1 (6/99)
Understanding Base Pricing in Sales Order Management
When you enter a sales order, the system retrieves the price for items based on
characteristics, such as the branch/plant, the customer, and the quantity. After the
system retrieves the base price, it verifies that Advanced Pricing is turned on. If
Advanced Pricing is turned on, the system bypasses the standard price adjustments,
such as inventory price rules, and searches for applicable schedules and adjustments in
the Advanced Pricing system.
Understanding base pricing in Sales Order Management includes the following tasks:
- - - - B73.3.1 (6/99)
3–3
Advanced Pricing
The following graphic illustrates how the system calculates prices for sales orders.
Enter Sales
Order Line
Retrieve Item/Customer
Defaults
Retrieve Base Sales Price
(B4200070)
Yes
Advanced Pricing
on?
Retrieve Advanced
Price Adjustments
(B4500050)
No
Write Price Adjustment
Records (B4500090)
Retrieve Standard Price
Adjustments (B4000870)
Create Lines for Free
Goods Items
Sales Order
Complete
Add Basket/Order
Level Adjustments
(R42750)
Display/Hide Adjustments
on Invoice (R42565)
Optional: Reprice
Sales Order
(R42950)
Create Discount Accrual
Journal Entries (R42565)
3–4
B73.3.1 (6/99)
Understanding Base Pricing in Sales Order Management
Reviewing Price Levels
When you enter an item in the Item Master Revisions form (P4101), you must enter
the sales price level. The sales price level determines how you define the base price for
an item. For example, will you determine the base price by item or by item and
branch? You can define prices at the following levels:
Item level
Define one overall price for an item. You cannot include
branch/plant, lot, or location information.
Item/Branch level
Set up different prices for each item/branch combination. You
cannot include location and lot information.
Item/Branch/Location
level
If you define pricing by location and lot, you can also define
branch/plant information.
See Also
Creating New Base Price Records Euro Implementation Guide Entering Sales Price Information Inventory Management Guide Reviewing the Base Price Preference Hierarchy
When the system retrieves the base price, it uses the hierarchy that you set up for the
Base Price Preference (51) to determine the search sequence for base price records. The
base price hierarchy is a matrix comprised of combinations of customers and items and
customer groups and item price groups. You use the intersection of the rows and
columns to determine your hierarchy sequence.
J.D. Edwards recommends that you set up your pricing hierarchy from most-specific to
most-general. Most specific is usually as shown in the following illustration.
B73.3.1 (6/99)
3–5
Advanced Pricing
Specific
Customer/Item
Customer Group/Item
Customer Group/Item Group
All Customers/Item
General
During sales order entry, the system searches the combinations based on the hierarchy
that you have defined. For example:
In base pricing, it is possible to enter as many as 14 numbers in the pricing hierarchy.
However, you should limit your pricing hierarchy to three or four, because each
number represents a search by the system through the Base Price table (F4106) and
each number that you add to the pricing hierarchy increases system processing time.
To review the base price preference hierarchy
From the Sales Order Management menu (G42), choose Periodic Processing. From the
Periodic Processing menu (G4220), choose Price Management (G4222). From the
Price Management menu, choose Preference Hierarchy.
On Work with Preference Hierarchy
1. To access the Base Price Preference Hierarchy Revisions, click Find.
2. Choose Preference Type 51, Base Price.
3–6
B73.3.1 (6/99)
Understanding Base Pricing in Sales Order Management
3. On Preference Hierarchy Revisions, type consecutive numbers at the
intersections of rows and columns to define the base pricing hierarchy (51).
See Also
Defining the Pricing Hierarchy Sales Order Management Guide Creating Item and Customer Price Groups
Price groups are an optional way of organizing your pricing schemes. You can set up
customer price groups to enter and update price information for multiple customers and
items at once rather than individually. For example, you can create a customer price
group, named PREFER, for preferred customers, who can purchase a bike for $20.00
less than other customers. You can set up item price groups to enter and update price
information for multiple items rather than individually. For example, you can group
similar bikes with different colors, named BIKES, and define one price for this group.
You can set up simple and complex price groups. A simple price group is identified by
a user defined code. For items, you set up price group name as the user defined code
(40/PI) and assign the item to the group name in the Item Branch/Plant Information.
For customers, you set up price group name as the user defined code (40/PC) and
assign the customer to the group in the Customer Billing Instructions.
To allow for greater flexibility in your pricing structure, you can define complex
customer and item price groups. Within each complex customer price group or
complex item price group, you can create subgroups based on specific address book
and item category codes. With complex price groups, customers can belong to the same
group but have different prices based on category codes, such as geographic location.
B73.3.1 (6/99)
3–7
Advanced Pricing
See Also
Working with Complex Price Groups Setting Up Base Prices Sales Order Management Guide Defining Base Prices
You can add prices for items in your domestic currency and as many other currencies
as necessary. For example, you can set up base prices for an item in both U.S. dollars
and French francs.
Currency code and unit of measure are both keys to the Base Price Revisions table
(F4106). If you use multi-currency, the system searches for a price in the following
sequence:
If the system does not find a match, it moves to the next level in the pricing hierarchy
structure and searches in the same sequence.
Before You Begin
- Defining the
Pricing Hierarchy
- Setting Up Constants Inventory Management Guide.
See Also
Generating New Base Prices in a Different Currency Sales Order
Management Guide To define base prices
From the Price Management menu (G4222), choose Base Price Revisions.
On Work with Preference Base Price
3–8
B73.3.1 (6/99)
Understanding Base Pricing in Sales Order Management
1. Click Add.
The choices in the preference hierarchy selection are based on the set up of the
base price preference hierarchy.
2. On the Preference Hierarchy Selection, choose the hierarchy for which you want
to define a price.
3. On Base Price Revisions, complete the following fields:
4. To enter credit prices, turn on the following option:
B73.3.1 (6/99)
3–9
Advanced Pricing
3–10
B73.3.1 (6/99)
Understanding Price Approvals
You can automatically notify people within your organization when a price is changing.
This notification requires the recipient to review and approve or reject changed prices.
The prices are created as pending and are not used to price orders until the approval
process is complete. Price approvals are routed through the JDEdwards Enterprise
Workflow Management system.
The following prices are routed through the price approval process:
Price approvals are intended for use with sales-based pricing and schedules but are not
available within supplier pricing or Advanced Pricing for Procurement. When prices
are approved, they are made available to the order entry programs to use on subsequent
orders. When prices are rejected, the prices are withheld from use on any orders.
Price approvals are an additional feature of the Sales Order Management and Advanced
Pricing systems. The process must be turned on within Pricing Constants and is applied
system wide.
To understand price approvals, you should be familiar with the following concepts:
Batch price maintenance programs will not activate the workflow process. Prices
created by these programs are automatically approved.
B73.3.1 (6/99)
3–11
Advanced Pricing
Coexistence issues
If you use both OneWorld and World Software systems, you must make changes within
the following OneWorld programs or tables when price approval workflow is turned
on:
P4106
Base Price Revisions
P4072
Price Adjustment Detail Revisions
P4075
Price Variable Table
P4076
Price Formula Window
P4077W
Rebate Threshold Maintenance
Before You Begin
- - Activating Pre-Existing Prices
Once the Price Approvals option is activated on Pricing Constants, you must convert
pre-existing prices and adjustments by running the Price Approvals Conversion
program (R45210).
Running the Price Approvals Conversion program automatically sets all of the selected
prices to an active status. JDEdwards recommends that you run the report in proof
mode first to validate the number of prices that will be converted. Then, run the report
in final mode to actually convert the prices. The data-selection should be left clear so
that all prices are converted.
You must run this program in order for your prices to become active. Failure to run the
program will result in the system assuming all pre-existing prices to be inactive. In
other words, your pre-existing prices will not be in effect.
Pending Prices and Active Prices
An approval status is assigned to every price that is entered into the system. Price
approval status codes are visible on the Base Price and Advanced Pricing tables and are
stored in user defined code table 45/AS.
3–12
B73.3.1 (6/99)
Understanding Price Approvals
The following price approval status codes are available:
Pending
A new or changed price has an approval status set to pending
upon creation. The approval status code for pending prices is 1.
Active
When all reviewers approve a new or changed price, the status
of the price changes to active. Once the status changes to
active, all price retrieval functions will apply to the new price.
The only prices that are applied to orders are those that have an
active status. Prices with any other status are ignored and are
not used to price orders. A blank approval status code signifies
an active price change.
Rejected
If a price is rejected by at least one reviewer, the price status
changes to rejected and is not applied to any orders.
Additionally, a workflow message is sent to the originator of
the price change to notify them of the rejection of the price.
The approval status code for rejected prices is 2.
Pending Delete
Prices can be removed from the system by a delete function.
Prices with a Pending Delete status remain active until the
request for deletion is approved. When a pending delete price
is approved, the price is marked as canceled.
Superceded
If a price change becomes active and directly overrides an
existing price, the original price is marked as superceded and is
withheld from use by order entry.
Price Approval Workflow
Once the Price Approval process has been activated, the system can detect when a
OneWorld user changes a base price or adjustment schedule. When a change in price is
detected, the Workflow process automatically routes a message to the appropriate
people for their approval or rejection.
When a user creates or changes a price, the system displays a message box that notifies
the user that the changes have been submitted for approval. The system does not reflect
the new or changed price on orders until the requested change is approved by all
designated parties.
B73.3.1 (6/99)
3–13
Advanced Pricing
The following graphic illustrates the process that new or changed prices go through
during the workflow process:
Price Approval Model Workflow
Start
Add/Change Price
Price is pending
Status Code 1
active
Rejected
Send message to
designated
reviewers
Price is active
Status Code Blank
Price is rejected
Status Code 2
Update the
database
Notify originator
that request has
been rejected
Send notification to
user
Active prices are
available for use on
orders
End
The price approval process does not change the original price separate from the new or
changed price. This process allows for the continued use of the standing price while the
changed price is awaiting approval.
For example, if an item needs to be changed for the next promotional period, you can
change the price within the Base Price Revisions or the Price Adjustment Detail
Revisions form and click OK. Upon inquiring again on the same price, two prices
would exist, the original, active base price, and the new, pending price.
More than one price can exist for the same effective period. Prices that exist in the
system when you activate Price Approvals are automatically approved. All status codes
for pre-existing prices will be set to the blank, active status code.
3–14
B73.3.1 (6/99)
Understanding Price Approvals
See Also
Creating Workflow Processes Enterprise Workflow Management
Guide Reviewing Approval Requests
You can use either of the following programs to review and approve requests for price
changes:
The person who reviews the change (the approver) receives a message in the Employee
Queue Manager or within Speed Price Approval. The message indicates that the price
change is pending approval.
Employee Queue Manager
To approve or reject the change within the Employee Queue Manager, the approver
clicks the ”Price Adjustment Was Changed” message, then clicks the Workflow
Approval icon. A form appears for the approver to use to approve or reject the
message. This form also allows the approver to add supplemental information about the
approval or rejection action for audit purposes.
If the approver rejects the price, the system clears the message from the queue, which
completes the workflow activity. The system retains the original price information and
sends a message to the originator informing them of the rejection. If the approver
approves the price, the system updates the database with the new price and deactivates
any previously used price.
At this point, the workflow system sends a message to the originator of the new or
changed price indicating that the price has been approved.
Speed Price Approval
Speed Price Approval is an alternative to the Employee Queue Manager and
streamlines the approval process. Use the Speed Price Approval program when you
need to approve more than one price change at one time. When an approver accesses
Speed Price Approval, all messages for a given approver appear so that they can be
approved or rejected collectively, enabling large numbers of price changes to be
approved in a more time-effective manner.
The Speed Price Approval program is available from the Advanced Price and
Adjustments menu (G42311). From Speed Price Approval, on the Price Change
Review form, you can approve or reject each price change. To approve or reject a price
change, enter the approval status directly into the grid row or highlight one or more
grid rows and choose Approve or Reject from the Row menu.
B73.3.1 (6/99)
3–15
Advanced Pricing
You can also view price history and other additional information on a price change
from the View Details row exit on the Price Change Review form. Additionally, you
can set a processing option to have the approval codes load upon entry to the program.
Revising Workflow Setup
The price approval process is coded to send all messages to a predefined distribution
list (4548 – Price Approvals) on the Group Revisions form in the Workflow
Management system. This distribution list can be modified to include the actual
employee numbers of the people who approve price changes.
You set up distribution lists to group approvers into categories for the price approval
routing process. Within the Workflow Management system, you use Work With
Distribution Lists (P02150) to add distribution list parents (such as managers) and to
add children (such as employees who work for those managers) to those parents.
When working with workflow distribution lists, remember the following:
Understanding Distribution Lists Working with Distribution Lists Enterprise Workflow Management Guide You might want to override the message approval process if a message has not been
answered by a recipient in a lower level.
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B73.3.1 (6/99)
Understanding Price Approvals
Note that the Overrides option is enabled if one or more of the following conditions is
met:
The JDEdwards process identifier for Price Approvals is JDEPRAPPR.
See Also
B73.3.1 (6/99)
Monitoring Process Activity Enterprise Workflow Management Guide
3–17
Advanced Pricing
3–18
B73.3.1 (6/99)
Understanding Pricing in Procurement
When you enter a purchase order, the system retrieves the unit cost for the item based
on characteristics, such as the branch/plant, the supplier, the quantity and the item.
Before the system processes any type of advanced price adjustment to the purchase
order, it must first retrieve the unit cost. Depending on the purchase price level for the
item, the system retrieves the unit cost from either the Purchase Price table (F41061) or
the Item Cost Ledger table (F4105). After the system retrieves the unit cost, it verifies
that Advanced Pricing is turned on. If Advanced Pricing for Procurement is turned on,
the system bypasses the standard price adjustments that you set up in the Procurement
system and searches for applicable schedules and adjustments in the Advanced Pricing
system.
Understanding pricing in Procurement includes the following tasks:
- - - B73.3.1 (6/99)
3–19
Advanced Pricing
The following graphic illustrates how the system calculates prices for purchase orders.
Enter Purchase
Order Line
Retrieve Item/Supplier
Defaults
Is Supplier Price
Available?
Retrieve Supplier
Purchase Price
(B4300040)
Yes
Yes
Retrieve Advanced
Price Adjustments
(B4500050)
No
Write Price Adjustment
Records (B4500090)
Default
Item Cost
Create Lines for Free
Goods Items
Retrieve Standard
Price Adjustment
(B4000870)
Purchase Order
Complete
Landed Cost
Revisions
(P41291)
Apply Landed Cost
Components
Create Landed Cost
Vouchers
3–20
B73.3.1 (6/99)
Understanding Pricing in Procurement
Reviewing Purchase Price Levels
When you enter an item in the Item Master form, you must enter the purchase price
level. The purchase price level determines how you define the base price for an item.
The base price is the unit cost on a purchase order. You can define the purchase price
level as one of the following:
Supplier/Item level
Define one overall price for an item from a supplier. The
system retrieves the supplier cost from the Purchase Price
table (F41061).
Supplier/Item/Branch
level
Set up different prices for each supplier, item, and branch
combination. The system retrieves the supplier cost from the
Purchase Price table (F41061).
Inventory Cost level
Set up the cost based on the the inventory cost level and the
purchase cost method you specify for the item. The system
retrieves the inventory cost from the Inventory Cost table
(F4105). If you do not set up prices for suppliers, the system
uses the inventory cost as the default for the purchase order.
See Also
Generating New Supplier Records Euro Implementation Guide Entering Sales Price Information Inventory Management Guide Reviewing Inventory Cost
You must specify the cost method that the system uses to determine an item’s cost for:
For example, you can use the weighted average cost method to determine the cost of
goods sold for an item, and the last-in cost method to determine the item’s unit cost for
purchase orders.
You can define your own cost methods with user defined codes, although J.D. Edwards
reserves cost methods 01–19. The system provides the following eight predefined cost
methods:
B73.3.1 (6/99)
3–21
Advanced Pricing
!" " $ # "
#"# "
" # ! ! !" "!
You establish costs for an item by entering an amount for each cost method. When you
review costs for the item, the system displays only those methods for which you
entered an amount.
If you do not enter an item cost for the the cost methods that you assign to sales,
inventory, or purchasing, the system displays a warning message. If you ignore the
warning, the system assigns a zero cost for the cost method.
See Also
" Retrieving Supplier Prices
You can set up prices for an item based on the supplier from whom you purchase the
item. Then, when you enter a purchase order, the system can retrieve the unit cost for
an item for the supplier. You must set up the purchase price level so that the system
retrieves unit costs for purchase orders based on suppliers. If you maintain supplier
prices at the branch/plant level, you must enter a branch/plant when you add an item to
a catalog. You can enter a different branch/plant for each item in a catalog.
A catalog is a group of items along with the price for each item. Each catalog is unique
to a supplier. You must enter supplier prices by catalog. You can enter all of the items
that you purchase from a supplier in one catalog or you can create multiple catalogs to
classify a supplier’s items by seasonal changes, different product lines, and so on. You
can enter the same item at a different prices in multiple catalogs, with different
effective dates for each price. Additionally, you can specify price breaks based on the
quantity purchased.
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B73.3.1 (6/99)
Understanding Pricing in Procurement
If you enter item prices for a supplier without specifying the name of a catalog, the
system automatically creates a default catalog for the supplier. You might want to use
default catalogs if you plan to maintain only one catalog for each supplier. When you
enter an item on a purchase order, the system searches the supplier catalogs to retrieve
the unit cost. It searches the default catalog first (if it exists), and then all other catalogs
in alphabetical order. After the system locates a unit cost, it verifies the effective dates.
If the current date falls within the effective dates, the system enters the unit cost on the
purchase order.
See Also
B73.3.1 (6/99)
Setting Up Supplier and Item Information Procurement Guide
Generating New Supplier Prices in a Different Currency Procurement Guide 3–23
Advanced Pricing
3–24
B73.3.1 (6/99)
Schedules and Adjustments
Advanced Pricing
3–2
B73.3.1 (6/99)
Schedules and Adjustments
An adjustment is a set of information that describes a pricing plan or promotion. In
Sales Order Management, you can use adjustments to monitor promotions that you
extend your customers. If you use Advanced Pricing for Procurement, you can use
adjustments to monitor promotions that your suppliers offer you.
After you create adjustments, you can combine the adjustments into an adjustment
schedule. Adjustment schedules contain the information used to calculate prices. Each
adjustment schedule can contain an unlimited number of adjustments. You must define
the adjustment and complete the adjustment details for each adjustment.
You can review adjustment details after you define the adjustment. From adjustment
details, you can define special processing such as free goods, pricing formulas, or
variable tables. The pricing hierarchy defines the order that the system uses the
adjustments listed in the adjustment detail.
Setting up adjustment schedules and adjustments include the following tasks:
- - - - - ! "
Before you can add an adjustment to a schedule, you must create an adjustment
definition by specifying:
B73.3.1 (6/99)
" " ! ! ! "
!
4–1
Advanced Pricing
The following graphic illustrates how you set up a schedule from multiple adjustments.
Adjustment
Schedule
Adjustment Definition 1
Adjustment Definition 2
Adjustment Definition 3
Adjustment Details
Adjustment Details
Adjustment Details
You can define mandatory price adjustments for required price components such as
surcharges and special taxes. A price adjustment might be mandatory for specific items
during a sale, transfer, direct ship order entry, or to accommodate surcharges and
special taxes. If a price schedule contains mandatory adjustments that is not defined for
the sales order to the specified customer and item, the system issues an error and you
can not process the order detail line.
Before You Begin
- Defining Base Prices Sales
Order Management Guide
- Defining
Supplier Prices and Discount Rules Procurement Guide.
4–2
B73.3.1 (6/99)
Illustration: Advanced Pricing System Flow
The use of sales order adjustments and adjustment schedules is illustrated in the
following Advanced Pricing system graphic.
Enter Sales
Order
Item Master table
Read Customer
Billing
Instructions
Read Price
Adjustment
Schedule
Adjustment No
found?
Customer Master
table
Price Adjustment
Schedule table
End
Yes
Read Pricing
Adjustment
Read Price
Hierarchy
Price Adjustment
table
Preference
Hierarchy table
Retrieve
group
definition
Get Item/
Customer Group
Read Price
Adjustment Detail
No
Group Code table Item
Branch table
Customer Master table
Price Adjustment
Detail table
Adjustment
found?
Yes
Apply adjustment and
write to price history
B73.3.1 (6/99)
Price Adjustment
History table
4–3
Advanced Pricing
Illustration: Advanced Pricing for Procurement System Flow
The use of purchase order adjustments and adjustment schedules in Procurement is
illustrated in the following Advanced Pricing system graphic.
Enter Purchase
Order
Read Supplier
Billing
Instructions
Read Price
Adjustment
Schedule
Adjustment No
Found?
Item Master table
Item Cost Ledger or
Supplier Price table
Supplier Master
table
Price Adjustment
Schedule table
End
Yes
Read Pricing
Adjustment
Read Pricing
Hierarchy
Price Adjustment
table
Preference
Hierarchy table
Retrieve
group
definition
Get Item/
Supplier Group
Read Price
Adjustment Detail
No
Group Code table Item
Branch table Supplier
Master table
Price Adjustment
Detail table
Adjustment
found?
Yes
Apply adjustment and
write to price history
4–4
Price Adjustment
History table
B73.3.1 (6/99)
Setting Up Advanced Pricing Hierarchies
The system applies pricing adjustments to sales order prices in the order you determine
on the pricing hierarchy. The system uses this pricing structure to retrieve base prices
and to calculate price adjustments and updates. For this reason, you should set up your
hierarchy to search from specific combinations to general combinations.
Specific
Customer/Item
Customer Group/Item
Customer Group/Item Group
All Customers/Item
General
For example, for a seasonal promotion, you could define the sequence so that any
customer that orders the item receives the discount. However, if you set up a slightly
lower price for customers based on geographic location, you can set up the hierarchy so
that the system searches for the more specific information first. In this case your
sequence could be:
Complete the following tasks to set up advanced pricing hierarchies:
- - B73.3.1 (6/99)
4–5
Advanced Pricing
Using Advanced Pricing for Procurement
Based on the preference hierarchy, the system applies the pricing adjustments to the
unit cost in the purchase order. The system uses this pricing structure to retrieve unit
cost and to calculate adjustments and updates. You should set up your hierarchy to
search from specific combinations to general combinations.
Specific
Supplier/Item
Supplier /Item Group
Supplier Group/Item Group
All Suppliers/Item
General
If you have activated Advanced Pricing for Procurement, you enter purchase order
adjustments on the same forms and in the same manner as you would for sales order
adjustments. However, the system processes information in the Customer and Customer
Group fields as Supplier and Supplier Group.
You can set up the preference hierarchy so that when you enter a purchase order, the
system first searches for a specific supplier for that item. If the system finds an
adjustment for the supplier and item, then it applies the adjustment to the unit cost. If
not, the system can then search for a price adjustment for this specific supplier and the
item group to which this item might belong. For you preference hierarchy for purchase
order adjustments, your sequence could be:
Setting Up a Preference Master
Before you define each pricing hierarchy, you must create a master record for that
hierarchy which is known as the preference master. In Base Pricing, you are limited to
using one preference hierarchy (preference hierarchy #51). In Advanced Pricing, you
can create as many different preference hierarchies as you need.
You define the hierarchy and then attach it to an adjustment definition. You can create a
hierarchy for each adjustment definition or you can use one hierarchy for many
adjustment definitions. J.D. Edwards recommends that you set up a few hierarchies that
can be used for multiple adjustment definitions.
4–6
B73.3.1 (6/99)
Setting Up Advanced Pricing Hierarchies
When using the Preference Master to define the master record for the hierarchy, the
following fields do not apply to pricing:
To set up a preference master
From Price Management (G4222), choose Preference Hierarchy.
On Work with Preference Hierarchy
1. Click Add to enter a new preference hierarchy.
2. On Preference Hierarchy Revisions, choose Master Revision from the Form
menu.
3. On Preference Master Revisions, complete the following fields:
4. Click OK.
B73.3.1 (6/99)
4–7
Advanced Pricing
Field
Explanation
Preference Type
A user defined code (system 40/type PR) that identifies a
preference type or a price adjustment hierarchy.
When you review the fold area of user defined code table
40/PR, a 1 in the first space of the Special Handling Code field
identifies a preference that J.D. Edwards supports.
This field is hard coded for each preference.
Description
A user defined name or remark.
Defining a Pricing Hierarchy
Use the Preference Hierarchy form to specify the order in which pricing adjustments
are applied. You enter the order that adjustments are applied on the Preference
Hierarchy form. The form contains rows identifying customers and customer groups
and columns identifying items or item groups. You identify the pricing hierarchy
sequence by typing numbers at the intersections of the rows and columns. The pricing
search begins at the intersection where you type 1 and looks for records defined for that
customer and item combination. If no adjustment details are found for that
combination, then the system moves to the next combination in the hierarchy, identified
by the number 2 in the intersection, and so forth.
The system automatically selects the first combination encountered during a search;
therefore, you should you set up the most specific method of pricing first in your
hierarchy and continue defining the hierarchy to the most general pricing.
Although you can enter as many as 21 numbers, you should limit your hierarchy to
three or four numbers. Each number represents a system search and increases system
processing time.
Before You Begin
- To define a pricing hierarchy
From Sales Order Management (G42), choose Price Management. From Price
Management (G4222), choose Preference Hierarchy.
On Work with Preference Hierarchy
1. Click Find to locate existing preferences.
2. Choose the row.
To create a new pricing hierarchy, click Add.
4–8
B73.3.1 (6/99)
Setting Up Advanced Pricing Hierarchies
3. On Preference Hierarchy Revisions, complete the following field:
4. Beginning with 1, enter numbers in the intersections to indicate the search order.
When you define the pricing hierarchy, start with 1 and do not skip any numbers.
5. Click OK.
Field
Explanation
Preference Type
A user defined code (system 40/type PR) that identifies a
preference type or a price adjustment hierarchy.
When you review the fold area of user defined code table
40/PR, a 1 in the first space of the Special Handling Code field
identifies a preference that J.D. Edwards supports.
This field is hard coded for each preference.
B73.3.1 (6/99)
4–9
Advanced Pricing
4–10
B73.3.1 (6/99)
Setting Up Adjustment Definitions
An adjustment is a record that describes a special pricing situation, such as a pricing
plan or promotion. Before you can add an adjustment to a schedule, you must create
adjustment definitions to specify the characteristics of the adjustment. These
characteristics determine the following:
" # # " !
" Mandatory price adjustments are defined for required price components, such as
surcharges and special taxes. A price adjustment might be mandatory for specific items
during a sale, transfer, direct ship order entry, or to accommodate surcharges and
special taxes.
If a price schedule contains a mandatory adjustment that is not defined for the sales
order to the specified customer and item, the order line is highlighted as an error and
the order is not accepted. If you receive an error message, review the information in the
order detail area. You may detach the sales order line item from the adjustment
schedule or enter information to make your customer eligible for all adjustments so the
mandatory adjustment applies.
To set up adjustment definitions
From Price Management (G4222), choose Advanced Price and Adjustments. From
Advanced Price and Adjustments (G42311), choose Price Adjustment Definitions.
B73.3.1 (6/99)
4–11
Advanced Pricing
On Work with Adjustment Types
1. Click Add.
2. On Price Adjustment Definition, complete the following fields:
4–12
B73.3.1 (6/99)
Setting Up Adjustment Definitions
3. On Price Adjustment Definition, complete one or more of the following fields to
have the adjustment apply only to a specific price group. Leave these fields
blank to set up details for other price groups:
4. To set up a mandatory price adjustment, click the Mandatory Adjustment option.
5. You may enter information in the additional fields on the Price Adjustment
Definition form, as necessary. If you do not enter information, the system
supplies default information.
6. Click OK to set up the adjustment definition.
Field
Explanation
Adjustment Name
A user defined code (system 40, type TY) that identifies an
adjustment definition. You define adjustments on Price
Adjustment Definitions.
Item Price Group
A user defined code (40/PI) that identifies an inventory price
group for an item.
Inventory price groups have unique pricing structures that
direct the system to incorporate discounts or markups on items
on sales and purchase orders. The discounts or markups are
based on the quantity, dollar amount, or weight of the item
ordered. After you assign a price group to an item, the item
uses the same pricing structure that was defined for the
inventory price group.
You must assign an inventory price group to the supplier or
customer, as well as to the item, for the system to interactively
calculate discounts and markups on sales orders and purchase
orders.
Customer Price Group
A user defined code (system 40, type PC) that identifies a
customer group. You can group customers with similar
characteristics, such as comparable pricing.
Order Detail Groups
A user defined code (system 40, type SD) that identifies a sales
order detail group, which you can use to create pricing that is
based on a field in the Sales Order Detail file (F4211).
. . . . . . . . . . . . . . Form-specific information . . . . . . . . . . . . . .
A user defined code (system 40, type SD) that identifies a sales
order detail group, which you can use to create pricing that is
based on a field in the Sales Order Detail table (F4211).
If you enter a code in this field, the system uses this adjustment
only for orders with details that match the criteria of the order
detail group.
B73.3.1 (6/99)
4–13
Advanced Pricing
Field
Explanation
Preference Type
A user defined code (system 40/type PR) that identifies a
preference type or a price adjustment hierarchy.
When you review the fold area of user defined code table
40/PR, a 1 in the first space of the Special Handling Code field
identifies a preference that J.D. Edwards supports.
This field is hard coded for each preference.
Adjustment Control Code
A code that specifies how the adjustment appears on the
invoice and whether you want the system to create a separate
line in the Sales Order Detail table (F4211).
Valid values are:
1
The system adds the adjustment amount into the unit
price and records the adjustment detail to the Price
Adjustment History table (F4074). The system does
not print the adjustment on the invoice.
2
The system adds the adjustment amount to the unit
price and records the adjustment detail to the Price
Adjustment History table (F4074). It prints the
adjustment on the invoice.
3
The system creates a separate detail line in the Sales
Order Detail table. It does not add the adjustment
into the unit price or record it to the history table.
The system does not include this type of adjustment
when it calculates the current net price.
4
The system records the adjustment to history and
posts it to the general ledger during a sales update. It
does not add the adjustment into the unit price or
print it on the invoice. Use Control Code 4 to create
an accrual adjustment.
5
The system records the adjustment to history and
posts it to the general ledger during a sales update.
The system also accumulates each order line’s
quantity, weight, and amount to rebate history
(F4078). It does not add the adjustment into the unit
price or print it on the invoice. Use Control Code 5
to create a rebate adjustment.
. . . . . . . . . . . . . . Form-specific information . . . . . . . . . . . . . .
For OneWorld:
3
The system supports Adjustment Control Code 3
only for order-level adjustments.
5
Code 5 is not supported in OneWorld. If you use
adjustment control 3, the Adjustment Line Type
must have an inventory interface value of N.
6
The system processes the adjustment amount and the
unit price separately during sales update. The
amounts are recorded separately as G/L and A/R
entries. It prints the adjustment on the invoice.
4–14
B73.3.1 (6/99)
Setting Up Adjustment Definitions
Field
Explanation
Subledger in G/L
A user defined code (system 40, type SI) that identifies the type
of information that you want the system to use to update the
Subledger field in the General Ledger file (F0911) when you
use this adjustment type to price a sales order.
G/L Offset
A user defined code that identifies the G/L offset that you want
the system to use when it searches for the account to which it
will post the transaction. If you do not want to specify a class
code, you can enter **** (four asterisks) in this field.
The table of Automatic Accounting Instructions (AAIs) allows
you to predefine classes of automatic offset accounts for the
Inventory, Purchasing, and Sales Order Management systems.
The system can generate accounting entries based upon a
single transaction. As an example, a single sale of a stock item
can trigger the generation of accounting entries similar to
these:
Sales–Stock (Debit) xxxxx.xx
A/R Stock Sales (Credit) xxxxx.xx
Stock Inventory (Debit) xxxxx.xx
Stock COGS (Credit) xxxxx.xx
Quantity Level Break
A code that indicates how level breaks occur in the Price
Adjustment Detail table (F4072), based on one of three types
of level breaks.
! % % ! ! % ! ! ! ! !
% ! # " ! " ! % ! $ ! " ! " !%
" ! ! " % !% For WorldSoftware, valid codes are:
1
Quantity
2
Weight
3
Amount
For OneWorld, turn on one of the following options:
! % " " ! " Override Price (Y/N)
B73.3.1 (6/99)
A code indicating how the adjustment affects the price of a
sales order line. Valid codes are:
Y
The adjustment price overrides the base price.
N
The adjustment is used to calculate a discount or
markup to the base price.
4–15
Advanced Pricing
4–16
Field
Explanation
Manual Add/Change (Y/N)
Specifies whether the adjustment type can be manually added
to or changed from the Price Adjustments form (P4074W)
when you enter sales orders.
B73.3.1 (6/99)
Building Adjustment Schedules
An adjustment schedule contains one or more price adjustment types for which a
customer or an item might be eligible. An adjustment schedule consists of an
adjustment definition and an adjustment detail.
You assign customers to adjustment schedules so the system can calculate prices. In the
adjustment schedule, you specify the sequence that the system uses to apply price
adjustment types to sales order prices. You assign customers to an adjustment schedule
through the customer billing instructions. When you enter a sales order, the system
copies the schedule attached to the Sold To address into the order header.
Each adjustment schedule can contain an unlimited number of price adjustments. You
can add adjustments or change existing adjustments at any time. You can override the
adjustment schedule at the detail line level, if needed.
Using Advanced Pricing for Procurement
You assign adjustment schedules to suppliers so the system can calculate prices. In the
adjustment schedule, you specify the sequence that the system applies the price
adjustment types to purchase order prices. You assign an adjustment schedule to a
supplier through the supplier instructions. When you enter a purchase order, the system
copies the schedule attached to the supplier address into the order header.
Before You Begin
- If you are using Advanced Pricing for Procurement, you can assign only one
adjustment schedule to each supplier.
- - B73.3.1 (6/99)
4–17
Advanced Pricing
To build adjustment schedules
From Price Management (G4222), choose Advanced Price and Adjustments. From
Advanced Price and Adjustments (G42311), choose Price & Adjustment Schedule
Revisions.
On Work with Adjustment Schedules
1. Click Add.
4–18
B73.3.1 (6/99)
Building Adjustment Schedules
2. On Price Adjustment Schedule Revisions, complete the following fields and
click OK to build an adjustment schedule:
3. Change the adjustment details or adjustment definition, if needed, by choosing
the Details or Definition options from the Row menu.
Field
Explanation
Adjustment Schedule
A user defined code (system 40, type AS) identifying a price
and adjustment schedule. A price and adjustment schedule
contains one or more adjustment types for which a customer or
an item might be eligible. The system applies the adjustments
in the sequence that you specify in the schedule. You link
customers to a price and adjustment schedule through the
customer billing instructions. When you enter a sales order, the
system copies the schedule attached to the sold to address into
the order header. You can override this schedule at the detail
line level.
For Agreement Management, this is the Penalty Adjustment
Schedule. A penalty adjustment schedule, user defined code
(system 40, type AS), contains one or more adjustment types
for which a customer or an item might be eligible. The system
applies the adjustments in the sequence that you specify in the
schedule. You link customers to a price and adjustment
schedule through the customer billing instructions. When you
enter a sales order, the system copies the schedule attached to
the sold to address into the order header. You can override this
schedule at the detail line level.
Seq No.
For World, a sequence or sort number that the system uses to
process records in a user defined order.
For OneWorld, The sequence by which users can set up the
order in which their valid environments are displayed.
. . . . . . . . . . . . . . Form-specific information . . . . . . . . . . . . . .
The value in this field represents the order in which the system
processes the price adjustments. J.D. Edwards recommends
that you leave spaces in your number sequence so you can add
adjustments within the price adjustment schedule.
Adjustment Name
B73.3.1 (6/99)
A user defined code (system 40, type TY) that identifies an
adjustment definition. You define adjustments on Price
Adjustment Definitions.
4–19
Advanced Pricing
4–20
B73.3.1 (6/99)
Setting Up Adjustment Details
Adjustment details provide the parameters for calculating price adjustments. Advanced
pricing adjustment details contain basis codes that allow for added pricing flexibility.
You can define adjustment details when you add adjustment definitions to adjustment
schedules. Adjustment details allow you to define special processing such as free
goods, pricing formulas, or variable tables. The pricing hierarchy defines in what order
the system uses the adjustments listed in the adjustment details.
For all price adjustments using basis codes, you must enter information in the Basis
Code, Factor Value, and Formula Name fields on the Price and Adjustment Detail form
before the system can calculate the adjustments.
You can set up adjustment details with the following basis codes:
Percentage of Base Price
The system multiplies the base price by the factor value.
Percentage of Current Net
Price
The system multiplies the current net price by the factor value.
Percentage of Cost
The system adds the factor value to the item cost. Before this
combination can be calculated, you must identify the item cost
in the Cost Method column of the grid area.
B73.3.1 (6/99)
The system multiplies the item cost by the factor value. Before
this combination can be calculated, you must identify the item
cost in the Cost Method field in the detail area of Price
Adjustment Detail.
Cost Plus Amount
4–21
Advanced Pricing
Add on Amount
The system adjusts the price by the factor value.
Add on Variable Amount
! !
" The system retrieves the adjustment amount from the price
variable table. Set up variable prices when the price of an item
varies frequently, even as often as daily. Use price variable
tables to set up prices and effective dates.
! You can access the Price Variable Table form by selecting the
Variables option from any adjustment detail line.
If you plan to use the price in the variable table as a base price,
make sure the adjustment to which you attach the table is an
override adjustment. This ensures that you override any other
price with the price from the variable table.
Add on Formula Amount
The system calculates the price adjustment using a formula.
Each component must be identified by a special character. You
define these characters during system setup in the pricing
constants. The system evaluates formulas as standard algebraic
notations: whatever is inside parentheses is evaluated first, then
multiplication, division, addition, and subtraction. For
example, the formula .90*&GOLD represents that the adjusted
price of the item is 90% of the current price of gold.
To return a field name to your formula, include a field from the
Sales Order Detail table (F4211) by accessing the File Field
Descriptions form. When you do this, the system automatically
inserts the field name. It precedes the field name with the
character you specified in the system constants to identify field
names. You cannot use all fields of the Sales Order Detail table
(F4211) in a formula.
Add on User Program
Amount
The system calls a user defined program to calculate the price
adjustment.
J.D. Edwards is not responsible for providing custom programs
and does not provide support for custom programs.
4–22
B73.3.1 (6/99)
Setting Up Adjustment Details
Using Advanced Pricing for Procurement
The basis codes for purchase order adjustment details are described below:
Percentage of Supplier
Price or Inventory Cost
The system multiplies the supplier price or inventory cost by
the factor value.
Percentage of Current Net
Supplier Price or
Inventory Cost
The system multiplies the current net price by the factor value.
Percentage of Cost
If you enter Basis Code of 3, the system issues an error. In
Procurement, you must use basis code 1 to choose a percentage
of the supplier price or cost.
Cost Plus Amount
If you enter Basis Code of 4, the system issues an error. In
Procurement, you must use basis code 5 to add an amount to
the unit cost.
Add on Amount
The system adjusts the supplier price or inventory cost by the
factor value.
Add on Variable Amount
! The system retrieves the adjustment amount from the price
variable table. Set up variable prices when the supplier price or
inventory cost of an item varies frequently, even as often as
daily. Use price variable tables to set up prices and effective
dates.
You can access the Price Variable Table form by selecting the
Variables option from any adjustment detail line.
If you plan to use the unit cost in the variable table as a price,
make sure the adjustment to which you attach the table is an
override adjustment. This ensures that you override any other
price with the price from the variable table.
B73.3.1 (6/99)
4–23
Advanced Pricing
Add on Formula Amount
The system calculates the price adjustment using a formula.
Each component must be identified by a special character. You
define these characters during system setup in the pricing
constants. The system evaluates formulas as standard algebraic
notations: whatever is inside parentheses is evaluated first, then
multiplication, division, addition, and subtraction. For
example, the formula .90*&GOLD represents the adjusted
price of the item is that 90% of the current price of gold.
To return a field name to your formula, include a field from the
Purchase Order Detail table (F4311) by accessing the File Field
Descriptions form. When you do this, the system automatically
inserts the field name. It precedes the field name with the
character you specified in the system constants to identify field
names. You cannot use all fields of the Purchase Order Detail
table (F4311) in a formula.
Add on User Program
Amount
The system calls a user defined program to calculate the price
adjustment.
J.D. Edwards is not responsible for providing custom programs
and does not provide support for custom programs.
If you are using Advanced Pricing for Procurement, you must enter a Supplier Group
name instead of a Customer Group name.
To set up adjustment details
From Price Management (G4222), choose Advanced Price and Adjustments. From
Advanced Price and Adjustments (G42311), choose Price & Adjustment Detail
Revisions.
On Work with Adjustment Detail
4–24
B73.3.1 (6/99)
Setting Up Adjustment Details
1. Choose an adjustment name and click Find.
The system displays existing adjustments.
2. Click Add.
Your choice on the Preference Hierarchy form determines the fields that appear
on the Price and Adjustment Detail Revisions form.
B73.3.1 (6/99)
4–25
Advanced Pricing
3. On Price Adjustment Detail Revisions, complete the following fields:
4. If you use basis code 3 or 4, complete the following field:
5. If you use basis code 6, choose Variables from the Row menu and complete the
following fields:
6. If you use basis code 7, choose Formulas from the Row menu and complete the
following field:
Field
Explanation
Adj Name
A user defined code (system 40, type TY) that identifies an
adjustment definition. You define adjustments on Price
Adjustment Definitions.
Item Number
A number that the system assigns to an item. It can be in short,
long, or 3rd item number format.
Item Price Group
A user defined code (40/PI) that identifies an inventory price
group for an item.
Inventory price groups have unique pricing structures that
direct the system to incorporate discounts or markups on items
on sales and purchase orders. The discounts or markups are
based on the quantity, dollar amount, or weight of the item
ordered. After you assign a price group to an item, the item
uses the same pricing structure that was defined for the
inventory price group.
You must assign an inventory price group to the supplier or
customer, as well as to the item, for the system to interactively
calculate discounts and markups on sales orders and purchase
orders.
4–26
Address Number
A number that identifies an entry in the Address Book system.
Use this number to identify employees, applicants, participants,
customers, suppliers, tenants, and any other Address Book
members.
Customer Group
A user defined code (system 40, type PC) that identifies a
customer group. You can group customers with similar
characteristics, such as comparable pricing.
B73.3.1 (6/99)
Setting Up Adjustment Details
Field
Explanation
UM
A user defined code (00/UM) that indicates the quantity in
which to express an inventory item, for example, CS (case) or
BX (box).
Formula Name Numeric
A code that indicates how to adjust an order line. This field
works in conjunction with the Basis field (BSCD). How you
define the Basis field determines whether you enter a number
or a code in this field.
If your basis code is
1–5 Enter a positive number for markups, for example,
10. Enter a negative number for discounts, for
example, 10–.
6
You want to base the adjustment on a variable table.
Enter the code that identifies the variable table.
7
You want to use a formula to calculate the price.
Enter the code that identifies the formula.
8
You want to calculate the adjustment using a custom
program. Enter the program ID.
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Advanced Pricing
Field
Explanation
BC
A code that identifies how the system uses the factor value to
calculate the adjustment or penalty schedule. The Basis Code
field works in conjunction with the Formula Name field.
Valid codes for this field are:
1
The system multiplies the base price by the factor
value. The adjusted price is a percentage of the base
price.
2
The system multiplies the current net price by the
factor value. The adjusted price is a percentage of
the current net price.
3
The system multiplies the item cost by the factor
value. The adjusted price is a percentage of the item
cost. You can not use this basis code for a basket- or
order-level adjustment.
4
The system adds the factor value to the item cost.
You can not use this basis code for a basket- or
order-level adjustment.
Note: If you use basis codes 3 or 4, identify the item
cost you want to use in the calculation in the Cost
Method field (LEDG) in the fold area of the Price
Adjustment Detail form.
5
The system adjusts the price by the factor value. If
the value is positive, it increases the price by that
amount; if the value is negative, it decreases the
price by that amount.
6
The system retrieves the adjustment amount from the
variable table. You specify the name or the variable
table in the Formula Name field.
7
The system calculates the adjustment using a
formula. You specify the name of the formula in the
Formula Name field.
8
The system calls a user defined program to calculate
the adjustment. You specify the program I.D. in the
Formula Name field.
Note: If you define an adjustment that uses a custom
program, the program must be one you have
developed for this purpose and that you are prepared
to support. J.D. Edwards is not responsible for
providing custom programs nor supporting those you
have developed.
4–28
Effective Date
The date on which a transaction, text message, contract,
obligation, or preference becomes effective.
Cost Meth
A user defined code (system 40, type CM) that identifies a cost
method. Cost methods 01 through 19 are reserved for J.D.
Edwards use.
Formula Name
A user defined code (system 40, type FM) that identifies a
price formula. All price formulas are stored in the Price
Formula table (F4076).
B73.3.1 (6/99)
Setting Up Adjustment Details
See Also
B73.3.1 (6/99)
Entering Sales Price Information Inventory Management Guide
Creating Free Goods Adjustments
Creating Accrual Adjustments
Creating Rebate Accrual Adjustments
4–29
Advanced Pricing
4–30
B73.3.1 (6/99)
Generating New Price Adjustments in a Different Currency
You can use Advanced Pricing when you want to change the currency code and amount
for multiple price adjustment records at one time. To change an individual price
adjustment, you can manually change the currency code or enter the new amount on the
Price Adjustment Detail form. You do not have to run this program.
The Advanced Price and Adjustment program does the following:
! ! !
! When the Advanced Price and Adjustment program creates a new price adjustment, it
orders the record alphabetically along with the existing records.
To generate new price adjustments in a different currency, you specify the following:
! ! ! ! ! You can generate new price adjustments in a different currency for the following:
From the Advanced Price and Adjustments menu (G42311), choose Advanced Price
and Adjustment.
See Also
B73.3.1 (6/99)
R407201, Advanced Price and Adjustments, Reports Guide 4–31
Advanced Pricing
Price Adjustments with an Actual Amount
You can generate new price adjustments for advanced price records that have an actual
amount, such as those with a basis code of 4 (cost plus) or 5 (add on). You can also
generate new records for level breaks based-on amounts. You cannot generate new
price adjustments for amounts with a basis code of 7 (formula).
For example, a price adjustment for 100 French francs (FRF) is assigned a basis code
of 5 (add-on amount) and you want to generate a new price adjustment in the euro. The
exchange rate is 6.55957 and the divisor method is used to convert the amount to the
euro. The new price adjustment is 15.2449 EUR.
The Advanced Price and Adjustment program creates only one new price adjustment
for each unit of measure. It does not create one price adjustment for each currency. If
an adjustment exists in a certain currency, the program does not create another one in
that currency. The exception to this rule is when currency codes associated with an item
have different effective through dates. In this case, the program might create more than
one new price adjustment.
Price Adjustments without an Actual Amount
For adjustment records that do not have an actual amount, such as those with a basis
code of 1 (% of base price), the Advanced Price and Adjustment program creates a
copy of the existing record, retains the factor value, and changes only the currency
code.
For example, a price adjustment is 90% DEM of the base price. The new price
adjustment is 90% EUR. The currency code is changed to the euro; but the factor value
(.9) is not converted to the euro.
Processing Options for Advanced Price and Adjustment
Process
1. Enter a ’1’ to run this program
in final mode. If left blank, the
program will run in proof mode.
Final mode will update the file
and produce an audit report. Proof
mode will produce the audit report
only.
2. Enter the date used to
determine which price records will
be generated. If the expiration
date of a price is greater than or
equal to the date entered, a new
price record will be generated. If
a date is not entered, the system
date will be used.
____________
____________
Currency
1. Enter Currency Code to convert
to. (Required)
4–32
____________
B73.3.1 (6/99)
Generating New Price Adjustments in a Different Currency
2. Enter Currency Code to convert
from. Currency Codes represent
Base Currency Code or Customer
Currency Code. (Required)
3. Enter the Exchange Rate.
(Required)
4. Enter a ’1’ to multiply the
current price by the exchange rate
or leave blank (default) to divide
the current price by the Exchange
Rate.
____________
____________
____________
Data Selection for Advanced Price and Adjustment
Most clients will run the Advanced Price and Adjustment program by adjustment
name; however, it can be run by any other value in the data selection.
B73.3.1 (6/99)
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Advanced Pricing
4–34
B73.3.1 (6/99)
Override Search Groups
Advanced Pricing
4–2
B73.3.1 (6/99)
Override Search Groups
To simplify the process of defining and maintaining base prices, you set up price
groups for the customers and items with similar characteristics. A complex price group
contains subgroups based on category codes, such as a specific item type, customer
geographic location, line of business, or sales volume. An override search group is an
other way of retrieving prices based on specific category codes for an adjustment
definition.
You specify the distinct categories that you want to use by defining override search
groups. You can use from one to four category codes. After you define the override
price group, attach it to an adjustment definition. By using these fields to group
customers, you have another method of defining pricing for a specific group.
When you enter an override price group as an adjustment definition, the override price
group becomes the only price group that you can use for that price adjustment. You can
define prices based on how you place items or customers into groups:
Override search groups include the following tasks:
- - When the system uses the adjustment definition, it searches the item or customer
records for category codes that match the override group. If the system finds a match, it
uses the adjustment definition defined for that category code. The search is based solely
on category codes.
You can use order detail groups to create adjustment definitions for order lines based on
information in certain sales order detail controls. You do not need to assign either
customer or item price groups because the system searches based solely on category
codes. This section presents setting up order detail groups.
B73.3.1 (6/99)
5–1
Advanced Pricing
For Sales Order Management, you can use groups in both Base Pricing and Advanced
Pricing. The differences are:
Base Pricing
! Advanced Pricing
" ! ! Example: Using Override Search Groups for Sales Adjustments
You would like to offer a seasonal promotion to reduce inventory for last year’s model
of mountain bike items, that are identified by two category codes – type and model
year. You have set up complex item groups to identify bikes by type, manufacturer,
color, and model year.
You have set up complex price groups for your customers based on geographic region,
division, sales person, and volume. Those customers who sell mountain bikes, defined
as a division in your category codes, are eligible to benefit from this price adjustment.
You can set up override search groups for the item group and the customer group and
attach these two override search groups to your SEASONAL price adjustment
definition. When any of your customers who sell mountain bikes place an order for last
year’s model, the system retrieves this price adjustment.
Using Advanced Pricing for Procurement
When you attach an override price group to an adjustment definition, the override price
group becomes the only price group that you can use for that price adjustment. You can
define prices based on how you place items or suppliers into groups:
5–2
" " ! ! B73.3.1 (6/99)
Override Search Groups
You specify the categories that you want to use by defining override search groups. You
can use one category or as many as four. After you define the override price group,
attach it to an adjustment definition.
When the system uses the adjustment definition, it searches the item or supplier records
for category codes that match the override group. If the system finds a match, it uses
the adjustment definition defined for that category code. The search is based solely on
category codes.
When you enter purchase orders, most of the detail information comes from system
defaults, supplier master information, supplier instructions, and items. By using these
fields to group suppliers, you have another method of defining pricing for a specific
group.
Before You Begin
- - B73.3.1 (6/99)
5–3
Advanced Pricing
5–4
B73.3.1 (6/99)
Working with Complex Price Groups
To simplify the process of defining and maintaining base prices, you set up price
groups for the customers and items with similar characteristics. A complex price group
contains the same combinations of information as a simple price group except that the
subgroups are based on category codes, such as a specific item type, customer
geographic location, line of business, or sales volume. You can set up complex
customer price groups and complex item price groups.
Working with complex price groups includes the following tasks:
- - - Complex price groups can be used as override search groups. You establish the
complex price groups and define them as override price groups by entering the price
group name on the adjustment definition.
While you can use complex price groups for the sales order base price and price
adjustments, you can only use complex price groups for purchase order adjustments if
you are using Advanced Pricing in Procurement. You can not use complex price groups
for purchase order unless you have set up purchase order adjustments in Advanced
Pricing.
Setting Up Complex Customer Price Groups
You can use up to four category codes (or subgroups) to define complex customer price
groups. You use category codes to create subgroups within your pricing groups to
charge a different price. For example, within the customer group RETAIL, you can
create subgroups using category codes to charge a different price to customers based on
their line of business, geographic region, or sales volume.
A customer can belong to a customer detail group without being attached to that group
in the Customer Billing Instructions form. A customer can belong to numerous groups,
depending on the customer’s category codes.
The category code sequence you enter determines how the system displays the category
code fields on the related forms. The order in which you choose category codes has no
effect on how the system searches for prices.
B73.3.1 (6/99)
5–5
Advanced Pricing
Illustration: How Complex Customer Price Groups are Used to Determine
the Price
Pricing Hierarchy
Enter Sales Order
for customer 4245
Customer Billing
Instructions for 4245
(F0301)
Customer Price Group = RETAIL
1 = Item and Customer Group
2 = Item Group and Customer Group
(F4092)
Pricing Group Definitions
RETAIL Group defined with
Category code 13 = RETAIL
Category code 14 = CLASSA
No
Find Group RETAIL?
Yes
(F0101)
Address Book Master
Information for 4245
RETAIL Group defined with
Category code 13 = RETAIL
Category code 14 = CLASSA
No
Does the customer
match category
codes for RETAIL?
Yes
No
Yes
”Last”
sequence in
hierarchy
(F4106)
”No base
price”
Search for a base price for
RETAIL/Item combination
No
Does a price exist?
Yes
Assign base price
5–6
B73.3.1 (6/99)
Working with Complex Price Groups
Before You Begin
- To set up complex customer price groups
From Price Management (G4222), choose Define Customer Price Groups.
On Work with Price Group Definition
1. Click Add.
B73.3.1 (6/99)
5–7
Advanced Pricing
2. On Customer Price Group Definition, complete the following field:
3. To identify subgroups used in a customer price group, complete as many as four
of the following fields and choose Accept from the Form menu:
After you create complex customer price groups, you must generate price group
combinations. See .
Field
Explanation
Price Group
A user defined code (system 40, type SD) that identifies a sales
order detail group, which you can use to create pricing that is
based on a field in the Sales Order Detail file (F4211).
Category Code 1
A user defined name or remark.
Setting Up Complex Item Price Groups
You can also set up complex item groups to allow for greater flexibility in your pricing
structures. You can use up to four category codes to define complex item price groups.
For example, if you have two types of pens (marker and ballpoint), within the group
MARKER, you can specify prices for each type of pen. When you enter an order for
pens, the system checks the category codes for the item to determine if the pen is a
marker or a ballpoint and then retrieves the appropriate price.
5–8
B73.3.1 (6/99)
Working with Complex Price Groups
The category code sequence that you enter determines how the system displays the
category code fields on the related forms. The order in which you choose category
codes has no effect on how the system searches for prices.
To set up complex item price groups
From Price Management (G4222), choose Define Item Price Groups.
On Work with Price Group Definition
1. Click Add.
B73.3.1 (6/99)
5–9
Advanced Pricing
2. On Item Price Group Definition, complete the following field:
3. To define subgroups in an item price group, complete from one to four of the
following fields:
4. Choose the Accept option from the Form menu to set up the complex item price
group.
After you create complex item price groups, you must generate price group
combinations. See .
Generating Price Group Combinations
From Price Management (G4222), choose Customer Price Groups and Item Price
Groups.
After you set up price groups and assign the group names to customers and items, you
generate customer and item price group relationships. You generate price group
relationships to define the possible combinations of customer and item groups that you
can use for pricing. Generate price group combinations so that the customer and item
group information that you created can be used for pricing.
5–10
B73.3.1 (6/99)
Working with Complex Price Groups
Two batch programs generate price group combinations:
These programs generate records in the Item/Customer Groups Combinations table.
The Item/Customer Groups Combinations table contains the allowable combinations
for customer or item groups and category codes. You can use data selection to specify
up to five group codes for which detailed records are created. If you do not specify any
codes, the system generates combinations for all groups.
B73.3.1 (6/99)
5–11
Advanced Pricing
5–12
B73.3.1 (6/99)
Defining Order Detail Groups
You can use order detail groups to create adjustments to the pricing line of an order
based on information from sales order detail fields. When you enter sales orders, some
data in detail fields comes from system defaults, customer master information,
customer billing instructions, items, and preferences.
The Define Order Detail Groups form shows several fields that do not display during
order entry. These data in these fields default from the Preference Profile:
%###
#
" " " " "
"% "
" $(
"% $(
By using these fields when defining order detail groups, you have another method of
defining pricing for a specific group.
Before You Begin
- $ $ !" ## !$ $ # $ ' "$# ""
$ " %!# %"# "" " %!# %#$ " "& $
(#$ "" $ " %!
Using Advanced Pricing for Procurement
You can use order detail groups to create adjustments to the pricing line of an order
based on information from purchase order detail fields. When you enter purchase
orders, some data in detail fields comes from system defaults, supplier master
information, purchasing instructions, and items.
B73.3.1 (6/99)
5–13
Advanced Pricing
To define order detail groups
From Sales Order Management (G42), choose Price Management. From Price
Management (G4222), choose Advanced Price and Adjustments. From Advanced Price
and Adjustments (G42311), choose Order Detail Groups.
On Work with Price Group Definition
The system imports the price group type code based on your processing option
selection. When you click Find, the system displays only those groups of that
price group type code. To override the system default, type a new price group
type code in the field and click Find or Add. The system retrieves the
appropriate form based on this type code.
1. Choose a price group.
2. Click Add.
5–14
B73.3.1 (6/99)
Defining Order Detail Groups
3. On Item Price Group Definition, indicate the category codes that you want to
group by typing the numbers 1 through 3 next to three field names.
You can use from one to three fields.
B73.3.1 (6/99)
Field
Explanation
Price Group
A user defined code (system 40, type SD) that identifies a sales
order detail group, which you can use to create pricing that is
based on a field in the Sales Order Detail file (F4211).
5–15
Advanced Pricing
5–16
B73.3.1 (6/99)
Additional Adjustments
Advanced Pricing
5–18
B73.3.1 (6/99)
Additional Adjustments
You can create additional adjustments that provide sales incentives other than the
traditional line-item price discount. For example, you can encourage sales by including
free goods with a purchase or give a discount based on a total order amount (repricing).
You can also accrue commissions on sales by creating an accrual adjustment.
Free goods are often items that help promote, display, or accompany the product that is
ordered. For example, for certain products you may want the free goods to be the
display case, posters, or additional promotional items, such as buttons, hats, or shirts to
highlight a sale.
Accrual adjustments allow you to reserve monetary amounts through journal entries for
such items as commissions and royalties. You can track the monetary amount but the
order price does not change.
You can use additional adjustments to:
- - - - Using Adjustments with Advanced Pricing for Procurement
For purchase orders, you might want to account for items that are offered by the
supplier to promote, display, or accompany the product that you are ordering. You enter
free goods adjustments for purchase orders in the same manner as you would for sales
order adjustments.
You can only use accruals, rebates, and repricing in Advanced Pricing for sales orders.
If you use Advanced Pricing for Procurement, you can not set up accruals for
adjustments or reprice purchase order adjustments. To work with rebates in the
Procurement system, see Rebate Processing in the Procurement Guide.
B73.3.1 (6/99)
6–1
Advanced Pricing
6–2
B73.3.1 (6/99)
Creating Free Goods Adjustments
Free goods are often items that help promote, display, or accompany the product that is
being ordered. For example, free goods can be the display case, posters, or additional
promotional items such as buttons, hats, or shirts used by employees to highlight a sale.
You must create a valid adjustment to which you attach your free goods. When you set
up the free goods criteria, you define how the system applies the price and quantity of
the free goods. You also define how or if the system should factor the price of the free
goods into the price of the products actually being sold.
The free goods do not have to be the same as the item on the sales detail to which the
free goods adjustment is attached. For example, your company could offer a promotion
that gives the customer one free case of motor oil when they buy ten cases of motor oil.
Because the items do not have to be the same, you could offer customers a free oil filter
when they buy ten cases of motor oil. You can specify multiple item numbers to be
given as free goods and the quantity of each type, but the customer cannot choose from
the list of free goods. All free goods must be applied to the orders. However, the
resulting sales-order detail lines for free goods can be deleted later.
Any adjustment can have free goods associated with it. You specify:
! # " ! ! ! # #
If you enter any of the price groups in the definition for a free goods adjustment, the
price group defaults into the adjustment detail and cannot be changed.
If you have activated Advanced Pricing for Procurement, you can enter free goods
adjustments for purchase orders. You might want to account for bonus items that are
offered by the supplier to promote, display, or accompany the product that you are
ordering. You enter free goods adjustments for purchase orders in the same manner as
you would for sales order adjustments.
Before You Begin
- Working with Price and Adjustment Detail
B73.3.1 (6/99)
6–3
Advanced Pricing
To create a free goods adjustment
From Price Management (G4222), choose Advanced Price and Adjustments. From
Advanced Price and Adjustments (G42311), choose Price & Adjustment Detail
Revisions.
On Work with Adjustment Detail
1. Either enter a new adjustment or select the adjustment that has free goods.
2. On Price Adjustment Detail Revisions, review the adjustment information as
necessary.
See Setting Up Adjustment Details for more information.
3. Select the row and choose Free Goods from Row Menu.
6–4
B73.3.1 (6/99)
Creating Free Goods Adjustments
4. On Free Goods Revisions, complete the following fields:
5. Click OK.
6. On Price Adjustment Detail Revisions, click OK to create Free Goods
Adjustments.
B73.3.1 (6/99)
6–5
Advanced Pricing
Field
Explanation
Item Number
The system provides three separate item numbers plus an
extensive cross-reference capability to alternate item numbers.
These item numbers are:
1.
Item Number (short) – An 8-digit,
computer-assigned item number.
2.
2nd Item Number – The 25-digit, free–form, user
defined, alphanumeric item number.
3.
3rd Item Number – Another 25-digit, free–form,
user defined, alphanumeric item number.
In addition to these three basic item numbers, an extensive
cross-reference search capability has been provided (see XRT).
Numerous cross-references to alternate part numbers can be
user defined (for example, substitute item numbers,
replacements, bar codes, customer numbers, or supplier
numbers).
Quantity Ordered
The quantity of units affected by this transaction.
UM
A user defined code (00/UM) that indicates the quantity in
which to express an inventory item, for example, CS (case) or
BX (box).
Related – Price
The price of a related item in a pricing or discount policy. For
example, with a policy of “Buy one, get one free,” the free item
is the related item. Enter this price in the unit of measure of the
related item quantity.
Line Type
A code that controls how the system processes lines on a
transaction. It controls the systems with which the transaction
interfaces (General Ledger, Job Cost, Accounts Payable,
Accounts Receivable, and Inventory Management). It also
specifies the conditions under which a line prints on reports
and is included in calculations. Codes include:
N
Non-stock item
F
Freight
M
Miscellaneous charges and credits
Quantity Per Ordered
Indicates how many items the customer must buy over the
quantity you entered in the Quantity From field of the Price
Adjustment Detail form before you send free goods.
The calculations the system uses are:
Total Free Goods Quantity =
Free Good Quantity (FGUORG) + (Free Good
Quantity * Quantity Over Factor)
Quantity Over Factor =
(Quantity Ordered – Quantity From (ADMNQ))
divided by Quantity Over Ordered (FGFQTY)
Quantity Ordered =
Quantity Shipped (SDSOQS) + Quantity
Backordered (SDSOBK)
6–6
B73.3.1 (6/99)
Creating Accrual Adjustments
You can create adjustments so the system accrues the amount of an adjustment instead
of applying the adjustment to the order line. You can use accrual adjustments to
calculate and enter an adjustment for such items as commissions and royalties owing.
You identify an accrual adjustment by entering the Adjustment Control Code in Price
Adjustment Definitions. The system does not roll the price adjustment into the unit
price or print the adjustment on the invoice. Instead, the system records the adjustment
to history and posts the adjustment to the General Ledger during the next sales update.
You can use the G/L Class Code field to designate the account to which the system
records the transaction. The G/L account can be different for each adjustment
definition. When the system uses the adjustment G/L class code to select an account,
you can specify the ledger in the adjustment definition.
Optionally, you can use the Subledger in G/L field if you want to do subledger
accounting. The code you enter in the Subledger in G/L field controls whether the
subdivision takes place. You can subdivide the G/L account balance by parent, Ship To,
or Sold To customer address; item number, adjustment, or salesperson.
You can only use accrual adjustments for sales orders. If you use Advanced Pricing for
Procurement, accruals do not apply to purchase order adjustments.
Before You Begin
- See in the Sales Order Management
Guide for more information about setting up AAIs for adjustment accounts.
B73.3.1 (6/99)
6–7
Advanced Pricing
Example: Accruing Commissions and Royalties
You can use adjustments to accrue the possible amounts to be paid as commission or
royalty. For example, your sales manager for the east coast earns a commission for any
sale within the territory. When you enter a sales order for a customer in that territory,
accounting entries are made. One of the entires is for the amount of the commission
accrued by the sales manager. The accrued commission entry does not display on any
customer order form.
Example: Posting an Accrual Adjustment
The difference between a regular journal entry and an accrual journal entry is shown in
this example of posting credit and debit entries. The entry item has a base price of 100
and an adjustment of 10.
The regular entry would consist of three entries:
The accrual entry would consist of four entries:
To create accrual adjustments
From Sales Order Management (G42), choose Price Management (G4222). From Price
Management (G4222), choose Advanced Price and Adjustments. From Advanced Price
and Adjustments (G42311), choose Price Adjustment Definitions.
On Work with Adjustment Types
6–8
B73.3.1 (6/99)
Creating Accrual Adjustments
1. Click Add.
2. On Price Adjustment Definition, complete the following fields:
3. Click OK.
B73.3.1 (6/99)
6–9
Advanced Pricing
4. From Advanced Price and Adjustments menu (G42311), choose Price and
Adjustment Detail Revisions.
5. On Work with Adjustment Detail, choose the adjustment row.
6. On Price Adjustment Detail Revisions, complete the following fields:
6–10
B73.3.1 (6/99)
Creating Accrual Adjustments
7. Click OK to create accrual adjustments.
Field
Explanation
Adjustment Name
A user defined code (system 40, type TY) that identifies an
adjustment definition. You define adjustments on Price
Adjustment Definitions.
Pref Type
A user defined code (system 40/type PR) that identifies a
preference type or a price adjustment hierarchy.
When you define pricing hierarchies, identify each table with
this code. Later, when you create adjustments, you use this
code to identify the hierarchy the system should follow for this
adjustment.
G/L Offset
A user defined code that identifies the G/L offset that you want
the system to use when it searches for the account to which it
will post the transaction. If you do not want to specify a class
code, you can enter **** (four asterisks) in this field.
The table of Automatic Accounting Instructions (AAIs) allows
you to predefine classes of automatic offset accounts for the
Inventory, Purchasing, and Sales Order Management systems.
The system can generate accounting entries based upon a
single transaction. As an example, a single sale of a stock item
can trigger the generation of accounting entries similar to
these:
Sales–Stock (Debit) xxxxx.xx
A/R Stock Sales (Credit) xxxxx.xx
Stock Inventory (Debit) xxxxx.xx
Stock COGS (Credit) xxxxx.xx
B73.3.1 (6/99)
6–11
Advanced Pricing
Field
Explanation
Adjustment Control Code
A code that specifies how the adjustment appears on the
invoice and whether you want the system to create a separate
line in the Sales Order Detail table (F4211).
Valid values are:
1
The system adds the adjustment amount into the unit
price and records the adjustment detail to the Price
Adjustment History table (F4074). The system does
not print the adjustment on the invoice.
2
The system adds the adjustment amount to the unit
price and records the adjustment detail to the Price
Adjustment History table (F4074). It prints the
adjustment on the invoice.
3
The system creates a separate detail line in the Sales
Order Detail table. It does not add the adjustment
into the unit price or record it to the history table.
The system does not include this type of adjustment
when it calculates the current net price.
4
The system records the adjustment to history and
posts it to the general ledger during a sales update. It
does not add the adjustment into the unit price or
print it on the invoice. Use Control Code 4 to create
an accrual adjustment.
5
The system records the adjustment to history and
posts it to the general ledger during a sales update.
The system also accumulates each order line’s
quantity, weight, and amount to rebate history
(F4078). It does not add the adjustment into the unit
price or print it on the invoice. Use Control Code 5
to create a rebate adjustment.
. . . . . . . . . . . . . . Form-specific information . . . . . . . . . . . . . .
For OneWorld:
3
The system supports Adjustment Control Code 3
only for order-level adjustments.
5
Code 5 is not supported in OneWorld. If you use
adjustment control 3, the Adjustment Line Type
must have an inventory interface value of N.
6
The system processes the adjustment amount and the
unit price separately during sales update. The
amounts are recorded separately as G/L and A/R
entries. It prints the adjustment on the invoice.
6–12
B73.3.1 (6/99)
Creating Accrual Adjustments
Field
Explanation
Factor Value Numeric
A code that indicates how to adjust an order line. This field
works in conjunction with the Basis field (BSCD). How you
define the Basis field determines whether you enter a number
or a code in this field.
If your basis code is
1–5 Enter a positive number for markups, for example,
10. Enter a negative number for discounts, for
example, 10–.
6
You want to base the adjustment on a variable table.
Enter the code that identifies the variable table.
7
You want to use a formula to calculate the price.
Enter the code that identifies the formula.
8
You want to calculate the adjustment using a custom
program. Enter the program ID.
B73.3.1 (6/99)
6–13
Advanced Pricing
Field
Explanation
BC
A code that identifies how the system uses the factor value to
calculate the adjustment or penalty schedule. The Basis Code
field works in conjunction with the Factor Value field.
Valid codes for this field are:
1
The system multiplies the base price by the factor
value. The adjusted price is a percentage of the base
price.
2
The system multiplies the current net price by the
factor value. The adjusted price is a percentage of
the current net price.
3
The system multiplies the item cost by the factor
value. The adjusted price is a percentage of the item
cost. You can not use this basis code for a basket- or
order-level adjustment.
4
The system adds the factor value to the item cost.
You can not use this basis code for a basket- or
order-level adjustment.
Note: If you use basis codes 3 or 4, identify the item
cost you want to use in the calculation in the Cost
Method field (LEDG) in the fold area of the Price
Adjustment Detail form.
5
The system adjusts the price by the factor value. If
the value is positive, it increases the price by that
amount; if the value is negative, it decreases the
price by that amount.
6
The system retrieves the adjustment amount from the
variable table. You specify the name or the variable
table in the Factor Value field.
7
The system calculates the adjustment using a
formula. You specify the name of the formula in the
Factor Value field.
8
The system calls a user defined program to calculate
the adjustment. You specify the program I.D. in the
Factor Value field.
Note: If you define an adjustment that uses a custom
program, the program must be one you have
developed for this purpose and that you are prepared
to support. J.D. Edwards is not responsible for
providing custom programs nor supporting those you
have developed.
6–14
B73.3.1 (6/99)
Creating Rebate Adjustments
Businesses use rebates to encourage customers to purchase a greater volume of goods
or services over a period of time. When their purchases reach a certain threshold level,
you can issue a rebate to them.
You calculate rebates based on the total amount, total quantity, or total weight of
multiple orders, which accumulate in a volume history file. You also accumulate a
rebate amount in the general ledger to recognize the liability.
When a customer’s total sales activity reaches a rebate threshold, the system calculates
the rebate amount. At this point, you can generate a credit order to the beneficiary of
the rebate amount.
You define the rebate adjustment to specify how much of each eligible sales order the
system accrues to the general ledger.
Complete the following tasks to create rebates adjustments:
- "$ "$ "% %#$$#
- &' "$ "$ To work with rebates in the Procurement system, see in
the Procurement Guide.
Example: Creating a rebate accrual adjustment
You define a volume rebate for customer 4183 and item CLRD100.
% $ "$ %#$$ $ "% "$ "$ $ $
" " % $ $ " # $ $ $$ ( % '$ $
"% "" $ $ $ " "
% "$ $"# # "$ # ! $ &" &" %""( # "# "$ # $& " % $" % " On June 30, 2005, you enter an order for customer 4183 and item CLRD100 in the
amount of 50,000.
B73.3.1 (6/99)
6–15
Advanced Pricing
During sales update, the system updates sales volume history with sales quantity and
amount information. Sales totals are compared with rebate thresholds to determine
whether the system should calculate a rebate amount. The system also creates journal
entries in the general ledger to recognize the potential rebate liability.
In this example, the order total is less than the first rebate threshold, so no rebate
amount is calculated. Volume history is updated with the following information:
!! "#!' ## # $# The system creates journal entries with a batch type of I to record the sale of goods:
# $#" !% !# "" It also creates journal entries to recognize the rebate liability (4% of the order amount):
# !$ "$# & !# !# ' You define AAI table 4280 for the amount to point to the volume history rebate
account.
You enter additional orders for customer 4183 and item CLRD100.
$' ! $' ! During sales update, the system updates volume history:
!! "#!' ## # $# Because the customer reached the second rebate threshold, the system calculated the
rebate amount at 3% of the order history total (250,000 x .03 = 7,500.00). Although the
system has made general ledger entries, the user must submit a credit note before a
credit order is issued.
To create the journal entries, the system still uses the 4% defined for the accrual
adjustment. During sales update, the system creates the following journal entries for
these two orders:
6–16
# $#" !% !# "" # !$ "$# B73.3.1 (6/99)
Creating Rebate Adjustments
Note the total rebate payable in the general ledger is 10,000 (2,000 + 8,000), but the
rebate payable amount in volume history is 7,500.
On August 1, you generate credit orders. Although the system has made general ledger
entries, the user must submit a credit note before a credit order is issued. The credit
orders are based on credit notes submitted. The system pulls the general ledger class
code for the credit order from the adjustment so it knows which AAI to use. It uses the
beneficiary from the adjustment as the Sold To address.
Next, you run Sales Update to create general ledger entries for the credit order.
If you defined rebate thresholds to reset the rebate amount field, the system updates the
volume history file as follows:
Creating Rebate Accrual Adjustments
You define the rebate adjustment to specify how much of each eligible sales order the
system accrues to the general ledger.
When you set up an adjustment, you must indicate both that this adjustment is a rebate
accrual and the beneficiary of the rebate. If you do not set up the adjustment definition
for a rebate, you cannot access additional rebate information.
You define the details of the rebate accrual adjustment when you set up a price and
adjustment schedule. The price adjustment detail for rebates determines the rate at
which you can set aside funds into an accrual account, which covers the rebate amounts
that you pay to customers who reach the threshold. In the Price and Adjustment Detail
form, the information you enter in the Factor and Basis fields defines how you want to
accrue and calculate rebate amount for each eligible sales detail line to the general
ledger.
You use rebate thresholds to establish limits at which a customer is eligible for a rebate.
Customer sales totals that you accumulate in volume history are compared against the
thresholds to determine whether the customer is eligible for a rebate and at what level.
B73.3.1 (6/99)
6–17
Advanced Pricing
To create a rebate accrual adjustment
From Sales Order Advanced_Technical Operations (G4231), choose Advanced Price &
Adjustments (G42311). From Advanced Price and Adjustments (G42311), choose Price
& Adjustment Schedule Revisions.
On Work with Adjustment Schedules
1. Click Find.
2. On Work with Adjustment Schedules, choose the adjustment schedule type you
want to work with and click Select.
See for more information.
6–18
B73.3.1 (6/99)
Creating Rebate Adjustments
3. On Price Adjustment Schedule Revisions, choose the adjustment, and then
choose Adjustment Name from the Row menu.
B73.3.1 (6/99)
6–19
Advanced Pricing
4. On Price Adjustment Definition, complete the required fields for a rebate
adjustment:
When you choose the adjustment control code, Sales Rebate Accrual, the
system displays the following required field:
5. Complete additional price adjustment definition fields, as necessary. See for more information.
6. Click OK.
7. On Price Adjustment Schedule Revisions, choose the adjustment, and then
choose Adjustment Details from the Row menu.
8. On Work with Adjustment Detail, click Find to locate the adjustment name or
click Add to add a new adjustment.
See for more information.
9. On Price Adjustment Detail Revisions, choose a row to add a rebate to an item
and click Select.
10. On Price Adjustment Schedule Revisions, choose Rebates from the Row menu.
You must have indicated that this adjustment is a rebate accrual in the Price
Adjustment Definition in order to access this form.
6–20
B73.3.1 (6/99)
Creating Rebate Adjustments
11. On Work with Rebates, click Find to locate existing rebates for this item or click
Add.
12. On Rebate Threshold Revision, complete the following fields:
B73.3.1 (6/99)
6–21
Advanced Pricing
13. Optionally, complete the following fields to set up thresholds:
14. Click OK.
Field
Explanation
Adjustment Control Code
A code that specifies how the adjustment appears on the
invoice and whether you want the system to create a separate
line in the Sales Order Detail table (F4211).
Valid values are:
1
The system adds the adjustment amount into the unit
price and records the adjustment detail to the Price
Adjustment History table (F4074). The system does
not print the adjustment on the invoice.
2
The system adds the adjustment amount to the unit
price and records the adjustment detail to the Price
Adjustment History table (F4074). It prints the
adjustment on the invoice.
3
The system creates a separate detail line in the Sales
Order Detail table. It does not add the adjustment
into the unit price or record it to the history table.
The system does not include this type of adjustment
when it calculates the current net price.
4
The system records the adjustment to history and
posts it to the general ledger during a sales update. It
does not add the adjustment into the unit price or
print it on the invoice. Use Control Code 4 to create
an accrual adjustment.
5
The system records the adjustment to history and
posts it to the general ledger during a sales update.
The system also accumulates each order line’s
quantity, weight, and amount to rebate history
(F4078). It does not add the adjustment into the unit
price or print it on the invoice. Use Control Code 5
to create a rebate adjustment.
. . . . . . . . . . . . . . Form-specific information . . . . . . . . . . . . . .
For OneWorld:
3
The system supports Adjustment Control Code 3
only for order-level adjustments.
6
The system processes the adjustment amount and the
unit price separately during sales update. The
amounts are recorded separately as G/L and A/R
entries. It prints the adjustment on the invoice.
6–22
B73.3.1 (6/99)
Creating Rebate Adjustments
Field
Explanation
Quantity Level Break
A code that indicates how level breaks occur in the Price
Adjustment Detail table (F4072), based on one of three types
of level breaks.
! % % ! ! % ! ! ! ! !
% ! # " ! " ! % ! $ ! " ! " !%
" ! ! " % !% For WorldSoftware, valid codes are:
1
Quantity
2
Weight
3
Amount
For OneWorld, turn on one of the following options:
! % " " ! " Adjustment Level
Specifies the level at which the adjustment is calculated:
1
Line Level: The system calculates the adjustment
based on information in the sales detail line.
2
Basket Level: The system lets you group multiple
sales detail lines and calculate the adjustment based
on information accumulated from all the lines. You
group items by Basket Pricing Group (RPRC) in
Item Branch Information (F4102).
3
Order Level: The system lets you group sales order
lines from the same order and calculate the
adjustment based on information accumulated from
all the lines. You group items by Order Pricing
Group (ORPR) in Item Branch Information.
P
Trip level: The system calculates delivery pricing
during delivery document printing if that option is
chosen. You must specify “P” for trip-based pricing
to work.
If you are defining a repricing adjustment, leave the Item
Group, Customer Group, and Sales Group fields blank.
Rebate Beneficiary
B73.3.1 (6/99)
A code (system 40/type RA) that identifies the beneficiary of a
rebate. The party you identify here becomes the recipient of the
credit order you create when a customer reaches a rebate
threshold. The customer and the beneficiary may or may not be
the same address. The beneficiary becomes the Sold To
Address of the create order.
6–23
Advanced Pricing
Field
Explanation
Rebate Type
A code (43/RT) that indicates whether the rebate is a
percentage of the quantity purchased or a fixed currency
amount.
Threshold
A quantity that the system compares against accumulated sales
volume to determine if a rebate should be awarded. You can
define thresholds as quantities, weights, or sales amounts. Use
the Level Break Type field in the adjustment definition to
define the type of threshold.
Rebate Factor
A value you enter to indicate how you want to calculate the
rebate amount. The code you enter in the Rebate Type field
controls how the rebate is applied. For example, you could
award a fixed amount or you could calcualte a percentage of
accumulated sales.
Reset
A code that identifies how to handle future sales when a
customer reaches a rebate threshold. Valid codes are:
1
Yes, reset sales history totals (F4078) and rebate paid
to date to zero when you create a credit order for the
given customer/rebate total.
0
No, do not reset sales history totals and rebate paid
when you create a credit order, but leave them at
their current values.
Reviewing Rebate Information
From Sales Order Management (G42), choose Price Management. From Price
Management (G4222), choose Advanced Price and Adjustments. From Advanced Price
and Adjustments (G42311), choose Print Rebate History Register.
You may retrieve rebate history for each customer. This provides you a tracking system
for both past rebates and the current status or orders that qualify for rebates. The
Volume History Register report lists customers and their sales that qualify for rebates.
6–24
B73.3.1 (6/99)
Working with Repricing
You can set up adjustments to reprice sales orders. You reprice sales orders:
" ! ! # " " #
You set up repricing based on the amount of the order, weight of the items, or the total
quantity of all items ordered. In the definition for each adjustment, you must specify
whether you want to use the adjustment for basket or order repricing. To reprice an
order line that has already been repriced, you set the processing option of the reprice
program to allow order-detail lines to be repriced repeatedly.
Working with repricing includes the following tasks:
- $! - $! - You can only use reprice adjustments for sales orders. If you use Advanced Pricing for
Procurement, you can not reprice purchase order adjustments.
Creating Basket-Level Adjustments
Basket repricing changes the price for items that belong to the same repricing group.
The system searches the detail lines of a sales order to determine the items in a basket
group. When it finds items that belong to the group, it updates the order line with the
new price.
You reprice sales orders:
B73.3.1 (6/99)
# # "
!# # # # 6–25
Advanced Pricing
%$ $' $ "" $"' & ' % #$ %! !" ## !$ $ # "" $"' $ !" "
When you enter an order for items included in the basket repricing group, the system
applies the item base price with adjustments. To use the reprice adjustment, select the
appropriate function to reprice the order. Changes to the base price reflect your
repricing adjustment.
Example: Creating Basket-Level Adjustments
For example, you enter an order for the following items. Each item belongs to a basket
group.
(
( ( The system determines that the basket group SUPPLIES is eligible for a discount of
0.25 per item. It calculates the new prices:
(
(
(
To create basket-level adjustments
From Price Management (G4222), choose Advanced Price and Adjustments. From
Advanced Price and Adjustments (G42311), choose Price Adjustment Definitions.
On Work with Adjustment Types
6–26
B73.3.1 (6/99)
Working with Repricing
1. Click Add.
2. On Price Adjustment Definition, complete the fields for a typical adjustment
definition.
You must specify a Preference Type in the Adjustment Definition form. The
preference type must have a preference hierarchy that includes item groups.
3. Complete the following field with a code of 1 or 2:
B73.3.1 (6/99)
6–27
Advanced Pricing
4. Choose the following option:
5. Click OK.
6. To attach the item, access the Work with Item Branch form from Inventory
Master/Transactions (G4111).
7. On Work with Item Branch, click Find.
8. Choose the item and click Select.
9. On Item/Branch Information, click the Additional Information tab and complete
the following field:
10. Click OK.
11. On Item Branch Revisions, click OK to attach the item to the basket level
adjustment.
Field
Explanation
Preference Type
A user defined code (system 40/type PR) that identifies a
preference type or a price adjustment hierarchy.
When you review the fold area of user defined code table
40/PR, a 1 in the first space of the Special Handling Code field
identifies a preference that J.D. Edwards supports.
This field is hard coded for each preference.
6–28
B73.3.1 (6/99)
Working with Repricing
Field
Explanation
Adjustment Control Code
A code that specifies how the adjustment appears on the
invoice and whether you want the system to create a separate
line in the Sales Order Detail table (F4211).
Valid values are:
1
The system adds the adjustment amount into the unit
price and records the adjustment detail to the Price
Adjustment History table (F4074). The system does
not print the adjustment on the invoice.
2
The system adds the adjustment amount to the unit
price and records the adjustment detail to the Price
Adjustment History table (F4074). It prints the
adjustment on the invoice.
3
The system creates a separate detail line in the Sales
Order Detail table. It does not add the adjustment
into the unit price or record it to the history table.
The system does not include this type of adjustment
when it calculates the current net price.
4
The system records the adjustment to history and
posts it to the general ledger during a sales update. It
does not add the adjustment into the unit price or
print it on the invoice. Use Control Code 4 to create
an accrual adjustment.
5
The system records the adjustment to history and
posts it to the general ledger during a sales update.
The system also accumulates each order line’s
quantity, weight, and amount to rebate history
(F4078). It does not add the adjustment into the unit
price or print it on the invoice. Use Control Code 5
to create a rebate adjustment.
. . . . . . . . . . . . . . Form-specific information . . . . . . . . . . . . . .
For OneWorld:
3
The system supports Adjustment Control Code 3
only for order-level adjustments.
5
Code 5 is not supported in OneWorld. If you use
adjustment control 3, the Adjustment Line Type
must have an inventory interface value of N.
6
The system processes the adjustment amount and the
unit price separately during sales update. The
amounts are recorded separately as G/L and A/R
entries. It prints the adjustment on the invoice.
B73.3.1 (6/99)
6–29
Advanced Pricing
Field
Explanation
Basket Level Adjustment
Specifies the level at which the adjustment is calculated:
1
Line Level: The system calculates the adjustment
based on information in the sales detail line.
2
Basket Level: The system lets you group multiple
sales detail lines and calculate the adjustment based
on information accumulated from all the lines. You
group items by Basket Pricing Group (RPRC) in
Item Branch Information (F4102).
3
Order Level: The system lets you group sales order
lines from the same order and calculate the
adjustment based on information accumulated from
all the lines. You group items by Order Pricing
Group (ORPR) in Item Branch Information.
P
Trip level: The system calculates delivery pricing
during delivery document printing if that option is
chosen. You must specify “P” for trip-based pricing
to work.
If you are defining a repricing adjustment, leave the Item
Group, Customer Group, and Sales Group fields blank.
Creating Order-Level Adjustments
You use order repricing to reprice items based on order groups. The system uses
information in each detail line of an order to determine items in an order group. For
items that belong to the group, the system creates an adjustment for the order as a
whole and writes a new order detail line with the amount of the adjustment.
Order-level repricing is often used to add a line for freight costs. The weight, number,
or some other variable of the entered items determines the amount of the additional line
item. The added line adds freight costs.
When you enter an order for items included in the order repricing group, the system
applies the item base price with adjustments. To use the reprice adjustment, select the
Reprice Order option from the Form menu. Changes to the base price reflect your
repricing adjustment. You can also apply the line item to order groups.
6–30
B73.3.1 (6/99)
Working with Repricing
Example: Creating Order–Level Adjustments
When you apply the line item to an order group, you enter an order using the same
items as in the basket repricing example. The items all belong to an order repricing
group called SUPPLIES. The system determines that the group SUPPLIES is eligible
for a discount of 0.25. It does not recalculate prices but adds a new line to the order to
reflect the order discount.
To create an order-level adjustment
From Price Management (G4222), choose Advanced Price and Adjustments. From
Advanced Price and Adjustments (G42311), choose Price Adjustment Definitions.
On Work with Adjustment Types
1. Click Add.
B73.3.1 (6/99)
6–31
Advanced Pricing
2. On Price Adjustment Definition, complete the fields for a typical adjustment
definition:
3. Enter code 3 in the following field:
4. Choose the following option:
5. Click OK.
6. To attach the item, access the Work with Item Branch form from Inventory
Master/Transactions (G4111).
7. Choose the item and click Select.
8. On Item Branch Information, choose Additional Information from the Row
menu.
6–32
B73.3.1 (6/99)
Working with Repricing
9. On Item/Branch Information, click the Additional Information tab and complete
the following field:
10. Click OK.
B73.3.1 (6/99)
6–33
Advanced Pricing
Repricing Sales Orders
You can provide a discount for your customer by repricing sales orders. You can reprice
the order using one of three methods:
Reprice After Inquiring on Order
After accepting the order and re-inquiring on the order, click Form and then Reprice
Order.
Reprice at Basket or Order Level
Run the Advanced Order/Basket Reprice program from the Advanced Price and
Adjustments (G42311) menu.
Reprice Automatically
Reprice automatically after the order is accepted. Set the processing option at sales
order entry level.
6–34
B73.3.1 (6/99)
Adjustment Revisions
Advanced Pricing
6–2
B73.3.1 (6/99)
Adjustment Revisions
Adjustment revisions allow you to make additional adjustments and to revise
adjustments to purchase and sales order adjustments.
Complete the following tasks for adjustment revisions:
- - Before You Begin
- B73.3.1 (6/99)
7–1
Advanced Pricing
7–2
B73.3.1 (6/99)
Reviewing and Changing Prices During Order Entry
Pricing and availability of inventory items is crucial for placing a sales order. Use the
Work with Price and Availability form to review pricing and availability of inventory
items. Using this form, you can quickly review the price adjustments the system
applied to an order line for a specific item.
You can also review the quantity breaks defined for an adjustment type or specify a
different quantity break for the current order. To access Adjustment Quantity Break
during sales order entry, the form must be accessed through the Work with Price and
Availability form.
You can access the Work with Price and Availability form from the Sales Order Entry
form or from the Sales Order Management menu. If you use Advanced Pricing. you
must enter a version of Advanced Check Price and Availability (P4074) in the
processing options.
Reviewing and changing price adjustments includes the following tasks:
- - - When making a change, you must also enter a code to provide a reason for the change.
Using Advanced Pricing for Procurement
For purchase orders, you can use Check Price and Availability to check price
adjustments before entering a purchasing order. Use the Work with Price and
Availability form to review pricing of inventory items. Using this form, you can
quickly review the price adjustments the system applied to an order line for a specific
item.
You can also review the quantity breaks defined for an adjustment type or specify a
different quantity break for the current order. To access Adjustment Quantity Break
during purchase order entry, the form must be accessed through the Work with Price
and Availability form.
You can access the Work with Price and Availability form from the Purchase Order
Entry form or from the Purchasing Inquiries menu.
B73.3.1 (6/99)
7–3
Advanced Pricing
Before You Begin
- - - Adding Adjustments during Order Entry
You can add an adjustment that applies to the current order detail line. You might do
this in response to a negotiated discount and you can create a manual adjustment for
any amount.
To add adjustments during order entry
From Sales Order Management (G42), choose Sales Order Processing. From Sales
Order Processing (G4211), choose Sales Order Detail.
On Customer Service Inquiry
1. Locate the order you want to receive the price adjustment and then choose
Select.
2. From the Row menu, choose Order, then choose SO Detail Revisions.
3. On Sales Order Detail Revisions, choose Price History from the Row menu.
7–4
B73.3.1 (6/99)
Reviewing and Changing Prices During Order Entry
4. On Check Price and Availability, review the adjustment information.
5. Choose Insert Adjustment from the Row menu to set up an adjustment that
applies to this order.
6. Complete the following fields:
7. Click OK.
Changing Price-Level Breaks During Order Entry
During sales order entry, you can change the level of discount a customer receives for
an order. The price-level change applies only to the price level for individual
adjustments for the current order.
To change price level breaks during order entry
From Sales Order Management (G42), choose Sales Order Processing. From Sales
Order Processing (G4211), choose Sales Order Detail.
On Customer Service Inquiry
1. Locate the order you want to receive the price adjustment and choose Select.
2. On Sales Order Detail Revisions, choose Check Price from the Row menu.
B73.3.1 (6/99)
7–5
Advanced Pricing
3. On Work with Price and Availability, review and edit the adjustment
information.
4. Choose Quantity Break from the Row menu to enter new price-level
information.
5. Click OK.
Reviewing Customer Rebate Information
Based on your rebate accrual adjustment definition, the system calculates rebates based
on the total amount, quantity, or weight of multiple orders, which accumulate to a
volume history file. During order entry, you can access the volume history file to
provide additional information to your customer.
To review customer rebate information
From Sales Order Management (G42), choose Sales Order Processing. From Sales
Order Processing (G4211), choose Sales Order Detail.
On Customer Service Inquiry
7–6
B73.3.1 (6/99)
Reviewing and Changing Prices During Order Entry
1. Complete the search fields to locate the order or click Find.
2. From the Form menu, choose Rebate History.
3. On Rebate Volume History, complete the following fields or click Find:
4. Choose the row and click Select.
B73.3.1 (6/99)
7–7
Advanced Pricing
5. On Volume History by Sales Details, review the rebate history for the Sold To
address.
6. Click OK.
7. On Rebate Volume History, choose the row, and then choose Thresholds from
the Row menu to review thresholds and factor values for the adjustment.
7–8
B73.3.1 (6/99)
Reviewing Price and Adjustment Changes
From Sales Order Management (G42), choose Price Management. From Price
Management (G4222), choose Advanced Price and Adjustments. From Advanced Price
and Adjustments (G42311), choose Price and Adjustment Revision.
You can review price and adjustment changes by using the Price and Adjustment
Revisions program for the following tasks:
- - - - The reports list all adjustments and the changes made to the adjustments. The reports
also include any new adjustments, their effective dates, and new factor values.
Note that when running the adjustment reports, you must include the unit of measure
field in data selection so that the update or addition adjustment value is applied
consistently.
You can run the Price and Adjustments Revisions program in proof or in final mode.
Run the program in proof mode to review the report and make changes before you run
the program in final mode. You can run this program in proof mode as many times as
necessary.
When you set up the version of the Price and Adjustments Revisions program, you can
choose fields that the system should select from the ”based-on” table. Choosing
specific fields is especially helpful if you do not want to print or update all of the
information.
You can also print the Orders Affected by Price Change integrity report to review
orders that could potentially be changed by changes to adjustments.
Printing the Price Adjustment Report
When you run the price adjustments report program, the system prints only existing
adjustments for each record that it selects. It does not make changes or updates. To run
this version, leave all processing options blank.
B73.3.1 (6/99)
7–9
Advanced Pricing
See Also
R41840, Batch Price and Adjustment, Reports Guide Printing the Price Adjustment Revisions Report
You can make individual changes to adjustments using the Price and Adjustment
Schedule form. Alternately, you can change adjustments or add adjustments using the
Price and Adjustment Revisions program. The system bases new adjustments on the
current adjustment selected by the report writer.
You choose the Price Adjustments Revisions version of this report. You can run this
version in proof or final mode.
When you run this program, the system prints a report that shows the old and new
factor values for each adjustment. You create this version by entering an adjustment
factor and setting up processing options.
Printing the Future Adjustments Additions Report
To create new adjustments, you choose the Future Adjustments Additions version,
where the system writes new adjustment records to the Price Adjustments table. You
create this version by entering the effective dates of the new adjustments in the
processing options.
The system bases new adjustments on the existing adjustment with the most recent
expiration date. It assumes that the adjustments you want to create will be effective on
a future date. To avoid possible problems, do not create adjustments for past dates. Do
not change the sequencing for versions that create new adjustments. Changing
sequencing causes the system to use the incorrect record.
You can change the new adjustment before the system writes it to the table. To do this,
enter the adjustment type and factor in the processing options. The system uses this
information to change the new adjustment.
If you leave the adjustment type and factor blank, the system copies the adjustments
from the current adjustment. It does not create a new adjustment. You must specify a
“from” and a “through” date or the system does not process the information.
Proof mode prints a listing of the additions that occur if you process these adjustments.
Final mode lists the additions made when you select final.
7–10
B73.3.1 (6/99)
Reviewing Price and Adjustment Changes
Reviewing Orders Affected by Price Change
The Orders Affected by Price Change integrity report lists the orders that could
potentially change based on changes to adjustments, variables, or formulas since the
date the orders were created.
Print the Orders Affected by Price Change for sales orders only.
See Also
R40823, Orders Affected by Price Change, Reports Guide Processing Options for Orders Affected by Price Change
Process
1. Enter the date range of Price
Adjustment changes that are to be
processed in the report. Blank will
default the System Date.
Start Date
End Date
2. Enter the new Price Effective
Date to be used to retrieve the
new adjustments. If left blank,
the existing Price Effective Date
of the Sales Order line will be
used.
3. Enter a value of ’1’ to update
price. Any other value will cause
the report (R42950) not to run.
4. If you have entered a ’1’ for
the previous selection, please
enter the version. Sales Price/
Cost Update Version (R42950).
B73.3.1 (6/99)
____________
____________
____________
____________
____________
7–11
Advanced Pricing
7–12
B73.3.1 (6/99)
Glossary
Advanced Pricing
B73.3.1 (6/99)
Glossary
AAI. See automatic accounting instruction.
ABC classification. Classification of a group of
items in decreasing order of annual dollar volume
(price multiplied by projected volume) or other
criteria. The A group usually represents 10% or
20% of items in inventory, but 50% to 70% of
dollar volume. The B group usually represents
approximately 20% of items and 20% of dollar
volume. The C group usually represents 60% to
70% of the items and approximately 10% to 30%
of the volume.
account site. In the invoice process, the address to
which invoices are mailed. Invoices may go to a
different location or account site, than the
statement.
account status. The state or condition of a
customer’s accounts receivable transaction account.
Accounts Payable (A/P). The value of goods and
services acquired for which payment has not yet
been made.
Accounts Receivable (A/R). The value of goods
shipped or services rendered to a customer on
which payment has not yet been received.
acknowledgement. The acceptance of an order by
the supplier or customer. 1) In Procurement, a
communication by a customer to advise a purchaser
that a purchase order has been received. 2) In
Sales, a communications to the customer to advise
that an order has been shipped.
activity. 1) Work performed within an
organization. 2) In Enterprise–wide Profitability
Solution, an aggregation of actions performed
within an organization that is used in activity-based
costing.
activity driver. A measure of the frequency and
intensity of the demands placed on activities by
cost objects. An activity driver is used to assign
costs to cost objects. It represents a line item on the
bill of activities for a product or customer. An
example is the number of part numbers, which is
used to measure the consumption of
material-related activities by each product, material
type, or component. The number of customer
B73.3.1 (6/99)
orders measures the consumption of order-entry
activities by each customer. Sometimes an activity
driver is used as an indicator of the output of an
activity, such as the number of purchase orders
prepared by the purchasing activity. See cost
object.
activity–based costing. A methodology that
measures the cost and performance of activities,
resources, and cost objects. Resources are assigned
to activities, then activities are assigned to cost
objects based on the their use. Activity-based
costing recognizes the causal relationship of cost
drivers to activities.
adjustment. A set of information that describes a
pricing plan or promotion.
adjustment definition. A record that describes the
characteristics of a special pricing situation, such as
a pricing plan or promotion.
adjustment details. Rules that provide the
parameters for calculating price adjustments and
allow you to define special processing such as free
goods, pricing formulas, and variable tables.
adjustment schedule. A list that contains one or
more price adjustment types for which a customer
or an item might be eligible.
aging schedule. A date schedule used to determine
whether a payment is delinquent and the number of
days the payment is delinquent.
aisle. In a warehouse, the space used to
accommodate the movement of people, material
and equipment.
allocation. In Distribution, the classification or
quantities of items that have been assigned to
specific orders but have not yet been released from
the stockroom.
allocation, cost. 1) An apportionment or
distribution. 2) A process of assigning cost to an
activity or cost object when a direct measure does
not exist. For example, assigning the cost of power
to a machine activity by means of machine hours is
an allocation because machine hours are an indirect
measure of power consumption. In some cases,
Advanced Pricing
allocations can be converted to tracings by
incurring additional measurement costs. Instead of
using machine hours to allocate power
consumption, for example, a company can place a
power meter on machines to measure actual power
consumption. See tracing.
allocation, product. The amount or proportion of a
product allotted to a customer or customer group
over a specific period of time. Product allocation
lets you set a maximum ceiling on the amount of a
product the customer can order. Contrast with sales
targeting. See also allocation.
alphanumeric character. A combination of letters,
numbers, and symbols used to represent data.
Contrast with numeric character and special
character.
alternate route. A substitute series of operations
used in receipt routing.
application. In the computer industry, the same as
an executable file. In OneWorld, an interactive or
batch application is a DLL that contains
programming for a set of related forms that can be
run from a menu to perform a business task such as
Accounts Payable and Sales Order Processing. Also
known as system.
approval route. A person or series of people that
authorize the purchase of items and services.
archive. To store historical data for possible future
reference.
as of processing. A process that is run at a specific
point in time to summarize item transactions.
assignment scheduling. The process of planning
loads and assigning orders to active vehicles.
Orders cannot be split and product must fit into
available compartments. If an order is on hold for
credit reasons, a vehicle cannot be assigned.
audit trail. The detailed, verifiable history of a
processed transaction. The history consists of the
original documents, transaction entries, and posting
of records, and usually concludes with a report.
automatic accounting instruction (AAI). A code
that refers to an account in the chart of accounts.
AAIs define rules for programs that automatically
generate journal entries, including interfaces
between Accounts Payable, Accounts Receivable,
Financial Reporting, General Accounting systems.
Each system that interfaces with the General
Accounting system has AAIs. For example, AAIs
can direct the General Ledger Post program to post
a debit to a specific expense account and a credit to
a specific accounts payable account.
available-to-promise (ATP). The uncommitted
portion of inventory and planned production used
to support customer order promising. The ATP
quantity might include on-hand inventory less
customer orders that are due and overdue.
average cost. A calculated cost of all receipts at
the actual cost for the period averaged with last
period’s average cost. Primarily used for setting the
value of raw materials.
backorder. An unfulfilled customer order or
commitment. The demand for an item when
inventory is insufficient to satisfy the demand.
balance forward. The cumulative total of
inventory transactions used in the Running Balance
program. The system does not store this total. You
must run this program each time you want to
review the cumulative inventory transactions total.
bar code. A series of alternating lines and spaces
printed on parts, containers, labels, that represent
encoded information which is read by electronic
readers.
base price. The company’s beginning price for an
item.
basket repricing. A rule for specifying how to
calculate and display discounts for a sales order.
Typically used for a group of items. Discounts can
be calculated and displayed as either a separate
sales order detail line by discount category, or the
system can discount the price of each item on a
line-by-line basis within the sales order.
batch control. The verification of the number of
transactions and the total amount in each batch
entered into the system.
batch header. The information that identifies and
controls a batch of transactions or records.
batch input. A group of transactions loaded from
an external source.
batch job. A task or group of tasks you submit for
processing that the system treats as a single unit
during processing, for example, printing reports
and purging files. The computer system performs a
batch job with little or no user interaction.
batch number. A system-assigned identification
number for the accounting entries for a group of
transactions.
B73.3.1 (6/99)
Glossary
batch processing. A method by which the system
selects jobs from the job queue, processes them,
and sends output to the outqueue. Contrast with
interactive processing.
batch status. A code that indicates the posting
status of a batch. For example, A indicates
approved for posting, P indicates posting
in-process, and D indicates posted.
batch type. A code assigned to a batch job that
designates to which J.D. Edwards system the
associated transactions pertain, thus controlling
which records are selected for processing. For
example, the Post General Journal program selects
for posting only unposted transaction batches with
a batch type of O.
beginning inventory. A statement of the inventory
count at the end of the last period, most properly
based upon a physical count. Sometimes referred to
as inventory level.
bill of lading. The contract and receipt for goods
that the carrier agrees to transport from one place
to another and to deliver to a designated person. In
case of loss, damage, or delay, the bill of lading is
used for filing freight claims.
bill of material (BOM). A listing of all the
subassemblies, parts, and raw materials that go into
the assemble of the parent item, kit or configured
item.
bill-to-address. In the invoice process, the address
to which an invoice is mailed.
bin. A storage device or shelving unit designed
with physical dividers separating storage locations.
blanket order. 1) In Sales, a long term agreement
with a customer for materials against which short
term releases will be generated to satisfy
requirements. 2) In Procurement, a long term
commitment to a supplier for materials against
which short term releases will be generated to
satisfy requirements.
blanket release. The authorization to ship and
produce against a blanket order.
BOL. See bill of lading.
Boolean Logic Operand. In J.D. Edwards
reporting programs, the parameter of the
Relationship field. The Boolean logic operand
instructs the system to compare certain records or
parameters. Available options are:
EQ
Equal To
B73.3.1 (6/99)
LT
LE
GT
GE
NE
NL
NG
Less Than
Less Than or Equal To
Greater Than
Greater Than or Equal To
Not Equal To
Not Less Than
Not Greater Than
branch/plant. An entity within a business for
which you want to track items and costs. This
might be a warehouse, job, or project. Sometimes
referred to as a business unit.
branch/plant constants. A set of codes that allows
you to customize the processing of transactions for
each branch/plant.
budget. 1) A projected amount of cost or revenue
for an activity or organizational unit covering a
specific period of time. 2) Any plan for the
coordination and control of resources and
expenditures.
business unit. The basic unit of responsibility in an
organization for which costs are accumulated.
cardex. The item ledger table (F4111). The table
contains transaction history for each of the items in
inventory.
carrying costs. The cost of holding, storing,
insuring, controlling, and handling raw,
intermediate, or finished inventory. Often
expressed as a percentage of standard unit cost per
year. Sometimes referred to as Inventory Holding.
category code. In user defined codes, a temporary
title for an undefined category. For example, if you
are adding a code that designates different sales
regions, you could change category code 4 to Sales
Region, and define E (East), W (West), N (North),
and S (South) as the valid codes. Sometimes
referred to as reporting codes.
change order. In J.D. Edwards, an addendum to
the original purchase order that reflects changes in
quantities, dates, or specifications in
subcontract-based purchasing. A change order is
typically accompanied by a formal notification. In
J.D. Edwards, a change to a stock-based purchase
order is known as Inventory Holding.
chart of accounts. The structure for general ledger
accounts. It lists specific types of accounts,
describes each account, and includes account
numbers and posting edit codes.
commitment. The number of items that are
reserved to fill demand.
Advanced Pricing
consigned stock. Product that is owned by your
company and held by another company. The stock
might be stored in a consigned warehouse.
consolidated invoice. An invoice that contains
multiple orders. The system does not summarize
information on the consolidated invoice.
constants. Parameters or codes that you set and the
system uses to standardize information processing
by associated programs. Some examples of
constants are: validating bills of material online
and including fixed labor overhead in costing.
contract. See subcontract.
contract price. The price of a product is covered
by a contractual agreement existing for a period of
time between a buyer and seller. Contract prices
protect buyers during a period of rising prices by
limiting the price increases over the period of the
contract.
core. The central and foundation systems of J.D.
Edwards software, including General Accounting,
Accounts Payable, Accounts Receivable, Address
Book, Financial Reporting, Financial Modeling and
Allocations, and Back Office.
cost accounting. The management discipline
responsible for ascertaining product/process costs.
See activity-based costing.
cost allocations. See allocation, cost.
cost assignment. The tracing or allocation of
resources to activities or cost objects. See
allocation and tracing.
cost center. See business unit.
cost driver. A factor that determines effort and
work load required to perform an activity. An event
or activity that incurs cost.
cost object. Any customer, product, service,
contract, project, or other work unit for which a
separate cost measurement is desired.
costing elements. The individual classes of added
value or conversion costs. These are typically
materials, such as raw and packaging, labor and
machine costs, and overhead, such as fixed and
variable. Each corporation defines the necessary
detail of product costs by defining and tracking
cost categories and sub-categories.
costs of goods sold (COGS). An accounting
classification that is used for determining the
amount of direct materials, labor, and allocated
overhead that is associated with the products sold
during a given period of time.
credit checking. The process of reviewing the
credit worthiness of the organization. This typically
entails a review of the organization’s Accounts
Receivable balance, including its size and its
relative age, as well as the net equivalent balance
of any loan or borrow arrangements. Credit
checking may include a method of checking credit
limits of the parent company (the company a
product is sold to, that might be different from the
company a product is shipped to).
credit memo. A negative amount used to correct a
customers statement when they are overcharged.
credit message. A code used to display
information about a customer’s account status, such
as Over Credit Limit.
credit order. An order used to reflect products or
equipment that are received or returned. It may be
viewed as a sales order with negative amounts.
Credit orders might add the product back into
inventory.
cumulative price. The price determined by some
combination of these prices: internal list price, base
price, contract price, and promotional price.
currency code. A code used to assign a country’s
monetary denomination to an amount, customer,
supplier, bank account, company, or ledger type.
customer. An individual or organization receiving
a product or service.
customer business line. Describes the nature of a
companies work and can be used to control the
relationship with that customer, including such
things as product pricing.
customer ledger. The record of transactions for a
particular customer.
customer payment. The payment your company
receives from a customer for products and services.
customer pricing rules. In Procurement, the
inventory pricing rules assigned to a supplier. In
Sales, inventory pricing rules that are assigned to a
customer.
cycle billing. A billing method where the customer
receives an invoice on a specific date for all sales
within a specified date range (invoicing is not done
per delivery, but per sales period). For example, a
customer may request that all sales between the
first and the 15th of the month be invoiced on the
B73.3.1 (6/99)
Glossary
25th. When a invoice is not sent with the delivery,
a delivery ticket is sent instead. Delivery tickets do
not show prices or due dates. Also called periodic
invoicing, invoice cycles. See also delivery ticket.
cycle counts. An audit technique where a particular
part of the inventory is counted on a regular,
predefined schedule rather than once a year.
data dictionary. A database table consisting of the
definitions, structures, and guidelines for the usage
of fields, messages, an help text. The data
dictionary tables does not contain the actual data
itself. Also known as a glossary.
data types. Supplemental information attached to a
company or business unit. Narrative type contains
free-form text. Code type contains values, such as
dates or amounts.
database. A continuously updated collection of all
information a system uses and stores. Databases
make it possible to create, store, index, and
cross-reference information online.
debit memo. A form, issued by a customer,
requesting an adjustment of the amount owed to the
supplier.
default. A code, number, or parameter value that is
assumed when none is specified.
default variance location. A code that identifies
the location that the system uses during putaway
confirmation when you confirm a smaller quantity
than the suggested quantity.
delivery date. The date the customer receives the
product.
delivery notes. A document that accompanies a
shipment and is used by delivery personnel to
verify the items delivered.
delivery ticket. An itemized list of goods shipped
that is sent with the product to the ship-to customer
location. It is like an invoice except it may not
have prices or due dates listed. Invoices may go to
a different address than the product. Delivery
tickets are used when the customer does not want
prices shown, when the customer wants to pay
against a periodic invoice, or when the product
quantity is not known until after delivery. Several
delivery tickets can roll up into a single invoice,
with either separate line items or aggregate
amounts shown.
detail. The specific pieces of information and data
that make up a record or transaction. Contrast with
summary.
detail information. Information that primarily
relates to individual lines in a sales or purchase
order.
direct cost. A cost that is traced directly to an
activity or a cost object. For example, the material
issued to a particular work order and the
engineering time devoted to a specific product are
direct costs to the work orders or products. See
tracing.
direct ship orders. A purchase order issued to a
third-party supplier that designates the destination
as the customer. A direct ship sales order is also
created for the customer. Direct ship orders occur
when a product is not available from a
company-owned or company-operated source, so
the system creates an order to ship the product from
a third-party source directly to the customer. Also
known as drop ship, back-to-back ship, third-party
supply.
discount. An allowance or deduction granted by
the seller to the buyer. A quantity discount is an
allowance determined by the quantity or value of
the purchase. A cash discount is an allowance
extended to encourage payment of an invoice on or
before a stated date. A trade discount is a deduction
from an established price for items or services
made by the seller to those engaged in certain
businesses.
display field. A field of information on a form that
contains a system-provided code or parameter that
you cannot change. Contrast with input field.
display sequence. A number that the system uses
to reorder a group of records on the form.
disposition. A process of removing an item from a
receipt route. Items might be removed because they
are returned, scrapped, rejected, reworked, or
adjusted.
document number. A number that identifies the
original document, such as voucher, invoice,
unapplied cash, journal entry, and so on.
document type. A code that identifies the origin
and purpose of the transaction. For example, a sales
order is SO and purchase order is OP.
drop ship. See direct ship orders.
B73.3.1 (6/99)
Advanced Pricing
EDI. A method of transferring business documents,
such as purchase orders, invoices, and shipping
notices, between computers of independent
organizations electronically. Also know as
Electronic Data Interchange.
effective date. The date upon which an address,
item, transaction, or table becomes effective.
Examples include the date a change in address
becomes effective or the date a tax rate becomes
effective.
ending inventory. A statement that shows on-hand
quantities at the end of a period. Ending inventory
is often verified by a physical inventory.
exit. 1) To interrupt or leave a computer program
by pressing a specific key or a sequence of keys. 2)
An option or function key displayed on a form that
allows you to access another form.
facility. 1) A separate entity within a business for
which you want to track costs. For example, a
facility might be a warehouse location, job, project,
work center, or branch/plant. Sometimes referred to
as a business unit.
field. 1) An area on a form that represents a
particular type of information, such as name,
document type, or amount. See input field and
display field. 2) A defined area within a record that
contains a specific piece of information. For
example, a supplier record consists of the fields
Supplier Name, Address, and Telephone Number.
FIFO (first in, first out). A method of inventory
valuation for accounting purposes. The assumption
is that the oldest inventory, first in, is the first to be
used, first out.
file. 1) In AS/400 environments, a collection of
related data records organized for a specific use
and electronically stored by the computer. Also
known as file. 2) In database environments, a
two-dimensional entity made up of rows and
columns. All physical data in a database are stored
in tables.
finished goods. Products ready for sale. Also used
as an accounting classification of inventory for
valuation and reporting – SYN. end item.
fiscal year. A company’s accounting year. Retained
earnings are generally calculated at the end of a
fiscal year. A fiscal year can be different than a
calendar year. For example, a fiscal year may be
the period October 1 through September 30.
fixed costs. A cost element of an activity that does
not vary with changes in the volume of cost drivers
or activity drivers. The depreciation of a machine,
for example, may not be direct to a particular
activity, but it is fixed with respect to changes in
the number of units of the activity driver. The
designation of a cost element as fixed or variable
may vary depending on the time frame of the
decision in question and the extent to which the
volume of production, activity drivers, or cost
drivers changes.
flash message. A user defined code that describes
the credit status of a customer. Examples include
over credit limit, COD only, bad credit risk, and
requires a purchase order.
flexible account numbers. In Distribution, the
format of account numbers for journal entries. The
format you set up must be the three segments that
consist of business unit, object, and subsidiary.
Freight (charge). Costs incurred for the
transportation of product between two points, as
well as any charges for related services.
future commitment. The quantity of items on
order whose requested shipment date is beyond the
standard commitment period specified in the
branch/plant constants for that branch.
G/L offset. 1) In J.D. Edwards, the G/L offset
account used by the post program to compensate
for the voucher expense or invoice revenue entered
as a one-sided entry during voucher or invoice
entry. This can be an A/P or A/R trade account. 2)
A G/L offset code representing a method to locate
an account used by the post program to create
automatic accounting entries.
general ledger. A ledger that contains all the
accounts needed to prepare an income statement
and a balance sheet.
grade. Labeling items to identify particular
composition and to separate one lot from other lots
of the same item.
GTS. Goods and services tax. A tax assessed in
Canada.
hard commitment. The number of items reserved
for an order from a specific location and lot.
header. Information at the beginning of a table or
form. This information is used to identify or
provide control information for the group of
records that follows.
B73.3.1 (6/99)
Glossary
header information. In J.D. Edwards, information
that pertains to the entire order.
processing your request. See also online. Contrast
with batch processing.
hidden selections. Menu selections you cannot see
until you enter HS in a menu’s Selection field.
Although you cannot see these selections, they are
available from any menu. They include such items
as Display Submitted Jobs (33), Display User Job
Queue (42), and Display User Print Queue (43).
The Hidden Selections window displays three
categories of selections: user tools, operator tools,
and programmer tools.
interbranch sales order. A sales order used for
transactions between branch/plants other than the
selling branch/plant.
holding costs. See carrying costs.
incremental costs. 1) The cost associated with
increasing the output of an activity or project above
some base level. 2) The additional cost associated
with selecting one economic or business alternative
over another, such as the difference between
working overtime or subcontracting the work. 3)
The cost associated with increasing the quantity of
a cost driver. Also known as differential cost.
indirect costs. The cost allocated to an activity or a
cost object. These are costs that are not directly
incurred by a particular job or operation. For
example, the costs of supervision or heat may be
allocated to an activity on the basis of direct labor
hours.
input. Information you enter in the input fields on
a form or that the computer enters from other
programs, then edits and stores in tables.
input field. An area on a form, distinguished by
underscores (_ _), where you type data, values, or
characters. A field represents a specific type of
information, such as name, document type, or
amount. Contrast with display field.
inspection. The process of measuring, examining,
testing, or gauging one or more characteristics of a
product or service and comparing the results with
specified requirements to determine whether
conformity is achieved for each characteristic.
interbranch transfer order. An order used to ship
inventory between branch/plants within your
company and to maintain an accurate on-hand
inventory amount. An interbranch transfer order
creates a purchase order for the shipping location
and a sales order for the receiving location.
interface. A link between two or more computer
systems that allows these systems to send
information to and receive information from one
another.
invalid account. A G/L account that has not been
set up in the Account Master table (F0901).
inventory pricing rules. A discount method that is
used for purchases from suppliers and sales to
customers. The method is based on effectivity
dates, up to quantities, and a factor by which you
can mark up or discount the price or cost.
inventory turn. The number of times that the
inventory cycles, or turns over, during the year. A
frequently used method to compute inventory
turnover is to divide the annual costs of sales by the
average inventory level.
invoice. An itemized list of goods shipped or
services rendered, stating quantities, prices, fees,
shipping charges, and so forth. Companies often
have their invoices mailed to a different address
than where they ship products. In such cases, the
bill-to address differs from the ship-to address.
invoice cycles. See cycle billing.
invoice match. A receipt application method where
the receipt is verified against specific invoices. A
discount can be allowed or disallowed using
invoice match.
integrity test. A process used to supplement a
company’s internal balancing procedures by
locating and reporting balancing problems and data
inconsistencies.
ISO 9000. A series of standards established by the
International Organization for Standardization,
designed as a measure of product and service
quality.
interactive processing. Processing actions that
occur in response to commands you enter directly
into the system. During interactive processing, you
are in direct communication with the system, and it
might prompt you for additional information while
issue. To remove items from inventory.
B73.3.1 (6/99)
item availability. The on-hand inventory balance
minus allocations, backorders, and quantities
withheld for quality problems.
Advanced Pricing
job queue. A group of jobs waiting to be batch
processed. See also batch processing.
6
Advanced Programmers (Also known as
menu levels)
job queue. A form that lists the batch jobs you and
others have told the computer to process. When the
computer completes a job, the system removes the
job’s identifier from the list.
2) The degree to which account information in the
General Accounting system is summarized. The
highest level of detail is 1 (least detailed) and the
lowest level of detail is 9 (most detailed).
journal entries. Business transactions that are
stated in terms of equal debits and credits to
accounts in the chart of accounts. Most journal
entries are based on source documents such as
vouchers or invoices.
level of detail. 1) Identifies the relationship of
parent and subordinate accounts in a hierarchy in
the chart of accounts. Nine levels are available,
with level one being the least detailed and level
nine being the most detailed. 2) For locations, level
of detail summarizes or classifies locations and
provides a hierarchy of locations.
kits. In J.D. Edwards, the group of items associated
with a parent item in the bill of materials.
language preference. An address book code used
to specify a language to use when displaying
information.
latitude. In J.D. Edwards, the X coordinate of a
location of an item in the warehouse. The system
can use latitude, longitude, and height when
suggesting locations for putaway and picking.
lead time. A span of time required to perform a
process or series of operations. For example, the
time from the receipt of an order to the delivery of
the product.
leading zeros. A series of zeros that certain
facilities in J.D. Edwards systems place in front of
a value you enter. This normally occurs when you
enter a value that is smaller than the specified
length of the field. For example, if you enter 4567
in a field that accommodates eight numbers, the
facility places four zeros in front of the four
numbers you enter. The result appears as:
00004567.
ledger type. The type of transactions recorded in a
particular ledger. For example, all transactions are
recorded in the AA (actual amounts) ledger type in
their domestic currency. The same transactions may
also be stored in the CA (foreign currency) ledger
type.
level of detail. 1) The degree of difficulty of a
menu in J.D. Edwards software. The levels of detail
for menus are as follows:
A
Major Product Directories.
B
Product Groups.
1
Basic Operations
2
Intermediate Operations
3
Advanced Operations
4
Computer Operations
5
Programmers
LIFO (last in, first out). Method of inventory
valuation for accounting purposes. The most
recently received, last in, is the first to be used or
sold, first out. See also FIFO.
line item. See order detail line.
location. 1) A value that identifies the storage
placement of goods in a warehouse or yard. 2) A
value that defines where items are in a process
flow, for example, the staging, inspecting, or
receiving areas. Sometimes referred to as logical
location.
logged vouchers. See voucher logging.
longitude. In J.D. Edwards, the Y coordinate of a
location of an item in the warehouse. The system
can use latitude, longitude, and height when
suggesting locations for putaway and picking.
lot. A group of like like products identified by a lot
number.
lot control. A method of assigning numbers to a
group of like products.
margin. The difference between the cost and the
selling price of goods produced and sold.
master table. A database table used to store data
and information that is permanent and necessary to
the system’s operation. Master tables might contain
data such as paid tax amounts, supplier names,
addresses, employee information, and job
information.
menu levels. See level of detail.
menu masking. A security feature of J.D. Edwards
systems that lets you prevent individual users from
accessing specified menus or menu selections. The
system does not display the menus or menu
selections to unauthorized users.
B73.3.1 (6/99)
Glossary
mode–currency. A code that specifies whether
amounts are in the domestic or foreign currency.
next numbers. A feature you use to control the
automatic numbering of such items as new G/L
accounts, vouchers, and addresses. It lets you
specify a numbering system and provides a method
to increment numbers to reduce transposition and
typing errors.
next status. A code that indicates the subsequent
step in the order process.
non–inventory items. See non-stock items.
non–stock items. Items that the system does not
account for as part of the inventory. For example,
office supplies or packaging materials can be
non-inventory items.
numeric character. Digits 0 through 9 that are
used to represent data. Contrast with alphanumeric
characters.
obsolete. A product or service that can no longer
be bought or sold.
on–hand quantity. The number of units that are
physically in stock. The on-hand quantity appears
in the primary unit of measure.
online. Computer functions over which the system
has continuous control. Users are online with the
system when working with J.D. Edwards system
provided forms.
operand. See Boolean Logic Operand.
order acknowledgements. 1) In Procurement,
communication from a supplier to advise a
purchaser that a purchase order has been received.
2) In Sales, communication to the customer to
advise that an order has been shipped. An
acknowledgement usually implies acceptance of
the order by the supplier or customer.
order activity rules. Guidelines that establish the
sequence of steps through which the system
processes each detail line. These rules are defined
in a line type and an order type combination. For
example, enter, approve, print, and receive an order
are steps in processing an order detail line.
order hold. A flag that stops the processing of an
order because it has exceeded the credit limit,
budget limit, or for another reason.
order line types. A code that defines how the
system processes a transaction.
B73.3.1 (6/99)
order repricing. 1) The process of setting up
additional discounts or markups. 2) A method of
recalculating sales orders.
order revision. In J.D. Edwards, a change to a
stock-based purchase order.
output. Information that the computer transfers
from internal storage to an external device, such as
a printer or a computer form.
output queue. See print queue.
parameter. A number, code, or character string
you specify in association with a command or
program. The computer uses parameters as
additional input or to control the actions of the
command or program.
parent item. The assembled items of a kit. In J.D.
Edwards, a parent item is not a stock item.
preference. Information that you define for a
customer, item, or combination of customer/group
and item/group.
preference groups. A group of items or customers
to which the system automatically applies
preference information.
preference hierarchy. The searching mechanism
that indicates the order in which you want the
system to apply preference information to orders
based on customer/item combinations.
pricing hierarchy. The order in which the system
applies pricing adjustments to sales order prices.
print queue. A list of tables, such as reports, that
you have submitted to be written to an output
device, such as a printer. The computer spools the
tables until it writes them. After the computer
writes the table, the system removes the table
identifier from the list.
processing option. A feature of the J.D. Edwards
system that allows you to supply parameters to
direct the functions of a program. For example,
processing options allow you to specify defaults for
certain form displays, control the format in which
information prints on reports, change how a form
displays information, and enter beginning dates.
product life cycle. The period that starts with the
initial product specification and ends with the
withdrawal of the product from the marketplace. A
product life cycle is characterized by certain
defined stages, including research, development,
introduction, maturity, decline, and abandonment.
Advanced Pricing
profit center. An entity of the business (for
example, a project, program, or business unit) that
is accountable for both revenues and expenses.
program temporary fix (PTF). A representation
of changes to J.D. Edwards software that your
organization receives on magnetic tapes or
diskettes.
purge. The process of removing records or data
from a system table.
quantity breaks. A method of defining prices
based on the number of items ordered.
quote orders. 1) In Procurement, a request from a
supplier for item and price information from which
you can create a purchase order. 2) In Sales, item
and price information for a customer who has not
yet committed to a sales order.
receipt routing. A series of steps used to track and
move items. The steps begin when the ordered
items leave the supplier’s warehouse through the
arrival into stock at the customer’s warehouse. The
steps might include in transit, dock, staging area,
inspection, and stock.
repack code. A value that determines whether
goods should be re-wrapped before putaway for a
given unit of measure.
replenishment. The quantity of an item that
specifies when you should reorder the item.
repost. In Sales, the process of clearing all
commitments from locations and restoring
commitments based on quantities from the Sales
Order Detail table (F4211).
requisitions. An authorization that identifies the
item and quantity required.
revenue business unit. The business unit to which
you post revenue transactions.
routing/transit number. A number that uniquely
identifies a bank. This number is assigned by the
Federal Reserve board and consists to two parts: a
routing and a transit number.
run. To cause the computer system to perform a
routine, process a batch of transactions, or carry out
computer program instructions.
safety stock. The quantity of stock kept on hand to
cover unpredicted demand.
sales ledger. A table that contains order transaction
history. The system writes order transactions to this
table based on the order activity rules. You can
determine at which point in the order process the
system writes sales transactions to the table.
sales markup. For transfer or interbranch sales
orders, it is the amount by which you increase the
sales price to account for freight or additional
charges.
sales order. A transaction in which a customer
agrees to purchase an item from a seller.
sales tax. A fee calculated on the gross amount of
the sale of goods. Customers who buy goods for
their own use pay sales tax at the time of purchase.
Customers who buy goods for resale do not pay
sales tax.
selection. Found on J.D. Edwards menus,
selections represent functions that you can access
from a menu. To make a selection, type the
associated number in the Selection field and press
Enter.
ship confirm. The verification of items and
shipping information that occurs after the
warehouse personnel pick the items for an order
and before the order is shipped.
ship–to. The address to which you send the
shipment.
soft commitment. The number of items reserved
for sales orders or work orders in the primary units
of measure.
software. The operating system and application
programs that tell the computer how and what tasks
to perform.
sold–to. The address to which you send invoices
for orders.
special character. A symbol used to represent data.
Some examples are *, &, #, and /. Contrast with
alphanumeric character and numeric character.
spool. The function by which the system stores
generated output to await printing and processing.
spooled table. A holding file for output data
waiting to be printed or input data waiting to be
processed.
stock item. In J.D. Edwards, ready made products
available for sale.
store and forward. In J.D. Edwards, a method
used to entry transactions on a PC and upload them
to a server at a later time. For example, this method
might be used for remote sites without dedicated
lines to the server or for creating sales orders
B73.3.1 (6/99)
Glossary
during business hours and uploading them for
processing during off-peak hours.
invoices to create vouchers. In a three-way match,
you use the receipt records to create vouchers.
subfile. See detail.
trace. To assign items to a lot.
submit. See run.
tracking. To remove items from a lot.
substitute. An item that can be replaced with
another item.
trade discount. The percentage by which the
system reduces the price of every line item ordered
by a specific customer. If you define a trade
discount in the customer billing instructions, this is
the only discount that will be applied to the item
price.
subsystem. A secondary or subordinate system,
usually capable of operating independently of or
asynchronously with a controlling system.
summarize. The process of combining similar
information. In sales invoicing, you can group item
information if the item number, cost, and price of
each line item is identical. In sales update, some
accounting entries can be combined for an order
number instead of being created for each order
detail line.
summarized invoices. An invoice that contains
combined line item information. This is possible
only if the item number, cost, and price of each line
item are identical on a sales order.
summary. The presentation of data or information
in a cumulative or totaled manner in which most of
the details have been removed. Many of the J.D.
Edwards systems offer forms and reports that are
summaries of the information stored in certain
tables. Contrast with detail.
supplier. An individual or organization that
provides products and services. Also known as a
vendor.
system. See application.
system code. The code that identifies a J.D.
Edwards system. For example, 01 for the Address
Book system, and 31 for the Shop Floor
Management system.
system constants. In J.D. Edwards, values that
provide the basic framework for how the system
works, based on the business needs. These are
typically defined during initial system setup and
not subsequently changed.
tag counts. A method of counting all items in a
location. Typically, when you perform a tag count,
you physically place a tag on all items and count
all items twice by location. Two teams record data
on two different parts of the tag. You compare each
team’s data and resolve variances.
three–way voucher match. The process of
comparing receipt information to supplier’s
B73.3.1 (6/99)
transfer order. An authorization to ship inventory
between or within branch/plants to maintain an
accurate on-hand inventory amount. The system
processes a transfer order as a formal purchase and
sale of goods.
transfers. Moving inventory from one location to
another. The system processes a transfer as an
inventory transaction, recorded immediately in the
item ledger with costs and variances recorded in
the general ledger.
two–way voucher match. The process of
comparing purchase order detail lines to the
suppliers’ invoices to create vouchers. You do not
record receipt information.
unit of measure. The quantity in which an
inventory item is expressed, for example, cases or
boxes.
user defined code type. The identifier for a table
of codes with a meaning you define for the system,
such as ST for the Search Type codes table in
Address Book. J.D. Edwards systems provide a
number of these tables and allow you to create and
define tables of your own. User defined codes were
formerly known as descriptive titles.
user defined codes (UDC). Codes within software
that users can define, relate to code descriptions,
and assign valid values. Sometimes user defined
codes are referred to as a generic code table.
Examples of such codes are unit-of-measure codes,
state names, and employee type codes.
valid codes. The allowed codes, amounts, or types
of data that you can enter in a field. The system
verifies the information you enter against the list of
valid codes.
vocabulary overrides. A feature you can use to
override field, row, or column title text on forms
and reports.
Advanced Pricing
voucher logging. The process of entering vouchers
without distributing amounts to specific G/L
accounts. The system initially distributes the total
amount of each voucher to a G/L suspense account,
where it is held until you redistribute it to the
correct G/L account.
window. See form.
B73.3.1 (6/99)
Index
Advanced Pricing
B73.3.1 (6/99)
Index
A
AAIs. See Automatic Accounting Instructions
Accrual adjustment, creating rebate accrual
adjustment, example, 6–15
Accrual adjustments, creating, 6–7
Accruals, 1–4
Adding adjustments during order entry, 7–4
Adjustment revisions, overview, 7–1
Adjustments
accrual, 6–7
additional, 6–1
basket level, 6–25
building adjustment schedules, 4–17
changing, in batch, 7–9
creating definitions, 4–1
details
add on amount, 4–22
add on formula amount, 4–22, 4–24
add on user program amount, 4–22, 4–24
add on variable amount, 4–22, 4–23
cost plus amount, 4–21
percentage of base price, 4–21, 4–23
percentage of cost, 4–21
percentage of current net price, 4–21
free goods, creating, 6–3
future adjustment additions, 7–9
hierarchy, 4–5
order-level, 6–30
rebate accrual, 6–17
rebate accrual adjustment, example, 6–15
repricing, 6–34
reviewing adjustment detail, 4–1
reviewing adjustment detail for
Procurement, 4–23
revisions, 7–1
Advanced Price and Adjustment, processing
options, 4–32
Advanced Pricing
features, 1–1
accruals, 1–4
adjustment accruals, 1–3
customer and item groups, 1–2
B73.3.1 (6/99)
flexible invoice print detail, 1–4
free goods, 1–4
level breaks, 1–4
limited time offers, 1–3
multi-currency pricing, 1–3
online price negotiation, 1–4
price discounts, 1–4
rebates, 1–4
reprice adjustments, 1–4
types of price adjustments, 1–3
Procurement, adjustment details, 4–23
system constants and Procurement, 2–3
Advanced pricing, generating new price
adjustments in a different currency, 4–31
Advanced Pricing in Procurement, 1–5
Automatic Accounting Instructions
4270, 2–11
4280, 2–11
adding memo text, 2–13
required information for setup, 2–1
setting up, 2–11
used in advanced pricing, 2–11
B
Base price review
in Procurement
retrieving supplier prices, 3–22
reviewing inventory cost, 3–21
reviewing purchase price levels, 3–21
in Sales Order Management, 3–3
item and customer price groups, 3–7
preference hierarchy, 3–5
price levels, 3–5
overview, 3–1
price group combinations, 5–10
Basis code
add on amount, 4–22, 4–23
add on formula amount, 4–22, 4–24
add on user program amount, 4–22, 4–24
add on variable amount, 4–22, 4–23
cost plus amount, 4–21
Advanced Pricing
percentage of base price, 4–21, 4–23
percentage of cost, 4–21
percentage of current net price, 4–21, 4–23
Basket-level adjustments
control code, 6–28
creating, 6–25
Branch/plant constants, setting up, 2–3
Building adjustment schedules, 4–17
C
Changing price-level breaks during order entry,
7–5
Code, basis. See Basis code
Complex item price groups. See Item price
groups
Constants, required information for system
setup, 2–1
Creating basket-level adjustments, 6–25
Creating free goods adjustments, 6–3
Creating item and customer price groups, 3–7
Creating order-level adjustments, 6–30
Creating rebate accrual adjustments, 6–17
Creating rebate adjustments, 6–15
Customer price groups
creating, 3–7
generating price group combinations, 5–10
setting up, 5–5
D
Defining a pricing hierarchy, 4–8
Defining base prices, 3–8
Defining order detail groups, 5–13
F
Forms
Account Revisions, 2–13
Additional Item Branch Information, 6–28,
6–33
Base Price Preference Hierarchy (51), 3–6
Base Price Revisions, 3–9
Customer Price Group Definition, 5–7
Customer Service Inquiry, 7–6
Free Goods Revisions, 6–5
Item Branch Revisions, 6–32
Item Price Group Definition, 5–9
Order Detail Price Group Definition, 5–14
Preference Hierarchy Revisions, 4–9
Price Adjustment Definition, 4–12, 6–5,
6–20, 6–27
Price Adjustment Detail Revisions, 4–26,
6–20
Price Adjustment Schedule Revisions, 4–18,
6–19
Price and Adjustment Definition, 6–32
Pricing Constants, 2–7
Rebate Threshold Revisions, 6–21
Rebate Volume History, 7–7
Sales Order Detail Revisions, 7–4, 7–5
System Constants, 2–4
Volume History by Sales Details, 7–8
Work with AAIs, 2–12
Work with Adjustment Detail, 4–24, 6–4,
6–10
Work with Adjustment Schedule, 6–18
Work with Adjustment Schedules, 4–18
Work with Adjustment Types, 4–12, 6–8,
6–26, 6–31
Work with Branch/Plant Constants, 2–4, 2–7
Work with Item Branch, 6–28
Work with Preference Hierarchy, 4–7, 4–8
Work with Price Group Definition, 5–7, 5–9,
5–14
Work with Rebates, 6–21
Free goods, 1–4
adjustments, 6–3
defined, 6–3
G
Generating new price adjustments in a different
currency, 4–31
Generating price group relationships, 5–10
H
Hierarchies
base price preference (51), 3–5
defining, 4–8
preference master, 4–7
B73.3.1 (6/99)
Index
pricing, 4–5
I
Invoices, flexible invoice print detail, 1–4
Item master information, sales price level, 3–5,
3–21
Item price groups
creating, 3–7
generating price group combinations, 5–10
Price Group Definition form, 5–9
set up, 5–8
L
Limited time offers, 1–3
M
Memo text, adding to AAIs, 2–13
Multi-currency pricing, 1–3
O
Online price negotiation, 1–4
Order Detail Groups, defining, 5–13
Order level adjustments
control code, 6–32
creating, 6–30
Order-level adjustments, repricing, 6–30
Orders Affected by Price Change, processing
options, 7–11
Override search groups
definition and overview, 5–1
in Advanced Pricing, 5–2
in base pricing, 5–2
P
Preference Hierarchy, limiting system searches,
4–8
B73.3.1 (6/99)
Preference master
setup, 4–6
using, 4–7
Price adjustment details, basis codes
add on amount, 4–22, 4–23
cost plus amount, 4–21
customer’s custom program, 4–22, 4–24
formula based, 4–22, 4–24
percentage of base price, 4–21, 4–23
percentage of cost, 4–21
percentage of current net price, 4–21, 4–23
variable price, 4–22, 4–23
Price adjustment revisions, reviewing, 7–9
Price adjustments
basket level, 6–25
building schedules, 4–17
creating accrual adjustments, 6–7
creating definitions, 4–1
customer custom program, 1–3
defined, 4–11
defining mandatory adjustments, 4–11
formula, 1–3
free goods, 1–4
generating new price adjustments in a
different currency, 4–31
level breaks, 1–4
limited time offers, 1–3
multi-currency pricing, 1–3
percentage of base price, 1–3
percentage of cost, 1–3
percentage of current net price, 1–3
price discounts, 1–4
price override, 1–3
printing reports, 7–9
reviewing adjustment detail, 4–1
reviewing adjustment detail for
Procurement, 4–23
revisions in batch, 7–9
setting up definitions, 4–11
setting up details, 4–21
specific amount, 1–3
Price and adjustment revisions, price
adjustment report, 7–9
Price groups
customer, setting up, 5–5
generating combinations, 5–10
item, setting up, 5–8
Price-level breaks, changing during order entry,
7–5
Advanced Pricing
Prices
repricing sales orders, 6–25
searching for, 4–5
Pricing
free goods, 1–4
hierarchy, defining, 4–8
level breaks, 1–4
limited time offers, 1–3
multi-currency, 1–3
online price negotiation, 1–4
reprice adjustments, 1–4
Pricing constants
See also Branch/plant constants
setting up, 2–7
setting up constants, overview, 2–7
Pricing hierarchies, 4–5
base price preference (51), 3–5
defined, 4–8
preference master, 4–7
Processing options
Advanced Price and Adjustment, 4–32
Orders Affected by Price Change, 7–11
Procurement
AAIs, 2–11
adjustment details and Advanced Pricing,
4–23
assigning adjustment schedules in Advanced
Pricing, 4–17
basis codes
add on formula amount, 4–24
add on user program amount, 4–24
add on vairable amount, 4–23
percentage of base price, 4–23
percentage of current net price, 4–23
integration with Advanced Pricing, 1–5
pricing constants with Advanced Pricing,
2–7
system constants and Advanced Pricing, 2–3
Programs and IDs
P4070 (Price and Adjustment Schedule),
6–18
P4070 (price and adjustment schedule), 6–21
P4071 (price adjustment definition), 4–13
P4071 (Price Adjustment Definitions), 6–18
P4101 (item master revisions), 3–5
P4106 (base price revisions), 3–9
P470073 (preference hierarchy), 3–6
R
Rebate adjustments
creating, 6–17
printing history, 6–24
setting up, 6–15
Rebates, 1–4
Reports
Orders Affected by Price Change, 7–11
Price Adjustment Additions, 7–10
Price Adjustment Revisions, 7–10
Price Adjustments, 7–9
Reprice adjustments, 1–4
Repricing, 6–25
order-level adjustments, 6–30
Repricing sales orders, 6–34
Retrieving supplier prices, 3–22
Reviewing and changing price adjustments
during order entry, 7–3
Reviewing customer rebate information, 7–6
Reviewing inventory cost, 3–21
Reviewing Price and Adjustment changes, 7–9
Reviewing price levels, 3–5
Reviewing purchase price levels, 3–21
Reviewing rebate information, 6–24
Reviewing the base price preference hierarchy,
3–5
S
Sales orders
changing price-level breaks, 7–5
pricing, 3–1
repricing, 6–34
Setting up a preference master, 4–6
Setting Up AAIs for Advanced Pricing. See
Automatic accounting instructions
Setting up adjustment definitions, 4–11
Setting up adjustment details, 4–21
Setting up Advanced Pricing heirarchies, 4–5
Setting up complex customer price groups, 5–5
Setting up complex item price groups, 5–8
Setting up pricing constants, 2–7
Setting up system constants, 2–3
Setup
preference master, 4–6
price adjustment details, 4–21
pricing, 3–1
B73.3.1 (6/99)
Index
pricing constants, 2–7
System constants
See also Branch/plant constants
for Procurement, 2–3
System flow, 1–4
System searches, preference hierarchy, 4–8
System setup
required information for setup
Automatic Accounting Instructions, 2–1
constants, 2–1
setting up constants, overview, 2–3
setting up pricing constants, overview, 2–7
U
Understanding base pricing in Sales Order
Management, 3–3
Understanding pricing in Procurement, 3–19
W
Working with complex price groups, 5–5
Working with repricing, 6–25
B73.3.1 (6/99)
Advanced Pricing
B73.3.1 (6/99)
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