encaptis - managing pricelists efficiently in sap business one
DESCRIPTION
Business One supports the management of pricelists (both purchasing and sales) in a number of ways that work together to arrive at a final purchase or sales price for an item. While the system is powerful, if not handled and maintained carefully it can create some confusion (i.e. "Where the heck is this price coming from?!").Are you doing all you can to make the best use of the SAP Business One pricelist management features? Learn the methods and best practices for managing your pricelists, including how to import a pricelist from a vendor instead of having to type it in manually.TRANSCRIPT
Welcome to
Webinar Wednesday
“All about pricelists”(April 25th, 2012)
Methodology. Insight. Technology. Passion
Today’s Agenda:
• Basic pricelists
• Special prices
– How they are setup
– How they are applied
• Example pricing scenarios
– Tools for managing special prices
• How to import pricelists
• Business One workspace management tips
x 1.5x 1.5$$ x 2x 2
Derivative Pricelists
x 1.2x 1.2
A B C
BaseBase
Base
Item 1…. = $5.00
Item 2…. = $10.00
Item 3…. = $15.00
Item 4…. = $20.00
BB
= $10.00
= $20.00
= $30.00
= $40.00
x 2
�$$$$50.00
Note:
Item 4 on pricelist
“C” will be $60.
( $50 x 1.2 )
BB
Item 1…. = $14.00
Item 2…. = $24.00
Item 3…. = $34.00
Item 4…. =
CC
= $12.00 $16.80
= $24.00 $28.80
= $36.00 $40.80
= $60.00 $60.00 (same)
x 1.2
BaseBase
Item 1…. = $7.00
Item 2…. = $12.00
Item 3…. = $17.00
Item 4…. = $22.00
BB
= $10.00 $14.00
= $20.00 $24.00
= $30.00 $34.00
=
x 2
$$$$50.00
If base prices go up by $2.00 …. …. Item 4 on pricelist “B” stays at $50.00.
$$$$50.00
Pricelist “C” recalculates
Scenarios
• You are overstocked on a particular item and would like to reduce your quantity on hand by reducing the price across the board.
• You want to make most prices on a derived pricelist = base + 10%, but some things should be base + 20%.
• You want to incent larger volume purchases by creating price breaks.
• This price is whacky. Where is it coming from?
Price selection hierarchy (full)
Always starts with the BP pricelist as set in the BP record
“Period and volume discounts” (for a pricelist)
Period discounts
Volume discounts
“Special prices for business partner” (for a BP)
Period discounts
Volume discounts
Least specific
Most specific
“Discount groups” (for a BP)
$Final price* Note: in 8.82+ Blanket agreement price is considered here.
Price selection hierarchy (1)
Always starts with the BP pricelist as set in the BP recordLeast specific
Most specific$Final price
Pricelist defined for BP
Price selection hierarchy (2)
Always starts with the BP pricelist as set in the BP record
“Period and volume discounts” (for a pricelist)
Period discounts
Volume discounts
Least specific
Most specific$Final price
Period and Volume Discounts
(for a pricelist)
Price selection hierarchy (3)
Always starts with the BP pricelist as set in the BP record
“Period and volume discounts” (for a pricelist)
Period discounts
Volume discounts
Least specific
Most specific
“Discount groups” (for a BP)
$Final price
Discount Groups
(for a BP)
Price selection hierarchy (4)
Always starts with the BP pricelist as set in the BP record
“Period and volume discounts” (for a pricelist)
Period discounts
Volume discounts
“Special prices for business partners” (for a BP)
Period discounts
Volume discounts
Least specific
Most specific
“Discount groups” (for a BP)
$Final price* Note: in 8.82+ Blanket agreement price is considered here.
Special Prices for Business Partners
(for a BP)
Price selection hierarchy (full)
Always starts with the BP pricelist as set in the BP record
“Period and volume discounts” (for a pricelist)
Period discounts
Volume discounts
“Special prices for business partner” (for a BP)
Period discounts
Volume discounts
Least specific
Most specific
“Discount groups” (for a BP)
$Final price* Note: in 8.82+ Blanket agreement price is considered here.
General Rules
• Discounts are not cumulative
– One exception in “Discount groups” properties tab
• A more specific price always trumps a less
specific one – even if the customer will get a
worse deal
• A BP price always trumps a pricelist price
Scenarios revisited
• You are overstocked on a particular item and would like to reduce your quantity on hand by reducing the price across the board.
• You want to make most prices on a derived pricelist = base + 10%, but some things should be base + 20%.
• You want to incent larger volume purchases by creating price breaks.
• This price is whacky. Where is it coming from?
Caveats
• If you set special prices for Business Partners
and you copy to all BPs, any new BPs will not
get these prices.
– Recommendation:
• Include a step when creating a new BP that ensures
that the special prices are copied the new BP
OR
• Have a formatted search ensure that the special price is
always applied
What if I need something else?
• Formatted searches are often a good option
– Example: you want to pick the lowest price no
matter where it occurs in the price determination
sequence
• More complex?
– B1Up or Coresuite
Pricelist management tools
• Copy Special Prices to Selection Criteria
• Update Special Prices Globally
– includes Delete
• Update Parent Item Prices Globally
Best practices
• Understand the price determination sequence.
• Develop a “special prices” management strategy
– Keep it simple.
– Apply your price changes at the level easiest to manage.
• Document your standard methods for handling special price situations.
• Build special prices for BPs into your BP creation procedures.
• Use formatted searches when necessary
• Test broad changes in a test database first
How to import a pricelist
• Use the Data Transfer Workbench (DTW)
Workspace efficiency tips
• Hide menu items you don’t use
• Launch frequently used screens by setting up
Shortcut Keys
• Reorganize your screens to suit your work by
using My Menu
• Launch external programs by using the Launch
Application button
Thank you for your time!
Questions?