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Questions Pricing Inquiry
Tim - have you seen a way to look up pricing for a customer. You know - you get that phone call and the customer says "How much for that widget". From what I can tell the only way is to go the Sales order (maybe do a QT order type) and create a transaction. Have you seen any other way to do this. For some distributors, these inquiries are a constant. I suspect a GI would be quite complicated...
I have seen this done. I reached out to the partner that I saw it at to see if they would like to share. If I remember correctly, there were a lot of joins.
Wow, this was really useful, thanks for sharing!=)
Glad it helped VJW
Thanks for sharing Kevin! Didn't notice that.
With Acumatica 7 it was included the possibility to add prices per warehouse and UoM. Anyone that have, based on the inquiry Shawn shared, been able to included these parameters in the inquiry? Or have any idea of how easy or difficult that would be?
Where do you see those options? I don't see them on the Sales Prices (AR202000) screen.
Maybe are you talking about Discounts?
I'm thinking about this feature:
Maybe it would just be so easy to add an additional filter on the Warehouse in the inquiry.
But yeah, of course, discounts could also be included, so that would be of interest aswell. However, it goes beyond my knowledge on how to be able to get all this information in a inquiry. Just getting the different sales prices(the inquiry Shawn shared) seemed complex enough=)
Have someone had any cases were the customer wants the sales prices in an inquiry(like the inquiry Shawn shared) that also includes discounts?
Ah, I looked at this too quickly. I was looking in the Price Type column, but there are actually separate columns for UOM and Warehouse (pictured below) which makes more sense.
To add UOM and Warehouse pricing, you could totally use the same method outlined in Shawn's paper because all of the information is in ARSalesPrice. You just need to add more tables that reference ARSalesPrice and more joins to those tables because the hierarchy shown in the video that you posted has more steps than the default hierarchy. I don't think they are any more complicated than what Shawn demonstrated. There are just more and they need to be added.
You would probably also need to prompt the user for Warehouse and UOM as parameters.
I haven't updated the GI to address the new functionality introduced in 2017 R2. The customer using the GI only has one warehouse and does not offer discounts. They set unique prices either by customer or customer price group. You can either add warehouse to the GI in the output grid or add it as a parameter and filter if you are managing multiple warehouses.
Discounts can get pretty hairy in a hurry since they can be applied at either line level or document level and can be based volume sensitive. Even Acumatica treats them separately within a sales order. If you need to give pricing quotes to a customer or prospect that incorporates both customer specific prices and discounts, I strongly encourage you to create a quote in Sales Order or within an Opportunity so you have a record of what told the prospect.
Totally agree with you @shawn-slavin about discounts. That would be dangerous to try and reproduce in a Generic Inquiry.
If your specific use of Discounts is simple, then you might be able to pull off a Generic Inquiry.
But to build a comprehensive Generic Inquiry would be very complicated.
Regarding the Group discounts, I don't think they can display on the Sales Order Line because the discounts isn't specific to any particular line.
Hi @timrodman & @shawn-slavin ,
Thank you so much for sharing this! It was super helpful 👍
I don't have it saved anywhere and wasn't able to find it. Bummer.
Looks like they are hosting the training examples for the I300 courses on GitHub now:
But I couldn't find anything there for I210