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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...
Jane,
I'm sorry for the delay in responding but composing a response took longer than expected.
A year or so ago, we worked with Tim to develop a generic inquiry that would provide a customer with the current, effective sales price for any item in inventory. The inquiry not only determines the effective sales price using the same logic followed by Acumatica, it shows all sales prices in effect for that customer in the order they are evaluated by Acumatica from right to left. (For those not fully versed in how sales prices work in Acumatica, we have a white paper that goes into more detail. You can find that white paper free of charge on our CS3 resource site.)
Click here to access the Customer Specific Item Pricing in
Acumatica White Paper
The inquiry is pretty involved and the more I tried to document how it was developed, the longer the explanation got. Therefore, we turned it into a white paper so you can download it to your local machine for easy reference as you use it to build your own version. I hope you find it helpful. The white paper can also be downloaded from the CS3 Resource Site under the ERP section.
Click here to access the Customer Pricing Generic Inquiry White Paper
If you have questions regarding how the inquiry was developed or any of the logic built into the table joins, please post them here and our team will do our best to lend a hand.
Tim, This article is great, but how do I get this to work with "Break Qty" on all levels?
Hi Chris,
In theory, you should be able to use the same technique and include the column in a JOIN, but it would get pretty messy unless you only have a few possible Break Qty values.
@shawn-p-slavin Has this been updated to work with 2021 R1? I am trying to create this now but I noticed some tables are missing. Any ideas?
Also, in the I210 training course, example 3.4.1, a sample Get Sales Price inquiry screen is used to show the best price for the specified parameters (customer, quantity, etc..). This inquiry is included in the customization package distributed along with the course materials.
Do you or anyone else have this inquiry (the one from Acumatica in the I210 class)? It's no longer available on their portal and I can't find it elsewhere.
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.
Hi
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?
Hi VJW,
Where do you see those options? I don't see them on the Sales Prices (AR202000) screen.
Maybe are you talking about Discounts?
Hi
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.
VJW,
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.
Is there a safe way to display discount pricing through a generic inquiry or by other means? We have a need for viewing the discount pricing. Obviously a sales order or quote would work (there are thousands of discounted items, though). A list view, like the generic inquiry would be ideal. We discount by percent and break by quantity, for customer price class and item, both group and line.
What is nice about line discounts is that they display a discount unit price (on a qualified sales order). It is too bad that group discounts don't do that.
Hi Richard,
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:
https://github.com/Acumatica/Help-and-Training-Examples
But I couldn't find anything there for I210
@jeff-waldron Someone sent me the missing files. Attaching them here for you:
I210Mystorewithendpoint6-0.zip