Questions Sales Price Worksheets for Parent Account

Scott,

Have you looked at assigning them all to a specific Customer Price Class? I believe this will do what you are looking for and reduce the level of effort.

-John

Thanks John. A customer price class is too wide a net. We have nearly 50,000 items in our inventory and several thousand customers.

Basically, this is the real world example: A University which is used for the centralised billing, has many departmentments that use both individual purchasing and potentially multiple delivery locations within that department. In consultation with the Uni, we may negotiate a promotional price for a range of products (or maybe a specific brand). Other customers will still pay RRP on that range and the Uni will buy things not included in the promotion.

We've been using Sales Price Worksheets to this point however, we have a new customer (a Uni) with 78 departments who we are running a promotion for on an eclectic range of items, 1409 in total. This is why I'm looking for an alternate solution other than uploading a 11,272 line Sales Price Worksheet.

If you still think a Price Class is the way to go, could you elaborate please? We've only been using MYOB Advanced (or Acumatica outside Aus) for 5 months now so it's still new to us (and me).

Cheers.

My company ran into a similar issue. There were quite a few issues where the new price was only changed on 35/40 members and it was chaos keeping every member in sync and dealing with the pricing issues when one member got a lower price than another. The solution we came up with was to assign a customer price class specific to that entire group.

For example, the members of the Group A are normally assigned the customer price class CPL25. For visibility we create a sales price worksheet under the parent account with for all of the quote promotions. I then take the original CPL25 prices and overlay the promotional prices on top of it to create the prices for the customer price class GROUPA25. This way you only need to maintain one additional price sheet instead of (number of promo prices x number of customers). If edits need to be made they can modify the parent customer price and the customer price class records.

It's not perfect, but this has been far easier to manage between myself and our Sales team. It also didn't require a customization.

We also encountered a lot of issues with attempting to upload and release large sales price worksheets (inexperienced Excel users, system timeouts on uploads/release). Most of our major pricing changes like bi-annual specials go through me and I'll just insert/modify the data through SQL.

I agree with @ncantral, Customer Price Class should work.

Create a Customer Price Class in the Customer Price Classes (AR208000) screen. You can use anything, maybe use the Parent Customer ID? Then populate that Customer Price Class in the Price Class ID field on the DELIVERY SETTINGS tab of the Customers (AR303000) screen for all Parent and Child Customers

Then set pricing for that Customer Price Class using the Sales Price Worksheets (AR202010) screen:

If Parent AA and its Children are already on a Customer Sales Price called "Silver Pricing" (which gives them 10% off MSRP across the entire catalog), how can I extend an additional 5% discount on 10 specific items exclusively for this AA family of customers?

Am I required to duplicate the "Silver Pricing" to create a "Silver Pricing AA" price class, and then manually adjust the pricing for those 10 items? Or is there a more efficient way to handle this?