--- title: "Pricing Policies (Purchases - Sales)" canonical: "https://wiki.soft1.eu/space/SS5EN/12060273/Pricing%20Policies%20(Purchases%20-%20Sales)" format: markdown --- Pricing policies system can be used to create multiple scenarios (rules) in order to cover case -specific requirements that refer to the automatic setup of company's prices and discounts. - Create complex scenarios for the automation of the application of agreed prices, discounts, and gifts in Purchase or Sales Documents, respectively. - Open models to create commercial policies are available, while you can take into account any SOFT1 ERP’s parameters. - Unlimited connection and hierarchy of scenarios are available for limited, interrupted, or indefinite time. ## Creation of pricing policies ### Formulation of pricing policies ► Initially you must set the rules of the purchases / sales pricing policies. To create the rules follow the path Parameters - Prices-Purchases/Sales Pricing Policies- **Formulate policies.** In the pricing policy rule enter the following: - Refers to: whether the pricing policy shall refer to the inventory items, or the services module. - Zero values: whether you are able to set zero values in the rule. - Application fields: identify the fields of the document to which the prices and discounts are to be applied. The maximum number of application fields that can be used per rule is three (3) fields. In case you complete more than one application fields, you must define the method of application of the discounts, configuring adequately the respective parameter,"Successive execution". Parameter "Successive execution" is used when: - there are more than one application fields of the same type in the rule - there are many rules in an application scenario (Agreement) and use the same application field. - Formula: select the formula as per which the rule shall be applied. The formulas refer to a trading party (customer or supplier), item, document line data, and document total data.   **Scaling** - Scaling field: use this parameter if the prices and discounts of the rule shall not be constant, but will vary depending on the quantity or value of the document. - Combinative scaling: if an application scenario (agreement) uses more than one rules with scalable formulation of prices /discounts, you must also specify whether the rules' prices / discounts are to be combined for the cases where there is coverage of the range of quantities or values in the data of each rule. In this case you must activate parameter "Combinative scaling". - Gifts: this parameter defines the gifts entities   **Functions** You can use up to three database functions per pricing policy rule. Functions are intended to meet customer particularities with regard to pricing policies.    **Info:** - Combinative scaling also functions as follows: If for example you have set in a pricing policy a discount per Group/Commercial category of the item etc., based on quantity scaling, then in the document, when you select an item of a specific group at a specific quantity and in the next line of the document you select another item of the same group with a quantity, there shall be summation of the quantities and, if these are within the scaling rules that you have set, there shall be completion of a discount in both lines. - Considering that the design of the rule is highly parametric, attention must be paid in the selection of the formulas and application fields, so that their combination is within application "logics". Specifically: o    If you set in a rule formulas originating in their entirety from lines, it is not rational to select an application field that refers to sets. o    If you select an application field of price field type (unit price, wholesale / retail price), then one of the formulas selected must refer to the item.    ### Pricing policies data Following the creation of the pricing policy rule, you must enter its data. Upon posting the rule, there is automatic creation of the entry of its data. If you select the desired entry, you can set the values of the formulas for which the rule shall apply, as well as the respective prices and discounts and the date range for which they shall be valid. Area "Filters" displays the filters based on the formulas you specified in the rule (for example if you set application based on customer and for specific items, then filters shall include fields "Customer" and "Item"). In grid you can set the dates for which the rule policy shall be valid and the data on which the rule is to be applied (formula). **Info: ** - If you have created a rule with scaling, then you must define scaling per line, using the quantity or value (the value set in the rule is proposed as default). - In pricing policies scaling, the first line of scaling per value / quantity is considered to be the "from" quantity / value. For example, if in the first line you enter quantity 5 (pieces) and next to it a discount, this means that discount shall be applied from 5 pieces and up.   If you select "Delete inactive" a check is run (based on date) and the entries which are no longer active (not valid according to the date) are deleted. In case you have entered a data line (i.e. customer and item with a price of 5€), you have not entered an ending date for the agreement, and you enter again a line with the same data (customer - item), then, upon selecting "Close inactive dates" a check shall be run in order for the application to complete automatically an ending date in the agreement line having an earlier beginning date. The ending date to be entered shall be one day earlier from the beginning date of the new entry.   ### Applying scenarios (Agreements) Each agreement may contain one or more rules. To enter a rule in an agreement follow the following process: - Using "New entry", create the application scenario where you must fill in a code and a name. - In the agreement analysis (lines or totals) page, select "new entry" (lower left part of the view) in order to enter the desired rule. Select "Agreement Analysis [lines]" or "Agreement Analysis [totals]" depending on what the application fields and the formulas specified in the rule refer to (totals or document lines). - Selecting "New entry" displays "Document selection" window which shows all the rules you have created and there you can choose the agreement rule.   **Info: ** - All rules in the same agreement entry apply disjunctively (or), and in the exact order of their selection. You can change their application order using the arrows. - If you want the rules to apply conjunctively (and) you must enter them in different lines of the same agreement. - The rules having application fields both in lines and in totals must be entered on both (2) pages of the agreement analysis.   ## Configuration/application of pricing policies ► In order for a pricing policy to be applied, it must be included in an Agreement (Applying scenario). ► Set the Agreement in the respective parameter of the sales parameters (Parameters - Sales-Parameters: "Sales agreement") in order for it to apply globally or per trading party (page -field "Agreement") in order to apply selectively and only for those who include a relevant entry. ► In any case, in order to apply the agreement during document posting, you must have set in the document type to apply pricing policies (page - ).  In addition, in the document types, parameter "apply pricing policy to," specify the item types to which pricing policies shall be applied. Accepts the values: Normal, Gift, Warranty, Bailment, Third party sales. **Info**: In the related jobs of a document and using option