Index

Purpose

Use this routine to configure and maintain a Price List that defines the selling methods, involving one or more products or specific sales terms, applying distinct criteria such as region and price range.

The suggested sales price for a Price List is initially based on the Sales Price (Field B1_PRV1 of table SB1 - Product Register). You should only enter the percentage or discount value in the Price List if the sales price suggested by the Product Register has already been registered. Otherwise, it will not be applied.

Example of Price List application:

In the example above, the Computer product has a 10% discount on its base price when 500 units are sold to the State of Sao Paulo, and a 15% discount when exceeding 500 units.

Besides defining List items as shown above, you can also use the system to determine the validity periods, by date and time intervals, as well as specify a payment term.

Price Lists are marked by a caption, as follows:

• Active List - Active lists are those within the period selected.
• Inactive List - A list becomes inactive when its expiration date is exceeded.
• Special Active List - Indicates that the user has changed the expiration of the list.

Mental Map

In this diagram, the data refer to the features of the routine: 

In the main page of the routine, the following options are available:

In the main page of the routine, the following options are available:

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Main Fields 

01. OVERVIEW

Use this routine to configure or perform maintenance on a Price List and compose various sales types, considering specific sales terms for one or for multiple products, using distinct criteria, such as region and price range.

To compose the discounts and sales price to be applied, the System refers to the product price, set in its register through field Sales Price.

Example

In the above example, the Computer product gets a 10% discount on its base price when 500 units are sold, in the State of Sao Paulo. Above 500 units, it gets a 15% discount.

Besides defining List items as shown above, you can also use the System to determine the validity periods, by date and time intervals, as well as specify a payment term.

Price Lists are identified on the grid, Active Tab column, as follows:

• • Active List: active lists are those within the period selected.
  • Inactive List: a list becomes inactive when its expiration date is exceeded.
  • Special Active List: indicates that the user has changed the expiration of the list.

Registration of Short Period Sales

The price list (DA0 and DA1) can register the following information:

DA0 – Header

• • Start Date and Time / End Date and Time of Validity;
  • Time Type: Single / Recurring;
  • List Active: Yes / No.

DA1 – Items

• • Product or Product Group;
  • Base Price (automatically returns the value used in field Sales Price);
  • Sales Price (value to be effectively used in sale);
  • Discount / Factor (to be applied in field Sales Price);
  • Active (if this product is active in grid);
  • State;
  • Type of Operation (State / Interstate, and others);
  • Range / Currency;

As the payment method and terms are only set at the end of the concomitant sales process, in modules Store Control and Point of Sales, only price lists that lack definitions for these data are taken into account. The fields for payment method and terms become hidden in the Store Control module on the Price List registration screen.

In Assisted Sales and Point of Sales, only the State operation type is handled.

Product Grid Interface

The grid resource speeds up the registration of products that vary only in a few aspects, keeping their main characteristics.

Thus, you do not need to register the same product multiple times only because the product has various characteristics; that is, you only need to register the main product and all its variants, such as: color, model, etc. This enables Protheus to automatically register all product variants.

Activation and Deactivation of Records

The purpose of the reserved field called Status is to allow the activation or deactivation of records, preventing the application from using the inactive ones.

E-Commerce

The option to send multiple price lists to CiaShop E-commerce, is implemented by marking the field E-commerce.

Connections

Use this feature to identify the relationship between the records created in CRM, which are Suspect, Prospect, Customer, Contacts, Competitors, Suppliers, Partners, Opportunities, Proposals, Sales Orders, Invoices, Products, Price Lists, Sales Process, Sales Representatives, Business Unit, Sales Team, Promotions and Events.

The connection centralizes data on the relationship between an entity and another, making it easier to query them. Through this feature, you can, for example, link data from one Customer to the other, entering the function of the connection. For example: partner, associate, influencer, etc.

If you cannot find a feature that best fits your needs, you can register other connection features and associate them with the corresponding features; that is, when you register the feature "Uncle/Aunt", the corresponding feature will be "Nephew/Niece".

In the Connections Register you can also set the start and end dates of the connection.

02. EXAMPLE OF USE

Adding a Price List

1. In SIGAOMS, access Updates > Sales Scenarios > Price Lists.
2. On the Price List screen, press the F12 key to access the Parameters
3. On the Parameters screen, note the parameter Display By?. This parameter indicates whether the screen will be displayed by:
   1. Product: all lists containing the product selected are displayed. This makes maintenance easier, if you need to edit/view the lists in which the product is found.
      We must emphasize that you can only use this option to edit/view the list.
   2. List: when you select this option, you can add various products to the Price List.
4. Check and confirm the data.
5. Then, on the Price List screen, click Add.
6. Enter the data required for addition of List.
7. Check and confirm the data.
8. Press the down arrow to add other products to this Price List.
9. You may associate the same product several times in the Price List, generating the application ranges for distinct criteria and prices.
10. Press the DEL key to select/deselect an item for deletion.

Editing the Price List

   You can edit the Price List for quick editing of prices of a specific product.

1. On the Price List screen, press the F12 key to access the Parameters
2. On the Parameters screen, enter the required parameters, noting:
   1. Display By?: defines whether option Edit must be by product or list. If you select List, all the data on the list selected for editing are displayed (default option). If you select Product, all the lists containing this product are displayed.
   2. Product?- If the option Display by Product is selected, enter the code of the product you want displayed for editing.
3. Check and confirm the data.
4. Click Edit.
5. A window is displayed for editing, in accordance with parameter settings.
6. If the editing parameters are set by Product, all lists with which it is associated are listed.
7. Configure and confirm the changes.

Copying the Price List

1. On the Price List screen, select the List you want to copy.
2. Click Other Actions/Copy.
3. Then the Price List - Copy screen is displayed, in which all fields are filled out, just as they were filled out for the List selected.
4. Enter the Code and Description of the new List you want to add.
5. You can also edit the other fields, if needed.
6. Check and confirm the data.

Creating a Price List from the Product Register

1. On the Price List screen, click Other Actions / Generate.
2. On the Parameters screen, select the data to generate the List.
3. Check and confirm the data.

Adjusting the Price List

1. On the Price List screen, click Other Actions / Adjustment.
2. Click Parameters.
3. Setting the parameters displayed on the Parameters screen is self-explanatory; however, you should pay attention to the following data.
   1. Adjustment Factor?: enter the price adjustment factor. You get the new values by applying this factor.
   2. Number of Decimal Places?: enter the quantity of decimal places to be used when saving the new price.
       Example: if you enter 0 (zero) and the calculation of the new value is 46.74, the system saves 46.00 disregarding the cents.
   3. Reapply Factor? Define how to apply the multiplication factor for the adjustment calculation:
      1. Option Base Price: applies the formula: Base Price x Multiplication Factor x Factor.
      2. Option Price List: applies the formula: Sales Price x Multiplication Factor.
   4. Check and confirm the data.
   5. The lists are adjusted in accordance with parameter settings.

Configuring the Header of the Price List Registered in the CiaShop E-Commerce

1. In Store Control, access Price List and register the Price List, filling out the following fields:
   1. List Code: enter the contents of field ERP Code registered in E-Commerce.
   2. E-Commerce: enter whether the list is active or inactive.
2. Enter the other fields of the header
3. On the grid, fill out the following fields:
   1. Product Code: enter the code of the E-Commerce product.
   2. Sales Price: enter the sales price.
   3. Validity: enter the date of price publication.
4. Enter the other information and confirm it.
5. Access CiaShop Services Monitor.
6. Check whether the Variable Price List service was successfully executed.
7. Select the option Log to view the history of the execution of the service and its results.
8. Select the option Detail to view the products updated.

Using the Product Grid Resource in Sales Price List

1.  Select the option Price List and add a Price List for a grid reference product.
2. To check the application of the Price List, select the option Sales Orders.
3. Add a Sales Order for a product (full code) of the associated grid family.
4. Enter the list code in the header of the Order.

Configuring the Note

1. In Related Features, click Notes.
2. On the upper menu, you can Filter, Search, Print and Configure.
3. The lower menu displays five options: Edit, Add, View, Environment and Related Features.
4. When you view a registered note, the data displayed are: Code of Note, Code of User who created the note, User Name, Note Edit Date, Note Addition Date, Title, Contents and Attachments.

Using the Product Grid Resource in Sales Price List

1. Select the option Price List.
2. Add a Price List for a grid reference product.
3. To check the application of the Price List, select the option Sales Orders.
4. Add a Sales Order for a product (full code) of the associated grid family.
5. Enter the List code in the header of the Order.

Activating/Deactivating Records

1. Field initialization is always as Active and shows the options Active and
2. When the content of the field is set to Inactive, it means the record is blocked, and it is shown in the browser with a different color.

Configuring the Header of the Price List Registered in the CiaShop E-Commerce

1. In Store Control, access Price List and register the price list, filling out the following fields:
   1. List Code: enter the contents of field ERP Code registered in E-Commerce.
   2. E-Commerce: enter whether the list is active or inactive.
2. Fill out the other fields of the header
3. On the grid, fill out the following fields:
   1. Product Code: Enter the code of the E-Commerce product;
   2. Sales Price: Enter the Point of Sale.
   3. Validity: Enter the date of price publication.
4. Enter the other information and confirm it.
5. Access CiaShop Services Monitor.
6. Check whether the Variable Price List service was successfully executed.
7. Select the option Log to view the history of the execution of the service and its results.
8. Select the option Detail to view the products updated.

Configuring the Connection

1. In Related Features, click Add.
2. On the Connections Register screen, the data on entity, code and name of the connector are loaded automatically.
3. Fill out the fields Connection Function, Function Description, Connected Entity Type, Entity Type Description, Connected Entity Code, Entity Description, Note and Start and End Dates.
4. The field Connection Functions is filled out through a standard query.
5. After filling out the function, the field Corresponding Function is automatically filled out. If there is more than one, select the one that best meets your needs.
6. If you need to register a new function, click Edit. 
7. The function code is automatically loaded in sequential form.
8. Fill out the fields Name, Category, Note, Status, Relationship with the Entity and Association of Corresponding Function.
9. In the corresponding functions register, there is a standard query listing the functions already registered.
10. The connections query browser has a Disconnect option, which undoes the relationship links of registro.END.

03. PRICE LIST SCREEN

Other Actions / Related Features

04. PRICE LIST SCREEN - ADD

Main Fields and Parameters

05. PARAMETERS

Billing Environment

• MV_ESTADO

Product Grid

• MV_GRADE

06. TABLES

• DA0 - Price List
• DA1 - Price List Items
• SB1 – Products
• SE4 - Payment Terms