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Price and Value Books Setup |
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Setting up the Lines of the Page
Once you have set up the pages of the book you can define further details, or lines, of the page using Price Books Lines Setup. These lines hold the calculation information. From the Action menu within Book Pages Setup, select Lines. The form contains the following fields:
Click here to see the screenshot
Book Code and Analysis/Hierarchy Code
These fields are automatically populated from the current Book Pages Setup record.
Range From
The starting point of a ranges of values for this line.
To Range
The end point of a ranges of values for this line.
Calculation Type
The type of calculation to be carried out. Options are:
Absolute value to be used instead of base value.
Amount by which the base value determined above is to be changed.
Ratio by which the base value determined above is to be changed.
Percentage by which the base value determined above is to be changed.
Calculation Operator
The operator to be used in the calculation. Options are: '+' plus or '-' minus.
Value
The value to be used in the calculation.
For example, the Calculation Type may be set to Amount by which the value is to be changed, the Operator set to '+' plus and the Value set to 150.
Setting up the Price Book Hierarchy
You can set up a hierarchy structure for your Price Books to determine the order in which they are searched when the price for an item is sought. The Price Book hierarchy is used when it is specified in a formula. See Formula Designer Help for more information.
To set these up use Purchase Price Book Hierarchy Setup (PPBH) or Sales Price Book Hierarchy Setup (SPBH) as appropriate, which contain the following fields:
Click here to see the screenshot
Price Book Sequence
This number determines the position of a Price Book within the search sequence when the Price Book hierarchy is specified in a formula. When the price of an item is sought, the search for a valid Price Book starts with the Price Book with the lowest sequence number. You can define a sequence of up to ten Price Books.
Price Book Code
The Price Book to be used.
Description and Status
These fields are automatically completed once the Price Book Code field has been entered.
Note: Cumulative Price Books are only effective if they are included in the Price Book hierarchy. Cumulative Price Books can also be referenced directly in a formula in the same way as Standard Price Books. However, if you want to run more than one accumulation simultaneously, then they should be placed in the hierarchy. Only Promotion Price Books have to be in the hierarchy. Promotional Price Books only generate promotional lines if they are included in the Price Book hierarchy.
Using Customer and Supplier Analysis with Cumulative Price Books
To use the Customer and Supplier analysis with Cumulative Price Books carry out the following steps:
1. In Price Book Setup define the Customer Code or Supplier Code as the Analysis Dimension.
2. In Price Book Page Setup the Analysis Directory is displayed as the Customer Code or Supplier Code.
3. In the Analysis/Hierarchy Code field you have the following options:
Enter a valid Customer Code or Supplier Code - the spend accumulation and discount will apply to this customer or supplier only.
Enter five asterisks - the system automatically creates spend accumulation records and discounts per customer or supplier. The system does not create extra Price Book pages, but automatically holds the spend accumulation against each individual customer or supplier.
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Sales Order Management 
