Manual discount on order header level - advanced pricing

[Aarto]

Hi all!

I would like to give user a possibility to enter a manual discount (expressed in %) on order header and use this in the advanced pricing (via a formula perhaps) to give an additional manual discount for each order line (so user enters a percentage on order header and an advaned prcing adjustment will kick in to discount each order line with the same percantage). Obviously, trade discount will not work as it will invalidate advanced pricing alltogether.

I have a feeling that this will have to be a modification as i can not see how this can be accomplished in JDE standard?
If anyone has made this work in standard JDE or knows of a low impact modification, i'd be glad to hear from you! Thanks!

We're on release 9.0

 

[Guy Robert]

Yes it is possible. You need to create a price adjustment, ensure that you
set the "manual add/change" option. In the sales order, you go to your
price history and add this adjustment in your sequence and enter the
variables plus the reason code. You will then keep your original price
history and the manually entered adjustment.


Guy Robert
Syntax.Net

 

[Aarto]

Thanks for the answer Guy! but the main thing here is that there may be 100 order lines in total and customer service wants to be able to enter the 5% discount once on the order header and have that discount applied to all order detail lines (the discount is "Ad-hoc" and can vary from order to order)
They do not like the idea of going to price history in each detail line to add the percentage manually for each sales order line

With regards
/Aarto

 

[nyjde]

You may be able to accomplish this by setting up an order detail group that is based on a field that is in the header and also defaults down to the detail lines. Then you can set up a pricing adjustment that looks at that field and define your discount within that adjustment.

 

[Guy Robert]

The alternative to entering the adjustment on each detail price history,
is to use PC1 to 3 line detail codes. You create an adjustment that uses
one or more of these PC codes and it will return the adjustment if there
is a value. Entering a value in those fields is quite quick, even for many
lines. Enter code, arrow down and continue.


Guy Robert
Syntax.Net

 

[rkarnap]

Hello Aarto,

Using an order detail group means trying to find an order field that is
saved in Table F4201 and that will work in an arithmetic formula.

You may need to make the user reserved amount field (alias URAT) visible in
the order header. This field is numeric, not string, so you should be
able to use it in a formula (basis code 7) that is located at or near the top
of the adjustment schedule. This could give you a new base price or a new
net price before going through your other adjustments.

However, even this might not work depending on your other requirements.
For example, does the additional discount need to display on the invoice for
each adjustment, or a lump sum, or no display at all and just a new net
price for the line item on the invoice? Do different customers have
different requirements for the display of discounts or "special" discounts?

I haven't been engaged in an advanced pricing project for E1 9.0, so the
new release may have additional functionality that I missed when I scanned
the update documentation and the advanced pricing documentation.

Russell Karnap
[email protected]


In a message dated 2/4/2010 10:19:34 A.M. Eastern Standard Time,
[email protected] writes:

Hi all!

I would like to give user a possibility to enter a manual discount
(expressed in %) on order header and use this in the advanced pricing (via a
formula perhaps) to give an additional manual discount for each order line (so
user enters a percentage on order header and an advaned prcing adjustment
will kick in to discount each order line with the same percantage). Obviously,
trade discount will not work as it will invalidate advanced pricing
alltogether.

I have a feeling that this will have to be a modification as i can not see
how this can be accomplished in JDE standard?
If anyone has made this work in standard JDE or knows of a low impact
modification, i'd be glad to hear from you! Thanks!

We're on release 9.0
Aarto Reponen Senior Application Consultant SYSteam Applications E-mail:
[email protected]_ (mailto:[email protected]) Tel: +45 2014
8231

 

[Aarto]

Hi all! Thanks for your suggestions.
We will use the PC1 and PC2 fields on order details to enter the adjustment. We have not yet started configuring so this may change in future but at least we have an approach for now

/Aarto

 

[Andre_Jille]

why not use an order header field like zone or stop to enter a value like 005 (which would mean 5% discount)
this header value should be pushed to each detail line automatically, next you base your pricing on this field via an order group