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Pricing; Line Discount (Sales) by Site using Groups?

  • 1.  Pricing; Line Discount (Sales) by Site using Groups?

    Posted Oct 29, 2019 10:02 AM
    Hello!

    New member / first post alert!

    I am wondering if anyone here knows if its possible to set up item pricing by site, when using a Sales Discount trade agreement, whereby item groups, and customer groups are also being used....? I am in the Trade Agreement setup screen in our test environment trying to do this, but the site/warehouse fields are un-editable. Maybe there is a setting I need to adjust somewhere? We were able to successfully do this with an all customers / table relation on the item piece, so maybe it's just not possible with Customer/Item Groups? But I find that hard to believe...

    An example of what I'm trying to do:
    Customer Group A for Item Group B out of Site 1 = Sales Discount $X
    Customer Group A for Item Group B out of Site 2 = Sales Discount $Y
    Customer Group A for Item Group B out of Site 3 = Sales Discount $Z

    Any suggestions if this is indeed impossible? We have a lot of customers and a lot of items, so trying to automate this setup with as little future maintenance as possible (i.e. when customer/items are added)...

    Thanks for any help!

    ------------------------------
    Kristin Spain
    Director of Accounting
    The Brooklyn Brewery
    Brooklyn NY
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Pricing; Line Discount (Sales) by Site using Groups?

    SILVER CONTRIBUTOR
    Posted Oct 29, 2019 10:32 AM
    Hello,

    do you have sales price checked on your storage dimension assigned to the item you are using for these sales discounts?

    regards,

    ------------------------------
    Juan Sebastian Grijalba
    Berkowitz Pollack Brant
    Miami
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Pricing; Line Discount (Sales) by Site using Groups?

    Posted Oct 29, 2019 02:24 PM
      |   view attached
    Hello!

    Yes, we have that setting toggled to YES for both site & warehouse under 'Sales Prices'. Still no luck. Screenshot attached.

    It seems to be an issue w/ the 'Group' option under Product Code Type when the Item Relation is a Line Discount/Price Group. All other combinations between Party & Item allows the site/warehouse to be specified except when you switch the Item Relation to a Line Discount/Price Group...

    Thanks,

    ------------------------------
    Kristin Spain
    Director of Accounting
    The Brooklyn Brewery
    Brooklyn NY
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Pricing; Line Discount (Sales) by Site using Groups?

    SILVER CONTRIBUTOR
    Posted Oct 29, 2019 02:32 PM
      |   view attached
    Hello,

    ok, do you have this turned on the activate price/discounts menu? between customer groups and item groups.

    ------------------------------
    Juan Sebastian Grijalba
    Berkowitz Pollack Brant
    Miami
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Pricing; Line Discount (Sales) by Site using Groups?

    Posted Oct 30, 2019 11:58 AM
      |   view attached
    Hello,

    Yup - all prices/discounts are activated (attached). Our implementation partner seems to think you cannot have site/warehouse unless it is specific to an item (table). I guess we will have to keep digging for a workaround, or see what we can do manually. Seems odd that you can assign for all combinations except a group though... for something so smart, this system can be so dumb sometimes. :(

    Thanks,

    ------------------------------
    Kristin Spain
    Director of Accounting
    The Brooklyn Brewery
    Brooklyn NY
    ------------------------------

    Academy - Online Interactive Learning from Experts


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