2.57-4. Price - Price List Handling of Auto Document Lines as well Additional Items (Price List of Items different then BP’s Price List)

General Description of the Feature

Currently the system behaviour for Auto Document Lines as well as manually added items to the offer is, that the system expects the price list tagged/assigned to the BP should also exists in the Additional Items Price Lists.

In the automotive business the dealer/importers used to not maintain multiple pricelists for the Up-selling Items such as After Market Accessories, Charges, Service Contracts, etc. Therefore, the system should provide a new logic, on how the price lists for the items should be handled. This requirement will show the requested behaviour of the system if an item has an existing or different price list than the Business Partner.

A new setup-key (DefaultPriceListCode)* will create a default-price list for items.

This solution will show the requested behaviour if the price list for the item:

- is the same as for the Business Partner

- is not the same as for the Business Partner

- has no default-price list or not price list at all

*Setup key: DefaultPriceListCode must have the Entity Value = 0 in order all the available items can be displayed and selected to add them in the offer, regardless their own-assigned price list. (Setup can be executed only from Administrator User)

Previously when in an BP was defined a Price List e.g., "Wholesales = 3" and in an Item was not defined the same Price List, when a User "Sales Advisor' tried to add manually an additional item in the offer all the item where displayed to select them, after the User selected the item which had a different Price List then the BP there was an error message displayed.

Now:

If the Setup key: DefaultPriceListCode contain the Entity Value = 0 then all the available items will be displayed and can be selected to add them in the offer, regardless their own-assigned price list. In case the BP has a different Price List defined in comparison to the Items Price List the price in the offer for the Item will be displayed as 0 EUR.

If the Setup key: DefaultPriceListCode contain an Entity Value <> 0 based on the defined Pricelist (e.g., 1 = Purchase, 2= Sales, 3 = Wholesale, 4 = Price List xx etc.) then all the available items will be displayed and can be selected to add them in the offer. The price in the offer will be displayed as defined in the Items Price List "xxx EUR".

Case Of Auto Document Lines

The system displayed an error message if the BP price list does not exist in the additional item price lists at the time of offer creation.

With this solution, the system does not display the error message anymore and allows the additional item to be selected successfully.

Case Manual Additional Item Selection

The system did not display the items, that do not have the same price list as the related Business Partner.

With this solution the system will display all the items since there is a clear instruction of the price list handling. The User will be able to see all the “active” items, which exists for this company (either the price list exists or not) and the item groups which have been defined in the setup (ItemGroupsCommaList)

Usually, the dealers do not maintain multiple prices lists for the additional items. They are used to define one sales price which applies for the offer.

Now, when the User tries to add a new item to the offer, then all the available active items are displayed and can be added in the offer regardless the Price List of the Item or the BP’s Price List.

Example:

Setup-key DefaultPriceListCode / Entity Value = 0

Item: Road Tax Fees / Price List = Sales / Price = 10 EUR

Business Partner with Price List “Wholesale”

If the setup-key DefaultPriceListCode contain the Entity Value = 0 then in the offer for a BP with Price List different then “Sales (2) ” (e.g., “Wholesale” "3") the Price for the added Item will display 0 EUR

Offer:

If the setup-key DefaultPriceListCode contain the Entity Value = 2 (e.g., defined Price List 2 = Sales) same as the DefaultBPPriceList, the Price of the added Item in the offer will display the Price 10 EUR [based on the Item Price List (DefaultBPPriceList = 2 = Sales)]