distribution training guide - acumaticasoon as you save your changes, the promotional pricing is...

Distribution Training Guide

D110 Pricing and Discount

| Contents | 2

Contents

Course Prerequisites.................................................................................... 3

Company Story: Foundation......................................................................... 6

Lesson 1: Item Based Price......................................................................... 7

Lesson 2: Customer Sales Price................................................................. 11

Lesson 3: Customer Price Class................................................................. 13

Lesson 4: Volume Pricing...........................................................................18

Lesson 5: Important Note..........................................................................21

| Course Prerequisites | 3

Course Prerequisites

Company DataTo go through this course, you need an out-of-the-box instance of Acumatica ERP deployed with the“Demo” data provided with the Acumatica installation package. The course requires an Acumatica ERPinstance version 4.20.0888 or later.

Fiscal Year

In the General Ledger module, confirm that all the period of the current fiscal year are actives: Finance> General Ledger > Work Area > Manage > Financial Periods

Activate Features

On the Enable/Disable Features (CS100000; Configuration > Common Settings > Licensing) form, clickthe Modify button on the toolbar to activate the desired features. Activate all the Distribution SuiteFeatures. Confirm that the Volume Pricing is NOT activated.

(When you come to a field not specified in the table below, either populate it as you see fit or leave it asis.)


Segmented Keys

1. Open the Segmented Keys form (screen ID CS202000: Configuration > Common Settings >Segmented Keys)

2. Enter “INSUBITEM” in the Segmented Key ID field

3. Make sure the Include in Cost check box is selected for both Segment ID..

Branch AccountingSince branch accounting is enabled, verify that you are connected to the MAIN branch. The informationis located at the top of the screen:


It is important that you work in the MAIN branch throughout this certification class.

| Company Story: Foundation | 6

Company Story: Foundation

In this course, you will simulate the operations of a small distribution company. You sell computermonitors, desktop, mouse, keyboards and softwares. We will ask you to create new stock items andnon-stock items and configure the item based price. You will also learn how to configure specificcustomer pricing, pricing for a group of customer, which we call customer price class, and configurepricing based on volume purchased.

While we will teach you different ways to configure the sales price of your items, it's important tounderstand which configuration have priorities over others. In Acumatica ERP version 4.2, the softwarewill determine the item sales price based on these priorities:

Promotional Customer Price -> Promotional Customer Price Class Price -> Customer Price -> CustomerPrice Class Price -> Base Price (from "BASE" price class, which syncronoze with prices on Price/CostInformation tab of Stock and Non-Stock Items screen)

| Lesson 1: Item Based Price | 7

Lesson 1: Item Based Price

In this lesson, you will set up the item based price of stock and non-stock items. In order to do so, wewill create a new stock item.

Part 1: Configure Stock Items

1. The following steps will guide you through the configuration of 3 new stock items

2. Open Stock Items screen (IN202500; Distribution > Inventory > Work Area > Manage)

3. Create a new stock item with the following values: (When you come to a field not specified in thetable below, either populate it as you see fit or leave it as is.)

4. Replace XX with the Initials of your first and last name.

Section Field Value

Summary Inventory ID XXMonitor001

Summary Item Status Active

Summary Description XX: Monitor 001

GeneralSettings

Item Class Default

GeneralSettings

Valuation Method Average

GeneralSettings

Tax Category EXEMPT

GeneralSettings

Default Warehouse RETAIL

GeneralSettings

Default Issue From R01C01L01

GeneralSettings

Default Receipt To R01C01L01

GeneralSettings

Default Subitem 0-0

GeneralSettings

Use on Entry {checked}

GeneralSettings

Base Unit UNIT

GeneralSettings

Sale Unit UNIT

GeneralSettings

Purchase Unit UNIT

Subitems 0 – Default {checked}


Section Field Value

Price/CostInfo

Pending Price $480.00

Price/CostInfo

Pending Price Date 01/01/2014

5. Using the Stock Items form, create 2 additional items, as detailed in steps 1 through 4 above.Enter the same values, unless specified otherwise in the following table:

Inventory ID Description Pending Price Pending Price Date

XXMouse001 XX Mouse 001 $50.00 01/01/2014

XXDesktop001 XX Desktop 001 $1000.00 01/01/2014

6. Open Update Base Prices screen (IN503000; Distribution > Inventory > Processes > Recurring)

7. Select all the stock items that starts with XX

8. Click the Process button

By running the Update Base Prices process, your stock item base price is now effective as of01/01/2014.

Part 2: Configure Non-Stock Items

1. The following steps will guide you through the configuration of 2 new non-stock items

2. Open Non-Stock Items screen (IN202000; Finance > Accounts Reveivable > Work Area >Manage)

3. Create a new non-stock item with the following values: (When you come to a field not specifiedin the table below, either populate it as you see fit or leave it as is.)

4. Replace XX with the Initials of your first and last name.

Section Field Value

Summary Inventory ID XXSOFTWARE01

Summary Item Status Active

Summary Description XX Software 01

GeneralSettings

Type Non-Stock Item

GeneralSettings

Posting Class Default

GeneralSettings

Tax Category EXEMPT

GenralSettings

Default Warehouse RETAIL

GenralSettings

Require Receipt {unchecked}

GenralSettings

Require Shipment {unchecked}


Section Field Value

GeneralSettings

Base Unit UNIT

GeneralSettings

Sale Unit UNIT

GeneralSettings

Purchase Unit UNIT

Price/CostInfo

Pending Price $100.00

Price/CostInfo


5. Using the Non-Stock Items form, create 1 additional items, as detailed in steps 1 through 4above. Enter the same values, unless specified otherwise in the following table:

Inventory ID Description Pending Price Pending Price Date

XXSOFTWARE02 XX Software 02 $200.00 01/01/2014

XXSOFTWARE03 XX Software 03 $300.00 01/01/2014

6. Open Update Sales Prices screen (AR502000; Finance > Accounts Reveivable > Processes >Recurring)

7. Select all the non-stock items that starts with XX

8. Click the Process button

By running the Update Sales Prices process, your non-stock item base price is now effective asof 01/01/2014.

Part 3: Receive Stock Items in Warehouse

1. The following steps will walk you through receiving stock items into a warehouse. Those itemswill be used to create sales order to confirm you have configured the stock items price and non-stock items price correctly.

2. Open Receipts screen (IN301000; Distribution > Inventory > Work Area > Enter)

3. Create a receipt document to receive the following quantities for the following stock items.The document should have Date of 01/01/2014. Make sure to release your document whencompleted.

Item Quantity Unit Cost

XX: Monitor 001 1000 800.00

XXMouse001 1000 300.00

XXDesktop001 1000 40.00

Part 4: Proof of Concept

This section of the course will ask you to create sales order to prove that your items based pricewas configured successfully. We are not giving you the step by step procedure to enter a sales ordersince the couse D110 Sales Order Management is a prerequisite to this course. If you have difficultiesentering a sales order, please review the material of course D110.


1. Open Sales Orders screen (SO3010000; Inventory > Sales Order > Work Area > Enter)

2. Create the following sales order and confirm you have the correct Order Total. If you haveconfigured your items based price correctly, your Order Total should be as follows:

Customer OrderDate

Item Quantity OrderTotal

ABCSTUDIOS 05/30/2014XXSOFTWARE01 & XXSOFTWARE02 1 of each 300.00

ABCSTUDIOS 06/01/2014XXMONITOR001 & XXDESKTOP01 1 of each 1,480.00

KRKCONSULT 06/13/2014XXMOUSE001 & XXSOFTWARE03 5 of each 1,750.00

| Lesson 2: Customer Sales Price | 11

Lesson 2: Customer Sales Price

In this lesson, you will set up the customer sales price for specific stock and non-stock items. In orderto do so, we will use the stock and non-stock items you have created in the previous lesson.

Part 1: Configure Customer Sales price of a Stock Items

The following steps will guide you through configuring a customer sales price for stock itemXXMonitor001. In this example, it will be a customer sales that is not promotional (the customer pricedoes not have any expiration date).


2. Select the stock item XXMonitor001 from the Inventory ID field

3. Select the Customer Prices tab and then click the + button to add a row

4. In the new row you just inserted, fill each fields with the following values (When you come to afield not specified in the table below, either populate it as you see fit or leave it as is.):

Field Value

Customer ABCSTUDIOS

UOM UNIT

Promotional {unchecked}


Pending Price 450.00

Pending Tax {blank}

5. Click on the Update Prices button to make the customer sales price effective as of 06/01/2014.

By running the Update Prices process, your customer sales price is now effective as of 06/01/2014.

Part 2: Configure Promotional Customer Sales price of a Stock Items

The following steps will guide you through configuring a promotional customer sales price for stock itemXXMonitor001.


2. Select the stock item XXMonitor001 from the Inventory ID field

3. Select the Customer Prices tab and then click the + button to add a row

4. In the new row you just inserted, fill each fields with the following values (When you come to afield not specified in the table below, either populate it as you see fit or leave it as is.):

5. Save your changes.

Field Value

Customer KRKCONSULT

UOM UNIT

Promotional {checked}

Current Price 400.00

| Lesson 2: Customer Sales Price | 12

Field Value

Effective Date 05/01/2014

Expiration Date 05/31/2014

It is not necessary to run the Update Prices process for the promotional customer price be effective. Assoon as you save your changes, the promotional pricing is effective.

Part 3: Configure Customer Sales Price & Customer Promotional price of Non-Stock Items

Since the customer sales price and the customer promotional sales price concept is identical for non-stock item, we are asking you to insert the following prices for some non-stock items.

1. Open Non-Stock Items screen (IN202000; Finance > Accounts Receivable > Work Area >Manage)

2. Insert the following customer price (When you come to a field not specified in the table below,either populate it as you see fit or leave it as is.):

Customer Non-Stock Item CustomerPrice

Effective Date Expiration Date

ABCSTUDIOS XXSOFTWARE01 80.00 06/01/2014 N/A

KRKCONSULT XXSOFTWARE01 80.00 06/01/2014 06/30/2014


This section of the course will ask you to create sales order to prove that your customer pricing wasconfigured successfully. We are not giving you the step by step procedure to enter a sales order sincethe couse D110 Sales Order Management is a prerequisite to this course. If you have difficultiesentering a sales order, please review the material of course D110.


2. Create the following sales order and confirm you have the correct Order Total. If you haveconfigured your items based price and your customer pricing correctly, your Order Total shouldbe as follows (When you come to a field not specified in the table below, either populate it asyou see fit or leave it as is.):

Customer OrderDate

Item Quantity OrderTotal

ABCSTUDIOS 05/30/2014XXSOFTWARE01 & XXSOFTWARE02 1 of each 300.00

ABCSTUDIOS 06/01/2014XXMONITOR001 & XXSOFTWARE01 1 of each 530.00

KRKCONSULT 06/13/2014XXMONITOR001 & XXSOFTWARE01 1 of each 560.00

| Lesson 3: Customer Price Class | 13

Lesson 3: Customer Price Class

In this lesson, you will set up the customer price for a specific group of customers. In order to do so,we will use the stock and non-stock items you have created in the previous lessons. The followingsteps will guide you through configuring the Discount Code, the Discounts and the Customer Class. Inthis example, we will configure a 10% Discount on every sales order line item for a specific group ofcustomers.

Part 1: Configure Customer Price Class

The following steps will guide you through configuring the Customer Price Class

1. Open Customer Price Classes screen (AR208000; Finance > Accounts Receivable > Configuration> Setup)

2. Insert a new row to create a new customer price class and fill each fields with the followingvalues (When you come to a field not specified in the table below, either populate it as you seefit or leave it as is.):

Price Class ID Description Sort Order

XXVIP VIP Customers 1

Part 2: Configure Discount Codes

The following steps will guide you through configuring the Discount Code

1. Open Discount Codes screen (AR209000; Finance > Accounts Receivable > Configuration >Manage)

2. Insert a new row to create a new discount code and fill each fields with the following values(When you come to a field not specified in the table below, either populate it as you see fit orleave it as is.):

Field Value

Discount Code XX010

Description Line discount by customer priceclass

Discount Type Line

Applicable To Customer Price Class

Manual {unchecked}

Exclude from Discountable Amount {unchecked}

Skip Document Discount {unchecked}

Auto-Numbering {unchecked}

Last Number {blank}

As a reference, below is the definition of each fields of the Discount Code form:

Column Description

Discount Code The unique code for the discount. An alphanumeric string of up to 10 charactersmay be used.


Column Description

Description A brief description of the discount. Use an alphanumeric string of up to 50characters.

Discount Type • Line: The discount applies to a document line.

• Document: The discount applies to the document amount.

• Group: The discount applies to multiple lines in the same document.

Applicable To The entity to which the discount may be applied. For a Line or Group discount,you can select one of the following options:

• Warehouse

• Warehouse and Item

• Warehouse and Customer

• Warehouse and Item Price Class

• Warehouse and Customer Price Class

• Item

• Item Price Class

• Customer and Item

• Customer Price Class and Item

• Customer Price Class and Item Price Class

For a document-level discount, the following options are available:

• Customer: The discount is applied if the document refers to a specificcustomer.

• Customer and Branch: The discount is applied if the document refers to aspecific customer and a specific item.

• Customer Class: The discount is applied if the document refers to aspecific customer and lists items of a specific item price class.

• Customer Class and Branch: The discount is applied if the document refersto a customer of a specific customer price class and a specific item.

• Unconditional: The discount is applied to all documents unconditionally;this option is mostly used for promotional discounts.

Manual A check box that (if selected) indicates that this discount is excluded fromautomatic searches for the best available discount. A user can, however, addmanual discounts to a document line or to a document.

Exclude fromDiscountableAmount

A check box that (if selected) indicates that the line amount is excluded fromthe amount that is the base for any applicable Group or Document discount.This option is available for only line-level discounts.

Skip DocumentDiscount

A check box that indicates (if selected) that after this discount has been applied,no other applicable discounts should be applied. This option is available to onlyGroup discounts.

Auto-Numbering A check box that you select to use auto-numbering for generating IDs forsequences based on this discount code. By default, the discount code will be


Column Description

used as a prefix for generating sequence IDs, but you can instead specify in theLast Number column a string to be used as a template for auto-numbering.

Last Number The last ID used for the sequence if sequence IDs are auto-numbered. If youenter a string here before any sequence is created, the string will be used as atemplate for auto-numbering. The string may contain up to 10 characters withdigits at the end. The last letter used divides the string into a prefix and theinteger to be auto-incremented. If no value is specified, the discount code willbe used as a prefix.

Part 3: Configure Discounts

The following steps will guide you through configuring the Discount. You use the Discounts form todefine the sequences for discount codes. A discount sequence specifies exactly how the discount iscalculated, based on the amount or quantity of the line item, or on the amount of the document.

1. Open Discounts screen (AR209500; Finance > Accounts Receivable > Work Area > Data Entry >Manage)

2. Select XX010 from the Discount Code field

3. Fill each field with the following values (when you come to a field not specified in the tablebelow, either populate it as you see fit or leave it as is.):

Field Value

Discount Code XX010

Sequence 001

Active {checked}

Promotional {unchecked}

Description Line discount by customer price class

Discount By Percent

Break By Amount

4. From the Discount Breakpoints tab, fill each fill with the following values (when you come to afield not specified in the table below, either populate it as you see fit or leave it as is.):

Field Value

Pending Break Amount 0.000001

Pending Discount Percent 10.00

Pending Date 01/01/2014

5. From the Customer Price Class tab, fill each fill with the following values (when you come to afield not specified in the table below, either populate it as you see fit or leave it as is.):

Field Value

Price Class ID XXVIP

Description VIP Customers



7. Click the Update Discounts button insert the Filter Date 01/01/2014 from the popup window.This process will make the discount effective.

As a reference, below is the definition of each fields of the Discounts form:

Field Value

Discount Code The code of the discount for which you want to create a new sequence or view anexisting one.

Sequence The ID of the sequence defined for the discount. An alphanumeric string of up to 10characters can be used. An ID will be generated by the system if auto-numbering isselected for the discount on the Discount Codes form.

Active A check box that you select if the sequence is active. Active sequences for the samediscount should not have overlapping time intervals—or, if they do, the sequencesshould apply to different entities.

Promotional A check box that you select if the sequence is a promotional discount. Forpromotional discount sequences, you must specify the effective date and theexpiration date (End Date).

Discount By The way the discount for the sequence is specified. The following options areavailable:

• Percent: The discount is specified by a percentage.

• Amount: The discount is specified by a fixed amount.

• Free Item: The discount is defined by a specific quantity of a certain free itemadded to an order. This option is used only with group-level discounts.

Break By The way the break points for this discount sequence are specified. Select one of thefollowing options:

• Quantity: The ranges for the sequence are formed by the specified quantities.

• Amount: The ranges for the sequence are formed by the specified amounts.

Field Value

Break Quantity The quantity of items (break quantity) that starts the new range for adiscount level for the currently effective sequence. Any break quantityshould be specified in the base units.

Discount Percent The discount percent to be currently used for the quantities that exceed thisbreak quantity if the Percent option is selected as Discount By.

Pending Break Quantity The quantity of items (break point) that starts the new range for the pending(not yet effective) sequence.

Pending DiscountPercent

The discount percent to be used with the pending break point for thepending sequence if the Percent option is selected as Discount By.

Pending DiscountAmount

The amount to be used as the discount for the pending sequence if theAmount option is selected as Discount By.

Pending Date The start date for the pending sequence.

Last Break Quantity The quantity of item (break point) that started the range for the discountsequence used before the effective date.

Last Discount Percent The discount percent used for the break point for the discount sequence thatwas in effect before the effective date.


Field Value

Last Discount Amount The amount used as the discount for the discount sequence that was ineffect before the effective date.

Last Date The date when the current sequence became effective.

Part 4: Apply Customer Price Class to your Customers

The following steps will guide you through adding the customer price class to some specific customers.You will insert the customer price class to all the customers that you want to give the 10% discount youconfigured.

1. Open Customers screen (AR303000; Finance > Accounts Receivable > Work Area > Manage)

2. Select customer ABCSTUDIOS

3. Under the Delivery Settings tab, insert XXVIP into the Price Class ID field

4. Save your changes

5. Insert the same Price Class ID to the customer BORDERSHOP


This section of the course will ask you to create sales order to prove that your customer pricing wasconfigured successfully. We are not giving you the step by step procedure to enter a sales order sincethe course D110-Sales Order Entry is a prerequisite to this course. If you have difficulties entering asales order, please review the material of course D110.


2. Create the following sales order and confirm you have the correct Order Total. If you haveconfigured customer price class correctly, your Order Total should be as follows (When you cometo a field not specified in the table below, either populate it as you see fit or leave it as is.):

Customer OrderDate

Item Quantity Order Total

ABCSTUDIOS 05/01/2014 XXMONITOR001 & XXSOFTWARE01 1 of each 522.00

ABCSTUDIOS 06/20/2014 XXMONITOR001 & XXSOFTWARE03 1 of each 675.00

BORDERSHOP 07/01/2014 XXMONITOR001 & XXMOUSE001 1 of each 477.00

ARTRAGES 07/01/2014 XXSOFTWARE01 1 100.00

| Lesson 4: Volume Pricing | 18

Lesson 4: Volume Pricing

In this lesson, you will set up the volume pricing. Volume pricing can be configure for specificcustomers, specific customer price class or just as a general volume pricing or a an item.

In order to configure volume pricing, the Volume Pricing feature needs to be enable underthe Enable/Disable features (CS100000; Configuration > Common Settings > Licensing).Please proceed and enable the Volume Pricing feature.

Part 1: Volume Pricing for a specific Customer

The following steps will walk you through setting volume pricing for customer ABCSTUDIOS for itemXXDESKTOP001.

1. Open Customer Prices screen (AR202020; Finance > Accounts Receivable > Work Area >Manage)

2. Insert 3 new rows to create 3 tiers pricing for item XXDESKTOP001 for customer ABCSTUDIOS.Fill each fields with the following values (When you come to a field not specified in the tablebelow, either populate it as you see fit or leave it as is.):

Inventory ID UOM Pending PriceDate

Pending BreakQuantity

Pending Price

XXDESKTOP001 Unit 07/01/2014 100.00 950.00

XXDESKTOP001 Unit 07/01/2014 200.00 900.00

XXDESKTOP001 Unit 07/01/2014 300.00 850.00

3. Select Update Prices from the Select an Action drop down menu

4. Click the Process All button. This process will make the volume pricing effective.

Part 2: Volume Pricing for a Customer Price Class

The following steps will walk you through setting up volume pricing for stock item XXDESKTOP001 andfor the customer price class XXVOL. In order to be able to setup a volume discount for a customer priceclass, we will first need to configure a new Discount Code.

The following steps will guide you through configuring the Discount Code

1. Open Discount Codes screen (AR209000; Finance > Accounts Receivable > Configuration >Manage)

2. Insert a new row to create a new discount code and fill each fields with the following values(When you come to a field not specified in the table below, either populate it as you see fit orleave it as is.):

Field Value

Discount Code XXVOL

Description Volume Pricing

Discount Type Line

Applicable To Customer Price Class

Manual {unchecked}

Exclude from Discountable Amount {unchecked}


Field Value

Skip Document Discount {unchecked}

Auto-Numbering {unchecked}

Last Number {blank}


The following steps will walk you through setting up the Discounts:

1. Open Discounts screen (AR209500; Finance > Accounts Receivable > Work Area > Data Entry >Manage)

2. Select XXVOL from the Discount Code field

3. Fill each field with the following values (when you come to a field not specified in the tablebelow, either populate it as you see fit or leave it as is.):

Field Value

Discount Code XXVOL

Sequence 001

Active {checked}

Promotional {checked}

Description Promotional Volume Pricing

Discount By Amount

Break By Quantity

Effective Date 07/01/2014

Expiration Date 08/31/2014

4. From the Discount Breakpoints tab, fill each fill with the following values (when you come to afield not specified in the table below, either populate it as you see fit or leave it as is.):

Break Quantity Discount Amount

200.00 50.00

300.00 100.00

5. From the Customer Price Class tab, fill each fill with the following values (when you come to afield not specified in the table below, either populate it as you see fit or leave it as is.):

Field Value

Price Class ID XXVIP

Description VIP Customers



This section of the course will ask you to create sales order to prove that your customer pricing wasconfigured successfully. We are not giving you the step by step procedure to enter a sales order sincethe course D110 Sales Order Management is a prerequisite to this course. If you have difficultiesentering a sales order, please review the material of course D110.



2. Create the following sales order and confirm you have the correct Order Total. If you haveconfigured the volume pricing correctly, your Order Total should be as follows (When you cometo a field not specified in the table below, either populate it as you see fit or leave it as is.):

Customer Order Date Item Quantity Order Total

ABCSTUDIOS 07/01/2014 XXDESKTOP001 200 162,000.00

BORDERSHOP 07/01/2014 XXDESKTOP001 300 270,000.00

ARTRAGES 07/01/2014 XXDESKTOP001 100 100,000.00

| Lesson 5: Important Note | 21

Lesson 5: Important Note

Pricing Priorities

In Acumatica ERP version 4.2, the software will determine the item sales price based on thesepriorities:

Promotional Customer Price -> Promotional Customer Price Class Price -> Customer Price -> CustomerPrice Class Price -> Base Price (from "BASE" price class, which is syncronozed with prices on Price/CostInformation tab on Stock/Non-Stock Items screen)

distribution training guide - acumaticasoon as you save your changes, the promotional pricing is...

Documents