Customer Price Lists (SU13)
Additional Information
Customer Price List-Details Page
Product & Price List Rules

The Customer Price List (SU13) allows you to add Contract and/or Special Price Lists to the current customer/company combination. The selected price lists are included in the search, in sort order sequence, to determine the best price for the product.

  • Note: The Master Price List is automatically generated for the customer once the customer record is saved.

Note: The ability to create and update information in SU13 is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in SU13. For more information, see Role Master-Permissions.

The following fields are available on the Customer Price List page:

  • In the Main Context section, the Company Number and Customer Name display as reference information for the Price List record you are working with.

  • Price List - enter or select from the lookup Lookup a Contract or Special Price List. Price lists are defined in Maintain Price Lists (IM18). Note: The currency for the Contract or Special that you select must match the currency associated with the Bank assigned on the Customer Master Details page. The company for the selection must also match the company for the current customer.

  • Price List Type - once you enter a Price List in the Price List field and tab out of the field, the Price List Type automatically displays. You cannot edit this field.

  • Sort - enter a numeric sort value for the price list. For example, if you want the current price list to be sorted first, enter a value of 01. You can enter any number between 00 and 98; 99 is reserved for Master Price Lists. The values entered here are used only when the 'Contract/Special Price Control' field in Company Control Initialization (CC00/Support) is set to 'Hierarchy Pricing'.

    • Note: Sort numbers must be unique. You cannot use the same sort number more than once.

    TIP: We recommend that you increase your sort values by a multiple greater than one. For example, if you have 5 price lists that you want the pricing routine to search through, give the first price list a sort value of 01, the next price list a sort value of 05, the next a value of 10, etc. Leaving a small gap between each item in the sort list allows you to add additional price lists without having to reconfigure the entire price list sort.

  • Continue Price Check - this field is only available if the 'Contract/Special Price Control' field in Company Control Initialization (CC00/Support) is set to Hierarchy Price Controls. From the drop list, select either 'Yes' or 'No'.

    When this field is set to 'Yes', Hierarchy pricing searches the Contracts and Specials entered for this customer until it reaches a Contract or Special that is set to "no"; the pricing routine then reviews all of the Contracts or Specials in this grouping (that includes the Contract or Special set to "no") to obtain the best price.

    • Note: If the 'Contract/Special Price Control' field in CC00/Support is set to Best Price Controls, the Continue Price Check field is not available. When Best Pricing is in effect, iTopia searches through all Price Lists for the customer and will use the best price for the product.

    Note: For more information on Price List rules as they relate to Contracts/Specials, see point # 8 in Product & Price List Rules.

  • As each price list is added to the customer, the Grid section displays the following information:

    • Customer Code
    • Price List
    • Price List Type
    • Sort
    • Continue Price Check
    • Start Date
    • End Date

    Note: The customer's Master Price List is always displayed in the Grid with a sort value of '99'. If you try to delete the Master Price List, the following message displays: "You may not delete the Master Price List. It may be changed in the Customer Master maintenance by replacing the Master Price List field."

The Related section at the bottom of the page contains links to related resources for the current record. The following links are available:

  • Customer Master(SU13)
  • Customer Attributes
  • Customer Ship-to Addresses
  • Account Notes
  • Account Notes-Consolidated
  • Activity Note
  • Account Campaign
  • Account Trade Show

For information on the functionality of each button on the Customer Price List (SU13) Quick Add page, click here.

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Customer Price List-Details Page

When you click on the View Record Detail icon Detail for a specific record on the Customer Price Lists Search Results/Grid page, the Customer Price Lists(SU13) Detail page opens for the selected record.

The following list defines every field on the Details page:

  • In the Main Context section, the Company, Customer Code and Price List information displays as reference information for the detail record you are viewing.

  • Sort-enter the Sort order value that you want this Price List to have or the current customer. Note:If you have slected the 'Master' Price List, this field is not accessible.

  • Price List Type - this field displays the Price List Type for the Price List.

  • Continue Price Check - this field is only available if you are set up for Hierarchy Price Controls in CC00/Support. Select 'Yes' to have the pricing routine continue checking price lists after this price list has been checked. Select 'No' to have the pricing routine stop checking prices after this price list has been checked.

The Related section at the bottom of the page contains links to related resources for the current record. The following links are available:

  • Customer Master(SU13)
  • Customer Attributes
  • Customer Ship-to Addresses
  • Account Notes
  • Account Notes-Consolidated
  • Activity Note
  • Account Campaign
  • Account Trade Show

For information on the functionality of each button on the Customer Price Lists(SU13) Details page, click here.

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