Recently, I was handling a support case, where the user raised an issue in the way the Price Level was defaulting in the Sales Transaction Entry window line. The issue is explained below.
“I have a client whose standard pricing doesn’t seem to be working as expected, or at least as I thought it should. They have price levels setup for their items, and they also have price levels setup for their customers. Some customers get a special discount, and those are the ones who have price levels setup on the customer card.
So, an example would be item #1234 has several price levels, but a default price level = LEVEL 59
In addition, customer #ABCD has a Price Level assigned to their customer card of LEVEL 63
We expect the invoices (which are manually entered as Orders, then transferred to Invoice) to pull a price level of LEVEL 63. When we manually create the order for Customer ABCD, the blank item line does default to LEVEL 63, but as soon as we type the item code #1234 in, the price level changes to LEVEL 59.”
I tested this with a couple of items in the sample company, and I was not able to replicate it. So I decided to have a remote session with the user to understand what the issue was. Once I logged into the environment, I tested and noticed it happened as the user had mentioned. I disabled any customizations and still noted it happening. I then logged into the sample company on their environment to see if I was able to replicate it. However, the issue did not occur in the sample company.
Realizing it was either a configuration issue (or) a data issue, I started analyzing this further. Then when I opened the Price List Maintenance for the specific item, I noticed that the Price Level which was defined for the Customer (LEVEL 63) does not exist for the specific item. And the item had a default price level defined as LEVEL 59.
So what was happening on the Sales Transaction Entry line is this:
When the sales transaction is entered, the system checks if there is a price level defined at the customer level. If there is one, it defaults the price level defined in the customer master at the line item level. If there is no price level defined for the customer, the system defaults the line item price level defined from the Receivables Setup. If there is no price level defined in the Receivable Setup, the system leaves the line item price level as blank. When the item number is entered, and if the price list has been defined for the defaulted price level, the unit price is picked up from the price list. If there is no price list defined for the item for the defaulted price list, the system changes the price level on the sales transaction line to the default price level define for the item in the Price List Maintenance.
Hope this helps the community…
Until next post!
