hZ Item
Pricing Matrix (IPM) gives tremendous flexibility to
assign pricing for customers, items, ship to
locations and classes in Microsoft Business
Solutions Dynamics GP accounting software system.
IPM has the same look and feel as the Dynamics
product as both are written in the same Dexterity®
language.
Pricing for IPM can be as simple as one price
schedule for all items without having to apply to
each item. Or it can be as complex as a separate
schedule for each item and customer. In addition,
pricing can also be restricted by "location" as in
city, state . zip code, country of any combination
of these.
The number of entries required to cover all items
can be as simple as entering a Base Percent &/or a
Price Level in Setup, or as complex as a specific
entry for each customer and item.
Look at the capabilities.
Records can be created and updated using a Report
Options style Mass Assignment window.
Records can also be removed in mass.
Price Levels are used to designate the Units
of Measure, Quantity Breaks (Cannot overlap, but can
be any range with gaps), and Rounding Method that
will apply to the Pricing Assignments. The Price
Methods are the same as eEnterprise plus Dollar
Discount Amount. An 'All' entry on a Price Level
record covers any Units of Measure not specified.
Base Price ID is used as a secondary percent
calculation on the price result. This allows for
multiple assignments using the same Price Level, and
can be used to vary the price without having to
create multiple Price levels.
Geographical Location is used in addition to
Customer and Item to make it possible to separate
clients based on different countries or territories.
Address Validation can be implemented to make
sure that all entries in Customer/Address
Maintenance are consistent. A database can be built
from existing entries or imported from an address
database.
Pricing is assigned in 2 windows - one for
Item/Customer specific or one for Classes.Entry is
quick for maximum speed. An inquiry window shows all
pricing entered by assignment type.
Promotion records can be entered along with
standard pricing. The promotions have date
validation by the SOP Document Date and have an
option to be a discount off of the standard pricing
or be the price itself.
Customer Class and Item Class substitutes - A
user can designate to use the Price Level or User
Defined 1 in place of the Customer Class. They can
also use the Item Short Name, Generic Description or
one of the 6 User Categories in place of the Item
Class. This is selected in the Setup window.
Pricing Import - Records can be imported if
the user has their pricing in a spreadsheet or other
program that can be exported.
Multi Currency is supported based on the
pricing record. The resulting prices will be in the
Originating value. This method works when the
customer, customer class or location is included in
the assignment type, since each customer will come
from a specific country. A future enhancement is to
add the currency to the assignment record.
Contracts can be entered for a specific
Customer and Item(s). A date range that the contract
is valid for and a message to the SOP Entry clerk
can be shown when the contract has expired.
Mass Edit Currency Amount entries. This
window gives the user a spreadsheet style entry
window to quickly update fixed amount prices.
Batch Update of Pricing. If a user imports
records into SOP, then the pricing can be updated
automatically by SOP Batch. This will use the
pricing set up in hZ Pricing, not including SOP
Document discounts.
Get Best Price - When this option is marked
in setup then a search will be done of all
applicable records to get the lowest price.
SOP Discounts based on Document Totaling -
This feature allows the user to apply overall
discounts to a Sales Order. There are several
methods. All methods have a date validation:
Based on the Document Date.
Based on Document Total.
Based on Document Subtotal
Based on a quantity subtotal of a group of items by
Class, Short Name, Generic Description or the 6 User
Categories
Based on a dollar subtotal of a group of items by
Class, Short Name, Generic Description or the 6 User
Categories
Based on a weight subtotal of a group of items by
Class, Short Name, Generic Description or the 6 User
Categories
Based on a Shipping Method discount - if a customer
comes in to pick up a product then a discount can be
entered for that Ship Method
Based on if Drop Ship is marked for items
Based on Sales Volume - Year To Date or the last so
many periods
or - User Defined - This is like a temporary
promotion.
SOP Document Totaling uses a Price Level to
determine the quantity/dollar breaks and the method
- Currency Amount, Percent of Total, Percent of
Subtotal, or Percent of the Total Type (Quantity,
Dollar, or Weight Total; Ship Method or Drop Ship).
Specific Customers can be selected for each record
or the record can apply to all customers.
SOP Price Overrides - If a user overrides the
price manually on a Sales Order then the automatic
pricing will not operate unless the user deletes a
record related to the SOP Line in hZ Pricing.
Reports can be printed by Customer, Customer
Class, Item or Item Class. There is also a report of
Promotions.
Unit of Measure Quantity Threshold is a
specific method of pricing based on the Base Unit of
Measure quantity total for all items on a Sales
order that use the same U of M Schedule. When the
total equals or exceeds a specified threshold then
the pricing set up in hZ Pricing will be calculated.
Price may be discounted:
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Massey
Consulting