To implement tier pricing, we have set up a large number of Item Discount Groups and assigned them to their respective items.
The items are set up with a Base UOM of "PCS", however, they are sold in rolls ("RL"); so the tier pricing needs to be set up in UOM = RL. The amount/roll varies based upon the item.
To finish the tier pricing set up, here is how we set it up:
1. Go to Sales Line Discounts table and add the following line:
2. Sales Type Filter = All Customers
3. Type = Item Disc. Group
4. Code = IDG Code
5. Unit of Measure Code = RL
6. Minimum Qty
7. Line Discount %
8. Starting Date
(Repeat steps for each new minimum quantity or "tier")
Next, we entered a sales quote for one of the items to test the new set up and discovered that no matter what quantity we enter, the Line Discount % field is not populating.
We went back to the set up, blanked out the UOM and tested again. This time, we got a Line Discount %, but it was wrong and didn't correlate to rolls correctly.
(Note: I tested this on both our database and a 2016 Cronus database ....... same result.)
Finally, we changed the pricing to "PCS" (the Base UOM) and entered the quote in "PCS"; the Line Discount % field populated correctly.
Based upon my explanation, what is the easiest way to get the Line Discount % fields to populate using "RL"? We have too many items to change the Base UOM on, so that is not a viable option.
Thank you.
The items are set up with a Base UOM of "PCS", however, they are sold in rolls ("RL"); so the tier pricing needs to be set up in UOM = RL. The amount/roll varies based upon the item.
To finish the tier pricing set up, here is how we set it up:
1. Go to Sales Line Discounts table and add the following line:
2. Sales Type Filter = All Customers
3. Type = Item Disc. Group
4. Code = IDG Code
5. Unit of Measure Code = RL
6. Minimum Qty
7. Line Discount %
8. Starting Date
(Repeat steps for each new minimum quantity or "tier")
Next, we entered a sales quote for one of the items to test the new set up and discovered that no matter what quantity we enter, the Line Discount % field is not populating.
We went back to the set up, blanked out the UOM and tested again. This time, we got a Line Discount %, but it was wrong and didn't correlate to rolls correctly.
(Note: I tested this on both our database and a 2016 Cronus database ....... same result.)
Finally, we changed the pricing to "PCS" (the Base UOM) and entered the quote in "PCS"; the Line Discount % field populated correctly.
Based upon my explanation, what is the easiest way to get the Line Discount % fields to populate using "RL"? We have too many items to change the Base UOM on, so that is not a viable option.
Thank you.