Getting a Price for a customer

One way to get there is to navigate to the Customer Record and select Sales Prices. These screen shots are from 21R2 but this functionality has been available from the Customer record for a while now.

 

One way to get there is to navigate to the Customer Record and select Sales Prices. These screen shots are from 21R2 but this functionality has been available from the Customer record for a while now.

 

 

Thanks for the reply, yes we look at that but was more looking for a much simpler screen for the incoming sales people to deal with. 

They just want enter the customer and then pick the Inv item! and get the prices. I agree its not the end of the world but….

Yeah that's all we could come up with too! Thank you, at least we hadn't missed anything obvious.

You are welcome, sorry I couldn’t come up with anything else.

-John

Hi everyone,

Your post caught my attention.  We are currently gathering requirements/feedback for a future feature called Pre-Defined Side Panels for Distribution.  

Side Panels are currently available and they can be configured and implemented via the Generic Inquiry by adding a Navigation and Navigation target for a particular form, such as the Customer form you mentioned.

This would allow you to review Customer information (without having to be in a Quote/Sales Order) and at the same time have visibility to the Sales Prices inquiry that you mention.

Please provide your thoughts about this suggestion - having this a pre-defined Side Panel. 

Thanks,

Dana

A simple inquiry where you enter/select the customer and enter/select the inventory item and it displays the sales prices with breaks.  Base Price, MSRP, discount percentage, break qty, and calculated price as if you had entered a sales order line.

We have clients ask for a simple report that would give a list of the ‘best’ possible price available for ALL customers and items (or a selection/parameter) based on the current date, or even range of dates in the future (if they establish effective dates for the future. 

Hi All,

Has there been any traction or updates on this? 

It would be great to have a inquiry screen where staff can check for pricing/discounts within the customer record. This would be something I would have thought would be a no brainer from acumatica

We extensively use the discounts module for our special pricing, so making a “what is the price of x item for y customer” was pretty high priority. I came up with the attached, which disentangles the discount codes and sequences to find the best (lowest) price for a pairing. It works well enough, though I haven’t quite solved the issue of displaying which discount code is the one taking priority in the GI; it is possible in a report form through the use of variables.
Note that this is not configured to incorporate Sales Prices specific to a customer as well; it uses the base or default price only. It should be an easy change if you use both Sales Prices and Discount Codes, but our business needs necessitate that all specific pricing be exclusive; hence line discounts. Nor does it have break quantity (again, not applicable to us) but that shouldn’t be too hard to implement either.

Hopefully others can use this as a springboard for their needs.