Default Price Book Hierarchy

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This form is enabled if Advanced Pricing function is in use.

Use it to define a hierarchy that can be applied during transaction entry to determine whether an alternative price book exists for a customer and inventory combination. The standard practice for determining which price book to assign to a customer-related inventory transaction line is to use the customer's default price book, assigned in AR Customer Maintenance.

The default price book function allows you specify one or more alternative (default) price books, which may be dependant on the type of inventory item that is being sold to the customer. The function only applies to customer-related transactions and inventory lines.

You can define an alternate default price book for any of these Advanced Pricing combinations:

• Customer Code/Analysis Code
• Customer Code/Inventory Code
• Customer Code/Inventory Tree
• Customer Tree/Inventory Code
• Customer Tree/Inventory Tree
• Customer Default Price Book (uses the assigned customer default price book)

If the alternate default price book feature is in use, whenever an inventory item is selected during data entry, Greentree searches through the established hierarchy of customer/inventory combinations above, and when it finds an alternative price book is defined, it stops the search and returns that price book to the inventory line.

The hierarchy is defined the same way the Advanced Pricing Hierarchy is defined,

If you want to use alternative default price book function, select the Use default price book hierarchy option. This will populate the table with the customer/item combinations, allowing you to define your hierarchy. You can select the combinations you want to include in the hierarchy, as not all of them will be relevant based on your pricing policies. Defining the hierarchy enables you to be specific about the order in which you want search when it is determining which price book to default to an inventory transaction line.

For example, if Greentree does not find a price book defined for the customer code/analysis code combination, it will look for one defined at a customer code/inventory code level, and so on. When it finds one, it will stop the search, and return the price book to the transaction line, using the specific combination of customer/item code relating to the line.

To move methods around within the hierarchy, click the method in the table and drag/drop it to the required position. Leave the Customer Default Price Book option at the bottom of the hierarchy to ensure that status quo is at least maintained if Greentree does not find an alternative price book using any other method.

Once the hierarchy is defined, you can set up the alternative default price books in the Default Price Book Maintenance form.

• IN Advanced Pricing Maintenance

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