iDocuments Sales Order Prices

First published on: 07/31/2024/8:45 pm

User Guide

Overview

Introduction

This document summarises the iDocuments "Sales Order Special Prices" functionality.

This function is linked to SAP Business One to create sales orders. It also attempts to provide similar pricing options to allow entry into iDocuments.

SAP Business One uses a hierarchical approach to determine which price to apply, typically in this order:

• Special prices for business partners: Prices set specifically for individual customers.
• Period and volume discounts: Special discounts based on the period and volume of the purchase.
• Discount groups: Discounts applied based on predefined groups.
• Price lists: The default price lists assigned to the customer or item.

Processing

Sales Order Intelligent Capture

When a sales order is processed via intelligent capture, the header and line details are captured where possible. 

When creating the sales order document in iDocuments, the item codes, price, and discounts are validated with the SAP Business One data.

Sales Order Fast Track

Within the fast-track screen, company settings allow the scanned price and the determined SAP price to be displayed.

If these values are different, they will be highlighted in blue (as below) so they can be investigated.

When populating the unit price field, you can configure iDocuments to use either the scan or SAP price.   

The line discount is also shown if one was available.

Adding new lines or altering the item or quantity would re-validate the price and discount for that line.

Note: Price updates in SAP only take effect on new documents or existing documents altered manually.

SAP Prices

Not all SAP Business One price functions are supported, but they will include date and active status checks and follow this process:

• Special prices will be checked first; if any exist, they'll override all other prices.

• Period and volumetric pricing will be checked next.
  • From the period and volumetric menu and, since Jan 2025, from the special prices menu also.

• The item price list is checked last.

SAP Discounts

• Discount groups are checked first; if any exist, they'll override all other discounts.
  • This is at the item group level only for all business partners (BP) or a specific BP and, since the Nov 2024 release, for customer groups.

• Period and volume discounts are also checked (against the price list only). 
  • These are discounts defined by date and relevant quantities.

Notes

Assumptions

All other discount options, such as vendor groups, item or manufacturer properties, and negative discounts, would need to be defined before they can be confirmed as supported in iDocuments.  

Levels such as lowest/average discounts are not in scope, so when multiple discounts are found, iDocuments will select the first.

Company Settings

Main company settings in use for pricing:

• "Can Show Scan Price: - To turn on the scan price being displayed with validation vs. SAP price
• "Can Use Scan Price"
  • Y - Scan the price into the unit price
  • N - SAP price into the unit price (if "Can Override Unit Price" is set)
• "Can Use Volume Metrics" - Add the period and volumetric discounts
• "Can Use Special Prices" - To allow price validation checks

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