Deal Pricing

The Deal Pricing feature is designed to offer flexible pricing options on Sales Orders, is part of the Deacom Pricing Hierarchy, and contains its' own sub-hierarchy, as described in the Understanding the Deacom Pricing Hierarchy page. On the Deal Pricing form, users have the option to filter for All, Active, or Inactive Deals as well as Deals that are Expired, Not Expired, set for a Future date, or all Deals regardless of expiration.

System Navigation

Sales > Maintenance > Deal Pricing

Deal Pricing pre-filter

Button/Field/Flag	Description
Deal	Search field used to select a specific deal to filter on.
Date Based On	Option to filter for deals that have the created date or Sales Dates 1-5 specified.
Start Date	Date field used to filter results for deals with the specified start date.
End Date	Date field used to filter results for deals with the specified end date.
Facility Group	If a Facility Group is selected in this field, only deals with this Facility Group will be returned in the results. (When a Facility Group is selected, Facility is cleared and disabled.)
Facility	If a Facility is selected in this field, only deals with this Facility will be returned in the results. (When a Facility is selected, Facility Group is cleared and disabled)
Deal For	Drop down box used to select what deals to filter for based on the value selected in this field.
Deal For	Search field used in conjunction with the above "Deal For" field to select the specific individual/company to filter on.
Deal On	Pick list used to filter the list of deals based on the Deal On value selected in this field.
Deal On	Search field used in conjunction with the above "Deal On" field to select the specific criteria to filter on.
Deal Type	Option to filter results based on the Deal Type selected in this field.
Display	Drop down box used to filter for Active, Inactive, or All deals.
Expired	Drop down box used to filter for Non-Expired, Expired, Future, or All deals.

Edit Deal form

Opened via the "New" or "Modify" buttons on the Deal Pricing form or from the pre-filter. The ability to add a new deal with out first having to generate a list of existing deals saves time.

General tab

Button	Description
Same As	Ability to copy a previous Deal when creating a new one. When this button is clicked, the system will display a list of all previous Deals, including expired ones.
Description	Displays a description for the Deal.
Deal For	Pick list used to define where or for whom the Deal will be applied. Options are: All Bill-to Companies All Ship-to Companies Billing Group Broker Sales User 1-5 Sales Rep Specific Bill-to Company Specific Ship-to Company
Deal For	Search field used in conjunction with the above "Deal For" field to select the specific individual/company for which the Deal will be applied. Disabled when the above "Deal For" field is set to "All Bill-to Companies" or "All Ship-to Companies".
Deal On	Pick list used to define on what basis the Deal will be applied. Options are: All Items When set to this option, expressions have access to Item Master User Defined Fields. Category Item Search 1-5 Specific Item Sub-Category
Deal On	Search field used in conjunction with the above "Deal On" field to select the specific criteria for when the Deal will be applied. Disabled when the above "Deal On" field is set to "All Items".
Deal Type	Pick list used to define the pricing type on which the Deal will be based. Options are: Average Cost Plus $ Average Cost Plus Margin Expression Last Cost Plus $ Last Cost Plus Margin List Minus $ List Minus % Loaded Future Cost Plus $ Loaded Future Cost Plus Margin Loaded Standard Cost Plus Margin Quoted Cost Plus $ Quoted Cost Plus Margin Set Price $ Standard Cost Plus $ Standard Cost Plus Margin
Expression	Optional. Enabled only when a "Deal Type" of "Expression" is selected. When this field is active, the "Factor" field is grayed out. This field allows users to enter an expression that will be used instead of the "Factor" field when applying Deal Pricing. The following fields are available to this expression: Deal Pricing User Fields Sales Order Header and Sales Order Line User Fields Dmprod - will only bring in values when de_on is set to 'Specific Item' and pr_id should link to de_onnum Dmprod3 - linked to de_waid and will only have values if p3_waid matches de_waid Dmbill - will only bring in values when de_for is 'Specific Bill-To Company' and bi_id should link to de_fornum Dmship - will only bring in values when de_for is 'Specific Ship-To Company' and sh_id should link to de_fornum Dmcats - will only bring in values when de_on is set to 'Category' and ca_id should link to de_onnum OR when de_on is set to 'Specific Item' and ca_id should link to pr_caid OR when de_on is set to 'Sub-Category' and ca_id should link to c2_caid. Dmcats2 - will only bring in values when de_on is set to 'Sub-Category' and c2_id should link to de_onnum OR when de_on is set to 'Specific Item' and c2_id should link to pr_c2id Notes: When dmcats, dmcats2, dmprod, dmbill, dmship are brought in, the system will bring in the user field values. Any table in the list above that cannot be linked will have an empty record for that table made available to the expression.
Factor	Used in conjunction with the "Deal Type" field, the factor that will be used for the Deal, generally expressed as a dollar amount or percentage.
Minimum	Defines the minimum quantity that must be indicated on the Sales Order line before the Deal will be applied.
Minimum Unit	Allows the minimum quantity for a Deal to be specified in a different Unit of Measure than which it is sold. Useful when companies will give a per unit price break on the total weight of the Sales Order. For example, if the total weight of an order exceeds 5,000 lbs, all items on the order are given an additional discount, such as $0.03 per EA or $1.00 per CASE.
Minimum Based On	Pick list used to define how the Deal will be applied once the Minimum quantity specified above has been met. Set to "Specific Item" by default which supports the idea of applying the Deal line by line, item by item. If any other selection is made in this field, the system will group order line items on the value selected in this field when applying Deals. Options are: All Items Category Item Search 1-5 Specific Item Sub-Category
Deal Unit	Search field used to override the Sale Unit and Pricing Unit of an item when calculating the minimum quantity and the Deal Price. For example, a company may sell a product by the case with the Sale Unit and Pricing Unit specified as Case, but give Deals to Brokers or Customers based on the $/pound measure. If this field is not populated, the system will base Deals on the Stock Unit of Measure.
Date Based On	Pick list used to define which date on the Sales Order header the system will evaluate when considering the Start Date and End Date specified below. Options are: Created Sales Dates 1-5.
Start Date	The date the Deal will take effect.
End Date	The date the Deal expires.
Facility	If specified, the Deal will only be available for orders created within the selected Facility.
Currency	If specified, the Deal will only be available for orders created for the selected Currency.
Freight Cost	Used to enter the amount that should be added to the "Freight Cost" field on the Edit Sales Order Line form of orders to which this Deal is being applied. Useful for freight on board pricing, where the customer would like the ability to specify the amount of freight that goes into a Deal Price or a pricing order to use on reports in the future.
Override Other Deals If Lowest Price	There are many layers of pricing possible and possibly many valid Deals on the same Sales Order line. The most specific Deal wins unless one of the Deals has this flag checked. In this case, the Deal with this box checked wins if it is the lowest price, regardless if it is most specific or not. Otherwise, the most specific Deal without the box checked will win.
Active	If checked, the record is active. Only active records may be used in the system.

User Fields tab

User Fields provide companies with a useful tool to add additional information or selection options via the use of list boxes to master data records and orders throughout the Deacom system. The information entered in User Fields is also available for printing on many of the print outs and labels throughout the system. Additional information on User Fields as defined in Tools > Maintenance > User Fields.