## JD Edwards EnterpriseOne Advanced Pricing Preface

This preface discusses:

- JD Edwards EnterpriseOne products.

- JD Edwards EnterpriseOne application fundamentals.

- Common fields used in this implementation guide.

### JD Edwards EnterpriseOne Products

This implementation guide refers to these JD Edwards EnterpriseOne products from Oracle:

- JD Edwards EnterpriseOne Accounts Payable

- JD Edwards EnterpriseOne Accounts Receivable

- JD Edwards EnterpriseOne Inventory Management

- JD Edwards EnterpriseOne Sales Order Management

- JD Edwards EnterpriseOne Procurement

- JD Edwards EnterpriseOne Service Management

- JD Edwards EnterpriseOne Case Management

- JD Edwards EnterpriseOne General Accounting

- JD Edwards Blend Management

- JD Edwards Grower, Pricing, and Payments

- JD Edwards Grower Management

- JD Edwards EnterpriseOne Quality Management

### JD Edwards EnterpriseOne Application Fundamentals

Additional, essential information describing the setup and design of your system appears in a companion volume of documentation called JD Edwards EnterpriseOne Inventory Management 9.0 Implementation Guide.

Customers must conform to the supported platforms for the release as detailed in the JD Edwards EnterpriseOne minimum technical requirements. In addition, JD Edwards EnterpriseOne may integrate, interface, or work in conjunction with other Oracle products. Refer to the cross-reference material in the Program Documentation at http://oracle.com/contracts/index.html for Program prerequisites and version cross-reference documents to assure compatibility of various Oracle products.

See Also

JD Edwards EnterpriseOne Inventory Management Preface

### About This Documentation

A companion Guide called About This Documentation contains general information, including:

- Related documentation, common page elements, and typographical conventions for guides.

- Information about using guides and managing the documentation library.

- Information on the International Organization for Standardization (ISO) country and currency codes used within documentation.

- A glossary of useful JD Edwards EnterpriseOne terms that are used in documentation.

See Also

About This Documentation Preface

Using Implementation Guides

Managing the Online Library and Implementation Guides

ISO Country and Currency Codes

Glossary of JD Edwards EnterpriseOne Terms

### Common Fields Used in This Implementation Guide

Adjustment Control Code | Select the code that specifies additional processing features related to an adjustment. Select Do not Print on Document and the adjustment does not print on the invoice or the purchase order print document. The system adds the adjustment amount to the unit price. Select Print on Document and the adjustment prints on the invoice or the purchase order print document. The system adds the adjustment amount to the unit price. Select Add to Sales Detail File to update the F4211 table with adjustment detail line information. The system will not include this type of adjustment when it calculates the current net price. Use this code for order-level adjustments only. Select Accrued to G/L to create an accrual adjustment. The system updates the F4074 table and posts the adjustment to the general ledger during the Sales Update process. Select Rebate to create a rebate adjustment. The system updates the F4078 table with the quantity, weight, and amount of the order detail line. Select Print on Invoice - Detached and the system adds the adjustment to the order total but does not include it in the unit price. The system will post separate general ledger and accounts receivable entries for this adjustment during Sales Update. Select Supplier Proof of Sales to create a supplier proof of sale rebate adjustment. The system updates the F4078 table with the quantity, weight, and amount of the order detail line and posts the adjustment to the general ledger during sales update. Select Rounding Adjustment to create a rounding adjustment, based on the rounding rules setup in the Price Adjustment Detail Revisions program (P4072). The system adds the adjustment amount to the unit price.
Adjustment Level | Specify the level at which the system calculates price adjustments. Select Line Level and the system calculates the adjustment based on information in the sales order detail line. Select Basket Level and the system calculates the adjustment based on information accumulated from all sales order detail lines that you have identified as a basket pricing group. You define the basket reprice group on the Additional Information tab on the Item Branch Information form in the Item Branch program (P41026) or by using the Basket Master program (P4550). If you are defining a basket or order level adjustment, leave the Item Group and Order Detail Group fields blank. Select Order Level and the system calculates the adjustment based on information accumulated from all the sales order detail lines you have identified as an order pricing group. You define the order reprice group on the Additional Information tab on the Item Branch Information form in the Item Branch program. If you are defining a basket or order level adjustment, leave the Item Group and Order Detail Group fields blank. Select Volume Level and the system calculates the adjustment based on the accumulated value of multiple sales orders. The accumulated value is based on how you define the adjustment in the Price Adjustment Type program (P4071). If you are working with the Agreement Management system, for Agreement Penalty Schedules, select Line Level to calculate the penalty at the sales order detail-line level.
Adjustment Name | Enter a value from UDC 40/ TY to identify an adjustment definition. You define adjustments on Price Adjustment Names. For Agreement Penalty Schedules, add a definition for each of the four types of penalties: Minimum quantity Maximum quantity Under commitment Over commitment
B C (basis code) | Enter a code that specifies how the system uses the factor value to calculate the adjustment or penalty schedule. The Basis Code field works with the Factor Value field. Values are: 0: Calculate the new base price on all adjustment definitions in the adjustment schedule through and including the adjustment definition with the New Base Price selection. Note. If you do not select Set New Base Price from the Row menu on the Price Adjustment Schedule Revisions form, the systems calculates the new base price as it does when you enter 1 in the Basis Code field. 1: Multiply the base price by the factor value. The adjusted price is a percentage of the base price. 2: Multiply the current net price by the factor value. The adjusted price is a percentage of the current net price. 3: Multiply the item cost by the factor value. The adjusted price is a percentage of the item cost. You cannot use this basis code for a basket-level or order-level adjustment. 4: Add the factor value to the item cost. You cannot use this basis code for a basket-level or order-level adjustment. Note. If you use basis code 3 or 4, specify the item cost that you want to use in the calculation in the Cost Method field in the detail area of the Price Adjustment Detail form. 5: Adjust the price by the factor value. If the value is positive, it increases the price by that amount; if the value is negative, it decreases the price by that amount. 6: Use the adjustment amount from the variable table. You specify the variable table in the Factor Value field. 7: Use a formula to calculate the adjustment. You specify the name of the formula in the Factor Value field. To return a field name to the formula, include a field from the F4211 table by accessing the File Field Descriptions form. When you do this, the system automatically inserts the field name. It precedes the field name with the character you specified in the system constants to identify field names. You cannot use all fields from the F4211 table in a formula. 8: Use a custom, user-defined program to calculate the adjustment. You specify the program ID in the Object Library field. Note. If you define an adjustment that uses a custom program, the program must be one that you developed for this purpose and are prepared to support. JD Edwards EnterpriseOne is not responsible for providing custom programs or for supporting programs that you have developed. 9: Calculate the adjustment so that the resulting unit price has a gross profit margin equal to the factor value. You cannot use this basis code for a basket-level or order-level adjustment, or for a sliding rate adjustment. For agreement penalty schedules, enter 5 for all penalty schedules.
Beneficiary Address | Enter the Address Book number that the system uses when generating a rebate claim. If this is a sales rebate, the beneficiary address will specify the customer to whom the rebate will be paid. If this is a procurement rebate or a supplier proof of sale rebate, the beneficiary address will specify the supplier from whom the rebate will be collected. Complete this field if you are creating direct price adjustments for buying structures and tiered rebates.
Customer Group, Cust Price Group (customer price group) | Enter a value from UDC 40/PC to identify the customer group. You can group customers with similar characteristics, such as comparable pricing.
Customer Number | Enter a number that identifies an entry in the Address Book, such as employee, applicant, participant, customer, supplier, tenant, or location.
Expired Date | Enter the date on which a transaction, text message, agreement, obligation, or preference has expired or been completed.
Factor Value Numeric | Enter a code to indicate how the system adjusts an order line. The value in this field works with the Basis Code field. How you define the Basis Code field determines whether you leave this field blank or enter a number in this field. For basket adjustments and enhanced baskets, depending on the basket accumulation rule and the basket pricing rule you specified in the Basket Master program, you can update the information in this field. If you do not enter any exception information for the items in the enhanced basket, the system applies standard basket repricing. If the basis code is 1–5: Enter a positive number for markups. Enter a negative number for discounts. For example, enter 10 for a markup. Enter a negative number for discounts. For example, enter 10–. Leave the factor value blank for basis codes 6,7, and 8. 6: You want to base the adjustment on a variable table. Enter the code that identifies the variable table in the Variable Table column. 7: You want to use a formula to calculate the price. Enter the code that identifies the formula in the Formula Name column. 8: You want to calculate the adjustment using a custom program. Enter the program ID in the Object Library column. 9: You want to calculate the adjustment so that the gross profit margin is equal to the factor value.
From Level | Specify the value at which the system applies an adjustment or preference. The value can be a quantity, weight, or amount, depending on how you have defined level breaks. For nonsliding rate adjustments, the system applies adjustments when the value equals the level break. For example, if the value is 10, then the system applies the adjustment when a quantity of 10 or greater is ordered. For sliding rate adjustments, the system does not apply the adjustment until a value that is greater than the level break is ordered. For example, if the quantity is 10, then the system applies the adjustment when a quantity of 11 or greater is ordered.
FV UM (factor value unit of measure) | Enter a value from UDC 00/UM to specify the unit of measure that is associated with the factor value for an advanced price adjustment. For example, you can define a level break of 10 DZ and an adjustment-awards discount of 1 USD per EA.
Item Number | Enter the number that the system assigns to the item. It can be in short, long, or third item number format.
Item Group, Item Price Group, or Price Group | Enter a value from UDC 40/PI to identify an inventory price group for an item. Inventory price groups have unique pricing structures that direct the system to incorporate discounts or markups on items on sales and purchase orders. The discounts or markups are based on the quantity, dollar amount, or weight of the item ordered. When you assign a price group to an item, the item takes on the same pricing structure defined for the inventory price group. You must assign an inventory price group to the adjustment definition or the item, for the system to interactively calculate discounts and markups on sales orders and purchase orders based on an item group.
Order Detail Group | Enter a value from UDC 40/SD to identify a sales order detail group. You use sales order detail groups to create pricing that is based on a field in the F4211 table. If you enter a code in this field, the system uses this adjustment only for orders with details that match the criteria of the order detail group. For agreement penalty schedules, a UDC for Penalty must already be set up and defined as an order detail group. Enter Penalty or the correct UDC that defines the penalty schedules.
Preference Type, Preference Hierarchy | Specify a value from UDC 40/PR to identify a preference type or hierarchy. In UDC 40/PR, a 1 in the Special Handling Code field identifies a preference that the JD Edwards EnterpriseOne System supports. This field is hard coded for each preference. For Agreement Penalty Schedules, first set up a UDC of PN (penalty). Then enter it in this field.
Price List Group | Enter the code that identifies a group of price adjustments in a price list. For example, price adjustments can be grouped into categories representing discounts, promotions, taxes, or freight. When setting up a price list, you can define which columns appear on the price list. The Price List Column Pattern form determines which price list group names appear in each user-defined column.
Promotion Display Control | Specify whether the system prints the promotion ID for this adjustment on an invoice or on the purchase order print document.
Promotion ID | Enter the identification number that tracks revenue, costs, and expenses for each promotion.
Promotion Status | Enter a user defined value associated with a Promotion ID. Promotion Status codes are maintained by the Promotion Status Maintenance application.
Seq No (sequence number) | Enter the order in which the system processes the price adjustments. The value in this field represents the order in which the system processes the price adjustments. You should leave spaces in the number sequence so you can add adjustments within the price adjustment schedule.
Subledger in G/L (subledger in general ledger) | Enter a UDC (40/SI) to identify the type of information that you want the system to use to update the Subledger field in the F0911 table when you use this adjustment type to price a sales order.
Threshold UM (threshold unit of measure) | Enter a value from UDC 00/UM to indicate the quantity in which to express an inventory item, for example, CS (case) or BX (box).