Configurator Pricing

Pricing is very flexible in the configuration package. Keep in mind as you create your configurations, that sales order configurations work differently than manufacturing configurations, so the initial selection of sales order vs. manufacturing dictates many of the pricing options.

Before creating the more detailed elements your configuration, you will first want to set two parameters for your manufacturing type configurations: Base Price From and Add Config Price. These two fields are defaulted for sales order configurations and cannot be changed.

NOTE: Pricing is directly affected by the Sales Order Pricing setup using the Customer Levels, Customer Pricing, Price Structures, and Promotional Pricing. Selections made in the Customer setup as well as the Bill To Customer selected will affect the price calculated.

In the Configuration Maintenance function:

The following topics address only the available fields that may affect the pricing of the configuration.

FieldDefinitionValuesEffect
Default PriceThe starting price of the configuration if base pricing is based on the configuration rather than inventory. Additional pricing may be added to this as the configuration is processed. Not applicable to sales order configurations.
Base Price FromValue selected indicates whether a starting base price comes from the Base Price field of the item's IN master record, or from the Default Price field, or no base starting price. Additional pricing may increase this base price as the configuration process is used.None
Sales Config Default		Configurations will start with no base price.
Add Config PriceDetermines how and if additional pricing will be added to the base price via the configuration question and answer process set up in the tabs section. Inv. w/ Config Override
Sales Config Default		This will add prices based on item pricing found in inventory unless there is a value associated with configuration fields, which appear as prices and formulas on the Field Detail, List Values, and Action Detail tabs. These fields will override (take the place of) inventory pricing if used.
Field Definition Values Effect
Data Type Determines the type of question presented to the user. Text Use when the input needs to be free text in nature, that is, when you are not looking for a specific user response.
    Numeric Forces the user to enter a numeric response to a question. Use this when you are looking for quantity-type information from the user.
    Yes/No Use when the question requires a Yes or No answer. The answer can then be linked to inventory item(s) or other activity such as freight or manufacturing process costs. A default Yes or No should be preassigned.
    List Create a list of specific choices to present to the user. These values are set up on the List Values tab. The choices are then used to select specific inventory items or actions such as adding a freight charge, pulling an inventory item, or displaying a message.
Use Field Price Allows user to set up additional pricing considerations. Unchecked When checked, and with a Numeric data type, allows you to set up additional pricing considerations.
Field Price If Use Field Price is checked, this represents the base price for the added charge, not inventory item, labor, or freight charges.   If Use Field Price is checked, this is the base price for this added charge. This does not represent inventory item, labor, or freight charges.
Price Option Allows user to manipulate the value in the Field Price field, and determines how the user can manipulate the value. Active only when Use Field Price is Checked. Fixed Price When user enters a numeric value, that value replaces the value in the Field Price field.
    Price + Value When user enters a numeric value, that value is added to the value in the Field Price field.
    Price - Value When user enters a numeric value, that value is subtracted from the value in the Field Price field.
    Price * Value When user enters a numeric value, the value in the Field Price field is multiplied by that value.
FieldDefinitionValuesEffect
Use Option PriceAllows override of the current inventory pricing scheme with a specific price per unit for this item. Active only when Line Type is Inventory (Sales).CheckedWhen checked, utilizes the value in the Option Price field to override the current inventory pricing scheme.
Option PriceIf Use Option Price checked, enter the price to use for the item. This price overrides any inventory price for the item. Sales and manufacturing effects are different. This price is for the inventory item only. If there are additional actions linked to this item on the list via the value column (Actions tab), those items are individually priced in addition to the item on the list. (It is not necessary to create an action item for an inventory ID in the list when the Line Type is Inventory.)
Field Definition Values Effect
Use Override Price Allows override of the existing inventory pricing scheme with a specific unit price (Sales). Checked When checked, will override the existing inventory pricing scheme with your own specific unit price.
Override Price Holds override price, if applicable.   This price will override the price of the item as applicable.

In the General section:

  • Set Base Price From to None - There is no base price for Sales configurations. All SO configurations are based on inventory with an option override based on configuration prices.
  • Set Add Config Price to Inv. w/ Config Override - The price is based on inventory item pricing, unless there is a value associated with configuration fields. Then the prices and formulas on the Field Detail, List Values, and Action Detail tabs may override inventory pricing depending on how the options are set.
  • Mark the Use Option Price check box on the List Values tab to set the Option Price for that item, which will then appear on the sales order if the item is selected during configuration.
  • If you have actions on the Actions tab for the selected item, the item price will be based on inventory pricing. To override the standard inventory pricing, mark the Use Override Price check box on the Action Detail tab and enter an item price in the Override Price field or a formula in the Formula field (mark the Formula check box).
Field Definition Values Effect
Default Price The starting price of the configuration if base pricing is based on the configuration rather than inventory. Additional pricing may be added to this as the configuration is processed.    
Base Price From Value selected indicates whether a starting base price comes from the Base Price field of the item's IN master record, or from the Default Price field, or no base starting price. Additional pricing may increase this base price as the configuration process is used. None
Configurations will start with no base price.
    Inventory Use starting price from Base Price field in IN Item record.
    Configuration Starting price will be value in Default Price field.
Add Config Price Determines how and if additional pricing will be added to the base price via the configuration question and answer process set up in the tabs section. None
No additional pricing calculations based on configuration items are used.
    Inv. w/ Config Override
This will add prices based on item pricing found in inventory unless there is a value associated with configuration fields, which appear as prices and formulas on the Field Detail, List Values, and Action Detail tabs. These fields will override (take the place of) inventory pricing if used.
FieldDefinitionValuesEffect
Data TypeDetermines the type of question presented to the user.TextUse when the input needs to be free text in nature, that is, when you are not looking for a specific user response.
  NumericForces the user to enter a numeric response to a question. Use this when you are looking for quantity-type information from the user.
  Yes/NoUse when the question requires a Yes or No answer. The answer can then be linked to inventory item(s) or other activity such as freight or manufacturing process costs. A default Yes or No should be preassigned.
  ListCreate a list of specific choices to present to the user. These values are set up on the List Values tab. The choices are then used to select specific inventory items or actions such as adding a freight charge, pulling an inventory item, or displaying a message.
Use Field PriceAllows user to set up additional pricing considerations.CheckedWhen checked, and with a Numeric data type, allows you to set up additional pricing considerations.
Field PriceIf Use Field Price is checked, this represents the base price for the added charge, not inventory item, labor, or freight charges. If Use Field Price is checked, this is the base price for this added charge. This does not represent inventory item, labor, or freight charges.
Price OptionAllows user to manipulate the value in the Field Price field, and determines how the user can manipulate the value. Active only when Use Field Price field is Checked.Fixed PriceWhen user enters a numeric value, that value replaces the value in the Field Price field.
  Price + ValueWhen user enters a numeric value, that value is added to the value in the Field Price field.
  Price - ValueWhen user enters a numeric value, that value is subtracted from the value in the Field Price field.
  Price * ValueWhen user enters a numeric value, the value in the Field Price field is multiplied by that value.
FieldDefinitionValuesEffect
Use Option PriceAllows override of the current inventory pricing scheme with a specific price per unit for this item. Active only when Line Type is Action (Manufacturing)CheckedWhen checked, utilizes the value in the Option Price field to override the current inventory pricing scheme.
Option PriceIf Use Option Price checked, enter the price to use for the item. This price overrides any inventory price for the item. Sales and manufacturing effects are different. This price is the total price for all linked actions. If there are actions linked to this item on the list via the value column (Actions tab), those items are not individually priced. Think of this like a kit price.
Field Definition Values Effect
Use Override Price Allows override of inventory pricing for the component and set the price using the configuration (Manufacturing) Checked When checked, will override inventory pricing for this component and set the price using the configuration.
Override Price Holds override price, if applicable.   This price will override the price of the item as applicable.

In the General section:

  • Set Base Price From to None - There is no base price. All pricing will come from tab information.

    OR

    Set Base Price From to Inventory - The starting price is the Base Price of the inventory item.

    OR

    Set Base Price From to Configuration - The starting price is the value in the Default Price field.

In the General section:

  • Set Add Config Price to None - Configuration items will not affect pricing. The total price will be the base price as set in the Base Price From field.

    OR

    Set Add Config Price to Inv. w/ Config Override - The price is based on inventory item pricing, unless there is a value associated with configuration fields. Then the prices and formulas on the Field Detail, List Values, and Action Detail tabs may override inventory pricing depending on how the options are set.

  • Set Data Type to Text - Price will be the inventory price, or in case of an operation, the amount in the Price field or based on a Formula.
  • Set Data Type to Numeric and set Use Field Price to Checked - Price will be based on the Field Price and Price Option fields. The field value, in terms of the price option field, is the value entered into this field during the configuration process.
  • Set Data Type to Yes/No and set Use Field Price to Checked - Price will be based on the Field Price and Price Option fields. The field value in terms of the price option field: If field is Yes, field value is considered to be 1 in terms of Price Option field calculation; if field is No, field value is considered to be 0.
  • Set Data Type to List and
    set Line Type to Information and
    set Use Override Price to Checked    		Prices will be based on linked values in the Action Detail tab (Override Price).
    set Line Type to Information and
    set Use Override Price to Cleared    		Prices will be based on inventory pricing.
    set Line Type to Action and
    set Use Field Price to Checked    		Prices will be based on the Option Price in the List Values tab. The option price will override all linked data in the Action Details tab. The result is one fixed price that includes all related components and processes, similar to a kit (the kit is priced, but the parts of the kit are not individually priced).
    set Line Type to Action and
    set Use Field Price to Cleared    		Prices will be based on inventory pricing.

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