Page Comparison

Confirm the following Price List configuration

1. In Order Entry > Setup > Configuration, select all the options below:
   Review the notes on Price and Discounts taken from the Sage Intacct Help - Configure Order Entry below, where required:

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   1. Price schedules = Yes
      A price schedule defines a percentage discount on top of a specific price list, such as a 10% discount on top of your retail price list. Select this option if you want to be able to create one or more named price schedules, which you can then assign to customers for the purpose of tracking discounts.

   2. Customer Price Lists = Yes
      Enables you to assign price lists to particular customers. If you assign a price list to a customer, this price list overrides the one associated with the transaction definition for the Order Entry transaction.

   3. Fixed Customer Discounts = Yes
      Enables you to assign a blanket discount percentage (for example, 10% off everything) on a customer-by-customer basis. When you select this option, a new Discount % field is added to Customer records. When you sell an item to a particular customer, the system proposes the latest price, which includes the discount.

   4. Line Item discount on suggested price = Yes
      Select to add a DISC% field to line items on Order Entry transactions for the purpose of adding on-the-fly discounts. For example, selecting this option would allow a user to add a percentage discount of his or her choice to a particular line item.

2. After saving the Configuration, please confirm you can then maintain pricing against the customer:

   1. Go to Accounts Receivable > Setup tab > Customers, then select the Additional Information tab, and Invoicing details section of the page, shown below:

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3. In Order Entry > Setup > Transaction Definition (see online help here), for the form used by the website to enter orders in Sage Intacct, in the example below showncalled “Sales Order-Inventory“, confirm the Initial Price list and Special Price list is defined, as required:

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Price Schedules

Customer Price Lists

Fixed Customer Discounts by Customer or Billing Contact or Shipping Contact.

NOTE: When configuring pricing by Billing Contact or Shipping Contact the contact that is assigned pricing must be assigned in the corresponding Bill-to Contact or Ship-to Contact field of the Customer in order for the website to use the pricing

Price Levels (Product Specific)

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