Create a New Price List

1. Find the Location Code for the Organization

2. Determine if the Item belongs to a Item Pricing Category
3. Go to the Price List form

4. Enter the following fields in the Main tab of the header

a. Name – this is the name of the Price List. The naming convention is as follows:
 Location Code – 4 digit number
 “-“
 Customer Name (all in Capitals)
 If there are multiple Bill To locations for the customer or the Price List is for a
Ship To location also add the following
 “:”
 City
 Examples include:
 0655-BANKS MILLER SUPPLY
 0663-MARCO-TRANSCO RAILWAY:BUCYRUS
 0666-GAF:MT VERNON
b. Active – this needs to be checked for the Price List to be used
c. Description – This is a concatenation of the customer name, the city (if used in the
name) and the Plant name
 Examples include:
  Banks Miller Supply for Reed Drakesboro Price List
 Marco Group - Transco Railway in Bucyrus for Reed Moundsville Price List
 GAF in Mount Vernon for Reed Pawnee Price List
d. Currency – choose the correct currency to be used with the Price List. The two
values we are currently using are “CAD” and “USD”
e. Multi-Currency Conversion – this are how the conversion rates are calculated if
different currencies are used on the Sales Order. For the US Operating Unit use
“Generated Currency Conversion For USD 13015” and for Canada Operating Unit use
“Generated Currency Conversion For CAD”
f. Effective Date – use 01-JAN-2011. This is date must be before the Pricing date on the
Sales Order, but it is the dates on the Price List lines that really counts
g. Global – this box should not be checked. A check in this box means that the Price List
can be used by all of the Operating Units inside Harsco
h. Operating Unit – pick the correct Operating Unit for the Price List

5. Click on the Qualifier tab

6. Enter in the Qualifier data. A customer specific Price List should have at least two separate
qualifiers
a. Grouping Number - this number indicate to the pricing engine how to evaluate the
qualifiers. Set the Ship From Organization Grouping rule to -1 and start all other rules
with a positive integer, beginning with 10
  Qualifiers with the same grouping number are evaluated as a Boolean AND
condition. An AND condition means that all qualifier lines with the same
Qualifier Grouping Number must evaluate as true before the pricing engine can
use the Price List
 Qualifiers with different grouping numbers are evaluated as a Boolean OR
condition. An OR condition is created by assigning a different qualifier
grouping number (such as 10 and 20) to successive qualifier lines. The OR
condition provides more flexibility because only one of the qualifier groups
needs to be true to have the Pricing Engine use the Price List
 If - 1 is used as a qualifier grouping number, the qualifier is ANDED to each
qualifier group so that you do not have to manually add it to each qualifier
group
b. Qualifier Context – this is the grouping of different attributes. The choice here
determines which Qualifier Attributes are eligible in the next field. Ones that are
currently used include:
 Customer – use to pick Customer, Bill To, and Ship To
 Customer DFF Context – use to pick a Customer Discount Code (i.e. ENA)
 Order – use to pick the Shipping From Organization
c. Qualifier Attribute – this field is dependent upon the value entered in the Qualifier
Context field. Choose the Attribute that you want this Price List based upon
d. Applies to Party Hierarchy – leave this unchecked as we are not using Party Hierarchy
in Advanced Pricing
e. Precedence – Oracle will default a value in this field. There is no need to change this
default
f. Operator – choices are Equal, Not Equal, and Between
g. Value From – if the Operator is Equal or Not Equal, this is the value that the Pricing
Engine uses to compare against. If an Operator of Between is picked, this is the
starting value. The available values are related to the Qualifier Attribute that is
entered. For example, if a Qualifier Attribute of Bill To is picked, only Bill To
addresses are displayed
h. Value To – this field is only active is the Operator is set to Between. This is the
ending value in the range
7. On the List Lines tab, fill out the actual Price List lines

a. Product Context – always use the constant “Item”

b. Product Attribute – use either “Item Number” or “Item Category” depending upon
the product value
c. Product Value – enter the Item Category if one exists. If not, please enter the Item
Number
d. UOM – this will default for Item Numbers. For Item Categories, use the UOM on the
CPSF. Jumbo bags should be priced by the ton
e. Primary UOM – check this box. This means that the price will automatically be
converted into different unit of measure based upon the UOM conversions
f. Application Method – always use the constant “Unit Price”
g. Value – enter the unit price here. Please note that this price does not include
distributor discounts
h. Start Date – enter the beginning date from the CPSF
i. End Date – enter the ending date from the CPSF

8. After all of the Pricing data is entered and saved, the new Price List must be added to the
Primary Price List.

There are three Primary Price List. Pick the appropriate Price List
  MM US DEFAULT PRICE LIST – this is the Primary Price List for all of the United
States Organizations
 MM CANADA DEFAULT PRICE LIST – this is the Primary Price List for all of the
Canadian Organization that see to Customers using Canadian dollars
 MM CANADA DEFAULT USD PRICE LIST - this is the Primary Price List for all of
the Canadian Organization that see to Customers using U.S. dollars

Query the Primary Price List

9. Click on the Secondary Price List tab

10. Click on the first Secondary Price List and then click on the icon. This will add a new
line

11. Add the New Price list information

a. Secondary Price List – this is the name of the Price List just created. If you do not

have the name, click on the icon and only eligible Price Lists that have not been
assigned will be displayed
b. Precedence – set this number based upon the Qualifier Attribute entered on the new
Price List
 1000 – if the Ship To attribute was picked
 3000 – if the Bill To attribute was picked
 5000 – if Customer Name was picked
 7000 – if Distributor Discount was picked
 9000 – Base Price List
c. Description – this field will be automatically populated from the Price List description
field. It cannot be updated
12. Save your work