For the specific situations when price offers are simulated in SocrateCloud using "Offer" type projects, the expected result is new price list versions added to existing price lists.
The model requires that
a price list is already active for the customer for which the offer is created;
the offer (project) uses a different price list version than the one used for the customer;
The products on the offer, along with their respective prices and discounts will end up on a new price list version for the customer, together with products and prices on the previous version. As a result a new price list version will be obtained, with both products from the previous version and products from the offer. This functionality is useful for broadening the available products for sale using the prices negotiated with the customer.
The price list generation process is run automatically in the following situations:
when completing a project, if all the following conditions must apply:
the project has "Use Workflow" checked
the product type has "Create New Price List" and "Use Workflow" checked
the project went from "In Progress" to "Completed"
when pressing the Close Project button on a project whose project type has "Create New Pricelist" checked
when using the Price List Update process, located in the Partner Relations -> Contract Management menu, applicable when processing a single project (offer);
when using the Close Offers (Project) process, located in the Partner Relations -> Contract Management menu, applicable when processing multiple offers;
when using the Create Price List Version process, located in the Product Setup -> Price List Setup menu.
The process algorithm is detailed below:
price list versions generated through the process have the following name format: "Currency_Project Key"
the system checks whether the customer default price list has the same currency as the offer
if the currency is different, the process will attempt to locate any price list with the same currency with the corresponding name format ("Currency_Project Key");
if such a price list does not exist, a new price list will be created, which will be set as the default price list for the customer;
the new list will have "Sales Price List" and "Enforce price limit" checked;
a new price list version will be generated for the price list determined as described above;
the version will contain all the products on the offer, including products with price "0" and products with a bill of materials (v13.11):
List Price = list price on the offer;
Standard Price = planned price on the offer or the price of the BOM product before being split
Limit Price = lesser amount between the limit price on the list selected on the offer and the standard price;
starting with 14.2, if the limit price is changed, a notification will be generated, regardless of user rights, and the user will be able to generate the respective price list;
the new version will contain both the offer products and the existing products.
Generating Promotional Price Lists workflow:
Define a new project type that will be used when entering "Offer" type projects;
the project type can be defined in the Project Type window, and must have the following properties:
Project Category = "General";
Use Workflow = checked;
Create Price List = checked;
Define a new "Offer" type project, which when "Completed" will generate the promotional price list:
the project must contain the following:
organization, search key and name for the project (offer)
Detail Level = "I Project";
Project Type = defined at step 1;
Date Start, Date Stop (mandatory) - will be used to determine the promotional price list version valability;
customer and related information;
the reference price list based on which the promotional offer is generated;
the project details - a record for each offered product:
select the product and the system will automatically add the reference price list amounts;
the operator can edit the planned price or can enter a discount percentage, in which case the system will calculate the planned price based on the discount - the planned price will become the promotional price
recommendation - do not edit the list price in order keep the initial amounts as reference;
the system will warn you if the planned price is less than the limit price, if on the reference price list "Enforce Price Limit" is checked
After checking the offer you can complete it. Completing the offer has the following effects within the system:
generating a promotional price list for the respective customer and activating it automatically:
the list will contain a version with the validity period determined by the project start and stop dates, with the promo prices taken from the project details:
list price - taken from project details
standard price - taken from the planned price from project details = promo price
limit price - taken fro the limit rice on the reference price list indicated on the project
if the list already exist, the system will only generate a version for it and activate it;
all the fields on the project will become non editable;
the only operation that can be made on the project is document action: "Close";
Closing a project will render the promotional price list inactive!