Skip to main content
Question

Customer Order Automatic Price Update

  • November 6, 2020
  • 7 replies
  • 665 views

Forum|alt.badge.img+8
  • Sidekick
  • 31 replies

Dear IFC Experts 

You kind help is appreciate,  I have a request from business where they want to add unit price as “ Current Cost + 10% margin”  in customer order line for specific customers. Our costing method is weighted average so cost is changing frequently. As at now, we user price list and the problem is user needs to change it each time. 

 

Have you got this kind of request from business and what would be the best approach to achieve this ? 

 

 

 

 

7 replies

Forum|alt.badge.img+28
  • Superhero (Customer)
  • 1482 replies
  • November 6, 2020

If you have a known set of catalog numbers as sales parts you can search for, you could download the WA cost on a nightly basis via scheduled migration job and then upload using a different migration job to the sales price list lines.  We do something similar on a nightly basis to prevent users from changing prices.  But if your business can manage the price fluctuations, then this method would be the simplest I can think of.

 


Forum|alt.badge.img+2
  • Do Gooder
  • 6 replies
  • November 7, 2020

Hi Tj12,

You can use from Sales Part Base Prices when the “Origin from Costing” should be checked. in that way your Baseline Price should be retrieved from the Costing component.

Regards,


Forum|alt.badge.img+8
  • Author
  • Sidekick
  • 31 replies
  • November 9, 2020

Hi @ShawnBerk 

Thanks for your feedbacks and appreciate it. This is a very good solution. But scheduling daily will be a problem since cost can be changed within the day due to multiple orders. 

 

@n-warrior  Currently we have implemented this method but there are some problem with using it. since whenever cost get changed, you have to process  “Update base prices” and “Update price list from base prices” manually in order to get the correct price.

 

Do you know a way to schedule these ? 


Forum|alt.badge.img+28
  • Superhero (Customer)
  • 1482 replies
  • November 9, 2020

I see, yes, if you need to run this more often than daily, then agree it could be too slow, just depends on how you want to control this.

 

If you want to continue with the current solution, you can schedule the Update base prices as a database task like this.  We have this one running for a couple of years.

 

 


Forum|alt.badge.img+8
  • Author
  • Sidekick
  • 31 replies
  • November 10, 2020
ShawnBerk wrote:

I see, yes, if you need to run this more often than daily, then agree it could be too slow, just depends on how you want to control this.

 

If you want to continue with the current solution, you can schedule the Update base prices as a database task like this.  We have this one running for a couple of years.

 

 

 

Hi Shawn

Will you be able to guide me how to create this task since I have not done this before. I am new to IFS 


Forum|alt.badge.img+28
  • Superhero (Customer)
  • 1482 replies
  • November 10, 2020

Go to Scheduled Database Tasks, Create New

On the new window, give the task a Schedule Name

Set the Task Name as shown - Start Add Prt to Price Lists

Then set your frequency and time, you should try to avoid your peak times of the day for other transactions.

The Parameters set as shown would just perform the update on all parts - that is the % setting

Calculate the date to make sure the next execution is scheduled, then save the Task Schedule and make sure it is Active


Forum|alt.badge.img+8
  • Author
  • Sidekick
  • 31 replies
  • November 17, 2020
ShawnBerk wrote:

Go to Scheduled Database Tasks, Create New

On the new window, give the task a Schedule Name

Set the Task Name as shown - Start Add Prt to Price Lists

Then set your frequency and time, you should try to avoid your peak times of the day for other transactions.

The Parameters set as shown would just perform the update on all parts - that is the % setting

Calculate the date to make sure the next execution is scheduled, then save the Task Schedule and make sure it is Active

 

Hi Shawn 

That task is not available. 

 

 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings