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Pricing using Customer Hierarchy

  • 17 March 2022
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Userlevel 5
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Dear All,

 

Can somebody provide more information on Pricing using Customer Hierarchy?

I have a customer A that is connected to Customer B in a Hierarchy (A is below B). Customer A has no pricelist/customer price group attached. Customer B is attached to a Customer price Group.

 

When making a Sales Quotation for Customer B, the system takes the right Pricelist as Pricesource.

But when I try to make a SQ for Customer A, the pricesource is directly to the Sales Part. But according to my understanding, because A belongs to B in the Hierarchy, it should be possible to use the price lists attached to customer B.

 

Is there another setting we have to set? Or do I misinterpret the online documentation? See point 4.1.1.1 and 4.1.2.1 below.

 

Best Regards

Roel

 

4.     From Price lists

4.1.    Part-based or unit-based price from price lists

4.1.1.        Price from price lists on Customer/Sales/Pricelist per Price Group

4.1.1.1        Price from price lists connected to a customer in customer hierarchy. (Hierarchy level upwards)

4.1.2        Price from price lists per customer price group

4.1.2.1        Price from price lists (unit-based or part-based) per customer price group in customer hierarchy. (Hierarchy level upwards)

4.2.        Deal per assortment node in sales price list

4.2.1        Price from price lists on Customer/Sales/Pricelist per Price Group

4.2.1.1        Price from price lists connected to a customer in customer hierarchy. (Hierarchy level upwards)

4.2.2        Price from price lists per customer price group

4.2.2.1        Price from price lists (unit-based or part-based) per customer price group in customer hierarchy. (Hierarchy level upwards)

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Best answer by Timmermans Roel 18 March 2022, 17:35

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Userlevel 5
Badge +11

Hi All,

 

I managed to get it working. Apparently I made a mistake in the Customer Currency that prevented access to the right pricelist. So that is solved.

 

 

Additional question: does this only go 1 level up in the hierarchy or does it keep searching upwards in the hierarchy untill it hits a relevant price list?

 

Best Regards

Roel

Userlevel 5
Badge +11

Already solved - it seems it goes all the way up untill the highest level where it reaches a relevant price.

 

Issue solved.