CINCH Customer Documentation

Chapter 5_Extended Pricing

Owned by Mike Terning
Jul 27, 2018
5 min read

This chapter describes enhancements made to call Dynamics GP Extended Pricing instead of the Cinch Modified Dynamics GP standard pricing.
This chapter contains the following sections:


Extended Pricing
Cinch Sales has been modified to use Microsoft Dynamics GP Extended Pricing when enabled (Tools>Setup>Sales>Extended Pricing). Refer to Microsoft Dynamics GP Inventory Control, Extended Pricing for information on setting up Extended Pricing.

  1. When GP Extended Pricing is enabled the system will search pricing information as follows.

    1. The system searches item-specific pricing for a price in the price sheets assigned directly to the customer first. Then, the system searches the price sheets in the price book assigned to the customer, and finally it searches base price book.

    2. If no item-specific pricing is found, the system searches for a price group that includes the item. Price sheets assigned directly to the customer are searched first, followed by price sheets in the customer's price book, and finally the base price book.

    3. If an adjusted value-off or percent of list price is found, the rest of the pricing structure is searched for a list price to apply the discount to. For example, if there's a value-off price in a price sheet assigned to the customer, the customer's price book and the base price book are searched for a list price.

    4. It is possible for the final price to be the result of two adjustments applied to the base price. For example, a customer sheet might give 2 percent off the customer price book price, which is itself 5 percent off the base price.

  2. When multiple Price Sheets exist the following is used:

    1. If there is more than one current price sheet, the one which starts most recently is used in price calculation.

    2. If two price sheets start on the same date, the one which finishes earlier is used in price calculations.

    3. If the same item is found in two price sheets with identical start and end dates, you will receive an alert message because system will be unable to calculate a price.


New Price List Maintenance
Price List Maintenance has been created to provide the ability to add/update/delete item prices on a Price Level. This window provides an easy way to update multiple prices for a single price level or add items to the price level on the fly. This window will work regardless if Dynamics GP Extended Pricing is enabled or not.

  1. Open Price List Maintenance

(Cards>Cinch Sales>Price List Maintenance)


  1. Price Level when selected all of the items for that price level will be displayed.

  2. Display By is a drop down list to select how the scrolling window will be sorted. The options are:

    1. Item Number

    2. Short Desc

    3. Item Class

    4. Order Entered

    5. Item Description

  3. Find By Sort will search the scrolling window for then entered value in the selected Display By column.

  4. To update a Price, enter new U of M Price for the selected item(s). The price will be updated when the user tabs off the line.

  5. To add a new Item Pricing, go to the bottom on the scrolling window to the blank line, enter item, select the U of M (unit of measure) and enter the U of M Price. The Item Price will be created when the user tabs off the line.

    1. The U of M will default to the Default Selling U of M as setup for the item in Dynamics GP Price Group Assignment (Cards>Inventory>Extended Pricing>Group Assignment).

  6. To delete a pricing, select the item and select delete line icon.

  7. Since prepay pricing is normally "special" pricing the only pricing method supported will be a currency amount which will default.

  8. Item Number drill back is a drop down list with the following options:

    1. Item Maint, when selected Item Maintenance opens for the selected item.

    2. Price Maint, when selected Item Price List Maintenance opens for the selected item.


Changes to Sales Default Entry
Sales Default Entry has been modified to support the extended pricing.

  1. Open Sales Default Entry

(Transactions>Cinch Sales>Counter Sales or
Transactions>Cinch Sales>Sales Orders)


  1. The Price Level field on the Sales Defaults screen will be disabled when Extended Pricing has been enabled.

    1. The Price Level displayed defaults from the Sales User Setup.


Changes to Counter Sales Entry
Counter Sales Entry along with the other primary data entry screens have been modified to support the extended pricing.

  1. Open Counter Sales Entry

(Transactions>Cinch Sales>Counter Sales)


  1. The Price Level field in the scrolling window will be disabled when Extended Pricing has been enabled.

  2. If a Price Level had been setup on the Customer Maintenance, that will default on the transaction line, but will not be used for pricing.

  3. Item Number drop down list has been updated to include Extended Prices. When selected the Customer Pricing Maintenance window opens.

  4. The following criteria will be used to determine the default price when Extended Price is enabled:

    1. Document Date, will be compared to the Price Sheet Date Range to determine the Price to use.

    2. Item

    3. Quantity – The system will use the Quantity to determine the Price Sheet Quantity Price break Unit Price to use.

    4. If an item has no valid price sheets attached, the system will default the price to zero for that transaction.

  5. The following windows have been update the same as the example above.

    1. Invoice Maintenance

    2. Sales Order Entry

    3. Sales Return Entry

    4. Bookings Entry


Changes to Spit Detail Entry
Split Detail Entry along has been modified to support the extended pricing.

  1. Open Split Detail Entry

(Transactions>Cinch Sales>Counter Sales; Split Code ID Expansion, Details)


  1. The following criteria will be used to determine the default price when Extended Price is enabled:

    1. Document Date, will be compared to the Price Sheet Date Range to determine the Price to use.

    2. Item

    3. Quantity – The system will use the Quantity to determine the Price Sheet Quantity Price break Unit Price to use.

    4. If an item has no valid price sheets attached, the system will default the price to zero for that transaction.

  2. The Price Level field in the scrolling window will be disabled when Extended Pricing has been enabled.


Changes to Prepay Cash Receipts
Prepay Cash Receipts has been modified to support the extended pricing.

  1. Open Prepay Cash Receipts

(Transactions>Cinch Sales>Prepay Entry)


  1. Extended Pricing will only be used if the Prepay Type either Item or Deposit. All other Prepay Types will continue to use Price Level.

  2. The Price Level field in the scrolling window will be disabled when Extended Pricing has been enabled and the Prepay Type is either Item or Depost.

  3. The following criteria will be used to determine the default price when Extended Price is enabled:

    1. Document Date, will be compared to the Price Sheet Date Range to determine the Price to use.

    2. Item

    3. If an item has no valid price sheets attached, the system will default the price to zero for that transaction.


Changes to Prepay Transfer
Prepay Transfer has been modified to support the extended pricing.

  1. Open Prepay Transfer

(Transactions>Cinch Sales>Prepay Transfer)


  1. Extended Pricing will only be used if the Prepay Type either Item or Deposit. All other Prepay Types will continue to use Price Level.

  2. The Price Level field in the Transfer To Information will be disabled when Extended Pricing has been enabled and the Prepay Type is either Item or Depost.

  3. The following criteria will be used to determine the default price when Extended Price is enabled:

  4. Document Date, will be compared to the Price Sheet Date Range to determine the Price to use.

  5. Item

  6. If an item has no valid price sheets attached, the system will default the price to zero for that transaction.


Changes to Shipment Invoicing
Shipment Invoicing has been modified to support the extended pricing.

  1. Open Shipment Invoicing

(Transactions>Cinch Sales> Shipment Invoicing)


  1. The following criteria will be used to determine the default price when Extended Price is enabled:

  2. Shipment Header Detail, Ship Date, will be compared to the Price Sheet Date Range to determine the Price to use.

  3. Item

  4. Quantity – The system will use the Quantity to determine the Price Sheet Quantity Price break Unit Price to use.

  5. If an item has no valid price sheets attached, the system will default the price to zero for that transaction.

  6. Item Number drill down drop down list has been updated to inlcude Extended Prices. When selected the Customer Pricing Maintenance window opens.








✦✦✦

3820 Mansell Road, Suite 350 ✦ Alpharetta, GA 30022 ✦ www.GreenstoneSystems.com
© 2013 - 2024 Cultura Technologies, LLC. All Rights Reserved Worldwide.  Products and company names mentioned herein may be trademarks or registered trademarks of their respective owners.