Unusual pricing schedule issues happening

SOLVED
We have an odd issue going on with pricing. We have certain customers set up with price levels for specific product lines; most of them are at a price discount or cost markup percentage. A few have special pricing for specific items. When running a report recently to try to identify those who have discounts, we had to filter the report to only items purchased by each customer in the past, or we would have had a 17,000 page report. In the course of running the report, we identified a few items that were listed with a price discount amount equal to the discount percent--for instance, one customer was supposed to have a discount of 15% on items that were instead being discounted by $15. I started entering these items into a sales order just to ascertain the actual discount that was being assessed. When I check Item Maintenance and go into Customer Price Schedule, those customers aren't listed, but the discount happens just the same. I corrected the items listed under one customer, then went back to the header to change to the next customer who needed corrections. I was asked if I wanted to update the pricing on the lines, so I said yes. When I went back to the lines, one item was listed with a negative price, but was not on the report, obviously, as they have never bought this item.
My first question is, how can this happen when they were never set up with an item-specific discount? These items are all in product lines that had the discounts set up as a percentage, not an amount. Out of curiosity, I set one item with a discount amount of 0 and accepted it. That item then didn't get the percentage discount, either, so I had to change it to discount percent. My next question is, how can we find the erroneous discounts given to customers who have never bought the discounted items? Is there a universal reboot that we could do and then re-enter discounts? We can't trust our prices to be correct now that we know this weird bug is lurking in the system, plus it makes things difficult in the future if we want to change or eliminate the discount, as customers will also have random discounts on specific items along with their universal discounts.
  • 0

    Excel query on IM_PriceCode.  Eliminate everything you don't want from the spreadsheet (being sure to not lose leading zeroes).  Reinit the table and use a VI job to import only the pricing you want.  (Of course, always try in a test company before running Live).

    If you have Multi-currency there are extra considerations.

  • 0 in reply to Kevin M

    We ran this query, and ended up with some items not on the other report (which could be because we haven't actually sold those items to that customer), and some on the report that did not show up on the query. Nor have we figured out how it's happening in the first place. I had hoped for a simple fix, and it seems like it's even more muddled than I thought.

  • 0 in reply to melinda_b

    Pricing can get complex, especially if you use multiple strategies.

  • +1 in reply to melinda_b
    verified answer

    I would query the IM_PriceCode file in Excel, filter the “PricingMethod” column for the letter “P” and review those records.   

    The codes in this column mean:

    P=Price Discount Amount.

    C=Cost markup amount

    D=Discount percentage

    M=Markup percentage

    O=Override Price

     

    “P” is the default choice when creating new pricing, so it’s really easy to accidentally create a dollar discount instead of a percent discount. We have done it numerous times.

  • 0 in reply to Helium

    This was the issue, which made sense after digging into it. We have several price codes that were created in the last six months, after having had only one for the past four years. The person who put them all in made a mistake in a couple of them, using price discount amount instead of our standard discount percentage. After reviewing a couple of the items and seeing what they had in common, I dug deeper and discovered the error. It was good to find out that it wasn't as nonsensical as it appeared.