Price Analysis
Price Analysis is a powerful tool in Advanced Price Management that supports pricing strategy, margin control, and customer communication. It enables users to simulate and compare pricing scenarios, evaluate margin impact, and generate customer-facing price lists.
To create a price analysis please proceed as follows,
Using Recurring Sales Lines
Recurring Sales Lines define the list of items to be included in a Price Analysis for a specific customer.
Setup Steps:
-
Search for Recurring Sales Lines and create a new code.
-
Select Manage > Edit and add the relevant Item Nos.
- Link the Recurring Sales Lines to the customer.
- Open the customer card
- Navigate to Related > Sales > Recurring Sales Lines
- Then select the appropriate Recurring Sales Line code.
Creating Price Analysis
- Search for the Price Analysis List page.
- Use the Calculate Price Analysis action from the Process menu.
- Set the Posting Date to define the date for which prices are calculated.
Alternatively, create a new Price Analysis manually:
- Add a new record
- Select the Customer and Posting Date
- Choose Process > Calculate Prices
The system retrieves all items from the linked Recurring Sales Line and calculates pricing and margin data.
Price Analysis Line Fields
Lines are filled with all the items defined in the Recurring Sales Codes linked to the customer. F
| Field | Description |
|---|---|
| Item No. | Item No. retrieved from the Recurring Sales Codes. |
| Description | Item description. |
| Quantity | Quantity used for price/discount calculation. |
| Unit of measure code | The item’s unit of measure for which this price / discount is applicable. |
| Gross Unit Price | Price calculated per unit of measure prior discount application. |
| Discount Level % 1 to 5 | Discount % group per level as defined in the Advanced Price Template |
| Discount Global | Total Discount % from level 1 to 5. |
| Net Unit Price | Price calculated per unit of measure after discount application. |
| Price line status | Could be Increase, Decrease, Same, New. This highlights the net unit price change versus a prior Price Analysis made for the same customer. |
| Unit Cost | Unit Cost for the item, retrieved from the item card on processing date. |
| Margin % | Calculated as Net Unit Price ÷ Unit Cost |
| Margin Amont | Net Unit Price - Unit Cost |
| Margin line status | Could be Increase, Decrease, Same, New. This highlights the margin line change versus a prior Price Analysis made for the same customer |
Analysis Line Details
Each line in the Price Analysis uses the same pricing engine as sales documents. The Analysis Line Details page provides a breakdown similar to the Sales Line Detail.
Creating price list
A Price List can be generated from the Price Analysis to share with the customer. It includes:
- All pricing fields from the analysis
- Excludes cost and margin data
Output Options
- PDF (Report 8120272 – Word-based and customizable)
- Excel