Customization DS1011
SOP Pricing by Zone
Problem Definition:
ACME is a non-profit who business is primarily Governmental Set Aside contracts in the state of Texas. They sell copy paper. They manually enter the Ship To Address on each Sales Transaction because any given Government entity might have a large number of Ship To addresses. For example, they might sell paper to the city of San Antonio, and the purchasing agent requests that the Order be shipped to a specific building.
ACME does not want to maintain a large number of separate addresses.
One aspect of the contracts is that there can be different pricing by Zone within the state of Texas, where each Zone contains multiple Zip Codes. ACME has created Price Levels in Dynamics GP that match the “Zone”.
ACME has two requirements:
- They need a way to map Zip Codes to Price Levels (Zones).
- When entering a Sales Transaction, automatically use the Zone Pricing, if it exists. Given the Ship To Zip Code, the system should check the mapping table to see if the Zip Code is mapped to a Price Level, and then if the Price Level exists for the Item the “Zone Pricing” should be used. If Zone Pricing does not exist, GP should use the normal default price level.
Design Features:
Zone Pricing
The installation process for the enhancement will create a mapping table. The table name will be provided in documentation when the enhancement is delivered. It will have two columns:
- Zip Code
- Price Level
ACME will maintain the table through the SQL Server. This information changes very rarely.
In Sales Transaction Entry, when an Item is entered, the enhancement will check for a Price Level assigned to the Ship To Zip Code in the mapping table. It will then check if the Price Level is assigned to the Item in Item Price List Maintenance:
If so, the enhancement will force Dynamics GP to use the Zone Price Level rather than the default Price Level for the Item-Customer combination.
Assumptions/Requirements:
- The functionality described in this document is intended for the Dynamics GP desktop client. Unless specified otherwise, all testing will occur in the desktop client only. Projects created in Dexterity should have a very high level of compatibility with the Web Client, but cannot be guaranteed without explicitly including additional time in the estimate for testing in the Web Client.
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