(06.24.01-00) Use Grid Pricing at Order Header level

Reference No: 28750

Details

Support is provided for Grid Pricing that is applied to the order header level. The Grid Pricing ID field is included in the Default tab of the Rental Reservation Order, which is enabled when the Apply Grid Pricing To Order in the Configuration module is set to True.

The details are explained in the sample workflow given below:

Sample Workflow

Prerequisites

Perform the form setup by following the below steps:

Select the Maintenance module. Click the Form Setup button. The Form Setup window is displayed.
Select the Add icon. The Form Setup window is displayed.
Enter the Name [Grid Pricing Print].
Click the Form UI importable button. Browse for the forms.

Scenario-1

Select the Configuration module and Select the Apply Grid Pricing To Order check box. (See Figure 1.0)
Select the Save icon to save the changes.

Figure 1.0 Configuration Settings for Grid Pricing

Select the Maintenance module > Customer tab > Company tab.
Create a Company [XIAOMI] and tag the Item Price [ID#1]. (See Figure 2.0)

Figure 2.0 Item Price [ID#1] tagged to the Company [XIAOMI] window

Select the Maintenance module > Employee tab > Site tab.

Select the SANFRANCISCO site and click the Edit icon. The SANFRANCISCO Site Edit window is displayed.
Tag the Item Price [ID#1]. (See Figure 3.0)
Save and Exit the Maintenance module.

Figure 3.0 Item Price [ID#1] tagged to the SANFRANCISCO Site Edit window

Select the Maintenance module > click the Grid Pricing icon. The Grid Pricing window is displayed.

Click the Add icon to create a Grid Pricing [GDP#1].
Enter the following details in the Grid Pricing [GDP#1] window.

Table 1.0 GDP#1 Grid Pricing Fields with Details

Field	Details
ID	Enter an ID for the grid as GDP#1.
Description	Enter the Description for the grid as Grid Pricing 1.
Grid Mode	Select the Grid Mode for calculation as Percent from the drop-down list. Percent calculates the selected duration line percentage of item pricing giving unit price of the item.
Customer Price Group	Tag the Customer Price Group as ID#1.
Mode Type	Select the Mode Type as Cumulative from the drop-down list.
Site Price Group	Tag the Site Price Group as ID#1.
Loop To	Select the Loop To as Last from the drop-down list.
Effective Date	Enter the Effective Date as January 1, 2017.

Select Add to add an empty line in the grid.

Enter the Duration [1], Value [100.00], and Unit [Week] for the line one.
Select Add to add another empty line in the grid.
Enter the Duration [2], Value [80.00], and Unit [Week] for the line two. (See Figure 4.0)

Click OK. The Grid Pricing [GDP#1] is included in the Grid Pricing window.

Exit the Grid Pricing window.
Select the Account module.
Tag the Company [XIAOMI].
Create a Rental Reservation Order [ORD-283] with the Duration [14d] for the Company [XIAOMI].
Add the Items [MI BANDS] and [REDMI HEADPHONES] with the following details:
Item 1 [MI BANDS] : Set the Duration [7d], Qty [1], Unit Price [100], Unit [Week]
Item 2 [REDMI HEADPHONES]: Set the Duration [14d], Qty [1], Unit Price [100], Unit [Week]. (See Figure 5.0)

Figure 5.0 Rental Reservation Order [ORD-283] window

Select the Payment tab of the Rental Reservation Order [ORD-283].
Select the Pay At [Periodic Billing] and set the Billing Terms [Weekly].
Select the Default tab of the Rental Reservation Order [ORD-283]. The field Grid Pricing ID gets enabled when the Apply Grid Pricing To Order in the Configuration module is set to True. (See Figure 6.0)

The field Grid Pricing ID gets disabled when the Apply Grid Pricing To Order in the Configuration module is set to False.

Figure 6.0 Grid Pricing ID in the Default tab tagged to the Items [MI BANDS] and [REDMI HEADPHONES] of the Rental Reservation Order [ORD-283]

The Grid Pricing ID [GDP#1] gets automatically tagged to the Rental Reservation Order [ORD-283], as the Company [XIAOMI] and the Site [SANFRANCISCO] is tagged with the same Item Price [ID#1] which is also tagged to the Grid Pricing ID [GDP#1] window as the Customer Price Group [ID#1] and the Site Price Group [ID#1].
The Grid Pricing ID [GDP#1] gets applied to each of the Items [MI BANDS] and [REDMI HEADPHONES] in the Rental Reservation Order [ORD-283] and the Grid Price to each of the Items added in the Order is calculated as follows:

Item 1 [MI BANDS]: This item is rented for Duration [7d], Qty [1], Unit Price [100], Unit [Week]. The Amount [100] is calculated based on the Grid Price Definition of 1 Week.
That is, Unit Price[100] * Grid Price Definition of 1 Week Divided by 100 (Since the Grid Price Mode is %)

Item 2 [REDMI HEADPHONES]: This item is rented for Duration [14d], Qty [1], Unit Price [100], Unit [Week]. The Amount [180] is calculated based on the Grid Price Definition of 2 Week.
That is, Unit Price [100] * Grid Price Definition of 2 Weeks Divided by 100 (Since the Grid Price Mode is %) (See Figure 7.0)

Figure 7.0 Grid Pricing ID applied to the Items [MI BANDS] and [REDMI HEADPHONES] of the Rental Reservation Order [ORD-283]

Perform the Form Setup as mentioned in the Prerequisites section.
Select the Print icon. The Form Type Options window is displayed.
Select the Print icon. The Print [ORD-283.1.rtf] gets generated in the print location in which all the prints generated are stored.
Open the Print [ORD-283.1.rtf]. The print is generated for the Items [MI BANDS] and [REDMI HEADPHONES] in the Rental Reservation Order [ORD-283]. (See Figure 8.0)

Figure 8.0 Generated Print [ORD-283.1.rtf] of the Items [MI BANDS] and [REDMI HEADPHONES] in the Rental Reservation Order [ORD-283]

The payment schedule is printed based on the Order Header Grid as highlighted in the Image above (See Figure 8.0) using the Grid/PanelID [800003] and CIDs mentioned in the below table (See Table 1.0).

Table 1.0 CID Reference Table

CID	Description
603041	Prints the Grid Schedules Unit.
603042	Prints the Grid Schedules Value.
603043	Prints the Total Rent Amount of Each Grid Schedule.

Scenario-2 Editing the Grid Definition for the Rental Reservation Order [ORD-283] for Additional Weeks

Edit the Item 1 [MI BANDS] details. Set the Duration [21d], Qty [1], Unit Price [100], Unit [Week]. (See Figure 9.0)

Figure 9.0 Grid Pricing ID applied to the Items [MI BANDS] with Duration [21d]

Select the Default tab of the Rental Reservation Order [ORD-283].
Click the Grid Pricing ID Edit icon. (See Figure 10.0)

The [GDP#1] Grid Pricing window is displayed. (Figure 11.0)
Select the Add button to add an empty line in the grid. (Figure 11.0)
Enter the Duration [3], Value [60.00], and Unit [Week] for the line three. (See Figure 11.0)

NOTE: The Grid Pricing ID [GDP#1] gets modified only for the Rental Reservation Order [ORD-283]. The main Grid Pricing ID [GDP#1] in the Maintenance module > Grid Pricing icon > Grid Pricing window remains unchanged.

Figure 11.0 Grid Pricing ID [GDP#1] - With another Grid with Duration

Click OK. A message "Do you want to override the pricing of item lines?" is displayed. (See Figure 12.0)

Select Yes to override the pricing of item lines. The pricing gets override.
The Pricing ID [GDP#1] gets applied to each of the Items [MI BANDS] and the Grid Price to each of the Items added in the Order is calculated as follows:

Item 1 [MI BANDS] : This item is rented for Duration [21d], Qty [1], Unit Price [100], Unit [Week]. The Amount [240] is calculated based on the Grid Price Definition of 1 Week.
That is, Unit Price[100] * Grid Price Definition of 1 Week Divided by 100 (Since the Grid Price Mode is %) (See Figure 9.0)

Perform the Form Setup as mentioned in the Prerequisites section.
Select the Print icon. The Form Type Options window is displayed.
Select the Print icon. The Print [ORD-283.1.rtf] gets generated in the print location in which all the prints generated are stored.
Open the Print [ORD-283.1.rtf]. The print is generated for the Items [MI BANDS] and [REDMI HEADPHONES] in the Rental Reservation Order [ORD-283]. (See Figure 13.0)

Figure 13.0 Generated Print [ORD-283.1.rtf] of the Items [MI BANDS] and [REDMI HEADPHONES] in the Rental Reservation Order [ORD-283]

The payment schedule is printed based on the Order Header Grid as highlighted in the Image above (See Figure 13.0) using the Grid/PanelID [800003] and CIDs mentioned in the above table (See Table 1.0).