Enabling The Customer Price Freeze Feature

Reference No: R2-1137

Details

Support for Customer Price Freeze icon is provided in the Maintenance module > Maintenance window, as shown in Figure 1.0.

The Customer Price Freeze is applicable only for the Sell Items.

The below Sample Workflow explains the above functionality:

Select the Configuration module > Pricing / Billing tab > clear the Minimum Pricing check box.
Save and exit Configuration module.
Relaunch the R2 application.
Select the Maintenance module > Items tab.
Create a Serial Item [JBL DUAT] with 3 Assets [JBL DUAT#01], [JBL DUAT#02], and [JBL DUAT#03].
In the Maintenance window, click the Customer Price Freeze icon. The Customer Price Freeze List window is displayed, as shown in Figure 2.0.
Click the Add icon. The Customer Price Freeze window is displayed, as shown in Figure 2.0.
Enter the details, as shown in the Table 1.0 and Figure 2.0.

Field Name	Description
Product	Click the Product importable button. The Search Items window is displayed, displaying only the Sell Items. Select the Product [JBL DUAT].
Customer	Click the Customer importable button. The Search Company / Contact window is displayed. NOTE: Since this field is not a mandatory field, if no Customer is tagged, the defined Customer Price Freeze is applied to all the Sell Items.
Site Currency	The Site Currency field is enabled and is mandatory only when the Multi Currency feature is enabled. Click the Site Currency importable button, to tag the Site Currency.
Price	Enter the Price [600.00].
Min. Price	The Minimum Price is disabled if the Minimum Pricing check box in the Configuration module > Pricing / Billing tab is cleared.
Expiry Date	Select the Expiry Date [28-Feb-2019].

Select the Account module. The Account window is displayed.
Tag a Company [JBL] and create a Sale Order [ORD-30] with the Ship Date [28-Feb-2019] Time [9.00 AM].
Search and add the Item [JBL DUAT] with 1 Qty. The Unit Price is displayed as 600.00 defined in the Custom Price Freeze, as shown in Figure 3.0.

The Customer Price Freeze is applicable only for the Sell Items.
The Customer Price Freeze is applicable when the Multi Currency is enabled.
The system verifies for any nearest Price Freeze defined for a Product, Customer, Site Currency, and then considers the Customer Price Freeze.
The system selects and applies the price in the below hierarchy:

Price Freeze: The first preference is given to the Price Freeze.
Matrix Price: The second preference is given to the Matrix Price in the absence of Price Freeze.
Pricing defined at the Item level: The third preference is given to the Pricing defined for an Item in the Item Edit window in the absence of the Price Freeze and Matrix Price.

The system selects and applies the Customer Price Freeze to the Non-Serial Kit irrespective of their Pricing Method as follows:

Package Pricing: The Non-Serial Kits in Sell only status with the Pricing Method drop-down as Package considers the Customer Price Freeze defined for the Kit header and not the child Items in the Kit.
Detail Pricing: The Non-Serial Kits in Sell only status with the Pricing Method drop-down as Detail considers the Customer Price Freeze defined for the Child Items and not the Kit header.
Misc Packages: The Customer Price Freeze setting logic for the Non-Serial Kits is applicable to the Misc. Packages also.
The Customer Price Freeze setting logic is applicable even when the Pricing Method is altered within the Order.

The system considers the repricing of the Customer Price Freeze when there is a change in Price Group, Transaction Currency, Line Action, Item Exchange or Kit Exchange, Prep Date change, Site Change in Quote, and switching between DWM settings.
The Customer Price Freeze is applied to all the Sell Items in Sale Order, Point Of Sale, Work Order, Rental Reservation Order, Meeting Order, and Intra Company Order.
The Sale Order considers the Added Date for the Customer Price Freeze whereas, the Rental reservation Order considers the Prep Date for the Customer Price Freeze.
The Customer Price Freeze is considered when any Item is added while Filling an Order [Add and Prep/Add Items] displaying the Price as per the Default Items Price For Fill Order check box is selected.
The Minimum Price field can also be entered in the Customer Price Freeze window. This field is enabled and is applicable in an Order, only if the Minimum Pricing check box in the Configuration module > Pricing / Billing tab is selected.
The Update Replacement Cost does not consider the Customer Price Freeze.
The Customer Price Freeze icon is implemented in the Search Inventory window and Search Items window. The Customer Price Freeze is displayed for the explored/searched Product only.