With this extension, you can:
- Quickly reprice some or all items on the document based on desired profit, margin or markup
- Speed up price negotiations and profitability understanding
- Apply profit adjustment based on Price Or Discount at line level / entire document level
The Pricing Analysis displays profits for all the items contained in the document at the current selling price based on line level valuation based cost. Cost is determined based on
- Actual/Specific cost is utilized for allocated Lot/Serial #.
- Standard cost or line cost is utilized for non-stock items.
- Last Cost is utilized for zero stock item.
- Acumatica 2020 R1 (20.109.0032 or higher) 2020 R1 Deployment Package
- Acumatica 2020 R2 (20.202.0043 or higher) 2020 R2 Deployment Package
- Acumatica 2021 R1 (21.110.0032 or higher) 2021 R1 Deployment Package
- Acumatica 2021 R2 (21.200.0145 or higher) 2021 R2 Deployment Package
- Acumatica 2022 R1 (22.105.0031 or higher) 2022 R1 Deployment Package
- Acumatica 2022 R2 (22.205.0026 or higher) 2022 R2 Deployment Package
- Acumatica 2023 R1 (23.104.0027 or higher) 2023 R1 Deployment Package
- Acumatica 2023 R2 (23.202.0058 or higher) 2023 R2 Deployment Package
- Acumatica 2024 R1 (24.100.0139 or higher) 2024 R1 Deployment Package
- Download PXPricingAnalysisPkg.zip.
- In your Acumatica ERP instance, navigate to System -> Customization -> Customization Projects (SM204505), import PXPricingAnalysisPkg.zip as a customization project
- Publish customization project.
Once package is published on Acumatica Instance, new option Pricing Analysis is available on below screens
- Sales Order screen (SO301000) for Sales Order
- Service Order screen (FS300100) for Service Order
- Appointment screen (FS300200) for Appointment
- Sales Quote (CR304500) for Sales Quote
- Project Quote (PM304500) for Project Quote
Adjustment can be applied based on Price Or Discount.
Pricing Analysis shows order line details twice –
- Current Line – non-editable
- Preview Line – Where Margin %, Markup %, Line Profit and Amount are editable
This helps in comparing the profitability of current order line with updated parameters like Profit, Margin %, Markup % and line Amount. Also, user can compare Profit and Amount totals along with Markup % and Margin % of entire order.
Clicking on Apply updates the Unit Price / Discount Amount and Amount in document.
User can select Pricing Analysis for the entire document or for one particular order line as below:
Displays the pricing analysis statistics and calculations for the entire document. First line is current line for comparing.
Pricing Ruler grid displays the pricing analysis and user can choose to use the Markup or Margin settings to display the profits. User can choose Apply to update selected Markup/Margin in the pricing analysis.
Displays the pricing analysis statistics and calculations for the selected line.
Pricing Ruler grid displays the pricing analysis and user can choose to use the Markup or Margin settings to display the profits. User can choose Apply to update selected Markup/Margin in the pricing analysis.
Default Adjustment Type and Default Pricing By can be specified in Accounts Receivable Preferences (AR101000) -> Price/Discount Settings -> Pricing Analysis
This feature is available on Sales Orders screens (SO301000). It facilitates the user to identify / calculate the profitability of pricing on freight charges.
The embedded freight price profitability calculator enables calculation/recalculation of the freight price, for the sales order, based on profit, margin or markup. The freight price entries would appear below the inventory lines as shown in the table below.
The amounts displayed on the lines containing freight prices will be totaled into the Current and Preview totals on the Summary area.
The preview line for amending the freight price will be available ONLY if the user has opted for overriding the default freight prices on the sales order by selecting the "Override Freight Price" on the "Totals" tab of the Sales Order.
Freight price information is shown on the grid in two rows
- Current Line – non-editable
- Preview Line – Where Margin %, Markup %, Line Profit and Amount are editable
Unit Price and Cost Amount for Freight pricing are considered as follows:
| Column | Description |
|---|---|
Unit Price |
Total of Freight Price and the Premium Freight Price |
Cost Amount |
Freight Cost |
Discount based price profitability calculations will not be applicable for freight price.
Clicking on Apply, will update the Freight Price in document.
| Field on Sales Order | Description |
|---|---|
Freight Price |
Calculated Unit Price on price analysis tool after deducting Premium Freight Price |
Premium Freight Price |
Will not be changed |
The extension provides two ways for calculating profitability of prices.
Based on:
- Price
- Discount
A user can pick the desired adjustment type by selecting option on the "Apply Adjustments As" options list.
It is important to note that when you change the adjustment type, the unapplied adjustments will be reset.
None at the moment
Copyright © 2020 Acumatica, INC
This component is licensed under the MIT License, a copy of which is available online here