Modifiers and Qualifiers

Modifiers

Modifiers are used to modify the price of an item based on discount list, surcharge list, promotion list, deal and freight charges.

Deal is used for deal management system & freight charge list is used in transportation management system

Navigate to Pricing responsibility > Modifiers > Modifiers Setup & give details as shown below

Now click on List Qualifiers Tab.

A qualifier means those individuals or parties which are eligible for the modified prices.

Give details as shown below

Save the record & go back to Modifiers form & give details as shown below

Click on Discount/Charges Tab & give details as shown below

Now go to Sales order form & give order details as shown below

Give line details as shown below

As soon as you save the form, the price will change

It means a modifier has been applied to this line. In order to check the details of modifier click on Actions Tab > View Adjustments

Applying Modifier Manually

Navigate to Advance Pricing Responsibility > Modifiers > Modifier Setup & uncheck the Automatic check box at line level

Now go back to sales order form & add another line. Give details as shown below

Click on Actions > View Adjustments à Give Modifiers details as shown below

& then click on Apply. We can see that a modifier has been applied

Changing Modifier amount/percent

Till now we were not able to change the modifier details. In case we want to change that then go to modifier definition form & check the override checkbox

Now go back to sales order & see if you can change the modifier details

Add a new line & check for adjustments

We can see that rate field is now enabled & you can modify at run time

Applying multiple modifiers over a single order line

We can apply multiple modifiers over a single order line. In order to achieve it, go to Modifiers definition form & add 3 more lines as shown below.

All 4 lines are same except the percent amount defers in all of them.

Create another line in sales order form & save it

Here we can see that the price has change to 0. Check for the adjustments

We can see that the 4 modifiers have added & gave 100% discount

Creating Incompatibility groups

If we create incompatibility group among modifiers lines then the one which has higher discount percent will be applied

Go to Modifier definition form & give incompatibilities as shown below

Now go to sales order form & create another row & save the record

We can see that a discount of 60% (20+40) is applied. Check for the adjustments

Creating Precedence among lines

Precedence is created in case if we want to consider a modifier before another. Go to Modifier definition form & give details as shown below. A line with lower precedence will be given priority over that with higher precedence

Now again create an order line & save it

We can see that a discount of 40%(10+30) has been applied. Check for adjustments

Creating Exclusive groups

We can create an exclusive group also. The line which is defined as exclusive will always be included while applying the modifiers. Go to modifier definition form & give details as shown below

Again create a sales order line & save it

We can see that a discount of 40% has been applied. It is because that we have defined 4^th line as an exclusive group. Check for the adjustments for that line

Creating Multiple Exclusive Groups

In case we define multiple exclusive groups then precedence will come into picture. If even precedence is also same then whichever line is having higher discount will come into picture

Modify the Modifiers definitions as shown below

Again create a sales order line & save it

We can see that a discount of 30% is applied. This is because the precedence of line3 is lower. Check for the adjustments

So we can conclude that if we have multiple modifiers then the system will check for the one which has Incompatibility group will be defined as ‘Exclusive group’. If only one such line exists then only that line will be applied as modifier. In case if more then 1 lines are defined as ‘Exclusive Group’ then the system will check for precedence. If even the precedence is same then the one with higher discount will be considered

If none of the line is defined as exclusive group then Incompatibility group will come into picture. If more then 1 line is having same incompatibility group then the one with lower precedence will be considered. If even precedence is also same among lines then the line with higher value of discount will be considered.

Price List using Bucket option

Bucket option can be used to either add or cascade the discount price. Similar buckets will be additive where as different bucket will be cascaded. In order to avoid any confusion, remove the incompatibility group & add bucket details as shown below

Now book an order & save it

We can see the price of an item has reduced by 79%. This is because of (10+20)+(30+40)-21 = 79

Break type as recurring

In the Modifier definition form give break type as ‘Recurring’. Before that just to avoid any confusion end date all the 4 lines & create a new line & give details as shown below

Now the discount will be given based on amount (which is 50 for first 5 items, 100 for 6-10 items & so on) & not on percentage. To check that, create a Sales Order & give details as shown below

That is when we have given 7 quantities, we got a discount of 50/7 = 7.14

Now check for 12

Now the discount is 100/12 = 8.33

End date this line

Modifier type as Price Break Header

Create a new line & give Modifier Type as ‘Price Break Header’. As soon as you give this value, Price Break Tab will be enabled. Click on it & give Adjustment Type as ‘Discount’. Now click on Define Details Tab & give details as shown below

Save the record & check a sales order for different quantities

We can see that for different quantities. Different percent discount is being given.

End date this Modifier line

Surcharges are exactly same as discounts. Only difference is that in Discounts price will be reduced where as in surcharges, price will be increased