Hey guys,
So, I am currently fixing our setup, but, having a couple of quirks. We have live, pilot and test (unsure if this is standard), but things work differently in each
So, pricelists
We have a standard trade pricelist, and customers who use GBP, EURO, USD. So we have exchange rates in the system, and, the pricing is based off GBP, and converted into each. If I add a pricelist, I have to specify currency. So, I have a fixed pricelist, in GBP for Standard Trade. This doesnt seem to pull through if the customer is set as EURO for example. Is this normal? I was advised it would work, and that the sales order would convert to EURO
Hoping that makes sense?
The other issue I am having is, I have a product group called Special Offer, and, it has certain products in it. I have a discount plan on the group, which has a quantity break of 2, gives 12.5% discount (as an example), but, this doesnt work for some reason either, but it was in our test environment
I believe this is controlled in Company Config > Sales > Order
There is a checkbox for “Base Currency as secondary price list”.
Description:Used for Sales Order to give the ability to find price lists using the base currency if the customer currency if foreign.
Also, in the same area of Company Config is another checkbox: “Apply Order Based Discounts Automatically”
Description:Indicates if order based discounting should be applied automatically or manually triggered by user as menu option.
This begs the question, can you apply the discounts manually? There is a process in the Sales Order Line overflow menu to “Apply Order Based Discounts”. If you do this… do the discounts come through? If that works… then it could just be that in one environment, you have this setting checked to do the discounting automatically and in the other you have to do it manually.
I don’t know if these are the settings that may be causing the issue… but since you’re saying these features work in one environment and not the other, I would do a side-by-side comparison of your config settings and see if any are set differently from one environment to the other.