Category pricing rules to create trade agreements

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

This procedure demonstrates how to create sales price trade agreements using a category pricing rule. The demo data company used to create this task is USRT. This task is intended for the Retail merchandising manager role.

  1. Click Pricing and discount management.
  2. Click New.
  3. Click Category price rule.
  4. In the list, mark the selected row.
  5. In the Account code field, select an option.
    • A "Group" type account code is used to set up sales price trade agreements that are specific for Channels, Loyalty programs, Catalogs, and Affiliations.
  6. In the Account selection field, enter or select a value.
  7. In the Category field, enter or select a value.
  8. In the Amount/Percent field, enter a number.
  9. In the Rounding version field, enter or select a value.
  10. Click Generate trade agreements.
  11. Click Next.
  12. In the From date field, enter a date.
  13. In the To date field, enter a date.
  14. Select Yes in the Find next field.
  15. Click Next.
  16. Click Finish.
    • This creates a Trade agreement journal and opens it for your review.
  17. In the list, find and select the desired record.
    • The trade agreement journals created from the Category pricing rules aren't posted. You can review and edit the prices generated before posting them.
  18. Click Edit.
  19. In the Amount in currency field, enter a number.
  20. Click Post.
  21. Click OK.
  22. Close the page.
  23. Close the page.
  24. Click the Category price rules tab.
    • Channel specific Category pricing rules will show in this list.