Overview
Additionally to Sales Order Header, Customer and Line discounts, it is possible to add discounts in the form of Sales Order Lines with a negative price when using Miscellaneous Products in Rootstock.
Negatively priced lines are also supported when creating independent Sales Order Lines as output from Configuration Session, and also on manual Sales Order Invoices and Credit Memos Lines.
Application
Non-Inventory based Products flagged as Order Line Credit can be used as a flat alternative to Sales Order Line discounts, as they provide more visibility of the exact 'discount' amount applied and can be used for reporting purposes by filtering on the discounting Product Master entity, for example.
Setup
Navigation
Product Group > Lead Times & Misc. tab
Order Line Credit (Negative Price): When checked, Products using this Product Group can be used to enter a negative price for a Sales Order Line for said Product. This field is only active when Product Type = Miscellaneous.
Navigation
Product Master > Lead Times & Misc. tab
Order Line Credit (Negative Price): When checked, this Product can be used to enter a negative price for a Sales Order Line for said Product. This field is only active when Product Type = Miscellaneous.
Action
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Set to True field 'Order Line Credit (Negative Price)' either at the Product Group level or as an override for specific Products.
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Optionally, the Sales Price field for the Product can also be saved with a negative price, so that Sales Order Lines are initialized with the defined negative value. It is still up to the end-user to override the Sales Order Line unit price for the Product, with either a positive or negative value.
NOTE Products flagged as Order Line Credit may not have components (Product Master > Product Components Tab)
Pricing Impact
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In the Sales Order Price Discount Logic, when a Sales Order Line is for a Product flagged as Order Line Credit, only the Sales Price for the Product record is fetched, using it if non-zero, and no further checks of other price sources take place.
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Additionally, no price calculation discount options are applied.
Processing
Sales Order Header / Lines
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While creating Sales Order Line for Miscellaneous products flagged as Order Line Credit (Negative Price), a negative unit price may be specified.
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Sales Order Line Discount Pct field should be zero.
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The summation of Sales Order Lines marked as Order Line Credit is rolled up to the Sale Order Header Discountable Amount field, displayed on the Sales Order Acknowledgment email template document.
NOTE This field 'Order Line Credit' on the Sales Order Line is set by the system as True for the Sales Order Lines with negative unit price.
Sales Invoice / Credit Memo Lines
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When fulfilling a Sales Order for Lines with negative prices, these will be transmitted to the Sales Invoice and Invoice Lines.
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Alternatively, manual Sales Order Invoices and Credit Memos also can have lines priced negatively.
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The Sales Invoice Line Discount Pct field should be zero.
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If the total of the Sales Order Invoice is less than zero, the Sales Invoice cannot be approved.
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The summation of Sales Invoice Lines marked as Order Line Credit is rolled-up to the Sale Invoice Header Discountable Amount field, displayed on the Sales Invoice email template document.
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When Approving the Sales Invoice / Credit Memo the Sales Invoice Distribution Details are created. If a Line has a negative amount, it will be handled as below:
NOTE The 'Order Line Credit' field on the Sales Order Invoice Line defaults from the Sales Order Line 'Order Line Credit' field. And if the 'Price' on Sales Order Invoice Line is changed from negative to a positive value, it is set by the system as False and vice versa.
Configuration Session
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When adding Miscellaneous Products flagged as 'Order Line Credit (Negative Price)' to a Configuration Selection Component, if this is also flagged as 'Output to Individual Line', negative pricing for this component during the Configuration Session is allowed. The negative price can be derived from different values for the Price Method field:
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Specified Price & Use Formula for Price is checked: User can define a formula in order to calculate the price for this Selection Component, which could return a negative value. For more details on formulas see Configuration Selection Component: Formula Variables.
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Product Prices: Uses the Sales Order Price Discount Logic to fetch product price based on pricing hierarchy. However, only the price defined as Sales Price on Product Master can have a negative value.
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Alternatively, a negative pricing impact on configurable (parent) Product for the Configurable Session can be achieved using Configuration Selection: Price Adjusting Selections defined as a Discount. This negatively priced Adjusted Selection would affect the main Product being configured, rather than being its own independent Sales Order Line priced negatively, as would be the case for the previous case described.
SEE ALSO
Products
Sales Order Line Creation and Management
SO Invoice and Credit Memos
Product Configurator - Overview
Configuration Selection Component
Exporting Configuration Session To Sales Order
