Pricing:

Special Prices for Business Partners

SAP Business One
Version 10.0

PUBLIC

Welcome to the topic on special prices for business partners.

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 Objectives

At the end of this topic, you will be able to:

▪ Set up special prices for business partners.

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In this topic, you will learn how to set up special prices for business partners.
It is highly recommended you take the training on period and volume discounts before starting this
course topic.
 Business Scenario

▪ Some customers receive special prices for items because of their

relationship with your company.
▪ Sometimes these prices are set up in relation to a particular price list.
▪ Other times these prices are set up specifically for this business partner
and item without a referring to any price list.

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Imagine that some customers receive special prices because of their relationship with your company.
Sometimes these prices are set up in relation to a particular price list, such as the price list assigned to
that business partner.
Other times, the prices are set up specifically for this business partner without referring to any price
list.
This is done using special prices for business partners.

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 Special Prices for Business Partners

For a specific business partner

Special prices for selected

items of a business partner:
▪ With or without reference to a
price list
▪ May be different price list than
one assigned to BP
▪ Discount calculation
▪ Automatic update when price
lists are updated

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Special prices for business partners enable you to give a discount (or surcharge) on items for a specific
business partner.
The special prices are very flexible. You can create a special price with or without reference to a price
list, and it does not even have to be the price list associated with the business partner
You can set a standard percentage discount or surcharge for the business partner that will default into
the rows as you add items for special pricing. You can change this percentage after adding the item.
You can even set the special price to be updated and recalculated when the price list it references is
updated.
 Special Prices for Business Partners

For a specific business partner

double-click
Special prices for selected
items of a business partner: double-click

▪ With or without reference to a

price list
▪ May be different price list than Validity Periods
one assigned to BP From to
Quantity Scale
▪ Discount calculation
From to
▪ Automatic update when price
lists are updated

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Just like period and volume discounts for price lists, special prices for business partners can have
period and volume discounts.
You double-click on the special price to open up fields to enter dates for when the price is valid.
When you double-click a second time, you can then define a volume discount based on a quantity
scale for the validity period you just defined.
Just as with period and volume discounts, any item belonging to a unit of measure group will allow you
to set prices by units belonging to that UoM group.
Once you have defined a special price for one item, you can choose copy discounts to copy the date
range and percentages for other items selected for that business partner.
 Pricing in Business One

Special Prices for Overrides all other prices except

Business Partners specific blanket agreements

1. Does a specific blanket agreement price exist? NO

2. Does a BP and item-specific special price exist? YES
3. Does a discount group exist?

4. Do period and volume discounts for the price list exist?

5. Price List

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Special prices defined for a business partner override all other prices in a marketing document, except
for prices set in a specific blanket agreement with this business partner. This is because they are the
most specific price that can be defined in SAP Business One.
It is the first price the system searches for.
If a special price for this business partner is not found then the system will search next for discount
group, then period and volume discounts for the price list assigned to the document, and finally for a
price in the price list.
For a special price to apply to an item in a document, the date must be within the validity period and
the unit of measure in the row must match the unit of measure in the definition of the special price.
 Copying special prices

Once you set up a special price, you can copy the price to other business partners.

Copy Special Prices to Selection Criteria options:

▪ Replace all items
▪ Replace only existing items
▪ Do not replace items

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One nice feature of special prices is that once you set up a special price, you can copy that price to
other business partners
For copying special prices from one business partner to other ones the following copy rules exist:
▪ Replace All Items:
The system copies all the special prices and possibly overwrites existing ones.
▪ Replace Only Existing Items:
The system overwrites all the special prices that exist in the source business partner (BP) and target
BP records. It does not add any new special prices.
▪ Do Not Replace Items:
The system adds new special prices, but does not change existing ones.
In the transaction you choose the business partner who currently has the special prices you wish to
copy, then choose the target business partners by code, business partner group or business partner
properties.
 Update Special Prices Globally

▪ 4 tabs for updating special prices globally:

▪ Change discount by increasing or decreasing
percentage
▪ Change item prices by percentage
▪ Refresh special prices from
linked price list
▪ Delete special prices.

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There is a transaction to update all the special prices globally inside SAP Business One.
The transaction contains four tabs each with a different choice on how to update the prices. You
select the relevant tab to: change the discount by increasing or decreasing the discount percentage,
change the item prices by a percentage, refresh special prices from their linked price list or delete
existing special prices.
On all these tabs you have selection criteria to choose prices by business partners, customer or vendor
group, or business partner properties.
 Summary

Here are some key points:

▪ You can use special prices for business partners to set a discount or surcharge on items
for a specific business partner.
▪ The special price can be with or without reference to any price list.
▪ You can set a default percentage for the rows. You can change this percentage after
adding items.
▪ You can set the special price to be automatically recalibrated when the reference price list
is updated.
▪ The same options available in period and volume discounts are available for special
prices. You can set a validity period and/or prices based on a quantity scale. If an item
belongs to a UoM group, you can set quantity discounts by unit of measure.

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You can use special prices for business partners to set a discount or surcharge on items for a specific
business partner.
The system searches first for special prices for business partners before looking for any other price
type. If it finds a special price for the business partner, then that price will be used in the marketing
document row.
The price can be with or without reference to any price list. The price list referenced does not have to
be the price list associated with the business partner.
You can set a standard percentage for the business partner that will default into the rows as you add
items for special pricing. You can change this percentage after adding the item.
You can set the special price to be automatically recalibrated when the price list it references is
updated.
The same options available in period and volume discounts are available for special prices. You can set
a validity period and/or prices based on a quantity scale. If an item belongs to a UoM group, you can
set quantity discounts by unit of measure; however the unit of measure in the row must match the
unit of measure specified in the discount in order to apply.

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