How to setup and use Document Attributes on a Price Calculation with RPM and Dynamics GP

Subject

The steps here explain how to setup and use Document Attributes as part of a Price Calculation in Rockton Pricing Management (RPM) and Dynamics GP.

Resolution

In this example, we use the Default Site ID from the Sales Transaction. Based on the Site ID assigned on the Sales Invoice, a shipping cost automatically calculates into the transaction cost. To keep this example simple, when the default site ID of WAREHOUSE is used, an additional fee of $5.50 will be added.

To setup the Document Attributes for Site ID in RPM and Dynamics GP, see Method 2 in KB article How to create a Document Attribute in Dynamics GP to be used in a Price Calculation together with RPM

After the Document Attribute is setup in RPM and in Dynamics GP, continue with the following steps. Setup and assign a Pricing Filter and Price Calculation to a Price Schedule. When you enter  transactions for that Price Schedule in Dynamics GP, the Price Adjustment calculate.

1. In RPM, click Pricing Filters from the Pricing menu.
2. Click Add New.
3. Enter Site ID=Warehouse as the Pricing Filter Name.
4. Enter a Description, if desired.
5. Click Save.
6. Click Add New from the Pricing Filter Values grid.
7. Select Document from the Entity drop-down.
8. Select DefaultSiteID from the Document Attribute lookup.
9. Select Equals as the Operand.
10. Enter WAREHOUSE as the Value.
11. Click Save.

12. In RPM, click Price Calculations from the Pricing menu.
13. Click Add New.
14. Enter Warehouse Site Charge as the Price Calculation Name.
15. Select Fixed Adjustment as the Price Mode Option.
16. Enter 5.50 in the Amount field.
17. Mark the Modify Unit Price checkbox.
18. Mark the From Base Starting Price checkbox.
19. Select Site ID = Warehouse from the Pricing Filter lookup.
20. Mark the Track Adjustments checkbox, if desired.
21. Select a Debit and Credit GL Account from the lookup.
22. Click Save.

23. In RPM, click Price Schedules from the Pricing menu.
24. Select the appropriate Price Schedule and click Edit.
25. Click Add New from the Price Calculations grid on the Price Schedule.
26. Select Warehouse Site Charge and click Select.
27. Click Save & Close.

With setup complete, a Sales Transaction can be processed in Dynamics GP with RPM as normal. The Site Charge for Warehouse is added anytime the Default Side ID on an Invoice is WAREHOUSE. Following are the steps to validate the calculation occurs.

1. In Dynamics GP, go to Transactions | Sales | Sales Transaction Entry.
2. Create an Invoice for AARONFIT0001 and tab through the header information. Validate WAREHOUSE is the Default Site ID.
3. Add an invoice line for Item 128SDRAM, qty 1.
4. Click Additional and then click RPM – Sales Line Details from the Sales Transaction Entry header. Notice an adjustment of $5.50 was added as a Warehouse Site Charge.

5. Click OK to close the Rockton Pricing Management – Sales Line Details window.
6. Change the Default Site ID to WC1.
7. Click Additional and then click RPM – Recalculate Trx.
8. Click Yes when prompted a Recalculate will occur. Notice the price has now changed.
9. Click Additional and then click RPM – Sales Line Details again. Notice no adjustment appears since the Default Site ID is no longer WAREHOUSE.
10. Click OK to close the Rockton Pricing Management – Sales Line Details window.
11. From Actions, click Delete.
12. Click Delete when confirming to delete the record.