Subject
The steps here explain how to setup a Document Attribute in Rockton Pricing Management (RPM) when calculating prices on a transaction in Acumatica.
Resolution
In the example below, use the State from the Shipping Address of a Customer used on a Sales Order. Based on the state on that Sales Order, a shipping cost automatically calculates into the transaction cost. To keep this example simple, assume the customers are in one of two states: NJ or PA. If the shipping state is NJ, a shipping cost of $11.25 is added. If the shipping state is PA, a shipping cost of $9.88 is added.
Create Document Attribute in RPM
- In RPM, click Document Attributes from Acumatica Data menu.
- Click Add New.
- Enter Shipping_Address.State as the Name.
- Select String as the Data Type.
- Enter a Description if desired.
- Click Save.
Create Document Attribute in Acumatica
For detailed steps, see KB Article How to Create a Document Attribute in Acumatica for RPM.
- In Acumatica, open RPM Document Attributes from the ERP Data menu.
- Click +.
- Select Order as the Screen ID.
- Enter SOShippingAddress as the Data Class.
- Enter State as the Data Field.
- Enter Shipping_Address.State as the Document Attribute Name.
- Click Save.
Create Pricing Filter for Shipping State of NJ
- In RPM, open Pricing Filters from the Pricing menu.
- Click Add New.
- Enter a Name, such as Shipping_Address.State=NJ.
- Enter a Description if desired.
- Click Save.
- Click Add New to the Pricing Filter Values grid within the newly created Price Filter.
- Select Document as the Entity.
- From the Document Attribute lookup, select Shipping_Address.State.
- Select Equals as the Operand.
- Enter NJ as the Value.
- Click Save.
Create second Price Filter for Shipping State of PA
- In RPM, open Pricing Filters from the Pricing menu.
- Click Add New.
- Enter a Name, such as Shipping_Address.State=PA
- Enter a Description if desired.
- Click Save.
- Click Add New to the Pricing Filter Values grid within the newly created Price Filter.
- Select Document as the Entity.
- From the Document Attribute lookup, select Shipping_Address.State.
- Select Equals as the Operand.
- Enter PA as the Value.
- Click Save.
Create Price Calculation for shipping cost when state is NJ
- In RPM, open Price Calculations from the Pricing menu.
- Click Add New.
- Enter a Price Calculation Name, such as NJ Shipping Charge.
- Enter Price Mode Option. This example, we are using Fixed Adjustment.
- Enter Amount which is $11.25 for NJ.
- Mark Modify Unit Price.
- Mark From the Base Starting Price.
- From the Pricing Filter lookup, select Shipping_Address.State=NJ.
- If desired, mark Track Adjustments, as well as selecting a Debit GL Account and Credit GL Account.
- Click Save & Close.
Create a second Price Calculation for shipping cost when state is PA
- Click Add New.
- Enter a Price Calculation Name, such as PA Shipping Charge.
- Enter Price Mode Option. This example, we are using Fixed Adjustment.
- Enter Amount which is $9.88 for PA.
- Mark Modify Unit Price.
- Mark From the Base Starting Price.
- From the Pricing Filter lookup, select Shipping_Address.State=PA.
- If desired, mark Track Adjustments, as well as selecting a Debit GL Account and Credit GL Account.
- Click Save & Close.
Assign Price Calculation(s) to Price Schedule
- In RPM, open Price Schedules from the Pricing menu.
- Select the Price Schedule (or create a new one) and click Edit.
- From the Price Calculations grid, click Add New.
- Choose NJ Shipping Charge and click Select.
- Click Add New again from the Price Schedule.
- Choose PA Shipping Charge and click Select.
- Click Save & Close.
In Acumatica, enter a Sales Order. When a Sales Order with a NJ state address code is used, the NJ shipping charge will automatically calculate.
When a Sales Order with a PA state address code is used, the PA shipping charge will automatically calculate.