How to Setup and Use Document Attributes on a Price Calculation with RPM and Acumatica

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 this example, we will 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 will automatically be calculated into the transaction cost. To keep this example simple, let’s assume our customers will be in one of two states: NJ or PA. If the shipping state is NJ, a shipping cost of $11.25 should be added. If the shipping state is PA, a shipping cost of $9.88 should be added.

Create Document Attribute in RPM

1. In RPM, click Document Attributes from ERP Data menu.
2. Click Add New.
3. Enter Shipping_Address.State as the Name.
4. Select String as the Data Type.
5. Enter a Description if desired.
6. Click Save.

Create Document Attribute in Acumatica
For detailed steps, see KB Article How to Create a Document Attribute in Acumatica for RPM.

1. In Acumatica, open RPM Document Attributes from the ERP Data menu.
2. Click +.
3. Select Order as the Screen ID.
4. Enter SOShippingAddress as the Data Class.
5. Enter State as the Data Field.
6. Enter Shipping_Address.State as the Document Attribute Name.
7. Click Save.

Create Pricing Filter for Shipping State of NJ 

1. In RPM, open Pricing Filters from the Pricing menu.
2. Click Add New.
3. Enter a Name, such as Shipping_Address.State=NJ.
4. Enter a Description if desired.
5. Click Save.
6. Click Add New to the Pricing Filter Values grid within the newly created Price Filter.
7. Select Document as the Entity.
8. From the Document Attribute lookup, select Shipping_Address.State.
9. Select Equals as the Operand.
10. Enter NJ as the Value.
11. Click Save.

Create  second Price Filter for Shipping State of PA

1. In RPM, open Pricing Filters from the Pricing menu.
2. Click Add New.
3. Enter a Name, such as Shipping_Address.State=PA
4. Enter a Description if desired.
5. Click Save.
6. Click Add New to the Pricing Filter Values grid within the newly created Price Filter.
7. Select Document as the Entity.
8. From the Document Attribute lookup, select Shipping_Address.State.
9. Select Equals as the Operand.
10. Enter PA as the Value.
11. Click Save.

Create  Price Calculation for shipping cost when state is NJ

1. In RPM, open Price Calculations from the Pricing menu.
2. Click Add New.
3. Enter a Price Calculation Name, such as NJ Shipping Charge.
4. Enter Price Mode Option. This example, we are using Fixed Adjustment.
5. Enter Amount which is $11.25 for NJ.
6. Mark Modify Unit Price.
7. Mark From the Base Starting Price.
8. From the Pricing Filter lookup, select Shipping_Address.State=NJ.
9. If desired, mark Track Adjustments, as well as selecting a Debit GL Account and Credit GL Account.
10. Click Save & Close.

Create a second Price Calculation for shipping cost when state is PA

1. Click Add New.
2. Enter a Price Calculation Name, such as PA Shipping Charge.
3. Enter Price Mode Option. This example, we are using Fixed Adjustment.
4. Enter Amount which is $9.88 for PA.
5. Mark Modify Unit Price.
6. Mark From the Base Starting Price.
7. From the Pricing Filter lookup, select Shipping_Address.State=PA.
8. If desired, mark Track Adjustments, as well as selecting a Debit GL Account and Credit GL Account.
9. Click Save & Close.

Assign Price Calculation(s) to Price Schedule

1. In RPM, open Price Schedules from the Pricing menu.
2. Select the Price Schedule (or create a new one) and click Edit.
3. From the Price Calculations grid, click Add New.
4. Choose NJ Shipping Charge and click Select.
5. Click Add New again from the Price Schedule.
6. Choose PA Shipping Charge and click Select.
7. 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.