Automatic Price Acceptance


Want Lucy to automatically accept price variances based on your Business Rules?




Lucy can be configured to understand what threshold you would accept when your customers Purchase Order Price doesn't quite match up with the price in your ERP.

The rules may seem complex at first, but the scenarios below should help you decide on the best way to configure Lucy so she does what other CSR's in your business would do.


What can be configured?

There are 2 different sets of rules you can define in Lucy:


  • What should happen when the customers price is HIGHER than the ERP?
  • What should happen when the customers price is LOWER than the ERP?

How do the rules work?

In order for Lucy to automatically accept a price, you will need to tell her the thresholds she needs to follow.  It's important to note that both the percentage difference AND the dollar difference need to be within that threshold.  Here are some examples:


PO Price HIGHER than ERP


Example configuration:

Example Pricing:

ERP PricePO PriceDifference %Difference $
1001066.00%6


In the above example, because the price is outside the accepted percentage (6% different rather than the accepted 5%) the price will not auto accept, even though it falls within the accepted limit for the dollar amount.

ERP PricePO PriceDifference %Difference $
1001044.00%4

In the above example, because the price is within both the percentage and dollar levels, Lucy will automatically update/accept the Purchase Order Price of $104.



PO Price LOWER than ERP

Example configuration:

Example Pricing:


ERP PricePO PriceDifference %Difference $
10009485.20%52

In the above example, because the price is outside the accepted dollar amount ($52 different rather than the accepted $50) the price will not auto accept, even though it falls within the accepted limit for the percentage amount.

ERP PricePO PriceDifference %Difference $
10009524.80%48

In the above example, because the price is within both the percentage and dollar levels, Lucy will automatically update/accept the ERP Price of $1000.


How to Configure Your Rules

Navigate to Automatic Price Acceptance by selecting 'Organisation Details' from your Configuration drop down menu,

Please note! These Automatic Price Acceptance rules can also be set at an Individual Trading Partner level via the Trading Partner maintenance menu in Lucy. 

Scroll down to Automatic Price Acceptance and enter your parameters

Now just hit save and you're done!



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