ERP Pricing

ERP Pricing is a special pricing feature that integrates with external ERP (Enterprise Resource Planning) systems. When enabled, it provides read-only access to pricing data from your ERP system directly within WorkSuite Fulfill.

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What is ERP Pricing?

ERP Pricing allows you to:

• View pricing data from your ERP system
• See ERP-based price groups and levels
• Understand pricing without leaving Fulfill
• Reference ERP pricing when creating orders
• Maintain single source of truth in your ERP

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Availability

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Is ERP Pricing Enabled?

To check if you have ERP pricing:

1. Navigate to Fulfill → Price in the menu
2. Look for ERP Pricing option
3. If present, your tenant has ERP pricing enabled
4. If not present, you’re using WorkSuite price groups only

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Tenant Configuration

ERP Pricing availability depends on:

• Tenant configuration flag: useErpPricing
• ERP system integration setup
• Data synchronization from ERP
• Administrator enabling the feature

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Viewing ERP Pricing

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Accessing ERP Pricing

1. Navigate to Fulfill → Price → ERP Pricing
2. The ERP pricing view displays
3. Shows pricing data from your ERP system
4. Data is read-only (cannot edit from Fulfill)

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What You’ll See

The ERP pricing view typically shows:

• ERP Item IDs: Item identifiers from your ERP
• ERP Price Group IDs: Price group identifiers
• Prices: Pricing values from ERP
• Effective Dates: When pricing is valid
• Additional Metadata: Other ERP-specific pricing fields

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ERP Pricing vs Price Groups

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Two Pricing Systems

WorkSuite Fulfill supports two pricing approaches: Price Groups (Native)

• Created and managed in Fulfill
• Full edit capabilities
• Price levels with flexible rules
• Customer and location assignment

ERP Pricing

• Sourced from ERP system
• Read-only in Fulfill
• Follows ERP pricing logic
• Synced automatically

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When is ERP Pricing Used?

If ERP pricing is enabled:

• Customers have erpPriceGroupId field populated
• System checks for ERP pricing first when creating orders
• Matches item’s group (category) with ERP item ID
• Checks date validity (startDate and endDate)
• Falls back to item retail price if no ERP pricing found
• WorkSuite price groups are only used when ERP pricing is disabled

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ERP Pricing Fields

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On Customers

Customers may have ERP-related fields:

• erpId: Customer’s identifier in ERP system
• erpPriceGroupId: Which ERP price group applies to this customer

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On Items

Items may have:

• erpId: Item’s identifier in ERP system
• Used to match Fulfill items to ERP pricing data

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Price Calculation

When creating orders:

1. System checks if customer has erpPriceGroupId
2. If yes, looks up pricing in ERP data
3. Matches item by erpId
4. Returns price from ERP system
5. If no match, may fall back to WorkSuite pricing

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Data Synchronization

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How ERP Data Gets to Fulfill

ERP pricing data is synchronized:

• Scheduled Sync: Automatic synchronization on a schedule
• Real-Time: Some integrations sync in real-time
• Batch Updates: Periodic bulk updates
• Configuration determines sync frequency

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Data Freshness

Consider:

• ERP pricing may not be instantly updated
• Check sync schedule to understand delay
• Pricing effective dates help manage timing
• Contact administrator for sync issues

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Using ERP Pricing in Orders

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Automatic Price Lookup

When adding line items to orders:

1. Select customer (with erpPriceGroupId)
2. Add items to order
3. System automatically queries ERP pricing
4. Prices populate based on ERP data
5. Manual override may be possible depending on configuration

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Viewing ERP Prices

To see what price will be used:

• Add item to order
• System calculates price using ERP data (if available)
• Price displays on line item
• May show ERP price group or pricing details

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Customer List Integration

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ERP Pricing Column

In the customer list:

• May show ERP price group column (if feature enabled)
• Displays which ERP price group applies
• Helps identify ERP-priced vs non-ERP customers
• Useful for customer management

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Troubleshooting

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Can’t Find ERP Pricing

If you don’t see ERP Pricing:

• Verify feature is enabled for your tenant
• Check with administrator about useErpPricing configuration
• May not be available for your organization
• Confirm you’re looking in Price menu

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ERP Prices Not Showing

If ERP prices aren’t appearing in orders:

• Verify customer has erpPriceGroupId set
• Check item has erpId set
• Ensure ERP data has synced recently
• Verify effective dates on pricing
• Contact administrator for sync status

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Pricing Doesn’t Match ERP

If prices differ from what you expect:

• Check effective dates on ERP pricing
• Verify ERP price group ID matches customer
• Ensure item ERP ID is correct
• Check if price has been overridden manually
• Review last sync time with administrator

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Need to Update Pricing

If pricing needs to change:

• Do NOT try to edit in Fulfill (read-only)
• Make changes in your ERP system
• Wait for sync to occur (or request manual sync)
• Verify changes appear in Fulfill after sync
• Contact ERP administrator for ERP system changes

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Best Practices

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ERP Data Management

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Pricing Strategy

When using ERP pricing:

• Use ERP for standard, high-volume customers
• Use WorkSuite price groups for special cases
• Document pricing source for each customer type
• Establish clear rules about when to use which system
• Coordinate with ERP administrators

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Troubleshooting Workflow

If pricing issues arise:

1. Verify customer/item ERP IDs are correct
2. Check last sync time
3. Review pricing in ERP system directly
4. Confirm effective dates
5. Contact administrator if issues persist
6. Document any patterns in pricing problems

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Integration Notes

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Read-Only Nature

Remember that ERP pricing is:

• View-only in Fulfill
• Source of truth is ERP system
• Cannot be edited from Fulfill
• Synced automatically from ERP

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Hybrid Approach

Many organizations use:

• ERP pricing for bulk of customers
• WorkSuite price groups for exceptions
• Both systems coexisting
• Clear rules about which to use when

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Next Steps

• Understanding Price Groups - Native Fulfill pricing
• Setting Prices - WorkSuite pricing configuration
• Creating Orders - Orders use ERP pricing automatically
• Managing Customers - Set erpId and erpPriceGroupId on customers