Field reference
Pricing Rule
How to use Pricing Rule in Pricing & Promotions: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain price lists, item prices and applicable rules. Check currency, validity dates, quantity breaks and the selling or buying context. Verify a representative quotation before using a pricing change in live work.
This page is a record page in Sales & Marketing → Pricing & Promotions. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Title, Apply On, Price or Product Discount, Currency.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Pricing Rule from Sales & Marketing → Pricing & Promotions, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Naming Seriesnaming_series | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Titletitle | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Disabledisable | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Apply Onapply_on | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Price or Product Discountprice_or_product_discount | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Warehousewarehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Apply Rule On Item Codeitems | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Pricing Rule Item Code |
Apply Rule On Item Groupitem_groups | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Pricing Rule Item Group |
Apply Rule On Brandbrands | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Pricing Rule Brand |
Mixed Conditionsmixed_conditions | Check Optional | Conditions will be applied on all the selected items combined. |
Is Cumulativeis_cumulative | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Coupon Code Basedcoupon_code_based | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Apply Rule On Otherapply_rule_on_other | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Item Codeother_item_code | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Groupother_item_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item Group |
Brandother_brand | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Brand |
Sellingselling | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Buyingbuying | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Applicable Forapplicable_for | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Customercustomer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Customer Groupcustomer_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer Group |
Territoryterritory | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Territory |
Sales Partnersales_partner | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Partner |
Campaigncampaign | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Campaign |
Suppliersupplier | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Supplier Groupsupplier_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier Group |
Min Qty (As Per Stock UOM)min_qty | Float Optional | Enter a numeric value using the required unit and precision. |
Max Qty (As Per Stock UOM)max_qty | Float Optional | Enter a numeric value using the required unit and precision. |
Min Amtmin_amt | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Max Amtmax_amt | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Same Itemsame_item | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Free Itemfree_item | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Qtyfree_qty | Float Optional | Enter a numeric value using the required unit and precision. |
Free Item Ratefree_item_rate | Currency Optional | If rate is zero then item will be treated as "Free Item" |
UOMfree_item_uom | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Round Free Qtyround_free_qty | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Don't Enforce Free Item Qtydont_enforce_free_item_qty | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Recursiveis_recursive | Check Optional | Discounts to be applied in sequential ranges like buy 1 get 1, buy 2 get 2, buy 3 get 3 and so on |
Recurse Every (As Per Transaction UOM)recurse_for | Float Optional | Give free item for every N quantity |
Apply Recursion Over (As Per Transaction UOM)apply_recursion_over | Float Optional | Qty for which recursion isn't applicable. |
Valid Fromvalid_from | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Valid Up Tovalid_upto | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Companycompany | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Currencycurrency | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Margin Typemargin_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Margin Rate or Amountmargin_rate_or_amount | Float Optional | Enter a numeric value using the required unit and precision. |
Rate or Discountrate_or_discount | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Apply Discount Onapply_discount_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Raterate | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Discount Amountdiscount_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Discount Percentagediscount_percentage | Float Optional | Enter a numeric value using the required unit and precision. |
For Price Listfor_price_list | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Price List |
Conditioncondition | Code Optional | Simple Python Expression, Example: territory != 'All Territories' |
Apply Multiple Pricing Rulesapply_multiple_pricing_rules | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Apply Discount on Discounted Rateapply_discount_on_rate | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Threshold for Suggestion (In Percentage)threshold_percentage | Percent Optional | System will notify to increase or decrease quantity or amount |
Validate Applied Rulevalidate_applied_rule | Check Optional | If enabled, then system will only validate the pricing rule and not apply automatically. User has to manually set the discount percentage / margin / free items to validate the pricing rule |
Rule Descriptionrule_description | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Has Priorityhas_priority | Check Optional | Enable this checkbox even if you want to set the zero priority |
Prioritypriority | Select Optional | Higher the number, higher the priorityAvailable choices
|
Promotional Schemepromotional_scheme | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Promotional Scheme |
Child tables
Apply Rule On Item Code — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
UOMuom | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Apply Rule On Item Group — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Groupitem_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item Group |
UOMuom | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Apply Rule On Brand — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Brandbrand | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Brand |
UOMuom | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.