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The price book, and which price actually reaches the line · presentation 2 of 5 · for the whole-system operator — you run the books Read the transcript · Back to the series

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The price book, and which price actually reaches the line · presentation 2 of 5

Which price set wins, and why the answer moves

You can predict which of several matching price sets is applied to a line…

First match wins

Step 1 — Learn the rule that decides everything

You will know the whole of the selection algorithm.

Screen capture pending the demo tenant

Pricebook applet, Price Set create, the Priority Level field

Step 2 — Give every price set a priority, on purpose

You will have removed a source of results nobody can explain.

What you do
  1. Set a distinct number on every price set in a book…

The same rules, two meanings

Step 3 — Write item rules for the screen that will read them

You will avoid the trap that makes a promotion work on one screen and not another.

What you do
  1. Keep one item rule per price set

Step 4 — Recognise the price set that can never fire

You will know the commonest silent failure on this surface.

Screen capture pending the demo tenant

Pricebook applet, Price Set edit, the Rules - Single Line tab with an empty rule grid

Step 5 — Treat the header tab as an unconditional *and*

You will stop expecting the And/Or control to do anything on a sales document.

What you do
  1. Use Branch, Entity Type, Member Class or a category rule instead

Step 6 — Run the diagnosis in this order

You will have a routine for "my promotion did not apply".

Where this step sits
    flowchart TD
  s1["1. Learn the rule that decides everything"]
  s2["2. Give every price set a priority…"]
  s3["3. Write item rules for the screen…"]
  s4["4. Recognise the price set that can…"]
  s5["5. Treat the header tab as an…"]
  s6["6. Run the diagnosis in this order"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s6 here;

NarrationSlide 1 of 9

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