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Troubleshooting Encompass At-Cost Pricing Issues

Distributor troubleshooting for wrong prices on Transfer Out (at-cost) invoices in Encompass: unlock checked prices in Promotion Override and check customer type and promotion zones. Requires v25.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 25.01

Pre-Conditions

  • An invoice has been created in Encompass for a Transfer Out customer.

  • The invoice contains a product with an incorrect price.
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  • The invoice transaction has the correct Laid-In Cost set

  • The purchase transaction tied tot he invoice transaction has the correct price set

Steps

  1. Navigate to the Invoice View within Encompass.

  2. Select "Promotion Override".

  3. Checkmark the product on the invoice that requires a price recalculation.

  4. Click "Unlock Checked Prices".

  5. Verify that the invoice price for the selected product has been updated to the correct price.

  6. Ensure the customer Type is set correctly, and the customer is tied to the correct promotions zones by viweing the customer in Encompass and selecting Subtables and Customers Promotions Zones

  7. If the issue persists after following these steps, contact Encompass Support for further assistance. Please provide the following information to expedite the troubleshooting process:

    • Invoice Number

    • Product Number

    • Actual Price on the Invoice

    • Expected Price

    • Invoice Transaction ID

Fields And Definitions

  • Invoice Number: A unique identifier assigned to a specific invoice.

  • Product Number: A unique identifier assigned to a specific product.

  • Actual Price: The price of the product as it appears on the invoice.

  • Expected Price: The correct price of the product, based on promotions and cost plans.

  • FOB (Free On Board): A term indicating the point at which ownership and responsibility for goods transfer from the seller to the buyer.

  • FOB Promotion: A pricing promotion related to the FOB.

  • Product Cost Plan: A table within Encompass that defines the cost of a product, including FOB.

  • Invoice Transaction ID: A unique identifier for the invoice transaction.

  • Purchase Transaction ID: A unique identifier associated with the invoice transaction.

Best Practices

  • Regularly verify invoice pricing, especially for Transfer Out customers.

  • Ensure that FOB promotions and Product Cost Plans are accurately maintained.

  • Document any pricing discrepancies and the steps taken to resolve them.

  • Communicate any recurring pricing issues to Encompass Support.

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