Price-lists

Eugene Kuchynski — Tue, 01 Mar 2022 10:53:55 GMT

Current Revision posted to Wiki by Eugene Kuchynski on 3/1/2022 10:53:55 AM

Overview

Price-list is a set of prices which can be applied globally, to any customer or to any vendor. Price-lists can be default an optional. Default price-lists are used by default to determine prices while you’re editing quote items, job tasks and assignment tasks. You may have multiple default price-lists on application level, customer level and vendor level. Optional price-lists can be used in individual entities (quotes, translation jobs and translation assignments) if you explicitly select that price-list in the Price-list field.

To view price-lists, select Reference data > Price-lists in the navigation tree. To create a new price-list, click New on the toolbar. To view/edit existing price-list, double click on it in the list.

Price-list editing

Default look of the price-list editing window:

Default checkbox specifies if a price-list should be used as default on the global level. Such price-lists will be used for customers and vendors who don’t have any default price-lists attached to them.

Creation date is just a date when price-list was created. For reference purposes.

Name is a short name of a price-list to quickly differentiate it when selecting price-list in combo-boxes.

Archived checkbox allows to hide price-list from selection boxes.

Description is a field where you can provide detailed information about price-list. For example, values of base prices per work type or language. In the list of Customers and Vendors you may find Default prices column. When you attach price-list to a customer or vendor and make it default, value of this Description field will be displayed in the Default prices column. It allows to quickly understand prices of particular customer or vendor when you’re selecting them in drop-down lists.

Public notes and Internal notes allow to store some notes/reminders about price-list.

Price-list items is a table where you add price values. You can specify work type, fuzzy type, language pair, unit, specialization category and currency values, which determine where a particular price should be applied. When SDL Trados Business Manager will be picking up a price, it will search for closest match based on values provided in a source quote/job/assignment. If exactly matching price can’t be found, closest match will be used.

Example, you have two prices with identical set values, with the only difference in language (first price has no language pair specified, second price is for EN>DE language). If you enter a job with EN-DE language pair, then second price will be used. For any other language pair first price will be used.

When you’re creating new price-list, you can speed-up this process by loading price-list items from other price-list. To do this, click Load prices from another price-list button on the toolbar:

If you wish to create set of prices for another language pair, select price-list items and click Copy to another language… button on the toolbar and select new language pair in a popup window:

In a result, selected price-list items will be cloned, and selected language pair will be selected in the Language pair column. Then, simply make changes in the Price column, as needed.

Fuzzy type isn’t a mandatory field. Empty fuzzy type means that a price is for ‘No match’ fuzzy (100% weight). In this case Trados Business Manager will read fuzzy weight from fuzzy scheme used in base entity and apply its weight to a price for ‘No match’ fuzzy to automatically calculate new price. This mechanism can be demonstrated by Resulting price-list tab. Contents of this tab is built on fly, based on Price-list items table, by applying fuzzy weights of all fuzzy types included in a default fuzzy scheme. This means that you can add one price for ‘No match’ fuzzy to the Price-list items table, switch to Resulting price-list and view automatically calculated prices for all fuzzy types. If you don’t wish the program to automatically calculate prices for fuzzy types, you can explicitly add price value to the Price-list items table for each fuzzy type. In the same manner, if you’re not happy with only one automatically calculated price (for example, only for ’50-74% fuzzy’), then you can manually add price only for this fuzzy type – in this case the application will automatically calculate prices only for rest fuzzy types.

Such calculation works only when Unit value for a price-list item is not empty, and when unit is not a time unit and not flat rate. Additionally. recalculation won't take place if you have checked Disable fuzzy re-calculation box for a price-list item.

Hint
You can use Resulting price-list table in custom reports to build custom price-list reports for printing your prices. Example of such report is already included in the application (open list of customer or vendors, select any customer or vendor and click Print).

Linked clients tab shows list of customers who are linked with this price-list. To link a price-list with particular customer, open customer editing form, switch to Price-lists tab and click Add to link a price-list. When price-list was linked with a customer, that customer will appear on this Linked clients tab.

Linked vendors tab is analog of previous tab, but shows linked vendors.

Price-list list

This list displays all fields described in the previous section of this article. Additionally, there is Usage type column, which displays one of four values: Not used, Vendors, Customers or Both. This column allows to quickly determine how a particular price-list is used in the system, and it can be used for filtering the list.

On ribbon, you will find Open linked vendor and Open linked client buttons. These buttons available only if you have one currently selected row and of selected price-list has any customer or vendor linked with it. As name says, this button allows to quickly open editing form of any customer or vendor linked with a currently selected price-list.

Archive button on the ribbon allows to quickly mark selected price-list(s) as archived. Archived price-list loose Default mark, if it’s checked.

Tags: default prices, reference data, prices, price-list

Price-lists

Eugene Kuchynski — Fri, 23 Apr 2021 08:25:16 GMT

Revision 4 posted to Wiki by Eugene Kuchynski on 4/23/2021 8:25:16 AM

Overview

Price-list editing

Default look of the price-list editing window:

Creation date is just a date when price-list was created. For reference purposes.

Name is a short name of a price-list to quickly differentiate it when selecting price-list in combo-boxes.

Archived checkbox allows to hide price-list from selection boxes.

Public notes and Internal notes allow to store some notes/reminders about price-list.

If you wish to create set of prices for another language pair, select price-list items and click Copy to another language… button on the toolbar and select new language pair in a popup window:

In a result, selected price-list items will be cloned, and selected language pair will be selected in the Language pair column. Then, simply make changes in the Price column, as needed.

Fuzzy type isn’t a mandatory field. Empty fuzzy type means that a price is for ‘No match’ fuzzy (100% weight). In this case SDL Trados Business Manager will read fuzzy weight from fuzzy scheme used in base entity and apply its weight to a price for ‘No match’ fuzzy to automatically calculate new price. This mechanism can be demonstrated by Resulting price-list tab. Contents of this tab is built on fly, based on Price-list items table, by applying fuzzy weights of all fuzzy types included in a default fuzzy scheme. This means that you can add one price for ‘No match’ fuzzy to the Price-list items table, switch to Resulting price-list and view automatically calculated prices for all fuzzy types. If you don’t wish the program to automatically calculate prices for fuzzy types, you can explicitly add price value to the Price-list items table for each fuzzy type. In the same manner, if you’re not happy with only one automatically calculated price (for example, only for ’50-74% fuzzy’), then you can manually add price only for this fuzzy type – in this case the application will automatically calculate prices only for rest fuzzy types.

Such calculation works only when Unit value for a price-list item is not empty.

Linked vendors tab is analog of previous tab, but shows linked vendors.

Price-list list

Archive button on the ribbon allows to quickly mark selected price-list(s) as archived. Archived price-list loose Default mark, if it’s checked.

Tags: default prices, reference data, prices, price-list

Price-lists

Eugene Kuchynski — Fri, 06 Dec 2019 11:55:28 GMT

Revision 3 posted to Wiki by Eugene Kuchynski on 12/6/2019 11:55:28 AM

To view price-lists, select Reference data > Price-lists in the navigation tree. To create a new price-list, click New on the ribbon (Ctrl-N on keyboard). To view/edit existing price-list, double click on it in the list.

Price-list editing

Default look of price-list window:

Creation date is just a date when price-list was created. For reference purposes.

Name is a short name of a price-list to quickly differentiate it when selecting price-list in combo-boxes.

Archived checkbox allows to hide price-list from selection boxes.

Public notes and Internal notes allow to store some notes/reminders about price-list.

When you’re creating new price-list, you can speed-up this process by loading price-list items from other price-list. To do this, click Load prices from another price-list button on the ribbon:

If you wish to create set of prices for another language pair, select price-list items and click Copy to another language… button on the toolbar and select new language pair in a popup window. In a result, selected price-list items will be cloned, and selected language pair will be selected in the Language pair column. Then, simply make changes in the Price column, as needed.

Fuzzy type isn’t mandatory field. Empty fuzzy type means that a price is for ‘No match’ fuzzy (100% weight). In this case SDL Trados Business Manager will read fuzzy weight from fuzzy scheme used in base entity and apply its weight to a price for ‘No match’ fuzzy to automatically calculate new price. This mechanism can be demonstrated by Resulting price-list tab. Contents of this tab is built on fly, based on Price-list items table, by applying fuzzy weights of all fuzzy types included in a default fuzzy scheme. This means that you can add one price for ‘No match’ fuzzy to the Price-list items table, switch to Resulting price-list and view automatically calculated prices for all fuzzy types. If you don’t wish the program to automatically calculate prices for fuzzy types, you can explicitly add price value to the Price-list items table for each fuzzy type. In the same manner, if you’re not happy with only one automatically calculated price (for example, only for ’50-74% fuzzy’), then you can manually add price only for this fuzzy type – in this case the application will automatically calculate prices only for rest fuzzy types.

For simplicity of viewing, data in the Resulting price-list table are grouped by Language pair, Currency and Work type:

And here is base price for the above screenshot entered in the Price-list items table (for empty language):

Such calculation works only when Unit value for a price-list item is not empty.

Hint. You can use Resulting price-list table in custom reports to build custom price-list reports for printing your prices. Example of such report is already included in the application (open list of customer or vendors, select any customer or vendor and click Print).

Linked customers tab shows list of customers who are linked with this price-list. To link a price-list with particular customer, open customer editing form, switch to Price-lists tab and click Add to link a price-list. When price-list was linked with a customer, that customer will appear on this Linked customers tab.

Linked vendors tab is analog of previous tab, but shows linked vendors.

Price-list list

On ribbon, you will find Open linked vendor and Open linked customer buttons. These buttons available only if you have one currently selected row and of selected price-list has any customer or vendor linked with it. As name says, this button allows to quickly open editing form of any customer or vendor linked with a currently selected price-list.

Archive button on the ribbon allows to quickly mark selected price-list(s) as archived. Archived price-list loose Default mark, if it’s checked.

Tags: default prices, reference data, prices, price-list

Default rates

Paul — Fri, 13 Sep 2019 07:32:34 GMT

Revision 2 posted to Wiki by Paul on 9/13/2019 7:32:34 AM

The Default rates table allows you create generic default prices for different work types, language pairs, specializations and currencies you work with. These rates are applied by default to all customers. However, each customer may have own set of default rates, which overrides generic rates.

You can specify Work type, Fuzzy type, Unit, Language direction, Specialization category and Currency for each rate. When creating a job and adding tasks, the program will automatically pick-up the most relevant price, so you do not need to recall which price to use each time. On the screenshot above, you can see that there are 3 default prices in USD are created for Translation in English => Russian pair. But they have different specialization categories. This means that depending on the specialization which is selected in a job, the system will pick-up the most correct price.

Valid-from date allows to specify a day when a particular rate becomes valid. If, with time, this rate will be changed, you can create a new one instead of editing an existing rate, and the most recent rate will be used by price pick-up mechanism. At the same time, you can leave old rates to see how they changed with time.

Using Fuzzy type field, you can create different rates for different fuzzy types. However, you can create one base rate, and the program will automatically calculate default rate for a corresponding fuzzy type using weight factor of that fuzzy type. At the same time, if you would like to prevent this behavior and explicitly create a rate for particular fuzzy type, you are free to do this.

The same rules apply to Unit field. If you create a rate for Words unit, the system will automatically recalculate it to Hours unit using adjustment factor specified for that unit. Again, you can create rates for each needed unit to prevent this calculation.

Underlining, auto rate pickup mechanism works on the "from simplest to complex" principle. Initially, it looks for a rate which is fully relevant to a currently edited job, and if fully matching rate is not found, it applies more complex calculations to determine a rate based on existing values.

Tags: default prices, reference data, prices

Default rates

Eugene Kuchynski — Fri, 12 Jul 2019 14:00:23 GMT

Revision 1 posted to Wiki by Eugene Kuchynski on 7/12/2019 2:00:23 PM

Tags: default prices, reference data, prices