Infor M3 Pricing and Discount Structure Configuration
Pricing configuration in Infor M3 is one of the most complex and business-critical setup areas, managed through OIS017 (Price List), OIS200 (Sales Price), and CRS016 (Discount Model). M3 supports multi-level pricing hierarchies including base prices, customer-specific agreements, volume discounts, promotional pricing, and rebate calculations. Misconfigured pricing directly impacts revenue and margin, making this one of the areas where M3 consultants spend the most implementation time.
Price List Hierarchy and Base Price Configuration
M3 uses a cascading price list hierarchy defined in OIS017 that searches for the most specific applicable price. The search sequence typically flows: customer-item specific > customer group-item > customer-product group > general price list. The OPRICA table stores all price list entries with effectivity dates, currency, and unit of measure conversions. Proper hierarchy configuration ensures customers always receive the correct price without manual overrides.
- Define price list hierarchy in OIS017 with search priority: customer-item (level 1), customer group (level 2), general list (level 3)
- Configure base prices in OIS200 with effective date ranges, currency codes, and per-unit-of-measure pricing for multi-UOM items
- Set up price list assignment rules in CRS015 linking customer master records to applicable price lists based on customer group and region
- Enable automatic price list updates in OIS200 with mass maintenance tools for annual price increases and cost-plus recalculations
- Configure multi-currency pricing in OIS200 with automatic exchange rate conversion or currency-specific price list maintenance
Discount Models and Volume-Based Pricing
M3 discount models in CRS016 define how discounts are calculated and stacked across multiple discount types. Discounts can be percentage-based, amount-based, or formula-driven. Volume discounts use quantity or value breaks defined in OIS280 that trigger tiered pricing at order entry. The discount calculation sequence in CRS016 determines whether discounts are applied sequentially (compound) or from base price (parallel).
- Configure discount models in CRS016 with proper calculation sequence: line discount, order discount, payment terms discount, and rebate
- Set up volume break pricing in OIS280 with quantity tiers and corresponding discount percentages or net prices per tier
- Define promotional discount periods in OIS200 with start/end dates, eligible customer groups, and maximum discount budget caps
- Enable mix-and-match pricing in OIS280 for promotional bundles where combined purchase of specified items triggers discounted rates
Rebate Management and Agreement Tracking
Rebate agreements in M3 track accumulated purchase or sales volumes over contract periods and calculate retrospective discounts. Program OIS360 (Rebate Agreement) manages rebate terms, volume thresholds, and payment schedules. The OREBAH and OREBAD tables store agreement headers and detail lines. Configuring rebate accruals ensures financial statements reflect expected rebate liabilities and receivables accurately.
- Configure rebate agreements in OIS360 with volume thresholds, percentage tiers, and settlement period definitions
- Set up automatic rebate accrual posting in OIS365 creating monthly GL entries for estimated rebate liabilities
- Define rebate settlement workflows in OIS370 including credit note generation, check payment, or next-order deduction options
- Enable rebate tracking dashboards showing year-to-date volumes versus agreement thresholds with projected tier attainment
Get your M3 pricing right the first time. Contact Netray for pricing configuration and margin optimization consulting.
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