Opting Out of Upfront Pricing in CollisionLink

KB Article #6410

If you have Upfront Pricing set up but do not want to offer it to select shops or OEMs (or wish to turn it off completely), you can do so at any time. If you have already set up an Upfront Pricing formula for a specific shop, you will need to update that shop's formula in their Trading Partner setup in order to stop showing them Upfront Pricing. 

Note:  After you reset both the PMA and non-PMA prices to "cost minus 100," the View Upfront Pricing button in Unsent Orders will no longer display. Upfront prices will be replaced with "NA."

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Create New Upfront Pricing Formula

This process should be followed twice to create the formula for both PMA and Non-PMA options listed in Step 3. For more details, refer to Setting up Formulas for Upfront Pricing or Tips and Tricks for Setting Up Upfront Pricing Formulas. 

1. From the CollisionLink tab, click Application Setup. 
   
2. Click Modify Pricing Formulas. 
   
3. Select one of the following formula types from the I want to drop-down: 
   
   
   1. Modify PMA Upfront Pricing: When applied to an estimate in CollisionLink Shop, the non-OE part lines in the shop's estimate will display the upfront pricing for any equivalent OE part that qualifies for a manufacturer program. 
   2. Modify Non-PMA Upfront Pricing: When applied to an estimate in CollisionLink Shop, the non-OE part lines in the shop's estimate will display the upfront pricing for any equivalent OEC part that does not qualify for a manufacturer program. 
4. Click Add Formula to start. 
   
5. Complete the following in the Add Formula section: 
   
   
   1. Type an easy to recognize Name for the formula. 
   2. Type an appropriate Description for the formula. 
   3. Choose Cost from the Field drop-down. 
   4. Choose Minus from the Operation drop-down. 
   5. Type 100 in the Rate field. 
   6. Leave the Minimum Markup % field blank. 
6. Click Add to save the formula. 

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Use New Formula to Turn Off Upfront Pricing

To turn Upfront Pricing off altogether:

1. From the CollisionLink tab, click Application Setup. 
   
2. Click Trading Partner Configuration.
   
3. Under the Default Trading Partner Settings heading, double-click the CollisionLink default row. 
   
4. The default trading partner settings window will open. Select the new formula from the Upfront PMA Pricing Formula and the Upfront Non-PMA Pricing Formula drop-downs to apply formulas for all OEMs. 
   
   
   1. This will remove Upfront Pricing from all trading partners. 

To turn Upfront Pricing off for a specific OEM:

1. From the CollisionLink tab, click Application Setup. 
   
2. Click Trading Partner Configuration. 
   
3. Under the Default Trading Partner Settings heading, double-click the CollisionLink default row. 
   
4. From the I want to manage drop-down, select Default PMA Upfront Pricing or Default Non-PMA Upfront Pricing. 
   
5. Choose the new formula from each appropriate OEM's drop-down to turn off Upfront Pricing for that OEM. 
6. Click Save when complete. 
7. Follow Step 4 through Step 6 to manage the additional drop-down option (Default PMA Upfront Pricing or Default Non-PMA Upfront Pricing). 

To turn Upfront Pricing off for a specific shop:

1. From the CollisionLink tab, click Application Setup. 
   
2. Click Trading Partner Configuration. 
   
3. Double-click the trading partner for whom you wish to turn off Upfront Pricing. 
4. Select General Information from the I want to manage drop-down. 
   
5. Choose the new formula for both the Upfront PMA Pricing Formula and the Upfront Non-PMA Pricing Formula drop-downs. 
   
6. Click Save when complete. 
7. Repeat Step 3 through Step 6 for any additional shops.