Setting an OE List Promo Formula in CollisionLink

KB Article #8860

CollisionLink dealers can configure an OE List Promo pricing formula to enable the system to automatically calculate the Sell Price and OE Reimbursement for OE List Promo parts. 

IMPORTANT: This feature is currently only available for Ford and Stellantis. 

Notes:

• If OE List Promo configuration is not set, the system will default to the standard OE List price setup. 
• OE List Promo pricing only applies for Discount List Minus scenarios. 

There are two steps to enable this functionality: 

1. Create the OE List Promo pricing formula. 
2. Assign the formula to Trading Partners. 

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Step 1: Create the OE List Promo Pricing Formula

To create the pricing formula: 

1. Click Application Setup from the left-hand navigation panel.
    
2. Click Modify Pricing Formulas.
    
3. In the I want to drop-down, choose Modify Pricing Formulas.
    
4. Click Add Formula to create a new formula.
    
5. Fill in the fields as needed to create the new formula. 
    
   1. Type OE List Promo into the Name field.
      
   2. In the Description, enter a brief description for the formula (e.g. OE List Promo - 20 for a 20% discount).
   3. Choose List from the Field drop-down.
       
   4. Choose minus from the Operation drop-down.
   5. Enter the discount percentage in the Rate % field (e.g. 20 will price parts at List price minus 20%).
       
   6. Check the Calc box to allow automatic calculation using this formula. 
6. Once finished, click Add.
   
7. The new formula will display at the bottom of the pricing formulas list.

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Step 2: Assign the OE List Promo Formula to Trading Partners

Once created, the formula must be linked to either the default configuration or a specific CollisionLink shop within Trading Partners. 

Click an option below to continue:

• To assign the formula to all Trading Partners:
  1. Click Application Setup from the left-hand navigation panel. 
     
  2. Click Modify Pricing Formulas.
     
  3. In the I want to drop-down, choose Modify Pricing Formulas.
     
  4. Select the radio button in the Default column of the OE List Promo formula. 
     
  5. Click Save.
• To assign the formula to specific Trading Partners:
  1. Click Application Setup from the left-hand navigation panel.
     
  2. Click Trading Partner Configuration.
     
  3. Choose the appropriate Trading Partner from the list. 
  4. In the OE List Promo Formula drop-down, find and select the new formula. 
     
  5. Click Save to finish.