This change will come into affect in Release 94
What Pricing Source Shows
When Infusion calculates pricing for a product line, it records how the line was priced. The pricing source icon explains that information so you can see which rule or action set the sell rate, discount, and unit cost.
Pricing source does not change the price on the line. It only describes how the current values were derived.
Who Can See the Pricing Source Icon
The coins icon is shown only to users who have the Sales Admin role. If you do not see the icon on invoice or quote lines, ask your administrator to check your user role in Settings > Users.
Other users can still work with lines as usual; they simply do not see the pricing source indicator.
Where to Find the Pricing Source Icon
The icon appears on product and pricebook lines on customer invoices and customer quotes.
- Open a customer invoice from Customers > Invoices, or a quote from Customers > Quotes.
- On the lines list, look for a small coins icon beside other line indicators (such as kitset, serial number, or product summary).
- When you open a line in the line editor, the same coins icon appears in the line header toolbar when the line has a product.
The icon is not shown for General Ledger, buildup, or job total lines.
The icon also appears on product lines in the buildup or job total dialog.
Viewing Pricing Source Details
Hover over the coins icon to open the hover message.
When Infusion knows at least one pricing detail for the line, the hover message lists four values in a table:
- Unit Rate From — where the sell rate (before line discount) came from.
- Discount From — what determined the discount on the line.
- Unit Cost From — where the cost rate came from.
- Calculation Type — how a contract rate or promotional price was calculated, when relevant.
If a value cannot be determined for that field, the hover message shows Unknown for that row.
Unit Rate From Values
The Unit Rate From value explains which pricing rule set the sell rate:
Value |
Meaning |
|---|---|
Standard price |
The product’s standard price level for the customer. |
Product group markup |
Pricing derived from the product group’s markup rules. |
Contract rate |
A customer contract rate set the unit rate. |
Discount matrix |
A discount matrix entry set the unit rate. |
Quantity break |
A quantity break price applied. |
Promotional price |
An active promotional price set the unit rate. |
Pricebook price |
The rate came from a pricebook product on the line. |
User entered |
The rate was typed or changed manually on the line. |
External |
The rate was provided from outside Infusion (for example, an integration). |
Discount From Values
The Discount From value explains what applied the discount percentage or amount on the line:
Value |
Meaning |
|---|---|
None |
No discount rule applied; the discount is zero. |
Customer default discount |
The customer’s default discount was used. |
Contract rate |
A contract rate supplied the discount (for example, percentage below sell). |
Discount matrix |
A discount matrix entry supplied the discount. |
Promotional price |
A promotional price supplied the discount. |
User entered |
The discount was typed or changed manually on the line. |
External |
The discount was provided from outside Infusion. |
Unit Cost From Values
The Unit Cost From value explains which cost was used when pricing depends on cost (such as percentage above cost):
Value |
Meaning |
|---|---|
Average cost |
The product’s average landed cost. |
Latest cost |
The product’s latest landed cost. |
Pricebook cost |
The cost recorded on the pricebook product. |
User entered |
The unit cost was typed or changed manually on the line. |
Infusion uses either average or latest cost by default based on your product settings costing basis.
Calculation Type Values
The Calculation Type value describes how a contract rate or promotional price was calculated when one of those sources applies:
Value |
Meaning |
|---|---|
None |
No contract or promotional calculation type applies to this line. |
Fixed rate |
A fixed sell rate was set by the contract or promotion. |
Percentage above cost |
The rate was calculated as a percentage above the unit cost (shown in the hover message as % above cost). |
Percentage below sell |
The discount was calculated as a percentage below the sell rate (shown in the hover message as % below sell). |
When All Sources Show as Unknown
If every value would be Unknown, Infusion shows a single summary hover message instead of the four-row table. The message depends on how the document or line was created:
- Pricing copied from invoice, followed by the source invoice number — pricing was copied from another customer invoice.
- Pricing from Migrated Invoice — pricing came from a migrated legacy invoice.
- Pricing provided externally — pricing was supplied by an external integration (for example, an e-commerce channel or external API).
- Pricing not determinable — Infusion cannot determine how the line was priced.
Quotes created through the External API, and invoices created from those quote, will show as not determinable.
When Pricing Source Updates
Pricing source reflects the pricing calculation at the time the line was last priced. It typically updates when:
- You manually edit the rate, discount, or unit cost.
- You add a product or pricebook product to a new line.
- You select Reset pricing on the line.
- You change quantity or other inputs that trigger Infusion to recalculate pricing for the line.
- You change the product price level on the line.
- You change the Customer the invoice is to and choose to update pricing/costs.
- You change the date of the invoice and choose to update pricing/costs.
Copying pricing from another invoice, duplicating an invoice, or receiving lines from an integration may leave sources as Unknown and show one of the summary messages described above.
Using Pricing Source to Troubleshoot
Common situations where pricing source helps:
- Unexpectedly low or high rate — check Unit Rate From for contract rates, promotional prices, quantity breaks, pricebook pricing, or External.
- Discount you did not expect — check Discount From for customer default discount, contract rate, discount matrix, promotional price, or External.
- Margin looks wrong — check Unit Cost From and Calculation Type when percentage above cost pricing applies.
- Rate differs from the product enquiry screen — compare sources after Reset pricing to see which customer-specific rule overrode the standard price.
- Copied or integrated invoice — if you see a summary message instead of the four-row table, confirm whether pricing was copied, migrated, or supplied externally before changing master data.
Pricing source explains how Infusion calculated the line. It does not replace your product, customer, or contract setup. If a contract rate or promotion should not apply, review the customer’s contract rates, discount matrix entries, and active promotional prices as well as the line’s pricing source.
Posted Documents and Costs
On posted customer invoices, you can still view pricing source on lines where the icon is shown, but you cannot use Reset pricing to recalculate the line.
Viewing unit cost on lines may depend on your user permissions. If you do not have permission to view product costs, cost-related values may not be shown elsewhere in Infusion even when pricing source lists a Unit Cost From value.
