Define price lists, effective dates and exceptions when commissioning a B2B portal integrated with Sankhya.
Index
A correct ERP price can appear incorrectly in a portal if customer, price list and date associations are unclear. When commissioning a Sankhya integration, distinguish catalog prices, negotiated terms and final confirmation. Buyers need to understand what still requires sales approval.
Price queries need commercial context
List the inputs your business uses to establish price: customer, business unit, quantity, list and effective date. Then verify which authorized integration operations represent that rule. Do not recreate pricing in the portal using a single record value; this may overlook terms applied in the actual sales process.
Querying the ERP at every step can preserve the central rule but must address outages and response time. A published catalog can simplify browsing if update timing and revalidation are explicit. Compare alternatives with sales staff and avoid presenting a provisional term as an irrevocable offer.
Scope must explain exceptions
- Which price appears before and after customer identification, without exposing another account’s price list.
- How an authorized negotiation is recorded and which validity period accompanies an approved quote.
- What happens when a buyer changes quantities or completes an order after the effective date changes.
Test a price-list transition
Use a hypothetical scenario where a cart is built under one price list and resumed after an update. Delivery should show whether prices are confirmed, recalculated or routed for review under the agreed policy. Test a customer with special terms and an unavailable item. Acceptance evidence includes the portal, quote and destination record, rather than a storefront screenshot alone.
Reference for assessing scope
Sankhya integration and API guide
Prepare your project with Quantum9
Bring Quantum9 a current price list, an exceptional negotiation and the order approval journey. The proposal can distinguish price queries, catalog publication and commercial customization, subject to available access.