You will see this screen by clicking Open in the overview of price agreements screen (go to Order/Price management/Price agreements or Invoice/Price management/Price agreements). This screen allows you to create or edit the items in the price agreement.
You can filter the price agreements that you want to display by typing or selecting a debtor and clicking Refresh. A list of debtors appears if you click the Browse button in the Debtor box. Select a debtor and click Select. Items with price agreements that are created for the selected debtor are then displayed.
Note: It is possible that not all the columns in this example are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Type or select the ID or name of the debtor for which the price agreement was created.
Select this check box to view only the default price list. By default, this is selected.
Click this to use the selected price list. A green check mark will then be displayed under the Default column.
Note: This icon is enabled only if you have not selected the Default price list check box.
Click this to copy the selected price agreement for another debtor. In the Accounts screen, select a debtor to copy the price agreement to, click Select, and then click Close. A message “This function will insert price agreement lines into price lists of selected debtors. This process may take some time. Continue?” will be displayed. Click Yes to continue, or No to exit. However, you can copy price agreement lines to the price lists only if you have not selected the Always use default debtor price list check box at System/General/Settings, in Order settings under the Entry section.
Note: This icon is enabled only if you have selected a price list.
Click this to search for certain items. For more information, see Filtering items in price lists.
Select this check box to view all the items that are included in the price agreement for the selected debtor. To create a price agreement for the debtor, clear this check box, select an item in the overview, and then click Edit. By default, this check box is selected.
Select this check box to view all the items for which price lists were created. By default, this check box is selected.
Select this check box to view all the items.
Click this to display the new search results based on the last defined criteria.
Click this to round up or round down (depends whether Round up or Round down, or No rounding is selected at Price list rounding when the item group was created at System/Logistics/Item groups, under the Extra tab) the new price of the selected item. For example, if the new price for the item selected is $999.5 and round up was selected when the item group was created, the new price for the selected item will be rounded up to $1,000 once Round off is clicked.
Note: This button is enabled only if the selected item is included in the price agreement (the Price agreements check box has to be selected).
Click this to add the selected item into the price agreement. For more information, see Creating and maintaining item discounts in sales orders and sales invoices price list.
Note: This button is enabled only if an item is selected from the price list.
Click this to remove the selected item from the price agreement.
Note: This button is enabled only if an item is selected from the price agreement, and the Price agreement column for the selected item has a green check mark.
Click this to exit.