Creating price agreements via invoices or credit note entry screen
If changes are made to the Disc. % (Extra), Total discount %, Net price, and/or Amount columns when creating or modifying sales invoices, direct invoices, credit notes, or recurring invoices, the New price list : Create message will be displayed. You can create a new price agreement by clicking Yes in the New price list : Create message. Price agreements are agreements on prices that apply to particular debtors for certain items within a certain period of time.
Type or select the pricelist code to be updated. This information is mandatory.
This displays the country that the debtor specified at Invoice to of the invoice or credit note belongs to.
This displays the code and name of the Invoice to debtor.
This displays the item code of the item that you are creating a price agreement for.
Type the sales price of the selected item. By default, the sales price of the item displayed is based on the Sls. price defined at the item maintenance (go to Invoice/Items/Maintain and select the relevant item), under the Basics tab. This information is mandatory.
Note: The Sales price will change depending on the Factor defined. For example, Sales price is $400, and Factor is “1”. If you change the Factor to “2”, the Sales price will be changed to “$800”.
Select or type the unit for the selected item. By default, the unit of the item displayed is based on the Sls. unit defined at the item maintenance (go to Invoice/Items/Maintain and select the relevant item), under the Basics tab. This information is mandatory.
Type the quantity per unit for the selected item. By default, “1” is displayed. This information is mandatory.
Type the date range of the validity period for the selected item. By default, the dates displayed start from the Transaction date (as defined in the invoice/credit note header) and end on the date when the price agreement is created.
Select the type of discount that you want to view such as New price, Amount, Percentage, or Markup.
This displays the number of items that the debtor purchased to be eligible for the discount.
This displays the percentage of the discount given to the debtor for that number of items invoiced.
This displays the amount of the discount given to the debtor for that number of items invoiced.
This displays the new price of the item after the discount.
Click this to save the price agreement.
Click this to exit and return to the Sales invoices, Direct invoices, Enter credit notes, or Recurring invoices screen.
Note: Changes made to the price agreement will not be saved.
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