Exact Globe Next provides a quick and easy way of maintaining price lists or price agreements per item group in Microsoft Excel. You can also make changes to the price list or price agreement in Microsoft Excel, and update the price list or price agreement from Microsoft Excel via Add-Ins ➔ Exact Globe ➔ Update or by clicking Exact Globe : Update. Furthermore, reports can be generated from Microsoft Excel via Add-Ins ➔ Exact Globe ➔ Reports or by clicking Exact Globe : Reports.
Note: This function is available only if you have E-Price management in your license.
The information in this document is applicable to product update 410 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Select this option if you want to view the price list or price agreement only in Microsoft Excel whereby any modification made to the price list or price agreement in Microsoft Excel cannot be updated to Exact Globe Next.
Select this option if you want to edit the price list or price agreement in Microsoft Excel, and update the edited price list or price agreement to Exact Globe Next.
Select what you want the report to display. Select one of the following:
Type or select the price list code to be displayed. This is mandatory.
Type or select the ID or name of the debtor to display the price agreement created for the selected debtor. You can leave this field blank to display price agreements with any debtor.
Note: This field is enabled only if the Price agreements option is selected at Show.
Type or select the date or date range to display the price list or price agreement with the selected validity period. Select the All check box to display the price list or price agreement with any validity date. By default, the All check box is selected. For example, if you enter a date range from 02/11/2014 until 30/11/2014, the price list or price agreement that is valid from 01/11/2014 until 30/11/2014 will not be displayed.
Type or select the item code or item code range to display the price list or price agreement of the selected item code(s). Select the All check box to display the price list or price agreement with any item code. By default, the All check box is selected.
Note: This field is enabled only if you have selected the Item option at Level under the Show section.
Type or select the item group to display the price list or price agreement of the selected item group.
Select this check box to display the price agreement for the selected debtor. By default, this check box is selected.
Note: This check box is enabled only if you have selected the Price agreements option at Show.
Select this check box to display the selected price list. By default, this check box is selected.
Note: This check box is enabled only if you have selected the Price lists option at Show.
Select this check box to view all the items that do not have price lists or price agreements attached.
Note: This check box is available only if you have selected the Print option.
Select what you want to display in Microsoft Excel. Select one of the following:
Note: These options are available only if the Print option is selected.
You can select the number of discount columns to be displayed in Microsoft Excel for the item(s). Select one or more of the following:
You can specify how you want the price list or price agreement to be grouped. Select one of the following:
These options are available only if you have selected any of the following:
You can specify how you want the price list or price agreement to be displayed. Select one of the following:
Note: These options are available only if you have selected the Print option, and Item option at Level under the Show section.
Select this check box to display the sales price of the item(s) in the price list or price agreement.
Note: This check box is enabled only if you have selected the Print option, and Item option at Level under the Show section.
Select this check box to display the quantity (number of items to purchase to be entitled for the discount) of the item(s) in the price list or price agreement.
Select this check box to display the cost price of the item(s) in the price list or price agreement.
Select this check box to display the selection criteria boxes in Microsoft Excel.
Select this check box to display the debtor’s item code.
Select the language of the item(s) to be displayed.
Note This field is available only if you have selected the Print option.
Click this to view the report of the price list or price agreement in Microsoft Excel as defined in the search criteria.
Click this to exit.