Purchase ➔ Price management ➔ Per item group ➔ Excel price lists
Exact Globe Next provides a quick and easy way of maintaining price agreements per item group in Microsoft Excel. You can also make changes to the price agreement in Microsoft Excel, and update the 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 agreement only in Microsoft Excel whereby any modification made to the price agreement in Microsoft Excel will not be updated to Exact Globe Next.
Select this if you want to edit the price agreement in Microsoft Excel, and update the edited price agreement to Exact Globe Next.
Type or select a currency code to search for price agreements with the selected currency. This is mandatory.
Type or select the ID or name of the supplier to display the price agreement created for the selected supplier. You can leave this field blank to display the price agreement with any supplier.
Type or select the date or date range to display the price agreement with the selected validity period. Select the All check box to display the 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 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 agreement of the selected item code(s). Select the All check box to display the price agreement with any item code. By default, the All check box is selected.
Note: This field is enabled only if the Print option is selected.
Type or select the item group to display the price agreement of the selected item group. You can leave this field blank to display the price agreement with any item group.
Select what you want to display in Microsoft Excel. Select one of the following:
Note: This is available only if you have selected the Print option.
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 agreement to be grouped. Select one of the following:
Note: The Item group option is available only if you have selected the Print option.
You can specify how you want the price agreement to be displayed. Select one of the following:
Select this check box to display the purchase price of the item(s) in the price agreement.
Note: This check box is available only if you have selected the Print option.
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 agreement.
Select this check box to display the supplier’s item code.
Select this check box to display the standard sales price of the item(s) in the price agreement.
Select this check box to display the selection criteria boxes in Microsoft Excel.
Select the language of the item(s) to be displayed.
Click this to view the report of the price agreement in Microsoft Excel as defined in the search criteria.
Click this to exit.