Exact Globe Next provides a report of active and future price agreements in Microsoft Excel. The report can be generated based on debtor or item. Thus, the report provides a quick way to ascertain which price agreements you have made with a certain debtor or which price agreements apply to a certain item.
Note: The price agreement report in Microsoft Excel 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.
Type or select the ID or name of the debtor for which the price agreement was created.
Select Associate, Bank, Customer, Division, Prospect, Reseller, Supplier, Not validated, Employee, or Lead to display the price agreements for debtors with the selected type. The type of the debtors depends on the Type defined at the debtor maintenance (go to Finance ? Accounts receivable ? Maintain, select the relevant debtor, and then click Open, under the Basics tab in the Advanced mode. By default, All is selected.
Select Blocked, Inactive, Active, Reference, Not validated, Pilot, or Passive to display the price agreements for the debtors with the selected status. The status of the debtors depends on the Status defined at the debtor maintenance (go to Finance ? Accounts receivable ? Maintain, select the relevant debtor, and then click Open, under the Basics tab. By default, All is selected.
Type or select the classification to display the price agreements for the debtors with the selected classification. The classification of the debtors depends on the Classification defined at the debtor maintenance (go to Finance ? Accounts receivable ? Maintain, select the relevant debtor, and then click Open), under the Basics tab. You can also define classifications at System ? General ? CRM ? Classifications.
Type or select the item code to display the price agreements for the selected item.
Select the assortment to display the price agreements for the items that are linked to the selected assortment. By default, All is selected.
Note: The Assortment fields displayed depend on the number of assortments defined at Order ? Items ? Assortments or System ? General ? Settings under Item data settings in the Assortments section. For example, if three assortments are defined, three Assortment fields will be displayed.
Select the Active option to view the price agreements that are active, or the Future option to view the future price agreements.
You can specify how you want the price agreements to be grouped. Select Debtor to group all the items with the same debtor, or Item to group all the price agreements with the same item.
Click this to generate the price agreement report in Microsoft Excel as defined in the search criteria.
Click this to exit.