Purchase ➔ Price management ➔ Configuration
In Exact Globe, purchase prices and price agreements can be configured. The price agreement configuration function allows you to create, edit, or delete prices and discounts in one or several price agreements. You can also search for purchase prices, and/or price agreements to be configured.
Note: The price agreement configuration is available only if you have E-Price management in your license.
Select this check box to configure the purchase prices of the items.
Select this check box to configure price agreements.
Type or select the currency code to search and configure the price agreements in the selected currency. You can leave the box blank to search for price agreements with any currency.
Type or select the unit of the items to search and configure the price agreements of the items with the selected unit. If the Default check box is selected, this means the price agreement of the defined item(s) with the default unit will be configured. This default unit is the Sls. unit of the items defined at the item maintenance (go to Purchase/Items/Maintain, select the relevant item, and then click Open), under the Basics tab. For example, there are two lines of Item A in the selected price list, one with unit “Piece” and the other with unit “KG”. The unit “Piece” is defined in the item maintenance. The price agreement for Item A with unit “Piece” will be configured. The price agreement for the item with unit “KG” will not be configured.
If the Default check box is not selected and the Unit box is not defined, the unit(s) of all the selected item(s) will be configured.
Type or select the start date to search and configure the price agreements of the items with the selected start date. This selection is mandatory if you want to update the start date for the selected items.
Note: This box is enabled only if you have selected the Price agreements check box under the Type section.
Type or select the end date to search and configure the price agreements of the items with the selected end date. This selection is mandatory if you want to update the end date for the selected items.
Type or select the item code(s) to search and configure the price agreements of the selected item(s). Select the All check box to configure price agreements for all the items. By default, the All check box is selected. Item group
Type or select the item group to search and configure the price agreements of the items in the selected item group.
Select the assortment(s) to search and configure the price agreements of the items linked to the selected assortment(s). Select All to search and configure the price agreements for items with any assortment, or Empty to search and configure the price agreements for items without assortment(s). By default, All is selected.
Note: The Assortment boxes displayed depend on the number of assortments defined at Purchase/Items/Assortments, or in System/General/Settings under Item data settings in the Assortments section. For example, if three assortments are defined, three Assortment boxes will be displayed.
Type or select the ID or name of the supplier to search and configure the price agreements of the items from the selected supplier. Select the All check box to search and configure the price agreements of the items from all the suppliers. You can also select more than one supplier by pressing the CTRL key and selecting the required suppliers in the Creditors screen (you will see the Creditors screen if you click ). If more than one creditor is selected, “Selection” will be displayed in the box next to Supplier.
Type or select the classification to search and configure the price agreements of the items from the suppliers with the selected classification.
Note: The classification of the creditors depends on the Classification defined at the creditor maintenance (go to Finance/Accounts payable/Maintain, select the relevant creditor, and then click Open), under the Basics tab. You can also define classifications at System/General/CRM/Classifications.
Click this to add the defined item to a new purchase price or price agreement. For more information, see Configuring Price Agreements for Purchase Orders by Adding Items to the Price Agreement.
Note: To add item(s) to a price agreement, select the Price agreements check box under the Type section, and select an item in Item under the Selection section (if you want to add all the items in the selected price agreement to the new price agreement, select the All check box). Leave all the other boxes blank.
Click this to edit the purchase prices, and/or price agreements of the defined item(s). For more information, see Configuring Purchase Prices and Price Agreements for Purchase Orders by Updating.
Click this to delete the defined item(s) from the price agreement.
Click this to exit.