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Updating price agreement at sales order, service order, and sales quotation entry screens

Introduction

You can see this screen by changing the Disc. %(Extra), New price, or Amount column at the Sales orders screen, Service orders screen, or Quotations screen (go to Order/Entries/Sales orders, Service/Entries/Service orders, or CRM/Entries/Quotations, and then click Open or New). However, you can see this screen only if:

  • the sales order line, service order line, or quotation line is not linked to a price agreement, or
  • the sales order line, service order line, or quotation line is linked to a price agreement and the existing price agreement is not updated.

Description

Pricelist

Type or select the pricelist code to be updated. This information is mandatory. 

Sales price

Type the sales price of the selected item. By default, the sales price of the item displayed is based the Sls. price defined at the item maintenance (go to Order/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. 

Unit

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 Order/Items/Maintain and select the relevant item), under the Basics tab. This information is mandatory. 

Factor

Type the quantity per unit for the selected item. By default, "1" is displayed. This information is mandatory. 

Valid

Type the date range of the validity period for the selected item. By default, the dates displayed start from the Sales order date (as defined in the sales order header).  

Discount type

Select the type of discount that you want to view such as New price, Amount, Percentage, or Markup.

Button

Save

Click this to save the price list to the price agreement. 

Close

Click this to exit
Note: Changes made to the price list will not be saved.

Related document

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 13.175.015
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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