Generating price lists or price agreements per item group report in Microsoft Excel for sales orders and sales invoices

Print

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.

Maintain

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.

Range section

Show

Select what you want the report to display. Select one of the following:

• Price lists — Select this option to view and/or edit the price list of the item(s) (applicable to all debtors).
• Price agreements — Select this option to view the price agreement of the item(s) (applicable to certain debtor or debtors).

Price list

Type or select the price list code to be displayed. This is mandatory.

Debtor

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.

Date

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.

Item

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.

Item group

Type or select the item group to display the price list or price agreement of the selected item group.

Price agreements

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.

Price lists

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.

Sales prices

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.

Show section

Level

Select what you want to display in Microsoft Excel. Select one of the following:

• Item — Select this option to display all the selected item(s) in Microsoft Excel.
• Item group — Select this option to display only information pertaining to item group discounts in Microsoft Excel.

Note: These options are available only if the Print option is selected.

Columns

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:

• All — Select this check box to view all the discount columns of the item(s).
• 1, 2, 3, 4, 5, 6, 7, 8, 9, 10 — Select the 1 check box to view only the first quantity and discount columns of the item(s). Select the 2 check box to view the first quantity and discount columns, and second quantity and discount columns of the item(s). For example, for a certain item you give 5% discount if five or more units are purchased, 10% for 25 or more units, and 20% for 100 or more units. In this case, you should select the 3 check box so that the three different discounts will be displayed.

Extra section

Group by

You can specify how you want the price list or price agreement to be grouped. Select one of the following:

• None — Select this option to display all the items in the price list or price agreement.
• Item group — Select this option to display all the items in the price list or price agreement within the same item group.
• Debtor — Select this option to display all the items in the price list or price agreement belonging to the same debtor. This is available only if you have selected the Price agreements option at Show under the Range section.

These options are available only if you have selected any of the following:

• the Print option, Price lists option at Show under the Range section, and Item option at Level under the Show section,
• the Print option, and Price agreements option at Show under the Range section, or
• the Maintain option, and Price agreements option at Show under the Range section.

Show

You can specify how you want the price list or price agreement to be displayed. Select one of the following:

• New price — Select this option to display the new price (price of the item(s) after discount) of the item(s) in the price list or price agreement.
• Discount % — Select this option to display the percentage of discount for the item(s) in the price list or price agreement.
• Both — Select this option to display both the new price and percentage of discount for the item(s) in the price list or price agreement.

Note: These options are available only if you have selected the Print option, and Item option at Level under the Show section.

Sales price

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.

Quantities

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.

Note: This check box is available only if you have selected the Print option.

Cost price

Select this check box to display the cost 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.

Selection criteria

Select this check box to display the selection criteria boxes in Microsoft Excel.

Customer item code

Select this check box to display the debtor’s item code.

Note: This check box is enabled only if you have selected the Print option, and Item option at Level under the Show section.

Descriptions in

Select the language of the item(s) to be displayed.

Note This field is available only if you have selected the Print option.

Start

Click this to view the report of the price list or price agreement in Microsoft Excel as defined in the search criteria.

Close

Click this to exit.