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Configuring price lists or price agreements per item group for sales orders and sales invoices by updating

This screen is displayed when Update is clicked in the price list configuration screen (go to Order ➔ Price management ➔ Per item group ➔ Configuration or Invoice ➔ Price management ➔ Per item group ➔ Configuration). This screen allows you to update all the items in the price lists and price agreements.

Fields

Pricelist

This field displays the price list or price agreement defined at Pricelist under the Selection section at Order ➔ Price management ➔ Per item group ➔ Configuration or Invoice ➔ Price management ➔ Per item group ➔ Configuration. If more than one price list and/or price agreement is selected, this field will be blank. This cannot be edited.

Date

Select this check box to update the validity period of the item(s) in the selected item group(s).

Note: This check box is enabled only if Active from and Active to are defined at Order ➔ Price management ➔ Per item group ➔ Configuration or Invoice ➔ Price management ➔ Per item group ➔ Configuration under the Selection section.

Active from

Type or select the start date of the validity period for the item(s) in the selected item group(s). By default, the current date is displayed.

Note: This field is enabled only if the Date check box is selected.

Active to

Type or select the end date of the validity period for the item(s) in the selected item group(s). By default, "31/12/2299" is displayed.

Note: This field is enabled only if the Date check box is selected.

Discount

Select this check box to update the price list(s) and/or price agreement(s) of the item(s) in the selected item group(s).

Discount type

Select the type of discount to be updated to the item(s) in the selected item group(s). You can select one of the following:

• Amount — Select this to fill in a discount in amount for the item(s) in the selected item group(s). 
• Percentage — Select this to fill in a discount in percentage for the item(s) in the selected item group(s). By default, this is selected.
• Markup — Select this to fill in a markup percentage for the item(s) in the selected item group(s).

Note: This field is enabled only if the Discount check box is selected.

Quantity

Type the quantity for the item(s) in the selected item group(s) to be updated.

Discount

Type the discount (in amount) for the item(s) in the selected item group(s) to be updated.

Note: This field is available only if Amount is selected at Discount type.

Discount

Type the discount (in percentage) for the item(s) in the selected item group(s) to be updated.

Note: This field is available only if Percentage is selected at Discount type.

Markup percentage

Type the markup percentage for the item(s) in the selected item group(s) to be updated.

Note: This field is available only if Markup is selected at Discount type.

Buttons

OK

Click this to update the price list(s) and/or price agreement(s).

Close

Click this to exit.

Related document

• Configuring price lists and price agreements per item group for sales orders and sale invoices