Price lists and price agreements can be created based on item groups. This can reduce the number of items in the price lists or price agreements which will also increase efficiency when maintaining the price lists or price agreements. For example, a normal price list with an assortment that consists of 1000 items will create 1000 price list lines. If price lists or price agreements are created through item group, only one line will be created. The overview allows you to:
Note: This function is available only if you have E-Price management and E-Sales order in your license, and the Price lists/price agreements per item group check box at System ➔ General ➔ Settings ➔ Order settings under the Price management section is selected.
You can filter the price lists or price agreements that you want to display by defining the search criteria and clicking Search. The price lists or price agreements that match the search criteria you have defined are then displayed. A list of options will be displayed if you click at Item group and Debtor. From the list, make your selection and click Select.
Note: Is is possible that not all the columns are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Click this to search for the entries based on the defined criteria.
Click this to clear the defined criteria.
Type the number of rows to be displayed in each screen. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, you will see the Previous and Next buttons.
Click this to return to the previous list of results.
Click this to go to the next list of results.
Select the required option to filter the search that starts with or contains a certain letter or word.
Type the code of the price list or price agreement to be displayed. You can leave this box empty to display all the price lists or price agreements.
Type or select an item group of the price list or price agreement to be displayed. The item group is based on the Item group defined at the item maintenance (go to Order ➔ Items ➔ Maintain or Invoice ➔ Items ➔ Maintain, select the relevant item, and then click Open), in the Financial tab under the Financial section. You can leave this box empty to display price lists or price agreements with any item group.
Type the description of the price list or price agreement to be displayed. You can leave this box empty to display price lists or price agreements with any description.
Type or select the debtor of the price list or price agreement to be displayed. You can leave this box empty to display price lists or price agreements with any debtor.
Note: Price lists or price agreements with blocked or inactive debtors will not be displayed.
Select this check box to display price lists of the item groups.
Select this check box to display price agreements of the item groups.
Type or select the reference date of the price lists or price agreements to be displayed. Only price lists or price agreements with valid from date before or equal to the reference date, and valid to date after or equal to the reference date will be displayed. You can leave this box empty to display all the price lists or price agreements with any reference date.
Click this to delete the selected price list or price agreement.
Note: This button is enabled only if one or more price lists or price agreements are selected.
Click this to view and/or edit the selected price list or price agreement. For more information, see Creating and maintaining price lists or price agreements per item group for sales orders and sales invoices.
Note: This button is enabled only if a price list or price agreement is selected.
Click this to create a new price list or price agreement based on the item group. For more information, see Creating and maintaining price lists or price agreements per item group for sales orders and sales invoices.
Click this to exit.