Generating price agreements per item group report in Microsoft Excel for purchase orders

Print

Select this option if you want to view the price agreement only in Microsoft Excel whereby any modification made to the price agreement in Microsoft Excel will not be updated to Exact Globe Next.

Maintain

Select this if you want to edit the price agreement in Microsoft Excel, and update the edited price agreement to Exact Globe Next.

Range section

Currency

Type or select a currency code to search for price agreements with the selected currency. This is mandatory.

Supplier

Type or select the ID or name of the supplier to display the price agreement created for the selected supplier. You can leave this field blank to display the price agreement with any supplier.

Date

Type or select the date or date range to display the price agreement with the selected validity period. Select the All check box to display the 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 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 agreement of the selected item code(s). Select the All check box to display the price agreement with any item code. By default, the All check box is selected.

Note: This field is enabled only if the Print option is selected.

Item group

Type or select the item group to display the price agreement of the selected item group. You can leave this field blank to display the price agreement with any item group.

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 the information pertaining to the item group discounts in Microsoft Excel.

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

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 display 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 agreement to be grouped. Select one of the following:

• None — Select this option to display all the items in the price agreement.
• Item group — Select this option to display all the items in the price agreement within the same item group.
• Supplier — Select this option to display all the items in the price agreement belonging to the same supplier.

Note: The Item group option is available only if you have selected the Print option.

Show

You can specify how you want the 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 agreement.
• Discount % — Select this option to display the percentage of discount for the item(s) in the price agreement.
• Both — Select this option to display both the new price and percentage of discount for the item(s) in the price agreement.

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

Purchase price

Select this check box to display the purchase price of the item(s) in the price agreement.

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

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 agreement.

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

Supplier’s item code

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

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

Standard sales price

Select this check box to display the standard sales price of the item(s) in the price agreement.

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

Selection criteria

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

Descriptions in

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

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

Start

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

Close

Click this to exit.