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. The price list configuration function allows you to add, update, or delete prices and discounts in the price lists for one or several item groups. In the configuration screen, you can search for price lists and/or price agreements for item groups to be configured.
You can filter the price lists or price agreements that you want to configure by defining one or more of the following search criteria. A list of option will be displayed if you click at Pricelist, Country, Currency, and other fields. From the list, make your selection and click Select.
Select this check box to configure price lists for item groups.
Select this check box to configure price agreements for item groups.
Type or select the price list code of the price list and/or price agreement for the item group(s) to be configured. Select the All check box to configure all the price lists and/or price agreements for the item group(s).
Type or select the country code to search and configure the price lists and/or price agreements with the selected country. You can leave this box blank to search and configure price lists and/or price agreements belonging to any country.
Type or select the currency code to search and configure the price lists and/or price agreements with the selected currency. You can leave this box blank to search and configure price lists and/or price agreements with any currency.
Type or select the start date of the validity period for the item(s) to search and configure the price lists and/or price agreements of the item(s) with the selected start date. This selection is mandatory if you want to update the start date of the validity period for the selected item(s).
Type or select the item group to search and configure the price lists and/or price agreements of the item(s) in the selected item group. Select the All check box to search and configure price lists and/or price agreements belonging to any item group.
Type or select the ID or name of the debtor to search and configure the price agreements of the item(s) for the selected debtor. Select the All check box to search and configure the price agreements of the items for all the debtors.
Note: This box is enabled only if you have selected the Price agreements check box under the Type section.
Type or select the classification to search and configure the price agreements for the debtors with the selected classification. You can leave this box blank to search and configure price agreements with any classification. The classification of the debtors depends on the Classification defined at the debtor maintenance (go to Finance ➔ Accounts receivable ➔ Maintain or CRM ➔ Accounts ➔ Maintain accounts, select the relevant debtor, and then click Open), in the Basics tab. You can also define classifications at System ➔ General ➔ CRM ➔ Classifications.
Select this check box if you want to confirm whether the item(s) in the price lists and/or price agreements contains a negative margin.
Click this to add a new price list(s) or price agreement(s) for the item group(s). For more information, see Configuring price lists or price agreements for sales orders and sales invoices by adding item groups to the price lists or price agreements.
Note: This button is enabled only if either the Price lists or Price agreements check box is selected.
Click this to edit the price list(s) and/or price agreement(s) for the item group(s). For more information, see Configuring price lists or price agreements per item group for sales orders and sales invoices by updating.
Click this to delete the price list(s) or price agreement(s) of the item group(s). In the Price lists / Price agreements screen, click Continue to delete the price list(s) or price agreement(s) of the item group(s), or click Close to exit. If you have clicked Continue, a message “Delete the data selected?” is displayed. Click Yes to continue the deletion, or No to exit.
Click this to exit.