It is possible to configure sales prices, price lists, and price agreements. The price list configuration function allows you to create, edit, or delete prices and discounts in one or several price lists or price agreements. This screen allows you to search for sales prices, pricelists, and/or price agreements to be configured.
Note: The price list configuration function is available only if you have E-Price management in your license.
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 appears if you click the Browse in the Pricelist, Country, and other boxes. From the list, make your selection and click Select.
Select this check box to configure the sales prices of the items.
Note: If this check box is selected, the Price lists and Price agreements check box will not be available for selection.
Select this check box to configure price lists.
Select this check box to configure price agreements.
Note: If both the Price lists and Price agreements check box are selected, price lists and price agreements will both be updated.
Type or select the price list code of the price list or price agreement to be configured. Select the All check box to configure all the price lists and/or price agreements. By default, the All check box is selected. This selection is mandatory if you want to add, update, or delete items.
Note: This box is available only if the Price lists and/or Price agreements check box under the Type section is selected.
Type or select the country code to search and configure the price lists and/or price agreements for the selected country.
Type or select the currency code to search and configure the price lists and/or price agreements in the selected currency.
Type or select the unit of the items to search and configure the price lists and/or price agreements of the items with the selected unit. If the Default check box is selected, this means the price list and/or price agreement of the defined item(s) with the default unit will be configured. This default unit is the Sls. unit of the items defined at the item maintenance (go to Order/Items/Maintain or Invoice/Items/Maintain, select the relevant item, and then click Open), under the Basics tab. For example, there are two lines of Item A in the selected price list, one with unit “Piece” and the other with unit “KG”. The unit “Piece” is defined in item maintenance. The price list for Item A with unit “Piece” will be configured. The price list for the item with unit “KG” will not be configured.
If the Default check box is not selected and the Unit box is not defined, the unit(s) of all the selected item(s) will be configured.
Type or select the start date of the items to search and configure the price lists and/or price agreements of the items with the selected start date. This selection is mandatory if you want to update the start date for the selected item.
Type or select the end date of the items to search and configure the price lists and/or price agreements of the items with the selected end date. This selection is mandatory if you want to update the end date for the selected item.
Type or select the item code to search and configure the price lists and/or price agreements of the selected item. Select the All check box to configure all the items in the price lists and/or price agreements. By default, the All check box is selected.
Type or select the item group to search and configure the price lists and/or price agreements of the items in the selected item group.
Select the assortment(s) to search and configure the price lists and/or price agreements of the items linked to the selected assortment(s). Select All to search and configure the price lists and/or price agreements for items with any assortment, or Empty to search and configure the price lists and/or price agreements for items without assortment(s). By default, All is selected.
Note: The Assortment boxes displayed depend on the number of assortments defined at Order/Items/Assortments, Invoice/Items/Assortments, or in System/General/Settings under Item data settings in the Assortments section. For example, if three assortments are defined, three Assortment boxes will be displayed.
Type or select the ID or name of the debtor to search and configure the price agreement of the items for the selected debtor. Select the All check box to search and configure the price agreements of the items for all the debtors. You can also select more than one customer by pressing the CTRL key and selecting the required customers in the Debtors screen (you will see the Debtors screen if you click the Browse button). If more than one debtor is selected, “Selection” will be displayed in the box next to Customer. By default, the All check box is selected.
Note: This box is available only if the Price agreements check box under the Type section is selected.
Type or select the classification to search and configure the price agreement for the debtors with the selected classification.
Note: The classification of the debtors depends on the Classification defined at the debtor maintenance (go to Finance/Accounts receivable/Maintain, select the relevant debtor, and then click Open), under 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 defined contains a negative margin. If the item(s) contains negative margin, the item(s) will not be updated or added to the price list.
Click this to add the defined item to a new sales price or price list. For more information, see Configuring price lists or price agreements for sales orders and sales invoices by adding items to the price lists or price agreements.
Note: To add item(s) to a price list, select the Price lists check box under the Type section, define a price list in Pricelist under the Selection section, and select an item in Item under the Selection section (if you want to add all the items in the selected price list to the new price list, select the All check box). Leave all the other boxes blank. To add item(s) as price list to a price agreement, select the Price agreement check box under the Type section, define a price list in Pricelist under the Selection section, and select an item in Item under the Selection section (if you want to add all the items in the selected price list to the new price agreement, select the All check box). Leave all the other boxes blank.
Click this to edit the defined item(s) in the sales prices or price lists, and/or price agreements. For more information, see Configuring price lists or price agreements for sale orders and sales invoices by updating.
Click this to delete the defined item(s) from the price list or price agreement.
Click this to exit.