Adjust Offsets in Sales Price List

Explanation

By using the Adjust Offsets dialog box, it is possible to update/adjust the percentage offset and the amount offset directly from the sales price list, without changing the base price.

Prerequisites

This activity has the following prerequisites:

• Base prices must have been entered.
• The user must have access to the owning company of the sales price list.

System Effects

• Records with the new offset and a specified valid-from date are added to the sales part list if the current valid-from date is older than the valid-from date that is entered via the dialog box; otherwise, the current records are updated.
• If a line exists with valid-from date and valid-to date and the valid-from date specified in the dialog box falls within that time frame and the Include lines with both Valid From and Valid To dates check box is selected then the line will be split into two.
• When percentage offset and amount offset are used together, the % gets calculated from the base price and then the amount offset gets added.

Window

Sales Price Lists

Related Window Descriptions

Adjust Offsets
Sales Price List
Sales Price Lists

Procedure

1. Populate or query for the sales price list in question. In Sales Price List, right-click and then click Adjust Offsets.
2. Enter a valid start date in the Valid From field to indicate from when the new prices will be valid.
3. Specify a valid-to date for the part lines to indicate the date up to when the prices are valid.
4. If prices for lines with both valid-from and valid-to dates should be affected then the Include lines with both Valid From and Valid To dates check box should be selected.
5. Choose either Add To Offset or Adjust Offset.
6. Enter the value(s) for percentage offset and/or amount offset.
7. Click OK to update the offsets. The system displays an information message regarding how many records have been updated.