Update Part Based Customer Agreements

Explanation

Use this activity to update part based customer agreements from base prices. There are three options for updating customer agreements;

• Update price lists based on costing pricing.
• Update price lists based on manual pricing.
• Update price lists based on costing and manual pricing.

It is also possible to specify the customer agreements to be updated. This can be done by entering agreement ID, sales part and/or base price site.

Prerequisites

• Base prices in the Active status must have been entered in the Sales Part Base Prices window.

System Effects

As a result of this activity:

• All prices on the part based customer agreement lines meeting the specified criteria for the pricing option, agreement ID, sales part and/or base price site are updated with the new base prices having the Active status. The modification of prices takes place from the specified Valid From date onwards.
• If the use of price break templates is enabled on the price list and base price is connected to a price break template, the price break template is considered when lines are updated.
• If a sales price list 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.

Window

Update Customer Agreements from Base Prices

Related Window Descriptions

Update Customer Agreements from Base Prices
Customer Agreement

Procedure

1. Open the Update Sales Price from Base Prices dialog box. Alternatively, you can open the Sales Part Base Price window, right-click and then click Update Customer Agreements from Base Prices.
2. In the Update Customer Agreements from Base Price dialog box that opens, select the pricing option of the customer agreements you wish to update.
3. Enter a valid start date for the Valid From to indicate when the new prices will become valid.
4. Choose if the job will be run online or as a batch job by selecting either the Online or the Background Job option.
5. If base 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.
6. Optionally enter values for agreement ID, sales part and and/or base price site.
7. Click OK.