Enter Pricelist per Price Group

Explanation

Use this activity to link a price group and specific price list to a customer. You can use the Customer/Order/Pricelist per Price Group tab to indicate the price list to be used for the specific customer, depending on sales price group and currency.

A sales price group is used to group a number of sales parts with the same pricing characteristics. A sales price group is entered for every sales part. A price list is defined for a specific combination of sales price group and currency. It is possible to define several price lists for a sales price group. When you define the price list to be used for a specific customer, you can link only one price list per sales price group in a specific currency. For example, for sales price group A, you can only define one price list in USD, one in GBP, one in SEK, etc.

You can enter several different combinations of price group, price list, and currency for a customer. For example, if you have entered a price list in USD connected to a specific price group, you also can enter a price list in GBP that is connected to the same price group. You can also enter a price list connected to another sales price group.

Prerequisites

This activity has the following prerequisites:

• Basic data in the Customer/Order/General tab must have been entered.
• The sales price group must have been entered in the Sales Basic Data/Sales Price Group window.
• The price list must have been entered in the Sales Price List window, and defined by currency.
• The user must have access to the owning company of the sales price list or at least one user site on the sales price list.

System Effects

As a result of this activity:

• The customer is connected to a specific price list.
• This is the price list that will be used when a customer order line in the defined currency is registered for a part connected to the defined price group.

Window

Customer

Related Window Descriptions

Customer
Customer/Order
Customer/Order/Pricelist per Price Group

Procedure

1. Open the Customer window.
2. Click the Order tab, then click the Pricelist per Price Group tab and select New.
3. Enter a sales price group in the corresponding field, either manually or by using the List of Values. The description will automatically be filled in.
4. Enter the currency for the price list in the corresponding column, either manually or by using the List of Values.
5. Enter a price list in the corresponding column, either manually or by using the List of Values. The description will automatically be filled in.
6. Save the record.