Enter Sales Price List Header and General Terms

Explanation

This optional activity is used to enter information in the Sales Price List header, to create a new sales price list. The sales price list is built in two levels, consisting of a sales price list header and one or more lines. The first step in a new entry is to enter the sales price list header and general information for the sales price list.

If the company tax regime is VAT, the price and tax calculations are controlled by the Use Price Incl Tax check box. The default value of the check box is fetched from the owning company. However, the value can be changed if necessary.

Prerequisites

This activity has the following prerequisites:

• Sales part records must have been entered.
• A sales price group must have been entered.
• An assortment must have been created, if you are using price per assortment node.
• At least one part based sales price group must have been entered, if you are using configuration of sales parts or if you are using rental sales parts.
• The user must have access to the owning company of the sales price list.

System Effects

As a result of this activity:

• A sales price list header is created along with general information.
• If the sales price group is part based, sales parts can now be added to the sales price list, both for sales prices and rental prices.
• If the sales price group is part based and an assortment is entered in the sales price list header, the price per assortment node can be added to the sales price list.
• If the sales price group is unit based, the price per quantity in the unit of measure of the price group can be added to the sales price list.

Window

Sales Price List
Sales Price Lists

Related Window Descriptions

Sales Price List
Sales Price Lists

Procedure

1. Open the Sales Price List window. Populate, if desired, to see existing sales price lists.
2. With the cursor in the header area, select New to create a new sales price list.
3. Using no more than 10 alphanumeric characters, enter the short code of the price list.
4. Enter a description of the sales price list.
5. If required, you can change the default owning company manually or by using List of Values.
6. Enter the currency that will be used for the sales price list either by entering the short code manually or by using the List of Values.
7. Enter the date of the last day the price list is valid.
8. Enter the sales price group that will be used for the sales price list either by entering the short code manually or by using the List of Values. The system will automatically retrieve the description and the price group type.
9. In the Rounding field, enter the number of decimals that should be used for rounding the prices.
10. In the Sup Price No field, enter the superseded price list, if any, by using the List of Values.
11. If required, enter an assortment manually or by using List of Values.
12. Choose the records you want to appear in the price list. Select View All if you want all records (including invalid records) to be displayed. Select View with Valid Date if you want only valid records (for a given date) to be displayed in the price list.
13. Save the record.
14. In the General tab, enter supplementary information on the sales price list, if appropriate.
15. Specify how the sales price list is related to the sales part base price by specifying the default base price site, percentage offset and amount offset.
16. Specify if the sales price list should use a price break template or not when parts are added and updated from the sales part base price.
17. Specify if part based price list lines should be reviewed when parts are added and updated from the sales part base price.
18. Save the record.