Connect Sales Price List to Customer

Explanation

This activity is used to connect a Sales Price List to a customer. This will be the default Price List for the current customer.

Prerequisites

In order to perform this activity, a sales price list has to be registered in the Sales Price window (available through zooming on the Sales Price ID field in the Customer window, on the Project Report Parameters tab) .

System Effects

As a result of this activity, a sales price list will be connected to a customer.

Window

Customer

Related Window Descriptions

Customer/Project Reporting Parameters

Procedure

1. Open the Customer window and navigate to the Project Report Parameters tab.
2. Search or populate to find the relevant customer.
3. In the Sales Price List ID, enter the ID of a relevant price list. You can use the list of values.
4. Save the information.