Add New Sales Parts to Sales Price Lists

Explanation

This activity is used to add one or more sales parts from Sales Part Base Prices or Sales Part Base Prices window to several subscribing sales price lists. This is beneficial if you have a lot of new sales parts that you want added to a lot of sales price lists. It is possible to specify exactly which sales parts need to be added to which sales price lists. This can be done by entering the price list number, owning company, part number, base price site, and/or the sales price group. It is also possible to specify if sales prices and/or rental prices should be updated to the price list.

Note that this activity considers the default relations between the sales price list and the base price, defined in the Sales Price List/General tab. The relation is defined by specifying default values for the base price site, percentage offset and amount offset. This means that sales parts are added with these default offsets and the base price is fetched from the default base price site first.

Prerequisites

• A sales price list header must have been entered and saved. The sales price group type connected to the sales price group entered on the sales price list header must be part-based.
• The sales parts must have been entered with the Active status in the Sales Part Base Prices window. If rental prices are added the status in the Sales Part Base Prices window must be Active.
• In order to be added, the sales part must not exist on the Part Based tab. If rental prices are added the sales part must not exist on the Rental Prices tab.
• The user must have access to the owning company of the sales price list.
• The Subscribe to New Sales Parts check box should have been selected on the Sales Price List/General tab so that the price list would subscribe to new sales parts added centrally from the Sales Part Base Prices window.  

System Effects

• One or more part-based sales price list lines are added to one or more sales price lists, according to entered conditions. If rental prices are added one or more rental price lines are added to one or several price lists. The price list lines are added with the default percentage and amount offset from the sales price list header. The base price is fetched from the default base price site first.
• If the use of price break templates is enabled on the price list and the base price is connected to a price break template, the price break template is considered when lines are added.
• If the review of the base price update is enabled on the price list, the added sales price list lines get the Planned status and need to be reviewed.

Window

Sales Part Base Prices

Related Window Descriptions

Sales Part Base Prices
Sales Part Rental Base Prices
Add New Sales Parts to Sales Price Lists

Procedure

1. Open the Sales Part Base Prices or Sales Part Rental Base Prices window.
2. Right-click and then click Add New Sales Parts to Sales Price Lists.
3. Select Online in the Execute area if you want to add the records immediately from the sales part base prices. Select Background Job if you want the records to be added as a background job.
4. In the Valid From field, enter the date from which the new price list lines will start to be valid. Today's date (i.e., the system date) is the default value.
5. Select the parts that need to be added to the sales price lists. This is selected by entering the price list number, owning company, sales part number, base price sites, or sales price groups. Use the wildcard (%) to update more than one price list number, owning company, part number, base price sites and sales price group.
6. In the Price Type group box, select if sales prices, rental prices or both should be added to the sales price list.
7. Click OK.