Update Sales Part Prices from Customer Order
Lines
Explanation
This activity is used to update prices on existing customer order lines that
have not yet been invoiced. You can update the sales part prices for one or
several customer order lines if the same customer, currency, and part number is
selected. You must note however, that it is not possible to update the prices
using the update function for
customer order lines with the Price Freeze check box selected.
Also note that update of rental lines can only be done if
there are no open rental events created for the line.
To update the new price on the selected
customer order lines, you can enter the new price with or without
tax. Furthermore, you also have the option of updating or creating a customer
agreement with the new price.
Prerequisites
- A customer order line must have been created, but
not yet invoiced. For rental lines, open events must
not exist.
- The Price
Freeze check box must be cleared for the customer order line.
System Effects
- Price/Currency
in selected customer order lines will be updated with the new price.
- The Provisional Price check box on selected
customer order lines will be cleared.
- Based on the defined selection criteria, the
customer agreement will be updated or created.
Window
Customer Order Lines
Related Window Descriptions
Customer Order Lines
Update
Sales Part Prices from Customer Order Lines
Procedure
- In the Customer Order Lines
window, query for the relevant customer order lines.
- Select
the customer order lines for which you want to update the sales part
prices. Right-click on the selected
order lines and then click Update Sales
Part Prices.
- Enter a new price with or without tax.
- Optionally, select to update or create a customer
agreement with the new price. Note that this is not
available if there are rental lines among selected lines.
- If you choose to update only the customer order line, click Update
CO Line(s) Only .
Note: When this dialog box is opened, all the options except the
Update CO Line(s) Only will be disabled. Once you enter the new price only
other options will get enabled.
- If you choose to update the price on the selected customer order line(s)
and existing customer
agreement used for that line, you must click the Update Existing Customer Agreement
option.
- You can specify the customer agreement ID in question or select from
List of Values in the field next to the option.
- If you choose to add the price to an existing agreement, click Add to Existing Agreement. In the field
next to the option, enter an existing customer agreement or select a
value from the List of Values.
- If you choose to create a new customer agreement, you must click the Create New Customer Agreement
option.
- To confirm the entered selection criteria and close
the dialog box, click OK.