Overview

NorthScope allows user to update multiple base price list items at once using the Mass Update function for Price Lists. Base price list items can be mass updated by manually entering the new price for each item, entering a function to affect all items, or entering a specific price to which all items will be set. The items that will be updated are selected by filtering for the desired items using the column header multi-select drop-down menus.

Step 1: Creating an updated price.

To mass update base price list items, first expand the Sales Order module and select Price Lists from the navigation menu. This will open the Sales Order: Price Lists list view. From the list view, select the Mass Update toolbar icon to open the Price List Mass Update window. This window opens with a list of all base price list items.

First, complete the header fields, which include:

• New Effective Date: Displays a text box field for the user to enter the date the updates will take effect. This field defaults to today’s date.
• Update Method: Displays a drop-down menu of the update options including:
  • Manually update prices: Allows the user to input a new price individually for each item/item set by opening the “New Price” column for edits.
  • Update by formula: Allows the user to update all filtered line item prices by a given formula by creating a new header field titled “Change Formula” for the user to enter the formula to affect all items. For example, is the user wants to increase the price(s) by 3%, then he or she should enter *1.03 in the Change Formula field.
  • Update to a specific amount: Allows the user to update all filtered line item prices to a specific amount by creating a new header field titled “New Amount” for the user to enter the dollar amount. This field defaults to 0.

Step 2: Filtering for the desired price list items.

All price list items appear in the Price List Mass Update window with the following information: Price List, Currency, Item/Item Set, Item Type, New Price, UOM, Price Date, Price, Next Price Date, Next Price, UOM Schedule, Commodity, Attribute Class, Form, Brand, Variety, Phase, Product Size, Grade, Case Size, and Product Line. Each column that is not a price or a date has a multi-select drop-down menu below the column header for the user to filter by the selected criteria.

To filter, expand the column’s filter drop-down menu and select the criteria desired to be affected by the update. All column criteria can be selected by selecting the Check All option.

Step 3: Applying the updates.

For manually updated prices, enter the new price in each desired price list line item’s “New Price” field and click the Save toolbar icon. This will prompt a message alerting the user to how many price list items are being affected by the update. Click OK to proceed.

For updates by formula, after entering the formula in the Change Formula header field and filtering for the items the new formula will be applied to, click the Save toolbar icon. This will prompt a message alerting the user to how many price list items will be affected by the update. Click OK to proceed.

For updates to a specific amount, after entering the specific amount in the New Amount header field and filtering for the items the new amount will be applied to, click the Save toolbar icon. This will prompt a message alerting the user to how many price list items will be affected by the update. Click OK to proceed.