Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

To configure or edit a line item formula, click either the 'Configure' or 'Edit' Linked Formula line item hyperlink. This will open the Linked Item Formula window. If a header formula was inherited by the item, the user can add, edit, or remove the inherited formula steps in this window. If no formula was inherited by the item, the user can create a formula by clicking the New grid toolbar icon to open 5 lines for data entry. Once all formula steps have been configured and/or edited, click Save. Then, exit the Linked Item Formula window to return to the Price List record view. 

In the header section users can define the maximum and minimum price for the price. If the calculated price is greater than the maximum price, the maximum price is set as the item price. If the calculated price is less than the minimum price, the minimum price is set as the item price.  

If a formula was configured for a line item that previously did not have a formula and the formula saved properly, the line item's Linked Formula hyperlink will display 'Edit' instead of 'Configure'. If all formula steps for a line item are deleted, the line item's Linked Formula hyperlink will display 'Configure' instead of 'Edit'.

...

Once the desired addresses have been added to the price list, click Save. Clicking save will default the Customer Name, Assigned Price Lists, Location, City, State, and Zip Addresses tab fields with the information pertaining to each selected address.