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  • Currency ID: Displays a drop-down menu for the user to select the currency for the price list prices. This field is required as only items with the same currency will be available to add to the price list and price lists can only be assigned to customers that use the same currency as well. 
  • Description: Displays a text box field for the user to enter a description of the price list.  This field is required.
  • Inactive: Displays a drop-down menu for the user to determine whether or not the price list is active in the system. If the drop-down menu is set to 'Yes', the price list is inactive. If the drop-down menu is set to 'No', the price list is active.
  • Price List: Displays a text box field for the user to enter the name of the price list.
  • Price List Class: This field defaults to Sales Order is never editable. 
  • Price List Type: Displays a drop-down menu of the types of price lists - Standard, Base Index, or Linked. If the user selects 'Linked', upon save the Linked Formula header hyperlink will display, allowing the user to configure a formula that will default to all linked items added after the header formula is configured.
  • Prices Include Freight Cost: Displays a drop-down menu for the user to determine whether or not the prices on the price list include freight costs. If the drop-down menu is set to 'Yes', the prices include freight cost. If the drop-down menu is set to 'No', the prices do not include freight cost.

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  • Current Price: Displays the current price of the line item. This field is read-only and updates on save.
  • Current Price Date Range: Displays the effective date of the current price. This field is read-only and updates on save. 
  • End Date: For non-linked items, this field displays a text box for the user to enter the end date of the price entered for the line item. This field is disabled for linked line items. 
  • Item: Displays a drop-down menu of all items for the user to select the item to add to the price list. This field is required.
  • Linked Base Index Item: Displays a drop-down menu of all items on Base Index price lists that are of the same currency as the current price list for the user to select the item to which to link the line item. This field is only enabled on Linked price lists. Once a Linked Base Index Item selection is made, the Start Date, End Date, and Price fields become disabled. 
  • Linked Formula: This field displays a hyperlink only if the price list is a Linked price list and only if the line item has been saved with a Linked Base Index Item. This hyperlink displays either 'Edit' or 'Configure' depending on if a formula is assigned to the line item. When clicked, this hyperlink opens the Linked Item Formula window for the line item, allowing the user to add or edit the line item formula to adjust the linked price. 
  • Next Price: When a new price is entered with a new effective date set in the future, this field displays the next price in a read-only field that is updated upon save.
  • Next Price Date Range: When a new start date and end date is entered for a future date, this field displays the next effective date range for the new price in a read-only field that is updated upon save.
  • Price: For non-linked items, this field displays a text box for the user to enter a price for the line item. Note: Users may add items to price lists that do not have a price, for example, '0.00'.
  • Price UOM: Displays the line item’s price unit of measure and becomes read-only on save. This field is disabled for linked line items and will default from the linked item.
  • Select Box: Displays a check box for the user to select line items for deletion.
  • Start Date: For non-linked items, this field displays a text box for the user to enter the end date of the price entered for the line item. This field is required for non-linked items and is disabled for linked line items. 
  • UOM Schedule: Displays the unit grouping for the line item. This field is read-only and defaults from the item or linked item. This field updates on save.

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