Sales Sales Order Price Lists can be assigned to Customers and/or Customer Addresses so that new transactions default the correct prices. The purpose of this page is to add, edit , and remove these recordsand add formulas for linked price list items. Insert excerpt Def - Price List Def - Price List nopanel true
Software Version: 2025.04.21 and newer
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Note for when this page is opened from the More Actions button on the Linked Price List: Line items added before the header formula is configured WILL NOT inherit the header formula. Additionally, edits made to the header formula will only be inherited by line items added after the edits are made. | ||||||||
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| Fields | Description | ||||||||
| Base Index Item | Displays the Linked Base Index Item from the corresponding Linked Price List for the line item ID and the description of the item that is used as the Base Item when this page is opened from the 'Linked Formula' hyperlink for the Item on the grid of the price list, otherwise if this page is accessed from the More Actions button on the header of the Price List this value will be blank. . This field is for informational use only and is not editable. The Base Index Item can be changed on the Linked Price List record view (Sales Order Items tab). Database Field: ERPx_MFPriceListItemHistory.PriceListItemSK | ||||||||
| Base Index Price | Displays the current price for the Base Index Item that is linked to the price list when this page is opened from the 'Linked Formula' hyperlink for the Item on the grid of the price list, otherwise if this page is accessed from the More Actions button on the header of the Price List this value will be blank. . This field is for informational use only and is not editable. Any edits to the base item price must be done on the base price list record. Database Field: ERPx_MFPriceListItemHistory.Price | ||||||||
| Date From | Displays the current starting date of the price when this page is opened from the line item 'Linked Formula' column in the grid for the corresponding item, otherwise it will be blank. This is required and is never editable from this page. Database Field: ERPx_MFPriceListItemHistory.PriceEffectiveDateStart | ||||||||
| Date To | Displays the current end date of the price when this page is opened from the line item 'Linked Formula' column in the grid for the corresponding item, otherwise it will be blank. This is required and is never editable from this page. Database Field: ERPx_MFPriceListItemHistory.PriceEffectiveDateEnd | ||||||||
| Formula Source | Displays where the formula comes from. If this is from the More Actions > Linked Formula page, the source will display "Linked PL", if this is from a grid line item the corresponding 'Item' ID and Description assigned to the Price List will be displayed. This is required and never editable. Database Fields: ERPx_MFPriceListItemHistory.PriceListItemSK, ERPx_MFPriceListFormulaStep.PriceListHeaderSK, ERPx_MFPriceListFormulaStep.PriceListItemSK | ||||||||
| Maximum Price | A textbox for users to enter a maximum price for an item. If the calculated price is greater than exceeds the maximum price, the maximum price is set as the item price. If the calculated price is less lower than the minimum price, the minimum price is set as the item price. This is not required and is always editable. This is a calculated field that is not stored in the database. | ||||||||
| Minimum Price | A textbox for users to enter a minimum price for an item. If the calculated price is greater than exceeds the maximum price, the maximum price is set as the item price. If the calculated price is less lower than the minimum price, the minimum price is set as the item price. This is not required and is always editable. This is a calculated field that is not stored in the database. |
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| Fields | Description | ||||||||
| Amount | A calculated field to display the total amount calculated from the Base Index Price and the Operation and Factor entered for the line item(s). This is required and never editable. This will display 0.00000 when the line information is entered from accessing this page in the header More Actions > Linked Formula on the price list record. | ||||||||
| Factor | A textbox to enter the value to be combined with the Operation for the price formula. This defaults to blank, is not required and is always editable. Database Field: ERPx_MFPriceListFormulaStep.Factor | ||||||||
| Operation | A single select lookup to assign an operation to combine with the Factor for the price formula. This defaults to blank, is not required and is always editable. This lookup contains the values in the MFPriceListFormulaOperation Enumeration Class. Database Field: ERPx_MFPriceListFormulaStep.PriceListFormulaOperationEN | ||||||||
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For example, if you had line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e. 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30). Database Field: ERPx_MFPriceListFormulaStep.Sequence | ||||||||
| UOM | Identifies the Unit of Measure for the item. This defaults from the Price UOM for the corresponding linked Item. This is required and never editable. Database Field: ERPx_MFPriceListItemHistory.PriceUOMSK |
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