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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 for the current price of the line item. This field is read-only and updates on save. 
  • End Date: This field displays a text box for the user to enter the last effective day for the manually entered price of the line item. The field defaults to blank and it is not required. Once the End Date is entered and the record is saved, the field updates to blank to allow a new entry and the Current Price Date Range or the Next Price Date Range is updated accordingly depending if the dates entered are in the future or not. 
  • Item: This field displays a drop-down menu of all active inventory transfer items configured in the system (Inventory > Items) to assign transfer items to the price list. This field defaults to blank and the item is required to save a line item. The field is always editable when the grid section is in edit mode (clicking New from the grid toolbar switches the grid into the edit mode). Note: Multiple items can be assigned to the same price list.
  • 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: This field displays a text box for the user to enter the new price for the line item. This field is always editable when the grid is in edit mode (clicking New from the grid toolbar switches the grid into the edit mode). The price entered in this field will become effective once the Start Date has been reached. Note: Users may add items to price lists that do not have a price, for example, '0.00'.
  • Price UOM: Displays the price unit-of-measure. The UOM is editable until the transaction is Approved.
  • Select Box: Displays a check box for the user to select line items for deletion.
  • Start Date: This field displays a text box that defaults to blank for the user to enter the first effective day for the pride of the line item. This field is required. Once a Start Date is entered and saved, the Start Date field is updated to blank, allowing for a new entry and either the Current Price Date Range or the Next Price Date Range field is updated with the Start Date and End Date previously entered and saved, depending on if the dates entered are current or in the future. 
  • UOM Schedule: Displays the unit of measure schedule for the line item. This field defaults from the Item selection upon save and is read-only.

Once all line items have been added with all information, click the Save toolbar icon.

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To add a transfer class to the price list, click the Transfer Class tab and click the New grid toolbar icon. This will open 5 line items for data entry.   

  • Transfer Class: This field displays a drop-down menu to assign a Transfer Class to the price list. The price list will be applied only to the transfer classes assigned to the price list. Each transaction class cannot be assigned to multiple price lists.

Once the desired Transfer Classes have been added to the price list, click the Save toolbar icon.

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