Creating Price Lists (CP)

Owned by Tatum Hohl (Unlicensed)
Last updated: Mar 31, 2017 by Kati Huttunen (Unlicensed)
5 min read

Overview

NorthScope allows the user to create Commodity Procurement price lists that can be assigned to farmers. By assigning a price list to a farmer, the process of creating a new Commodity Procurement ticket is expedited as the price list items with default their price and price UOM. Although prices will default from price list items, prices are always editable on tickets. Price lists can be edited at any time and can be assigned to multiple farmers. 

Prerequisites

Required Prerequisites 

  • Currency Setup
  • Commodity Items Setup
  • Crops Setup

Optional Prerequisites

  • Charges Setup
  • Accruals Setup

Understanding How Commodity Procurement Price Lists Function

Commodity Procurement price lists are made up of items, charges, and/or accruals. Each item, charge, and/or accrual on a price list is assigned a price specific to that price list. Then, the price list can be assigned to any number of farmers. Therefore, when a Commodity Procurement Ticket is created for a farmer that is assigned a price list, any of the items, charges, or accruals added to the ticket that exist on the price list will be added with their default prices from the price list. However, the prices are always editable on the Ticket and the Price List's defaults do not have to be applied. 

Step 1: Creating a new price list.

To create a new Commodity Procurement price list, first expand the Commodity Procurement module in NorthScope and select Price Lists from the navigation menu. This will open the Commodity Procurement: Price Lists list view. From the list view, click the New toolbar icon. This will open a new line item at the top of the list view for the user to create a new price list. The new line will open with the following fields for data entry:

  • Price List Name: Enter the name of the price list. This name must be unique as duplicate Price List Names are not permitted. This is the value that will represent this price list in all price list lookups.
  • Inactive: Select this checkbox if the price list is meant to be inactive. Otherwise, leave the checkbox unchecked. Active price lists display in price list lookups while inactive price lists do not. 

Once all data has been entered, click the Save header toolbar icon. This will save the line item. When the line item is successfully saved, the list view will return to read-only mode and the Price List Name field will display the price list name as a hyperlink.

Step 2: Adding items to the price list.

In order to add items to the price list, the price list record view must be opened. To open the price list record view, click the Price List Name hyperlink of the price list desired. Once in the price list record view, click the New grid toolbar icon on the Items tab in order to add an item to the price list. This will open one new line item for data entry with the following fields:

  • Item: Select the Commodity Item to add to the price list. This field is required. 
  • Crop: This field is read-only and will default once the item is saved. 
  • Price: Enter the price to assign to the line item for the price list. This is the price that will default for the item on Commodity Procurement tickets. This field is required. 
  • Price UOM: Select the unit of measure upon which the price should be based for the item. This is the price UOM that will default for the item on Commodity Procurement tickets. This field is required.

Once the item values have been entered/selected, click the  Items tab Save toolbar icon to save the item to the price list. Repeat this step for each item to be added to the price list. 

Step 3: Adding charges to the price list. (Optional)

To add charges to the price list, click the Charges tab. Then, click the Charges tab New toolbar icon to open a new line item for data entry. This line item will open with the following fields:

  • Charge Item: Select the charge item to assign to the price list. This lookup includes all charges, listed by Charge Item. This field is required. 
  • Rate: Enter the rate to assign to the charge item for the price list. This field will default once the Charge Item is selected. This field is required.
  • Calculate on: This field is read-only and will default once the charge item is saved. 
  • UOM: This field is read-only and will default once the charge item is saved.
  • Crop: Selects the crop to assign the charge to.
  • Item: Select the item to assign the charge to. This lookup includes all commodity items attributed to the selected crop. 

Once the charge values have been entered/selected, click the Charges tab Save toolbar icon to save the charge to the price list. Repeat this step for each charge to be added to the price list. 

Step 4: Adding accruals to the price list. (Optional)

To add accruals to the price list, click the Accruals tab. Then, click the Accruals tab New toolbar icon to open a new line item for data entry. This line item will open with the following fields:

  • Accrual Item: Select the accrual item to assign to the price list. This lookup includes all accruals, listed by Accrual Item. This field is required. 
  • Rate: Enter the rate to assign to the accrual item for the price list. This field will default once the Accrual Item is selected. This field is required.
  • Calculate on: This field is read-only and will default once the accrual item is saved. 
  • UOM: This field is read-only and will default once the accrual item is saved.
  • Crop: Selects the crop to assign the accrual to.
  • Item: Select the item to assign the accrual to. This lookup includes all commodity items attributed to the selected crop. 

Once the accrual values have been entered/selected, click the Accruals tab Save toolbar icon to save the charge to the price list. Repeat this step for each accrual to be added to the price list. 

Step 5: Assigning the price list to a farmer. (Optional)

To assign a price list to a farmer, first expand the Commodity Procurement module in NorthScope. Then, click Farmers from the navigation menu. This will open the Commodity Procurement : Farmers list view. Click New to open a new line item for data entry. The new line item will open with the following fields:

  • Farmer Name: Select the farmer to assign the price list to.
  • Price List: Select the price list to assign to the farmer.

Once the farmer and price list selections have been made, click the Save toolbar icon. 

Note: Each farmer can only be assigned one price list but an individual price list can be assigned to multiple farmers.