Price List Record View (SO)
Price Lists are used to store a group of Items with pre-defined prices and effective dates. 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 records.
Software Version: 2023.08.31 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Cancel | Cancels the current unsaved changes when in edit mode. |
| Delete |  Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
|
| Help | Opens the online WIKI help page for the current page.
|
| New |
|
| Notes |  Opens the Notes dialog, filtered for the appropriate Note Type(s), allowing the user to enter Notes for the selected line item. From here, users can add, review, or edit Notes associated with the line item. If no line items are selected, entered Notes will apply to all line items and be appended to any existing Notes. This toolbar icon is always enabled. |
 Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. When clicked, all the Reports that launch from the Print Dialog that are assigned to this page, and that the user has rights to (if Report Data Access is enabled) are displayed. | |
| Save | Saves the changes made to the record.
|
| Fields | Description |
| Currency | A single select lookup to identify the Currency of the Price List. This is required and defaults from the Currency setup as the 'Home Currency' on the Company → Preferences page. As soon as a Price List has been successfully saved for the first time, this is no longer editable. If missing, the message "Currency is required'" will be displayed on Save. The lookup contains a blank value, and the list of all Currencies open to the company in the System → Configuration → Currencies List View. The Currency identifies the kind of money used for transactions. For example, if a Customer or Vendor is setup with a Currency of "USD" then all transactions for them are stated in terms of US Dollars and all payments received or made must be in US Dollars. Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_MFPriceListHeader.CurrencySK |
| Description | A text box to add/edit the name (long description) of the Price List. This is required but does not have to be unique. If missing, the message "Description is required." will be displayed on Save. This defaults to blank and must be <= 50 characters. This is always editable. Database Field: ERPx_MFPriceListHeader.Description |
| Inactive | A Yes/No lookup to indicate whether or not the price list is inactive. This defaults to "No", is required, and can be edited at any time. Database Field: ERPx_MFPriceListHeader.IsInactive |
| Price List | A text box to add/edit the unique name of the Price List. This is required and must be unique. If missing, the message "Price List is required." will be displayed on Save. This defaults to blank and must be <= 25 characters. This is always editable. Database Field: ERPx_MFPriceListHeader.PriceListID |
| Price List Class | Identifies the type of transactions that the Price List applies to. This defaults from the selection made when the 'New' icon was selected. It is required and never editable. The values include:
This lookup contains the values in the MFPriceListClass Enumeration Class where EnumerationValue = 1, 4 Database Field: ERPx_MFPriceListHeader.PriceListClassEN |
| Price List Type | A single select lookup to identify the Type of Price list. This defaults to "Standard", is required, and is not editable after the initial save. The lookup contains the following options:
This lookup contains the values in the MFPriceListType Enumeration Class. Database Field: ERPx_MFPriceListHeader.PriceListTypeEN |
| Prices Include Freight Cost | A Yes/No field to identify of the prices on this price list include freight. If "Yes", prices are entered as a delivered price that includes freight. If "No", the prices are net of freight. This defaults to "No", is required, and is always editable. This is informational only, there is no functionality built around this setting. Database Field: ERPx_MFPriceListHeader.IsFreightIncluded |
The bolded view is the default view, which will determine the view will automatically display in when opened. 
Sales Order Items Tab
| Toolbar Icons | Description |
|---|---|
| Delete |  Deletes the selected line(s) from the transaction. When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This icon is only enabled for transactions with a Status of 'New'. |
| Excel | Export the contents of the list view to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. |
| New | Adds new blank lines in the grid section to allow for data entry. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Current Price | A textbox that identifies the current price of the line item. This updates upon save and is never editable by the user. This is calculated by looking up the Item's Price List History and finding the Price that is currently effective. Database Field: ERPx_MFPriceListItemHistory.Price, ERPx_MFPriceListItem.PriceListItemSK, ERPx_MFPriceListHeader.PriceListSK |
| Current Price Date Range | Identifies the effective date range for the current price of the line item. This defaults to blank but updates upon save and is never editable by the user. This is a calculated field that is not stored in the database. Database Field: ERPx_MFPriceListItemHistory.PriceEffectiveDateStart, ERPx_MFPriceListItemHistory.PriceEffectiveDateEnd, ERPx_MFPriceListItem.PriceListItemSK, ERPx_MFPriceListHeader.PriceListSK |
| End Date | A date picker to assign the last effective date for the item price This defaults to blank and is conditionally required based on the "Require Item Price End Date" Sales Order preference. Once an 'End Date' is entered and saved, it will refresh to blank, allowing for a new entry, and either the 'Current Price Date Range' or the 'Next Price Date Range' field will be updated with the Start Date and End Date previously entered and saved, depending on if the dates entered are current or in the future. Database Field: ERPx_MFPriceListItemHistory.PriceEffectiveDateEnd |
| Item | A single select lookup to add a new item to the Price List. When the 'New' icon is clicked from the toolbar, a blank row is added to grid allowing the user to add a new item. The lookup includes the list of all 'Active' Items displayed as [ItemID] - [Item Description]. This defaults to blank but is required to save a line item. This is not editable after Save. Database Fields: ERPx_IMItem.ItemID - ItemDescription, ERPx_MFPriceListItem.PriceListItemSK |
| Linked Base Index Item | A single select lookup to select the source index item, the Item from a 'Base Index' Price list that is used to drive the price for this item. This defaults as blank, is never required, and is only editable, and is always editable, if the Price List Type = "Linked". The lookup contains a blank Item and a list of all Price List Items from Price Lists with a 'Price List Type' of "Linked" that match the Currency assigned to this Price List. |
| Linked Formula | If the line item is linked to a base index item, upon save, this field will display a hyperlink that, when clicked, opens the Linked Item Formula window, allowing the user to create or edit a complex formula to adjust the linked item price for the line item. If a formula has not yet been configured for the line item, this hyperlink will display as 'Configure'. If a formula has been configured for the line item, this hyperlink will display as 'Edit'. This field is not editable and does not display a hyperlink if the price list type is not 'Linked' or if the line item is not linked to a base index item. Otherwise, this field is always editable. This field is never required. |
| Next Price | A textbox that identifies the next price of the line item. This updates upon save and is never editable by the user. This is calculated by looking up the Item's Price List History and finding the Price that will be effective after the current price is no longer effective. This will only have a value if prices have been entered with a 'Start Date' in the future. This is a calculated field and is not stored in the database. Database Field: ERPx_MFPriceListItemHistory.Price, ERPx_MFPriceListItem.PriceListItemSK, ERPx_MFPriceListHeader.PriceListSK |
| Next Price Date Range | Identifies the effective date range for the next price of the line item. This defaults to blank but updates upon save and is never editable by the user. This is a calculated field that is not stored in the database. Database Field: ERPx_MFPriceListItemHistory.PriceEffectiveDateStart, ERPx_MFPriceListItemHistory.PriceEffectiveDateEnd, ERPx_MFPriceListItem.PriceListItemSK, ERPx_MFPriceListHeader.PriceListSK |
| Price | A textbox to enter the new price for the line item. To save a new Price, both a 'Price' and a 'Start Date' must be entered.
Database Field: ERPx_MFPriceListItemHistory.Price |
| Price UOM | A single select lookup to identify the Price UOM for the item. This defaults as blank, is required, and is not editable after the initial save. If missing, the line item will not be added on Save. The lookup contains a list of all the UOMs on the Item's assigned UOM Schedule. Database Field: ERPx_MFPriceListItemHistory.PriceUOMSK |
| Start Date | A date picker to assign the effective date for the item price This defaults to blank and is required. Once an 'End Date' is entered and saved, it will refresh to blank, allowing for a new entry, and either the 'Current Price Date Range' or the 'Next Price Date Range' field will be updated with the Start Date and End Date previously entered and saved, depending on if the dates entered are current or in the future. Database Field: ERPx_MFPriceListItemHistory.PriceEffectiveDateEnd |
| UOM Schedule | A textbox to show the 'UOM Schedule' assigned to the Price List Item. This defaults on Save, if required, and is never editable. Database Fields: ERPx_IMUOM.UOMID, ERPx_IMItem.UOMScheduleSK, ERPx_MFPriceListItem.PriceListItemSK |
Addresses Tab
| Toolbar Icons | Description |
|---|---|
| Delete | Deletes the selected line(s) from the transaction. When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This icon is only enabled for transactions with a Status of 'New'. |
| Excel | Export the contents of the list view to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. |
| New | Adds new blank lines in the grid section to allow for data entry. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Address ID | A single select lookup to identify if the Price List is assigned to the Customer or to a Customer Address. This defaults to "(Customer Level)" but can be changed to any AddressID belonging to the Customer. The lookup contains a value of "(Customer Level)" and the list of all AddressIDs with an Address Type of either Both or Shipping. Database Field (when assigned to a Customer Address): ERPx_ARCustomerAddress.AddressID, ERPx_ARCustomerPriceList.CustomerEntitySK where PriceListEntityTypeSK = 2 |
| Assigned Price Lists | A calculated field that displays the total count of Price Lists assigned to the Customer or Address. This updates on save and is never editable. |
| City | Identifies the 'City' assigned to the Customer Address. This is not editable from here and will only be populated for Price Lists that are assigned to an Address, as opposed to the Customer. The City identifies the value of 'City' in an address record. Database Field: ERPx_ARCustomerAddress.City |
| Customer | The value from the 'Customer ID' property, of the Customer Master File, of the customer assigned to the record or transaction. This is required and is never editable. Customer IDs are used as a short description and the unique identifier for Customers. They can be changed at any time to any alphanumeric value. If you do not have an existing strategy for Customer IDs the 3-3-2 method would be recommended. Database Field: ERPx_ARCustomerAddress.CustomerSK |
| Customer Name | The value from the 'Customer Name' property, of the Customer Master File, for the customer assigned to the record or transaction. This is required and is never editable. Customer Names are used as a long description for Customer records. Database Field: ERPx_ARCustomer.CustomerName |
| Location | Identifies the 'Address 1' value assigned to the Customer Address. This is not editable from here and will only be populated for Price Lists that are assigned to an Address, as opposed to the Customer. Address Line 1 typically contains the primary address information such as the street address. Database Field: ERPx_ARCustomerAddress.AddressLine1 |
| State | Identifies the 'State' assigned to the Customer Address. This is not editable from here and will only be populated for Price Lists that are assigned to an Address, as opposed to the Customer. The State identifies the value of 'State' in an address record. Database Field: ERPx_ARCustomerAddress.State |
| Zip | Identifies the 'Zip' assigned to the Customer Address. This is not editable from here and will only be populated for Price Lists that are assigned to an Address, as opposed to the Customer. The Zip identifies the value of 'Zip' (Zip Code) in an address record. Database Field: ERPx_ARCustomerAddress.Zip |