The purpose of this page is to make price adjustments for posted invoices either by making a price change for one or many items on one invoice, or one or many items across many invoices.

This record view also contains columns for each Attribute that is set up for the 'Items' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout. Items attributes are not included in the help documentation.

Software Version: 2024.06.25 and newer

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Toolbar Icons	Description
Build Price Adjustment	Creates a Price Adjustment record(s) for the adjusted prices specified in the grid. This button is only displayed after the grid is refreshed, and a Price Adjustment is only created after a price has been changed to a different value than the original price on an invoice. How the Price Adjustment(s) is created is determined by the "Create More than X Price Adjustments Asynchronously" preference (found in Sales > Configuration > Preferences > Price Adjustment Approval). If the preference is set to 0, this will result in all Price Adjustments being sent to the Inbound Integration queue for processing and after that queue is successfully processed the transactions will be visible in the Sales Transactions List View as expected. If the preference is set to 1000 for example, any Price Adjustments made across less than 1000 different invoices will be immediately created and visible in the Sales Transactions List View. If more than one Price Adjustment is created for the same invoice (the previous Price Adjustments must be posted to be able to do this), the Price Adjustment number will be suffixed with a letter. For example, for invoice 'FZ-5000' the transaction numbers could look like 'PA-FZ-5000', 'PA-FZ-5000-A', 'PA-FZ-5000-B' etc.
Help	Opens the online WIKI help page for the current page.
Fields	Description
Adjustment Date	Identifies the date of the Price Adjustment(s). This is a date picker that defaults to the current date and is required. It is only displayed after the grid is refreshed. The date must be on or after the original invoice date, or the last Posted Price Adjustment date if multiple adjustments have been made to an invoice, else the following messages "Price Adjustment must be on or after the Invoice date."; "Price Adjustment must be on or after the most recent Posted Price Adjustment date." will be displayed respectively when 'Build Price Adjustment' is clicked. Database Field: ERPx_SOOrderHeader.OrderDate
Customer	Identifies the Customer assigned to the record, displayed as [CustomerID] - [Customer Name]. This is a multi-select standard lookup that is not required to return results. It defaults as blank. The lookup contains a list of all 'Active' Customers. Database Fields: ERPx_ARCustomer.CustomerID: ARCustomer.CustomerName, ERPx_SOOrderPriceAdjustmentCriteria.CustomerSKCSV
Default Reason Code	Identifies the reason the price is being adjusted. This is a single select lookup that is not required to return results, but when selected will display this value for all line items in the grid. It is conditionally required to process and build price adjustments depending on whether the "Require a Reason Code for all Price Adjustment Lots" preference is set to 'Yes' or not. If Reason Codes are set to be required and any lots that are being adjusted are missing a Reason Code, the message "Reason codes are required for all price adjustment lines." will be displayed when the 'Build Price Adjustment' button is clicked. Reason Codes are used throughout the system to describe the reason a transaction or transaction line item was entered. Unlike Notes, which allow for free text edits,, Reason Codes are pre-determined and controlled by lists to ensure structure and uniformity. Reason Codes are used for things like Returns, product Adjustments, Employee Terminations, and Write Offs. Database Fields: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_SOOrderPriceAdjustmentCriteria.DefaultReasonCodeSK
Group Option	Used to identify how the data will display in the grid. This is a single select lookup that is required and defaults to the value 'Item and Lot'. It is disabled after the page is refreshed. When the Group Option is set to the following: Item: The data displays all Items summarized by Item and UOM. This option is useful when you need to update the same item across many invoices to the same price all at one time, and because of this many columns in the grid will be blank. After processing, a Price Adjustment will be created for each invoice that item was associated with. The Invoice column in the grid displays the number of invoices that the corresponding item is associated with and therefore the number of Price Adjustments that will be created from it. Item and Invoice: The data displays all Items summarized by Invoice, Item and UOM. This option is useful when you want to re-price items that may have had different prices across many invoices, and you want to control the prices on an invoice by invoice basis. Item and Lot: The data displays all Items summarized by Lot, Invoice and Invoice line item. This option is useful when you want to re-price items that may have had different prices across many invoices and lots, for example to address a quality issue with one lot on a couple of invoices. This lookup contains the values in the SOPriceAdjustmentGroupOption Enumeration Class. Database Field: ERPx_SOOrderPriceAdjustmentCriteria.PriceAdjustmentGroupOptionEN
Include Price	Used to determine if the data in the grid will display the 'Original Price' and 'Last Price' information. This is a single select lookup that is required. It contains the options 'Yes' and 'No' and defaults to 'Yes'. When this field is set to 'Yes' and the Group Option is set to 'Item', the item will be displayed multiple times in the grid for each different price on an invoice, if each invoice is the same price for an item then that item would only display once in the grid. When this field is set to 'No' for the same Group Option, the item will always display just once and the 'Original Price' and 'Last Price' columns will be blank. The 'Last Price' value is not displayed for this Group Option. When this field is set to 'Yes' and the Group Option is set to 'Item and Invoice', the 'Original Price' and 'Last Price' will populate with the price information for each item on the invoice. If there is an invoice that contains the same item more than once with a different price these will display individually in the grid (not summarized by item) with the corresponding prices and the 'Last Price' column will display the price of the last sequenced item's price. For example, if 'Item 1' is repriced twice on an invoice with different prices, and the price adjustment line item Ln. numbers for this item appear on Ln. 30 and Ln. 40, the price from Ln. 40 would display in this column. When this field is set to 'No' for the same Group Option, if an invoice contains the same item more than once with a different price the item will be displayed once and the 'Original Price' and 'Last Price' columns will be blank for all items. When this field is set to 'Yes' and the Group Option is set to 'Item and Lot', the 'Original Price' and 'Last Price' information will display as expected for each item on the invoice. If there is an invoice that contains the same item more than once with a different price these will display individually in the grid with the corresponding prices. When this field is set to 'No' for the same Group Option, if an invoice contains the same item more than once with a different price the item will still be displayed individually in the grid but the 'Original Price' and 'Last Price' columns will be blank for all items. Database Field: ERPx_SOOrderPriceAdjustmentCriteria.IncludePrice
Invoice Date From	Used to select the Invoice date. All invoices occurring on or after the specified date will be included. This is a date picker that defaults to one month prior to the current date and is not required to return results. Database Field: ERPx_SOOrderPriceAdjustmentCriteria.DateFrom
Invoice Date To	Used to select the Invoice date. All invoices occurring on or before the specified date will be included. This is a date picker that defaults to the current date and is not required to return results. Database Field: ERPx_SOOrderPriceAdjustmentCriteria.DateTo
Search	A non-required text box that defaults to blank and is used to search across multiple fields. When the page is 'Refreshed', the data returned will be limited by what was included in the Search box (in addition to any other Search Options). Refer to this FAQ for advanced search options. The Search field can be used to search across the following fields: Attr: [Attribute Value] (columns may not be displayed by default in the grid, but may still be searched on) Carrier: [Carrier Name] Customer: [Customer ID] or [Customer Name] Invoice: [Invoice] Item: [Item ID] or [Item Description] Order: [Transaction] PO: [Purchase Order] Site: [Site ID] or [Site Name] Database Field: ERPx_SOOrderPriceAdjustmentCriteria.Search

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Toolbar Icons	Description
Column Filter Show/Hide	Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
Excel	Exports the contents of the grid 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, or excluded columns, only the contents in the grid will be exported.
Group By Show/Hide	Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total.
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Price Adjustment: Find an Invoice Record View

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