Price Lists List View: Sales 3.0
- Emma Greenwood
Sales Price Lists are used to store item prices for use on Sales transactions. These price lists can be attached to Customers and/or Customer Addresses so that new orders inherit prices. The purpose of this page is to add, edit, and remove these records.
Software Version: 2025.04.21 and newer
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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. |
| Delete |  Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. Note: If a record is not selected prior to clicking the button, the message “Please select a row to delete.” will be displayed. WARNING: Records cannot be recovered once they are deleted! |
| 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. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| 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. |
| Help |  Opens the online WIKI help page for the current page. |
| New |
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| Price Mass Update | Opens the Price List Mass Update Page. |
| Quick Column Filter |  Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| Saved Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Fields | Description |
| Checkbox | Used to select one or more records for delete or mass update. |
| Currency | Identifies the Currency that the Prices on the Price List are recorded. The assigned 'Currency' restricts the Customers and/or Customer Addresses that can be assigned to the Price List. For example, if the Currency on the Price List is "USD" then the Price List can only be assigned to Customers assigned to "USD" Currency and/or Customer Addresses for Customers that are assigned to "USD". This defaults to the company's Currency, but can be overwritten prior to Save. Currency is always required. If not assigned, the message "Currency is required." will be displayed on Save. Once the record has been created, this field is not longer editable. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Currencies that are available for the company. Database Field: ERPx_MFPriceListHeader.CurrencySK |
| Description | A text box to add/edit the name (long description) of the Price List. This defaults to blank but is required for all records and must be <= 50 characters. If missing, the message "Description is required." will be displayed on Save. The description does not have to be unique. Database Field: ERPx_MFPriceListHeader.Description |
| Freight Included | For Sales Order Price Lists, this is a Yes/No field used to identify if the Prices Include Freight Cost. This is informational only, it does not drive any functionality. This value is editable only for Sales Order Price Lists. For Quick Sale Price Lists, this is a system assigned value that is always set to no. This is never editable for Quick Sale Price Lists. 'No' values display as blank in the grid. Database Field: ERPx_MFPriceListHeader.IsFreightIncluded |
| Inactive | The value from the 'Inactive' property. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used. 'No' values display as blank in the grid. This value is always editable. Database Field: ERPx_MFPriceListHeader.IsInactive |
| Price List | A hyperlink that shows the value of the 'Price List' property on the the Price List record. Clicking on the link opens the record view for the selected Price List. This defaults to blank for new records and is required and must be <= 25 characters. If not assigned, the message "Price List is required." will be displayed on Save. This value must be unique across all Price Lists in the same Price List Class. If not unique, the message "Duplicate Price List ID's are not allowed." will be displayed on Save. This field is always editable from the record view. The Price List is used as a short description and unique identifier of the Sales account. Database Field: ERPx_MFPriceListHeader.PriceListID |
| Price List Class | Identifies the type of transactions that each Price List applied to. This is always set to "Sales Order" or "Quick Sale" depending on the user selection for Sales Price Lists and is never editable. This lookup contains all the values in the MFPriceListClass Enumeration Class with an Enumeration Value of 1 or 4. Database Field: ERPx_MFPriceListHeader.PriceListClassEN |
| Type | Identifies the type of each Price List. This lookup contains all the values in the MFPriceListType Enumeration Class with an Enumeration Value of 1. For a Sales Order Price List, this lookup contains all the values in the MFPriceListType Enumeration Class with an Enumeration Value of 1, 2 or 3. Once the Price List record has been created, this field is no longer editable. For a Quick Sale Price List, this is a system assigned value that is always set to 'Standard' and is never editable. Database Field: ERPx_MFPriceListHeader.PriceListTypeEN |
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