Price List Mass Update Record View (Sales Order) 3.0
- Emma Greenwood
Price Lists are used to store a group of Items with pre-defined prices and effective dates. Sales Order Price List Mass Update allows users to update prices using a method of their choice across all or particular price lists.
This record view also contains columns for each Attribute that is set up for the 'Items' attribute types. However, because these attributes are user defined, they are not included in the help documentation.
Software Version: 2025.04.21 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Help |  Opens the online WIKI help page for the current page. |
| Save |  Saves the changes made to the record. |
| Save & Close |  Saves your changes and closes the page. |
| Fields | Description |
| Formula | A textbox to enter a formula that is used to calculate a new price for an Item. This defaults to blank and is only enabled when the 'Update Method' is set to 'Update by formula'. The following characters are approved when entering a formula: +, *, - and / meaning addition, multiplication, subtraction and division respectively. For example, if the user wants to increase the price(s) by 3%, then the value *1.03 should be entered in the Formula header field. On Save, 3% of the Item's Current Price will be added to each Item filtered in the grid and displayed in the Current Price field with the new effective date(s). So, a price of $10.00 would increase by $0.30 and the new price would be $10.30 and is the value that would be displayed on Save as the Current Price. If an invalid formula is entered, the following message will be displayed on Save "The Formula entered is not valid. Please see the Help page for more information." This is a calculated field and is not stored in the database. |
| New Effective End Date | A date picker to assign the last effective date for the item price. This defaults to the current date 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 the current date, 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 |
| New Effective Start Date | A date picker to assign the effective date for the item price. This defaults to the current date and is required. Once a new price and start date is saved, it will refresh to the current date, 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 if applicable) previously entered and saved, depending on if the dates entered are current or in the future. Database Field: ERPx_MFPriceListItemHistory.PriceEffectiveDateStart |
| New Price | A textbox to enter the new price for the line item(s) in the grid. This field is enabled when the 'Update Method' is set to 'Update to a specific amount', otherwise it is disabled. After a value is entered with a New Effective Start Date and saved, all the items in the grid will have an updated price of this amount.
Database Field: ERPx_MFPriceListItemHistory.Price |
| Update Method | A single select lookup to identify the method to update the prices. This defaults to 'Manually update prices', is required and always editable. The options include:
This lookup contains the values in the MFPriceListUpdate Enumeration Class. |
Page Details
| 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. |
| 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 |
| Currency | Identifies the Currency of the Price List. This is required and defaults from the Currency from the corresponding Price List. This is never editable. 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 |
| 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 is required and is never editable by the user. This is a calculated field that is not stored in the database. Database Fields: ERPx_MFPriceListItemHistory.PriceEffectiveDateStart, ERPx_MFPriceListItemHistory.PriceEffectiveDateEnd, ERPx_MFPriceListItem.PriceListItemSK, ERPx_MFPriceListHeader.PriceListSK |
| Item / Item Set | Identifies the Item / Item Set associated with the Price List. This is required and is never editable. Users can filter for a specific Item / Item Set to update prices for those items either by using the Filter row, or by using the Filter option in the column chooser menu (accessed by clicking the 3 dots to the right of the column heading). Database Fields: ERPx_IMItem.ItemID - ItemDescription, ERPx_MFPriceListItem.PriceListItemSK |
| Item Type | Identifies the type of item and its behavior in the system. Item Types fall under two main categories:
Database Fields: ERPx_IMItem.ItemTypeSK, ERPx_MFPriceListItem.PriceListItemSK, ERPx_MFPriceListItemHistory.ItemSK |
| New Price | A textbox to enter the new price for the line item. This is only enabled when the 'Update Method' in the header is set to 'Manually update prices', else it is disabled. To save a new Price, an effective date and price must be entered.
Database Field: ERPx_MFPriceListItemHistory.Price |
| 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. |
| 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. |
| Price List | Identifies the ID of the Price List. This is required and never editable. Users can filter for a specific price list to only update prices from that list either by using the Filter row, or by using the Filter option in the column chooser menu (accessed by clicking the 3 dots to the right of the column heading). Database Field: ERPx_MFPriceListHeader.PriceListID |
| 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 |
| Type | Identifies the type of Price List. For Sales Order price lists, this can be 'Base Index', 'Linked' or 'Standard' and for Quick Sales this value will only be 'Standard'. This is required and is never editable. Database Field: ERPx_MFPriceListHeader.PriceListTypeEN |
| UOM Schedule | A textbox to show the 'UOM Schedule' assigned to the Price List Item. This is required and is never editable. Database Fields: ERPx_IMUOM.UOMID, ERPx_IMItem.UOMScheduleSK, ERPx_MFPriceListItem.PriceListItemSK |