Linked Item Formula 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 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 edit and add formulas for linked price list items.
Software Version: 2025.04.21 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Help |  Opens the online WIKI help page for the current page. |
| Save |
Note for when this page is opened from the More Actions button on the Linked Price List: Line items added before the header formula is configured WILL NOT inherit the header formula. Additionally, edits made to the header formula will only be inherited by line items added after the edits are made. |
| Save & Close |  Saves your changes and closes the page. |
| Fields | Description |
| Base Index Item | Displays the ID and the description of the item that is used as the Base Item when this page is opened from the 'Linked Formula' hyperlink for the Item on the grid of the price list, otherwise if this page is accessed from the More Actions button on the header of the Price List this value will be blank. This field is for informational use only and is not editable. The Base Index Item can be changed on the Linked Price List record view (Sales Order Items tab). Database Field: ERPx_MFPriceListItemHistory.PriceListItemSK |
| Base Index Price | Displays the current price for the Base Index Item that is linked to the price list when this page is opened from the 'Linked Formula' hyperlink for the Item on the grid of the price list, otherwise if this page is accessed from the More Actions button on the header of the Price List this value will be blank. This field is for informational use only and is not editable. Any edits to the base item price must be done on the base price list record. Database Field: ERPx_MFPriceListItemHistory.Price |
| Date From | Displays the current starting date of the price when this page is opened from the line item 'Linked Formula' column in the grid for the corresponding item, otherwise it will be blank. This is required and is never editable from this page. Database Field: ERPx_MFPriceListItemHistory.PriceEffectiveDateStart |
| Date To | Displays the current end date of the price when this page is opened from the line item 'Linked Formula' column in the grid for the corresponding item, otherwise it will be blank. This is required and is never editable from this page. Database Field: ERPx_MFPriceListItemHistory.PriceEffectiveDateEnd |
| Formula Source | Displays where the formula comes from. If this is from the More Actions > Linked Formula page, the source will display "Linked PL", if this is from a grid line item the corresponding 'Item' ID and Description assigned to the Price List will be displayed. This is required and never editable. Database Fields: ERPx_MFPriceListItemHistory.PriceListItemSK, ERPx_MFPriceListFormulaStep.PriceListHeaderSK, ERPx_MFPriceListFormulaStep.PriceListItemSK |
| Maximum Price | A textbox for users to enter a maximum price for an item. If the calculated price exceeds the maximum price, the maximum price is set as the item price. If the calculated price is lower than the minimum price, the minimum price is set as the item price. This is not required and is always editable. This is a calculated field that is not stored in the database. |
| Minimum Price | A textbox for users to enter a minimum price for an item. If the calculated price exceeds the maximum price, the maximum price is set as the item price. If the calculated price is lower than the minimum price, the minimum price is set as the item price. This is not required and is always editable. This is a calculated field that is not stored in the database. |
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. |
| 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. |
| 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. |
| New |  Inserts blank lines that allow adding multiple new records. |
| 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 |
| Amount | A calculated field to display the total amount calculated from the Base Index Price and the Operation and Factor entered for the line item(s). This is required and never editable. This will display 0.00000 when the line information is entered from accessing this page in the header More Actions > Linked Formula on the price list record. |
| Factor | A textbox to enter the value to be combined with the Operation for the price formula. This defaults to blank, is not required and is always editable. Database Field: ERPx_MFPriceListFormulaStep.Factor |
| Operation | A single select lookup to assign an operation to combine with the Factor for the price formula. This defaults to blank, is not required and is always editable. This lookup contains the values in the MFPriceListFormulaOperation Enumeration Class. Database Field: ERPx_MFPriceListFormulaStep.PriceListFormulaOperationEN |
| Seq | Identifies the Line # for each Transaction Line Item. The Line # sets the sort of the items on grids, list views, inquiries, and reports. This is an editable text box that defaults to the next available base-10 number. It is required, and is always editable. To re-sequence the line items, edit one or more lines with a new positive number that would put the line item where you want it sorted, and click the Save button. On save, the line items will be resorted, and the Ln. values will be re-set to base-10 values. For example, if you had line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e. 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30). Database Field: ERPx_MFPriceListFormulaStep.Sequence |
| UOM | Identifies the Unit of Measure for the item. This defaults from the Price UOM for the corresponding linked Item. This is required and never editable. Database Field: ERPx_MFPriceListItemHistory.PriceUOMSK |