Overview

NorthScope allows the user to create price lists that can be assigned to Delivery Ticket transactions. By assigning a price list to a Delivery Ticket, the process of creating a new ticket transaction is expedited as the price list items will default the price and price UOM. Moreover, price lists may be assigned to more than one ticket and prices for a price list line item can be differentiated on an assigned ticket transaction, allowing for custom price adjustments. Price lists can be updated at any time with new prices, new price effective and end dates, new items and removed items. Price list edits will only apply to those transactions that are created after the price list is edited.

Prerequisites

Required Prerequisites

Ticket Items Setup
Ticket Class (Setup in the Database)
Currency Setup

Note: Adding a default Price List and auto adding new ticket items to the price list can be setup in the database.

Step 1: Creating a new price list

To create a new price list, first expand the Purchasing module in NorthScope then expand Setup from the navigation menu and select Price Lists. This will open the Purchasing Setup: Price Lists list view. From the list view, click the New toolbar icon and select Fish Ticket Price List. This will open the New Price List record view window with the following header fields for data entry:

Currency ID: Displays a drop-down menu for the user to select the currency for the base price list. This field is required and defaults from the Company currency.
Description: Displays a text box field for the user to enter a description of the price list. This field is required and can be edited at any time.
Inactive: Displays a drop-down menu for the user to determine whether or not the price list is active in the system. If the drop-down menu is set to 'Yes', the price list is inactive. If the drop-down menu is set to 'No', the price list is active.
Price List: Displays a text box field for the user to enter the name of the price list. This field is required and can be edited at any time.
Price List Class: This field defaults to ‘Fish Ticket’ and is never editable.
Price List Type: This field defaults to ‘Standard’ and is never editable.
Prices Include Freight Cost: This field defaults to ‘No’ and is never editable.

Once all data has been entered in the header, click the Save toolbar icon.

Step 2: Adding items to the price list

Click here to view the Ticket Items online help page for more information on the fields that display.

To add items to the price list, click the Ticket Items tab and click the New toolbar icon. This will create 5 new lines for data entry with the following fields:

Current Price: Displays the current price of the line item. This field is read-only and updates on save.
Current Price Date Range: Displays the effective date for the current price of the line item. This field is read-only and updates on save.
Current Tax Price: Displays a read-only text box that identifies the current tax price of the line item. This field defaults to “0.00” but updates upon save and is never editable by the user. Note: This field is not in the system view.
End Date: This field displays a text box for the user to enter the last effective day for the manually entered price of the line item. The field defaults to blank and it is not required. Once the End Date is entered and the record is saved, the field updates to blank to allow a new entry and the Current Price Date Range or the Next Price Date Range is updated accordingly depending if the dates entered are in the future or not.
Item: This field displays a drop-down menu of all active ticket items configured in the system (Purchasing > Setup > Ticket Items) to assign ticket items to the price list. This field defaults to blank and the item is required to save a line item. The field is always editable when the grid section is in edit mode (clicking New from the grid toolbar switches the grid into the edit mode). Note: Multiple items can be assigned to the same price list.
Next Price: When a new price is entered with a new effective date set in the future, this field displays the next price in a read-only field that is updated upon save.
Next Price Date Range: When a new start date and end date is entered for a future date, this field displays the next effective date range for the new price in a read-only field that is updated upon save.
Next Tax Price: Displays a read-only text box that identifies the next price waiting to become effective for the line item. This field is never editable by the user. Note: This field is not in the system view.
Price: This field displays a text box for the user to enter the new price for the line item. This field is always editable when the grid is in edit mode (clicking New from the grid toolbar switches the grid into the edit mode). The price entered in this field will become effective once the Start Date has been reached. Note: Users may add items to price lists that do not have a price, for example, '0.00'.
Price UOM: This field defaults to the Weight UOM configured in Purchasing preferences.
Select Box: Displays a check box for the user to select line items for deletion.
Start Date: This field displays a text box that defaults to blank for the user to enter the first effective day for the price of the line item. This field is required. Once a Start Date is entered and saved, the Start Date field is updated to blank, allowing for a new entry and either the Current Price Date Range or the Next Price Date Range field is updated with the Start Date and End Date previously entered and saved, depending on if the dates entered are current or in the future.
UOM Schedule: This field defaults to 'Delivery Ticket Item' and is never editable.

Once all line items have been added with all information, click the Save toolbar icon.

Step 3: Assigning a Ticket Class to the price list

To add a ticket class to the price list, click the Ticket Class tab and click the New grid toolbar icon. This will open 5 line items for data entry.

Ticket Class: This field displays a drop-down menu to assign a Ticket Class to the price list. The price list will be applied only to the ticket classes assigned to the price list. One or more ticket classes can be assigned to the price list.
Description: Displays the description of the Ticket Class. This field is for informational use only and cannot be edited.

Once the desired Ticket Classes have been added to the price list, click the Save toolbar icon.

Step 4: Assigning the price list to a Delivery Ticket Transaction

The price list can be assigned when creating a new Delivery Ticket transaction. To assign the price list to the transaction, create a new Delivery Ticket transaction (see the Tickets user guide for details on how to create these transactions). In the record view header click the Properties tab the Price List field displays a dropdown menu containing all of the available price lists to assign to the transaction. This field is editable, if a default price list has been setup in the database that price list will be displayed, but can be changed by selecting a different price list from the dropdown menu.

A price list can also be assigned from the Tickets list view using the Mass Update tool. The mass update feature also updates the ticket item prices according to the latest prices configured on the price list. When the price list is assigned from the Tickets list view, the price list is only assigned to the tickets that have the same ticket class as the price list. The same applies when updating ticket item prices.