Price List - Quick Sale

Description: The Customer and Employee Sales Price List master file is to create and edit Customer and Employee Sales type price lists. The Price Lists can be assigned to Customer and Employee Sales transactions to default prices. The Price List is automatically assigned to transactions when it is assigned to the corresponding employee/customer or the price list is saved as the Default Customer Price List in Purchasing preferences. 

Header Section

Toolbar

Toolbar IconsDescription
CancelCancels the current unsaved changes when in edit mode.
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. 

WARNING: Records cannot be recovered once they are deleted!

(lightbulb) A price list can only be deleted, if it has not been assigned to a Transaction.

Grid Layout
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NewAllows the user to create a new master file record or transaction by opening a blank record view page. This icon is always enabled. 
NotesOpens the Notes dialog, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the record. This icon is always enabled. 
PrintOpens the Print dialog, showing any applicable printable reports to be printed, downloaded, and/or emailed. 
SaveSaves the changes made to the record. 

(lightbulb) It is only necessary to click the Save button when a change is detected on the page. When a change has been made, a ‘ + ‘ character is displayed prior to the page name in the page title bar (light blue bar in the upper left corner of the page). Clicking Save reloads the page.

Fields

Field NamesDescription
Currency IDThis field displays a drop-down menu for the user to identify the currency for the price list. This field is required and is not editable after saving. Only Customers/Employees assigned to the same currency can be assigned to the price list.  
Description

This field displays a text box for the user to describe the price list. This field is required and can be edited at any time.

Inactive

This field displays a drop-down menu with the options ‘Yes’ and ‘No’ for the user to determine whether or not the price list is inactive. This field defaults to ‘No’, is required, and can be edited at any time.

Price List

This field displays a text box 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 ‘Customer Sale’ and is never editable.

Price List Type

This field defaults to ‘Standard’ and is never editable.

Prices Include Freight CostThis field defaults to ‘No’ and is never editable.


Grid Section

Toolbar

Toolbar IconsDescription
DeleteDeletes the selected line(s) from the transaction or master file. This icon is only enabled for transactions with a Status of 'New'.
Excel Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. 
NewAdds new blank lines in the grid section to allow for data entry.

Sales Items Tab

Column HeadersDescription
Current Price

This field displays a read-only text box that identifies the current price of the line item. This field defaults to ‘0.00’ but updates upon save and is never editable by the user.

Current Price Range

This field displays a read-only text box that identifies the effective date range for the current price of the line item. This field defaults to blank but updates upon save and is never editable by the user. 

End DateThis 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 inventory items configured in the system to assign 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).

(lightbulb) Multiple items can be assigned to the same price list.

Next Price

This field displays a read-only text box that identifies the next price waiting to become effective for the line item. This field defaults to ‘0.00’ and is never editable by the user.

Next Price Range

This field displays a read-only text box that identifies the next effective date range for the line item price. This field defaults to blank and is never editable by the user.

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. 

(lightbulb) Users may add items to price lists that do not have a price, for example, '0.00'. 

Price UOMThis field displays a drop-down menu of all units of measure on the selected item’s UOM schedule for the user to identify the unit of measure on which the item’s price is based. This field defaults from the item property ‘Sales Order Price UOM’ if not manually selected.
Start DateThis field displays a text box that defaults to blank for the user to enter the first effective day for the pride 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 Rage 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 ScheduleThis field displays a read-only text box that identifies the unit of measure schedule for the line item. This field defaults from the Item selection upon save and is never editable by the user. 

Customers Tab

Column HeadersDescription
CustomerThis field is a drop-down menu to assign a Customer/Employee to the price list. The drop-down displays active Customers/Employees with the same currency property selected in the header section of the Price List record. Multiple Customers/Employees can be assigned to the same price list, but each Customer/Employee can only be assigned to one price list at a time.
Customer NameDisplays the Customer/Employee Name. This field updates once the Customer has been selected and the record is saved. This field is for informational use only and cannot be edited. 

Related Topics



 Page Definitions

Page Definitions


 Technical Details

Technical Details


Table Names:
dbo.ERPx_ARCustomerPriceList
dbo.ERPx_MFPriceListHeader
dbo.ERPx_MFPriceListItem
Stored Procedures:
dbo.SPx_MFIns_PriceListHeader
dbo.SPx_MFUpd_PriceListHeader
dbo.SPx_MFUpd_PriceListItem