Price List - Linked Item Formula
- Kati Huttunen (Unlicensed)
- Tom Williams
- Tatum Garino (Unlicensed)
Description: The Linked Item Formula page is to edit and add formulas for linked price list items.
Header Section
Toolbar
| Toolbar Icons | Description |
|---|---|
| Grid Layout | Error rendering macro 'excerpt-include' : No link could be created for 'Toolbar Icon - Grid'. |
| Save | Saves the changes made to the record.
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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 Names | Description |
|---|---|
| Base Index Item | Displays the ID and the description of the item that is used as the base item. 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 (Items tab). |
| Base Index Price | Displays the current price of the base item. 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. |
| Date From | Displays the date the current price of the base item started. 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. |
| Date To | Displays the date the current price of the base item is valid. 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. |
| Formula Source | Displays the source of the price list formula. This field is for informational use only and is not editable. |
| Maximum Price | This field allows users to define the maximum price for the formula. If the calculated price exceeds the maximum price, the maximum price is set as the price for the item. This field is always editable and it is not required. |
| Minimum Price | This field allows users to define the minimum price for the formula. If the calculated price is lower than the minimum price, the minimum price is set as the price for the item. This field is always editable and it is not required. |
Grid Section
Toolbar
| Toolbar Icons | Description |
|---|---|
| Cancel | Cancels the current unsaved changes when in edit mode. |
| Delete | Deletes 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. |
| New | Adds new blank lines in the grid section to allow for data entry. |
| Column Headers | Description |
|---|---|
| Amount | Displays the calculated amount. This is calculated from the Base Index Price and the factor and operation entered. This field is never editable. |
| Factor | This field is for users to enter/select the factor for the calculation. |
| Operation | This drop-down menu allows users to select the operation for the price calculation. |
| Seq | Identifies the sequence of the calculations. This field is not editable. |
| UOM | Identifies the unit of measure of the price. The UOM defaults to the base item price UOM, but updates to the Factor UOM if UOM Convert is selected as the Operation. This field is not editable. |