|
|
|
|
|
Navigator > Setup > Company > Configuration > Price Lists
Price Lists have a Currency code. Foreign Exchange customers may be invoiced from either a base currency Price List or one in their currency. If you have only a small number of FX customers, you may wish to use your currency. If you need to fix a price in FX, you will need to set up a FX Price List.
A Price Code is a List or a Group. A List holds the Selling Prices for Products. A Group holds Lists, each with an Effective Date, and has no prices of its own. When a Customer, Customer Group, Job, Invoice or Sales Order uses a Group, the price for a document line or transaction comes from the List in the Group with the latest Effective Date on or before the document date. A List that does not belong to a Group works as a single Price List. Price Code lookups on Customers, Customer Groups, Jobs, Invoices and Sales Orders show Groups and Lists that do not belong to a Group.
To convert an existing List to a Group, use Promote Price List.
Show |
Filters the grid. All Active, (default) every active Price Code. Currently Effective, active Groups, active Lists that do not belong to a Group, and for each Group the List effective at the Price Date. All Including Inactive, every Price Code. |
|
Price Date |
Defaults to the System Date. When Show is Currently Effective, the List shown for each Group is the one with the latest Effective Date on or before the Price Date. |
|
Type |
List or Group. Set the Type when you add the Price Code. The Type cannot be changed once the Price Code is saved. To convert a List to a Group, use Promote Price List. A Group has no Price No, Markup Price Code or Selling Prices. |
|
Price Code |
The Price code. |
|
Price Group Code |
For a List, the Group the List belongs to. Leave blank for a List that is not in a Group, or for a Group. When you set the Price Group Code on a new List, the Currency Code, GST Basis, Rounding Direction and Rounding Unit are copied from the Group, and Currency Code and GST Basis become read-only. An existing List must have the same Currency Code and GST Basis as the Group. When an existing List joins a Group, you are prompted to confirm. Customers, Customer Groups, active Jobs, unposted Invoices and Sales Orders, and active Special Pricing rules that use the List are updated to use the Group. |
|
Price No |
The Price Mapping number 1 - 9 or blank. Selling Prices and Markups for Price Lists with a Price Mapping number are replicated in the IC Product file as SellingPrice 1 - 9 and MarkupPercent 1 - 9. They will be available for Filter & Sort, can be customised into product lookups, and allow backwards compatibility for existing scripts. If the Price No mapping number is left blank, the Price Code will be available on the Product form, but will not be available on the Product List. |
|
Name |
Enter a name for reports and IC Product. |
|
GST Basis |
For each Price code, select if it is Exclusive or Inclusive. |
|
Currency Code |
Choose the Currency code for the Price List or Group. |
|
Effective Date |
Required for a List in a Group. The date from which the prices on the List apply. Each List in a Group must have a different Effective Date. Leave blank for a Group or a List that is not in a Group. Clearing the Price Group Code clears the Effective Date. |
|
Rounding Direction |
Specify the rounding direction used when calculating the price for a product where markups or global price update is used. |
|
Rounding Unit |
Specify the unit when calculating the price for a product where markups or Global Price Update is used, for example, to round to the nearest dollar, enter 1.00. |
|
Markup Price Code |
Available when Markup Basis in the IC Settings - Prices tab is set to Price Code. The Price Code to markup from. If the Markup Basis is Price Code and no Markup Price Code is selected, the Price Code will not be marked up. Markup Price codes cannot be cascading, so a Price code selected as a Markup Price code cannot have a Markup Price code. The Markup Price Code must be a List, not a Group. |
|
Inactive |
Click in Inactive to make Price codes inactive. A List in an active Group cannot be made inactive. When a Group is made inactive, its Lists must also be made inactive. Warning: The GST basis for Special Pricing is based on the Price code. If you change the GST basis for a Price code, you must adjust Special Pricing rules. |
|
Grid Toolbar |
||
|
Expand Toolbar |
Expand the toolbar to give access to all toolbar options. Press |
|
Edit |
Enter edit mode, to edit the price list. |
|
Insert |
Click to add a new Price Code. Set the Type to List or Group before saving. |
|
Move up
Move down
|
Move the line up or down. |
|
Delete |
Delete the price list. |
|
Sort List |
Sort the list by selected criteria. |
|
Customise |
Opens Customise Fields, you can customise the fields visible in the grid. |
|
Refresh |
Reloads changes other users may have made. |
|
Set as Default |
Sets the selected Price Code as the default Price Code. The default Price Code must be active, and must be a Group or a List that does not belong to a Group. |
|
Customise Toolbar |
|
