Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Sales price or discount can be setup for the specific customer or customer price group for an item. 


Table of Contents

1. Steps if you want to create Sales Price for a customer 

Steps 

1 - Go to the item card

...

(6) Click OK to close the page after finished


2. Steps if you want to create Line Discount for a customer

Steps 

1 - Go to the item card

...

(6) Click OK to close the page after finished


3. Update Sales Price by use of Sales Price Worksheet

Use sales price worksheet to apply changes to the unit price for an item for a customer, customer group or all customer 

1 - Go to the Sales Price Worksheet

2- Choose the Suggest Item Price on Worksheet

Image Removed

 
3- fill in the fields with the original item prices you want to update. 

Options

Sales Type / Sales Code - fill with the type and name if type is customer the the new price to be change for. 

Adjustment Factor - fill in the percentage if you wanted to increase the item prices by some percentage (e.g.) input 1.10 if increase 10% in item price. 

Create New Price toggle - turn on the toggle if you want the batch job to create new prices. 

Filter Item

Filter the item which is need to update the price by the batch job 

For the example below, the price update only for the Gen. Prod. Posting Group is Product and has Assembly BOM

Choose OK to fill in the lines on the Sales Price Worksheet page with the suggested new prices.

Image RemovedImage Removed

4- Suggestions to be created, review the suggested new unit price it calculated by system according to the options filled in step (1)

Image Removed

5- Once the new price is reviewed and confirmed.  Click Actions => Functions => Implement Price Change for update the prices in the system.

Image Removed