Update Part Based Sales Price Lists

Explanation

This activity is used to update part based sales price lists. When base prices are updated, it is also necessary to update the sales price lists.

There are three methods for updating sales price.

• Update price lists based on costing pricing.
• Update price lists based on manual pricing.
• Update price lists based on costing and manual pricing.

It is also possible to specify exactly which prices will be updated. This can be done by entering price list number, part number, base price site, and/or sales price group and price type.

Prerequisites

This activity has the following prerequisites:

• Base prices in the Active status must have been entered in the Sales Part Base Prices window for sales prices and the Sales Part Rental Base Prices window for rental prices.
• Part based sales price lists must have been entered in the Sales Price List window.
• The user must have access to the owning company of the sales price list.

System Effects

As a result of this activity:

• All prices on the part based sales price list lines corresponding to the entered conditions regarding the origin from costing and price list number, owning company, part number, base price sites and sales price groups are updated with the new base prices having the Active status. The modification of prices takes place from the specified valid-from date onwards. If rental prices are updated it is the rental prices that are updated according to the entered conditions.
• If the use of price break templates is enabled on the price list and base price is connected to a price break template, the price break template is considered when lines are updated.
• If the review of base price updates is enabled on the price list, the updated sales price list lines get the Planned status and needs to be reviewed.
• If a sales price list line exists with valid-from date and valid-to date and the valid-from date specified in the dialog box falls within that time frame and the Include lines with both Valid From and Valid To dates check box is selected then the line will be split into two.

Window

Sales Part Base Prices
Sales Part Rental Base Prices
Update Sales Price Lists from Base Prices

Related Window Descriptions

Sales Part Base Prices
Sales Part Rental Base Prices
Update Sales Price Lists from Base Prices

Procedure

1. Open the Update Sales Price from Base Prices dialog box. Alternatively, you can populate or query for base prices in the Sales Part Base Price or Sales Part Rental Base Prices windows, and right-click, then click Update Sales Price Lists from Base Prices.
2. Select one of the update price lists based on options: Costing pricing, Manual pricing, or Manual and Costing pricing. Note that for rental prices only Manual pricing option is valid.
3. Enter a valid start date in the Valid From field to indicate when the new prices will first be valid.
4. Choose if the job will be run online or as a batch job by selecting either the Online or the Background job option.
5. If base prices for lines with both valid-from and valid-to dates should be affected then the Include lines with both Valid From and Valid To dates check box should be selected.
6. Specify the type of prices to update, sales prices and/or rental prices.
7. Specify which prices will be updated. You can specify for which price list number, owning company, part number, base price sites, or price groups the price lists will be updated. Enter the short code for the price list number, owning company, part number, base price sites, and sales price groups or use the List of Values. Use '%' to update more than one price list number, owning company, part number, base price sites and sales price group.
8. Click OK to update the price lists.