Update Sales Part Prices from Self-Billing
Explanation
This activity is used to update prices on several
existing customer order lines that have not yet been invoiced. You can update sales part prices on several order lines
from one matched self-billing line, provided that the matched line has no
connected discounts. However, you must note that the new price will not be updated on
customer order lines that have the Price Freeze check box selected.
As the customer-reported price always becomes the
matched price, you can proceed to update the sales part prices on the customer
order lines after matching. You can update the sales part prices for
customer order lines with the provisional price selected or not selected or
both.
Furthermore, you can choose which customer order lines must be updated with
the new price by giving a specific planned delivery date range to update. You
also have the option of choosing to update or create a customer agreement with
the new price.
Prerequisites
There must be at least one matched or added line on
the Customer Self-Billing Invoice.
System Effects
- The Price/Currency field
in selected customer order lines will be updated with the self-billing invoice price.
- The Provisional Price check box on selected
customer order lines will be cleared.
- Based on the defined selection criteria, the
customer agreement will be updated or created.
- Customer order lines that have the Price Freeze
check box selected will not be updated with the new price.
Window
Customer Self-Billing
Invoice
Related Window Descriptions
Customer Self-Billing Invoice
Update
Sales Part Prices from Self-Billing
Procedure
- In the
Customer Self-Billing Invoice
window, select
the matched self-billing line to update sales part
prices. Right-click on the selected
line and then click Update Sales
Part Prices.
- The
Update Sales Part Prices dialog box will be opened.
The value entered in the Self Billed Price/Curr field in the
Customer Self Billing window will be displayed in the New Price
field.
- If you want to specify a date range for a planned
delivery date, enter the start and end date values in the respective fields.
- Specify whether you want to update only customer order lines with
provisional prices or none provisional prices, or both. Note that, only one
of these must be selected.
- Optionally, you can indicate whether you want
to update or create a customer
agreement with the new price.
- If you choose to update only the customer order line, click Update
CO Line(s) Only.
- If you choose to update the price on the selected customer order line(s)
and existing customer agreement used for that line, you must click the
Update Existing Customer Agreement option. If you choose to add the price to an existing
agreement, enter an existing customer agreement or select a value from the
List of Values.
- You can specify the customer agreement ID in question or select from
List of Values in the field next to the option.
- If you choose to add the price to an existing agreement, click Add
to Existing Agreement option. In the field next to the option,
enter an existing customer agreement or select a value from the List of
Values.
- If you choose to create a new customer agreement,
you must click the Create New Customer Agreement option.
- To confirm the entered selection criteria and close
the dialog box, click OK.