Sales price worksheets (AR202010)

Updates sales price records. The release process validates records, ensuring that the following criteria are met:

• Pending prices should be set for all records. If you do not want to update a price, delete the row from the table.
• Regular prices for the same combination of a price type, price code, item ID, unit of measure (UoM), and currency may not overlap in time.
• Promotional prices for the same combination of a price type, price code, item ID, UoM, and currency may not overlap in time.

The status of the worksheet, which is one of the following:

On hold

Indicates that a user can edit the worksheet but cannot release it. The Hold check box is selected, and you should clear the check box when you are ready to release the worksheet.

Open

Indicates that the worksheet is ready to be released, but can be edited. The Hold check box is cleared. With the Open status, you can edit price records one by one, but you cannot use the Add item, Copy prices and Calculate pending prices buttons in the table toolbar.

Released

Indicates that the prices defined in the worksheet are added to the sales prices records. Prices in the released worksheet become effective on the date you have specified in the Effective date field.

A check box that indicates (if selected) that the prices whose effective dates overlap with the effective dates of the worksheet will be overwritten by the prices defined in the worksheet.

Make the check box available by enabling retention of prices:

1. Go to the Customer ledger preferences window, Price/discount settings tab
2. Set Retention type to Fixed number of months
3. Make sure the Promotional check box is cleared

Overwrite overlapping prices check box is selected automatically and not available for editing if:

• the retention of prices is disabled
• the Promotional check box is selected

The alternative ID of the stock or non-stock item for which you want to define the price. The system will search for the stock or non-stock item by the alternative item ID you specify in this column and populate the Item ID, Description, and UoM columns of the row with the settings of the item it finds. If the system does not find the specified alternative ID, when the price worksheet is released, the system will create a global alternative item ID and assign it to the item with the item ID that is specified in this row of the worksheet.

This column is hidden by default and appears if the Load sales prices by alternative item ID check box is selected on the Price/discount settings tab in the Customer ledger preferences (AR101000) window. For more information, see About item cross-references.

A field and the Me check box, which you can use as follows to select the product manager whose items you want to add:

• Select the Me check box to add the items assigned to you. The field will contain your username.
• Deselect the Me check box and select another username to add the items assigned to the user.
• Leave the fields blank to add items assigned to all users of the selected price work group or all groups.

A field and the My check box, which you use as follows to select the price work group of the price manager of the items you want to add:

• Select the My check box to add the items assigned to your price work group (or to a selected user in the group).
• Deselect the My check box and select a price work group in the field to add the items assigned to the price work group (or to a particular price manager, if you select one, in the selected group).
• Leave the field blank and deselect the check box to add the items assigned to all price work groups.

The type of price you want to assign to newly added items. Select one the following options:

Base

The base type is assigned to newly added items. The base price is used if there are no other more specific prices defined (promotional or customer-specific). This price type does not have any price codes.

Customer

The customer-specific price type is assigned to newly added items. You can select a particular customer in the Price code field to create a price worksheet for this customer.

Customer price class

The price class-specific price type is assigned to newly added items. You can select a particular price class in the Price code field to create a price worksheet for all customers from this price class.

The price type of items you want to copy. Select one of the following options:

Base

Items with the base type are to be copied. This price type does not have any price codes.

Customer

Items with a customer-specific price type are to be copied. You can select a particular customer in the Price code field to narrow the selection.

Customer price class

Items with a price class-specific price type are to be copied. You can select a particular price class in the Price code field to narrow the selection.

The price type you want to assign to copies of items. Select one the following options:

Base

Items with the base type are to be copied. This price type does not have any price codes.

Customer

Copies are assigned with a customer-specific price type. You can select a particular customer in the Price code field to create a worksheet for the customer. You cannot change the source currency of items when you copy customer-specific prices.

Customer price class

Copies are assigned with a price class-specific price type. You can select a particular price class in the Price code field to create a worksheet for the customer. You can also specify a new currency in the Destination currency field.

An option that you select to calculate prices based on the stock items’ last costs increased by the mark up percentage specified for the items.