Sales price worksheets (AR202010)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

You can use this window to create sales price worksheets. By using a worksheet, you can make changes to prices in a batch. Prices defined in a worksheet update sales prices when you release the worksheet; before you release it, you can save the changes. Prices in the released worksheet become effective on the date you have specified in the Effective date field.

Also, you can create a worksheet with promotional prices and set an expiration date for the promotion. You can use a worksheet to calculate the pending prices for multiple items by using the price basis you specify. For more information on sales prices, see: Manage sales prices - overview.

You can populate a worksheet by manually adding new rows, uploading prices from an Excel file, using Visma Net import scenarios, and clicking the Add item and Copy prices buttons.

Search line in list window

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:
- space: the result contains the words in any order,
- %: the result contains the words in the specific order, and the % functions as a wildcard as well.
Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.

Release

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.

Note

Promotional and regular prices for the same combination of a price type, price code, item ID, unit of measure, and currency may overlap each other in time.

The top part

Here, you can select a prices worksheet by its reference number to view its information, or you can create a worksheet.

Ref. no.

The reference number of the worksheet in the system; for a new document, the NEW string is displayed, indicating that a new number will be generated when you save the document. The number series used is defined in the Customer ledger preferences (AR101000) window.

Status

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.

Hold

A check box that indicates (if selected) that the worksheet is a draft. Clear the check box to change the status of a worksheet from On hold to Open.

Description

A brief description of the worksheet.

Effective date

The date when the prices defined in the worksheet become effective.

Promotional

A check box that indicates (if selected) that the prices defined in the worksheet are promotional and an expiration date must be specified. With the check box selected, the Overwrite overlapping prices check box is selected automatically and not available for editing.

Expiration date

The date when promotional prices expire. This field becomes available if the Promotional check box is selected.

Overwrite overlapping prices

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:

Go to the Customer ledger preferences window, Price/discount settings tab
Set Retention type to Fixed number of months
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 Sales prices worksheet table

This table displays the sales prices of items in the selected worksheet. You can view the existing items, upload the listed items with their pricing information, add items from inventory, or copy the existing list to another currency. For all the listed items, you can manually define new pending prices for all units used for the item, or you can direct the system to perform calculation of new pending prices.

Add item: Opens the Add item to worksheet dialog box so that you can load the list of items from the Inventory workspace.
Copy prices: Opens the Copy prices dialog box so that you can copy prices from the selection you specify to a new price worksheet for another customer or customer price class.
Calculate pending prices: Opens the Calculate pending prices dialog box so that you can calculate new pending prices or recalculate (update) pending prices by using the selected price basis.

Price type

The price type of the item: Base, Customer, or Customer price class.

Price code

Depending on the price type, the price code is the identifier of the customer or customer price class. If the price type is Base, Price code is empty.

Item ID

The ID of the stock or non-stock item for which price information is listed.

Description

The description of the item.

UoM

The unit of measure (UoM) used for the item. You can select any of the units defined for this item and set a separate price for it.

Warehouse

The warehouse for which the price is defined. If this field is empty, the price applies to all warehouses. This column appears if the Multiple warehouses feature is enabled in the Enable/disable functionalities (CS100000) window.

Break qty.

The quantity to define a lower bound for a quantity tier with a specific price. This column appears if the Volume pricing functionality is enabled in the Enable/disable functionalities (CS100000) window.

Source price

The price that serves as a source for calculating pending price of an item. When you add a new record, the value corresponds to the default price of the item, for which you add the record to the worksheet. However, when you are adding records by using the Copy prices dialog box, the value depends on the selection of a source.

Pending price

The pending price for the item. You can set any price here and it becomes effective immediately after you release the worksheet.

Currency

The currency in which this price is specified.

VAT

The VAT whose amount is included in the sales price. (This functionality can be used in countries where value-added or similar taxes are enforced.) This VAT will be used to correct the list of VATs that apply to a sales order line: If the list of taxes that apply to the sales order doesn’t include this VAT, the VAT amount will be deducted from the price. For details, see: About sales price calculation.

Alt. item ID

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.

The Add item to worksheet dialog box

This dialog box opens when you click the Add item button. By using the dialog box, which includes the following elements, you can upload the list of items that match the criteria you have selected, with their default price information from the Inventory workspace. Each added item is assigned the price code and currency you specify in the dialog box.

Item

The item or items. Start typing in the field, and the system displays the list of items that contain the string you have typed in their identifier or description.

Item class ID

The identifier of the class of stock or non-stock items that you want to add to a worksheet. Leave the field blank to add items of all item classes.

Price class ID

The ID of the item price class of the items that you want to add to a worksheet. You can leave the field blank to add items in all item price classes.

Product manager

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.

Work group

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 Price type to add section

Price type

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.

Price code

The price code is the identifier of the customer or customer price class (depending on the option selected in the Price type field) for which you want to create a price worksheet.

Currency

The currency to be assigned to the prices of newly added items.

Warehouse

The table

Item ID: The identifier of the stock or non-stock item.
Item class ID: The identifier of the class of stock or non-stock items.
Description: The description of the stock or non-stock item.
Price class ID: The identifier of the item price class.
Price work group: The identifier of the price work group.
Price manager: The price manager responsible for the pricing policy.
Add (button): Adds the selected items to the currently selected worksheet. The dialog box stays open so that you can change selection criteria and add more items. The Pending price column is blank for all added items.
Add and close (button): Adds the selected items to the currently selected worksheet and closes the dialog box. The Pending price column is blank for all added items.
Cancel (button): Closes the dialog box without adding items to the worksheet.

The Copy prices dialog box

This dialog box opens when you click the Copy prices button. By using the dialog box, which includes the following elements, you can add records to the currently selected worksheet, by copying items that match selection criteria and assigning the specified price code and currency to copied records.

If source and destination currencies are different, you specify the type and date of the rate to be used for currency conversion.

Price type

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.

Price code

The price code is the identifier of the customer or customer price class (depending on the option selected in the Price type field) whose items you want to copy.

Source currency

The currency of the items you want to copy.

Warehouse

The warehouse whose prices should be copied. If this box is empty, the system will copy only the prices that have no warehouse specified. This field appears if the Multiple warehouses feature is enabled in the Enable/disable functionalities (CS100000) window.

Effective as of

The date that the effective date of the item prices should match.

Promotional price

A check box that you select to copy items that have promotional prices.

The Destination section

Price type

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.

Price code

The price code is the identifier of the customer or a customer price class (depending on the option selected in the Price type field) you want to assign to copies of items.

Destination currency

The currency to which you want to copy prices. If the source and destination currencies are different, you should specify conversion details in the Currency conversion section.

Warehouse

The warehouse to which the copied prices will be assigned. This field appears if the Multiple warehouses feature is enabled in the Enable/disable functionalities (CS100000) window.

The Currency conversion section

Rate type: The rate type to be used for currency conversion.
Currency effective date: The date when the exchange rate for the destination currency becomes effective.
Copy (button): Copies the selected items, adds the copied items to the currently selected worksheet, and closes the dialog box. The Pending price column is blank for all items added.
Cancel (button): Closes the dialog box without adding items to the worksheet.

The Calculate pending prices dialog box

This dialog box opens when you click the Calculate pending prices button. By using the dialog box, which includes the following elements, you can calculate the new pending prices in the worksheet by using the selected price basis.

% of original price: The percentage at which the new pending prices will be calculated by using the selected price basis. By default, this is 100%, which reflects no change. If you specified 98%, the new prices would be 98% of the price selected as basis.
Decimal places: The number of places after the decimal point to be shown for prices.
Update with zero price when basis is zero: The check box the indicates, if selected, that the pending price parameter of the price record will be updated with the zero value if the selected price basis for this record is zero.

The Price basis section

Last cost + markup %: 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.
Note
The option is not applicable for non-stock items.
Average/standard cost + markup %: An option that you select to calculate prices based on the items’ average/standard costs increased by the markup percentage specified for the stock items. In case of non-stock items, the system uses the current cost, instead of the average or standard cost.
Source price: An option that you select to calculate prices based on the values specified in the Source price column.
List price: An option that you select to calculate prices based on the manufacturer’s suggested retail price.
Pending price: An option that you select to calculate pending prices based on currently pending prices.
Replacement cost: An option that you select to calculate pending prices based on the item’s replacement cost.
Update (button): Updates all pending prices in the currently selected worksheet with the new values.
Cancel (button): Closes the dialog box without updating prices.

Concepts

Tasks

Windows

Sales prices (AR202000)

Sales price worksheets (AR202010)

Search line in list window

The window toolbar

The top part

The Sales prices worksheet table

The Add item to worksheet dialog box

The Price type to add section

The table

The Copy prices dialog box

The Destination section

The Currency conversion section

The Calculate pending prices dialog box

The Price basis section

Related pages

Concepts

Tasks

Windows