Sales prices (AR202000)

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 review and edit all prices for items matching the selected criteria. Changes made here become effective immediately. Also, with one click, you can create a price worksheet containing all prices for items matching the selected criteria. For more information on sales prices, see: Managing sales prices.

Button	Description
Create price worksheet	Navigates to the Sales price worksheets (AR202010) window, where you proceed working with a price worksheet containing all price records matching the criteria that you have selected in the current window. By default, the new worksheet is created with the On hold status and the current business date. Note If the selection of records contains multiple records defined for the same item, but effective on different dates, the system forces you to specify particular date in the Effective as of field to eliminate duplicates (all records in the worksheet are to be effective on the same date.)

Create price worksheet

Navigates to the Sales price worksheets (AR202010) window, where you proceed working with a price worksheet containing all price records matching the criteria that you have selected in the current window. By default, the new worksheet is created with the On hold status and the current business date.

Note

If the selection of records contains multiple records defined for the same item, but effective on different dates, the system forces you to specify particular date in the Effective as of field to eliminate duplicates (all records in the worksheet are to be effective on the same date.)

The top part

In this part, you can select sales prices for viewing and possibly revising by their price type, item, and effective date. You can display only the prices of items assigned to your work group (or another specific work group), or you can display only the prices of the items assigned to you.

Element	Description
Price type	The type of prices you want to view. Select one of the following options: All prices Prices of all available types are displayed. Base Prices of the base type are displayed. 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 Customer-specific prices are displayed. You can select a particular customer account in the Price code field to create a price list for this customer or to narrow the list of prices. Customer price class Prices specific to the price classes are displayed. You can select a particular price class in the Price code field to create a price list for all customers from this price class or to narrow the list of prices. For an item, you can set different prices for different customer price classes, which can be created and modified in the Customer price classes (AR208000) window.
Price code/Customer	The customer or a customer price class for which you want to create or edit a price list. This field is available if the Customer or the Customer price class option is selected in the Price type field.
Effective as of	A date that you select to view or edit prices effective on this exact date.
Item class ID	The class of stock or non-stock items, by its ID, for which you want to review sales price information. Leave the field blank to view information on items of all item classes.
Item ID	The item for which you want to view or edit prices.
Warehouse	The warehouse in which the price applies.
Price class	The item price class of the items for which you want to review sales price information. You can leave the field blank to view information on items in all item price classes.
Price manager	A field and the Me check box, which you can use as follows to select the price manager whose items you want to view: Select the Me check box to view the items assigned to you. The field will contain your username. Clear the Me check box and select another username to view the items assigned to the user. Leave the fields blank to view items assigned to all users of the selected price work group or all groups.
Price 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 view: Select the My check box to view the items assigned to your price work group (or to a selected user in the group). Clear the My check box and select a price work group in the unlabelled field to display 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 clear the check box to view the items assigned to all price work groups.

The Sales prices table

This table displays the sales prices for items that match the criteria you have specified.

You can view and edit the existing items and add new records.

Column	Description
Price type	The price type of the item: Base, Customer, or Customer price class.
Price code/Customer	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.
Price code description	Depending on the price type, the price code description is the customer name or customer price class description.
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 in which the price applies.
Promotion	A check box that indicates (if selected) that the price for this item is promotional. Promotional prices, which may overlap with regular prices, should have expiration dates after which they are not used.
Break qty.	The quantity to define a lower bound for a quantity tier with the specific price. This column appears if the Volume pricing functionality is enabled in the Enable/disable functionalities (CS100000) window.
Price	The price for the item, which becomes effective immediately after you save your changes in this window. You can set any price as long as minimum markup validation is not configured for the Inventory workspace, which is the case when the No validation option is selected in the Validate min. markup field in the Sales order preferences (SO101000) window. If minimal mark up validation is configured (that is, if the Warning or Set to minimum option is selected in the Validate min. markup field) and you enter a pending price lower than that allowed by the Min. markup % value for the item, you will get a warning or the pending price will be set to the minimum allowed. The Min. markup % for the item is specified on the Price/cost information tab in the Stock items (IN202500) window or the similarly named tab in the Non-stock items (IN202000) window.
Currency	The currency in which this price is specified.
VAT	The VAT amount that is included in the sales price. (This functionality can be used in countries where value-added or similar VATs are enforced.) This VAT will be used to correct the list of VATs that apply to a sales order line: If the list of VATs that apply to the sales order doesn’t include this VAT, the VAT amount will be deducted from the price. For details, see: Sales price calculation.
Effective date	The date when the price became effective.
Expiration date	The date when the price expires.
Alt. item ID	The alternative ID of the item. You can upload prices in worksheets with alternative item IDs instead of item identifiers defined in the system, and to create alternative item IDs for stock items on release of worksheets. To enable alternative item IDs, select the Load sales prices by alternative item ID check box on the Price/discount settings tab of the Customer ledger preferences (AR101000) window.

Concepts

Tasks

Windows

Sales price worksheets (AR202010)