Purchase and Sales Price Lists
In our ERP solution, you can create and set up price lists on the Purchase Price Lists and Sales Price Lists pages. Price lists allow you to offer special prices or discounts to either all customers or vendors or only to certain customers or vendors. The prices and discounts defined by you are automatically applied to purchase, sales and service documents. This chapter is divided into the following sections:
Creating Purchase Price Lists
To create and set up a purchase price list, proceed as follows:
- Use the quick search (ALT+Q) to find the Purchase Price Lists page.
- To create a new purchase price list, click New in the menu bar.
- Enter the following information in the General FastTab:
| Field | Description |
|---|---|
| Code | The Code field is automatically filled by the system once you click in the next field. |
| Description | Enter a significant description for the price list. |
| Assign to Type | Select to which type you want to assign this price list. The following options can be selected: All Vendors, Vendor, Campaign, Contact. |
| Assign to No. | Select here the number of the element to which the prices are linked. The options depend on the selection in the Assign to Type field. If you select an element, the price list is only used for this element. |
| Price Includes VAT | Activate this toggle switch if the prices already include VAT. |
| View Columns for | Select what value should be displayed in the columns of the price list lines. The following options can be selected: Price & Discount, Price, Discount. |
| Status | Select here the status of the price list. The following options can be selected: Draft (the price list can be edited), Inactive (the price list can neither be edited nor used) or Active (the price list can be used for price calculations, provided that Allow Editing Active Price is activated on the Purchases & Payables Setup page). |
| Currency Code | Select here the currency which should be used for the prices in the price list. The currency may be the same for all prices or you can specify a currency for individual lines. |
| Starting Date | Specify the starting date from which the price list is valid. |
| Ending Date | Specify the ending date until which the price list is valid. |
| Allow Updating Defaults | Activate this toggle switch to be able to edit the price list line values pre-assigned from the header by default. |
| Allow Invoice Disc. | Activate this toggle switch to enable the use of an invoice discount. |
| Allow Line Discount | Activate this toggle switch to enable the use of a line discount. |
- Enter the following information in the Lines FastTab:
| Field | Description |
|---|---|
| Product Type | Select the product type here. The following options can be selected: All, Item, Item Discount Group, Resource, Resource Group, Service Costs, G/L Account, Catalog Item, Purchase Item Discount Group and All Items. |
| Vendor Item No. | Select here the vendor item number, if needed. |
| Product No. | Enter here the identifier of the product. If no product is selected, the price and discount values apply to all products of the selected Product Type without their own price and discount values. If you e.g. select Item as the Product Type without a specific item, the price is applied to all items without their own price. |
| Description | Enter here the description of the product. |
| Order Type | Enter here the order type for which the price of the price list is valid. |
| Variant Code | Enter here the item variant, if necessary. |
| Work Type Code | Enter here the work type code. |
| Unit of Measure Code | Enter here the unit of measure code. |
| Minimum Quantity | Enter here the minimum quantity for the price of the price list. |
| Purchase Price | Enter the purchase price of the product. |
| Allow Line Discount | Select this checkbox if a line discount should be calculated for the offered price. |
| Allow Invoice Disc. | Select this checkbox if an invoice discount should be calculated for the offered price. |
| Price Factor | Specify the price factor used for the calculation of the unit price for an item. |
You have successfully created and set up a purchase price list.
Creating Sales Price Lists
To create and set up a sales price list, proceed as follows:
- Use the quick search (ALT+Q) to find the Sales Price Lists page.
- To create a new sales price list, click New in the menu bar.
- Enter the following information in the General FastTab:
| Field | Description |
|---|---|
| Code | This field is automatically filled by the system once you click in the next field. |
| Description | Enter a significant description for the price list. |
| Assign to Type | Select to which type you want to assign this price list. The following options can be selected: All Customers, Customer, Customer Price Group, Customer Disc. Group, Campaign and Contact. |
| Assign to No. | Select here the number of the element to which the prices are linked. The options depend on the selection in the Assign to Type field. If you select an element, the price list is only used for this element. |
| VAT Bus. Posting Gr. (Price) | Select the default VAT business posting group code. |
| Price Includes VAT | Activate this toggle switch if the prices already include VAT. |
| View Columns for | Select what value should be displayed in the columns of the price list lines. The following options can be selected: Price & Discount, Price, Discount. |
| Status | Select here the status of the price list. The following options can be selected: Draft (the price list can be edited), Inactive (the price list can neither be edited nor used) or Active (the price list can be used for price calculations, provided that Allow Editing Active Price is activated on the Sales & Receivables Setup page). |
| Currency Code | Select here the currency which should be used for the prices in the price list. The currency may be the same for all prices or you can specify a currency for individual lines. |
| Starting Date | Specify the starting date from which the price list is valid. |
| Ending Date | Specify the ending date until which the price list is valid. |
| Allow Updating Defaults | Activate this toggle switch to be able to edit the price list line values pre-assigned from the header by default. |
| Allow Invoice Disc. | Activate this toggle switch to enable the use of an invoice discount. |
| Allow Line Discount | Activate this toggle switch to enable the use of a line discount. |
- Enter the following information in the Lines FastTab:
| Field | Description |
|---|---|
| Product Type | Select the product type here. The following options can be selected: All, Item, Item Discount Group, Resource, Resource Group, Service Costs, G/L Account, Catalog Item, Purchase Item Discount Group, All Items and Item Category. |
| Vendor Item No. | Select here the vendor item number, if needed. |
| Product No. | Enter here the identifier of the product. If no product is selected, the price and discount values apply to all products of the selected Product Type without their own price and discount values. If you e.g. select Item as the Product Type without a specific item, the price is applied to all items without their own price. |
| Description | Enter here the description of the product. |
| Order Type | Enter here the order type for which the price of the price list is valid. |
| Variant Code | Enter here the item variant, if necessary. |
| Work Type Code | Enter here the work type code. |
| Unit of Measure Code | Enter here the unit of measure code. |
| Minimum Quantity | Enter here the minimum quantity for the price of the price list. |
| Defines | Specify here if the price list line applies to prices, discounts or both. |
| Price Factor | Specify here the price factor which is used for the calculation of the unit price for an item. |
| Sales Unit Price | Enter here the sales price of the product. |
| Allow Line Discount | Select this checkbox if a line discount should be calculated for the offered price. |
| Line Discount % | Enter here the line discount for the price line. You can also use this field to set up multi-level discounts. |
| Allow Invoice Disc. | Select this checkbox if an invoice discount should be calculated for the offered price. |
| Price Base Amount | Enter here the amount which is used as the basis for the sales price calculation. |
| Surcharge Calculation Base | Specify here if the sales price is based on the published cost or unit price. |
| Surcharge in % | The surcharge is automatically filled using the surcharge settings from the catalogs. |
| Rounding Amount Added Before | Enter the amount which is calculated before rounding the unit price. |
| Rounding Type | Specify here how the amount is rounded. |
| Rounding Precision | Specify here the rounding precision for the amount. |
| Rounding Amount Added After | Enter here the amount which is calculated after rounding the unit price. |
| Price Incl. VAT | Select this checkbox if the prices should include VAT. |
| VAT Bus. Posting Group (Price) | Select the VAT business posting group here. |
| Dynamic Surcharge Base | Enter here the calculation base for items where the sales price consists of the costs and the surcharge. This function can be used if an item cannot be clearly identified by the item number or the vendor item number. |
| Dynamic Surcharge % | Enter here the dynamic surcharge for items where the sales price consists of the costs and the surcharge. This function can be used if an item cannot be clearly identified by the item number or the vendor item number. |
You have successfully created and set up a sales price list.