Updating price agreement at sales order, service order, and sales quotation entry screens
Introduction
You can see this screen by changing the Disc. %(Extra), New price, or Amount column at the Sales orders screen, Service orders screen, or Quotations screen (go to Order/Entries/Sales orders, Service/Entries/Service orders, or CRM/Entries/Quotations, and then click Open or New). However, you can see this screen only if:
-
the sales order line, service order line, or quotation line is not linked to a price agreement, or
-
the sales order line, service order line, or quotation line is linked to a price agreement and the existing price agreement is not updated.
Description
Pricelist
Type or select the pricelist code to be updated. This information is mandatory.
Sales price
Type the sales price of the selected item. By default, the sales price of the item displayed is based the Sls. price defined at the item maintenance (go to Order/Items/Maintain and select the relevant item), under the Basics tab. This information is mandatory.
Note: The Sales price will change depending on the Factor defined. For example, Sales price is $400, and Factor is 1. If you change the Factor to 2, the Sales price will be changed to $800.
Unit
Select or type the unit for the selected item. By default, the unit of the item displayed is based on the Sls. unit defined at the item maintenance (go to Order/Items/Maintain and select the relevant item), under the Basics tab. This information is mandatory.
Factor
Type the quantity per unit for the selected item. By default, "1" is displayed. This information is mandatory.
Valid
Type the date range of the validity period for the selected item. By default, the dates displayed start from the Sales order date (as defined in the sales order header).
Discount type
Select the type of discount that you want to view such as New price, Amount, Percentage, or Markup.
Button
Save
Click this to save the price list to the price agreement.
Close
Click this to exit
Note: Changes made to the price list will not be saved.
Related document
| Main Category: |
Attachments & notes |
Document Type: |
Support - On-line help |
| Category: |
|
Security level: |
All - 0 |
| Sub category: |
|
Document ID: |
13.175.015 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
|
Attachment: |
|
| Disclaimer |