Price List (Window ID-146)
Window: Price List
Description: Maintain Product Price Lists
Help: The Price List Window allows you to generate product price lists for your Business Partners. Price lists determine currency and tax treatment. Price list versions allow to maintain parallel lists for different date ranges. The most current pricelist version is used based on the document date.
All pricelists have three prices: List, Standard and Limit
First step is to create a base price list. You can manually add products and enter the prices or create them automatically. The base price list is often the purchase price list with list price ('official' retail price), the standard price (your purchase price). The limit price can be used to check your final purchase costs after discounts, rebates, etc.
Pricelists can be calculated and copied. To speed up the calculation, the parameters are stored an used when creating a new price list version.
Tab: Price List
Description: Define Price Lists
Help: Price lists determine currency of the document as well as tax treatment.
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| Name | Description | Help | Technical Data |
|---|---|---|---|
| Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | M_PriceList.AD_Client_ID numeric(10) Table Direct |
| Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | M_PriceList.AD_Org_ID numeric(10) Table Direct |
| Name | Alphanumeric identifier of the entity | The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. | M_PriceList.Name character varying(60) String |
| Description | Optional short description of the record | A description is limited to 255 characters. | M_PriceList.Description character varying(255) String |
| Base Price List | Pricelist to be used, if product not found on this pricelist | The Base Price List identifies the default price list to be used if a product is not found on the selected price list | M_PriceList.BasePriceList_ID numeric(10) Table |
| Default | Default value | The Default Checkbox indicates if this record will be used as a default value. | M_PriceList.IsDefault character(1) Yes-No |
| Currency | The Currency for this record | Indicates the Currency to be used when processing or reporting on this record | M_PriceList.C_Currency_ID numeric(10) Table Direct |
| Price Precision | Precision (number of decimals) for the Price | The prices of the price list are rounded to the precision entered. This allows to have prices with below currency precision, e.g. /tmp/script_gen_wiki_files_Window_TEMPLATE_PAGE_pg.sh.005. Enter the number of decimals or -1 for no rounding. | M_PriceList.PricePrecision numeric(10) Integer |
| Sales Price list | This is a Sales Price List | The Sales Price List check box indicates if this price list is used for sales transactions. | M_PriceList.IsSOPriceList character(1) Yes-No |
| Price includes Tax | Tax is included in the price | The Tax Included checkbox indicates if the prices include tax. This is also known as the gross price. | M_PriceList.IsTaxIncluded character(1) Yes-No |
| Enforce price limit | Do not allow prices below the limit price | The Enforce Price Limit check box indicates that prices cannot be below the limit price in Orders and Invoices. This can be overwritten, if the role allows this. | M_PriceList.EnforcePriceLimit character(1) Yes-No |
| Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
M_PriceList.IsActive character(1) Yes-No |
Tab: Version
Description: Maintain price list versions
Help: Price lists are automatically created based on Product Purchasing Information and the Vendor Category Discount. The other alternative is to copy them from existing pricelists and the re-calculate them. You can also re-calculate the pricelist by referencing no pricelist or referencing the same pricelist. If no base price list is selected, the Procuct Purchase records are used as reference.
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| Name | Description | Help | Technical Data |
|---|---|---|---|
| Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | M_PriceList_Version.AD_Client_ID numeric(10) Table Direct |
| Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | M_PriceList_Version.AD_Org_ID numeric(10) Table Direct |
| Price List | Unique identifier of a Price List | Price Lists are used to determine the pricing, margin and cost of items purchased or sold. | M_PriceList_Version.M_PriceList_ID numeric(10) Table Direct |
| Name | Alphanumeric identifier of the entity | The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. | M_PriceList_Version.Name character varying(60) String |
| Description | Optional short description of the record | A description is limited to 255 characters. | M_PriceList_Version.Description character varying(255) String |
| Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
M_PriceList_Version.IsActive character(1) Yes-No |
| Price List Schema | Schema to calculate price lists | M_PriceList_Version.M_DiscountSchema_ID numeric(10) Table | |
| Base Price List | Source for Price list calculations | The Base Price List identifies the Base Pricelist used for calculating prices (the source) | M_PriceList_Version.M_Pricelist_Version_Base_ID numeric(10) Table |
| Valid from | Valid from including this date (first day) | The Valid From date indicates the first day of a date range | M_PriceList_Version.ValidFrom timestamp without time zone Date |
| Create Price List | Create Prices based on parameters of this version | Create Prices for this pricelist version in the sequence of the Discount Schema Price List.
Lines with a higher sequence overwrite existing prices. The sequence should be from generic to specific. |
M_PriceList_Version.ProcCreate character(1) Button |
Tab: Product Price
Description: Maintain Product Prices
Help: The Price List Tab displays the prices for a product based on the selected price list.
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| Name | Description | Help | Technical Data |
|---|---|---|---|
| Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | M_ProductPrice.AD_Client_ID numeric(10) Table Direct |
| Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | M_ProductPrice.AD_Org_ID numeric(10) Table Direct |
| Price List Version | Identifies a unique instance of a Price List | Each Price List can have multiple versions. The most common use is to indicate the dates that a Price List is valid for. | M_ProductPrice.M_PriceList_Version_ID numeric(10) Table Direct |
| Product | Product, Service, Item | Identifies an item which is either purchased or sold in this organization. | M_ProductPrice.M_Product_ID numeric(10) Search |
| Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
M_ProductPrice.IsActive character(1) Yes-No |
| List Price | List Price | The List Price is the official List Price in the document currency. | M_ProductPrice.PriceList numeric Costs+Prices |
| Standard Price | Standard Price | The Standard Price indicates the standard or normal price for a product on this price list | M_ProductPrice.PriceStd numeric Costs+Prices |
| Limit Price | Lowest price for a product | The Price Limit indicates the lowest price for a product stated in the Price List Currency. | M_ProductPrice.PriceLimit numeric Costs+Prices |
Tab: Product Price Break
Description:
Help:
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| Name | Description | Help | Technical Data |
|---|---|---|---|
| Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | M_ProductPriceVendorBreak.AD_Client_ID numeric(10) Table Direct |
| Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | M_ProductPriceVendorBreak.AD_Org_ID numeric(10) Table Direct |
| Price List Version | Identifies a unique instance of a Price List | Each Price List can have multiple versions. The most common use is to indicate the dates that a Price List is valid for. | M_ProductPriceVendorBreak.M_PriceList_Version_ID numeric(10) Table Direct |
| Product | Product, Service, Item | Identifies an item which is either purchased or sold in this organization. | M_ProductPriceVendorBreak.M_Product_ID numeric(10) Search |
| Business Partner | Identifies a Business Partner | A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson | M_ProductPriceVendorBreak.C_BPartner_ID numeric(10) Search |
| Break Value | Low Value of trade discount break level | Starting Quantity or Amount Value for break level | M_ProductPriceVendorBreak.BreakValue numeric Number |
| Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
M_ProductPriceVendorBreak.IsActive character(1) Yes-No |
| List Price | List Price | The List Price is the official List Price in the document currency. | M_ProductPriceVendorBreak.PriceList numeric Costs+Prices |
| Standard Price | Standard Price | The Standard Price indicates the standard or normal price for a product on this price list | M_ProductPriceVendorBreak.PriceStd numeric Costs+Prices |
| Limit Price | Lowest price for a product | The Price Limit indicates the lowest price for a product stated in the Price List Currency. | M_ProductPriceVendorBreak.PriceLimit numeric Costs+Prices |
Tab: Translation
Description:
Help:
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| Name | Description | Help | Technical Data |
|---|---|---|---|
| Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | M_PriceList_Version_Trl.AD_Client_ID numeric(10) Table Direct |
| Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | M_PriceList_Version_Trl.AD_Org_ID numeric(10) Table Direct |
| Price List Version | Identifies a unique instance of a Price List | Each Price List can have multiple versions. The most common use is to indicate the dates that a Price List is valid for. | M_PriceList_Version_Trl.M_PriceList_Version_ID numeric(10) Search |
| Language | Language for this entity | The Language identifies the language to use for display and formatting | M_PriceList_Version_Trl.AD_Language character varying(6) Table |
| Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
M_PriceList_Version_Trl.IsActive character(1) Yes-No |
| Translated | This column is translated | The Translated checkbox indicates if this column is translated. | M_PriceList_Version_Trl.IsTranslated character(1) Yes-No |
| Name | Alphanumeric identifier of the entity | The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. | M_PriceList_Version_Trl.Name character varying(60) String |
Tab: Translation
Description:
Help:
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| Name | Description | Help | Technical Data |
|---|---|---|---|
| Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | M_PriceList_Trl.AD_Client_ID numeric(10) Table Direct |
| Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | M_PriceList_Trl.AD_Org_ID numeric(10) Table Direct |
| Price List | Unique identifier of a Price List | Price Lists are used to determine the pricing, margin and cost of items purchased or sold. | M_PriceList_Trl.M_PriceList_ID numeric(10) Search |
| Language | Language for this entity | The Language identifies the language to use for display and formatting | M_PriceList_Trl.AD_Language character varying(6) Table |
| Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
M_PriceList_Trl.IsActive character(1) Yes-No |
| Translated | This column is translated | The Translated checkbox indicates if this column is translated. | M_PriceList_Trl.IsTranslated character(1) Yes-No |
| Name | Alphanumeric identifier of the entity | The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. | M_PriceList_Trl.Name character varying(60) String |
| Description | Optional short description of the record | A description is limited to 255 characters. | M_PriceList_Trl.Description character varying(255) String |
