Visma Net
About effective period of prices
A price is effective during some period of time. In each price record, you define this period with the effective date and the expiration date; both dates are included in the effective period. The period can be open (no effective date or expiration date is specified) or closed (both dates are specified).
In this topic, you will read about how the system validates a price record (regular and promotional), both when you add it manually and when you add it by using the worksheet functionality.
Price record validation when you add the record manually
When you add a new price record for a stock item by using the Sales prices (AR202000) window, the system checks whether the record overlaps in time with existing records that have the same price type, code (if applicable), and currency. If the new record duplicates an existing one, the system flags the record with an error when you attempt to save your changes, until you adjust the date range either of the new record or of an existing one.
Consider the following example: In one record, you define a base price in dollars for an stock item that is effective on 04.08.2020, with no expiration date specified . Suppose that you add for the same stock item a record with a new base price in Euros that will be effective on 06.08.2020. The system warns you that the new record duplicates the existing one and cannot be saved.
Overlap in effective periods
To successfully save your changes, you need to close the open period of the existing price record or specify an expiration date that is before the effective period of the new record. In this example, an expiration date of 05.08.2020 is used to fix the overlap. Then you can save the new record.
Price record validation when you add the record by worksheet
By using the Sales price worksheets (AR202010) window, you can add records in bulk or mass-update records by recalculating prices. When you release a worksheet for which you have added new records or updated existing ones, the system checks whether each record overlaps in time with existing records that have the same price type, code (if applicable), and currency, but the check is done within the records of the selected worksheet. The system does not warn you that price records in the worksheet overlap in time with the sales price records; it solves any overlapping automatically.
The way the system automatically fixes overlap depends on whether the Overwrite overlapping prices check box is selected:
- If it is cleared, the system automatically closes the open period of the price record with which a new record overlaps. (That is the same operation that you have to perform manually when you add the price record by using the Sales prices (AR202000) window.)
- If it is selected, the system removes the price records with which a new record overlaps completely and adjusts the periods of the records with which a new record overlaps partially.
Consider the following example: Two customer-specific prices are defined for an stock item. The first (€20000) price is effective from 17.08.2020 through 25.8.2020. The second (€22000) price is effective
starting on 26.8.2020.
Suppose that you want to update prices for this stock item by adding a new price, €23000, which is effective starting on 20.08.2020. The new price record overlaps partially (from 20.08.2020 through 25.8.2020) with the first one shown above and completely (from 26.08.2020 indefinitely into the future) with the second one.
Suppose that you create a worksheet with the new price record and select the Overwrite overlapping prices check box. When you release the worksheet, the system adjusts the effective period of the first record and overwrites the second one with the new record.
Validation of promotional price records
Promotional price records may overlap in time with non-promotional price records. When you add records manually by using the Sales prices (AR202000) window, the system validates promotional price records in the same way as it validates regular prices.
When you update promotional prices by using the Sales price worksheets (AR202010) window, the Overwrite overlapping prices check box is selected by default and cannot be cleared. That is, the system always removes price records with which a new record overlaps completely and adjusts the periods of the records with which a new record overlaps partially.
