Visma Net
Create a worksheet
You can create a sales price worksheet in two different ways:
- To create a new worksheet that is populated with the price records you have selected, you use the Sales prices (AR202000) window.
- To create a new empty worksheet to be populated, you use the Sales price worksheets (AR202010) window.
Create a populated worksheet
- Go to the Sales prices (AR202000) window.
- In the Selection area of the window, specify the criteria that the price records
to be listed should meet.
We recommend that you specify the date for which you want to get the price records in the Effective as of field.
The database may contain price records that differ only by price and date.
When you try to create a worksheet, the system will force you to specify the date for which you want to get price records if the resulting list of records contains such similar records. - If needed, adjust the resulting list of price records by deleting or adding particular records.
- In the window toolbar, click the Create price worksheet
button.
This brings up the Sales price worksheets (AR202010) window, where you can continue working with a price worksheet containing all prices matching the criteria that you have selected in the Sales prices (AR202000) window.
By default, the new worksheet has the On hold status and the current business date.
Create an empty worksheet
- Go to the Sales price worksheets (AR202010) window.
- Click
in the window toolbar. - Optional: In the Reference no field, specify the
ID. If the field contains the
<NEW>placeholder, it means that the system will automatically generate a new number when you save the worksheet. - Optional: In the Description field, type the description of the new worksheet.
- In the window toolbar, click
. The new worksheet has
the On hold status and the current business date, which can be changed
any time.
