Visma.net ERP
Sales prices (AR202000)
This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.
You can use this window to review and edit all prices for items matching the
selected criteria.
Changes made here become effective immediately. Also, with one click, you
can create a price worksheet containing all prices for items matching the selected
criteria.
For more information on sales prices, see: Manage sales prices - overview.
| Button | Description |
|---|---|
| Create price worksheet |
Navigates to the Sales price worksheets (AR202010) window, where you proceed working with a price worksheet containing all price records matching the criteria that you have selected in the current window. By default, the new worksheet is created with the On hold status and the current business date.
If the
selection of records contains multiple records defined for the same
item, but effective on different dates, the system forces you to specify
particular date in the Effective as of field to eliminate
duplicates (all records in the worksheet are to be effective on the same
date.)
|
The top part
In this part, you can select sales prices for viewing and possibly
revising by their price type, item, and effective date.
You can display only
the prices of items assigned to your work group (or another specific work group), or you can
display only the prices of the items assigned to you.
| Element | Description |
|---|---|
|
Price type |
The type of prices you want to view. Select one of the following options:
|
|
Price code/Customer |
The customer or a customer price class for which you want to create or edit a
price list. This field is available if the Customer or the Customer price class option is selected in the Price type field. |
|
Effective as of |
A date that you select to view or edit prices effective on this exact date. |
|
Item class ID |
The class of stock or non-stock items, by its ID, for which you want
to review sales price information. Leave the field blank to view information on items of all item classes. |
|
Item ID |
The item for which you want to view or edit prices. |
|
Warehouse |
The warehouse in which the price applies. |
|
Price class |
The item price class of the items for which you want to review sales price
information. You can leave the field blank to view information on items in all item price classes. |
|
Price manager |
A field and the Me check box, which you can use as follows
to select the price manager whose items you want to view:
|
|
Price work group |
A field and the My check box, which you use as follows to
select the price work group of the price manager of the items you want to view:
|
The Sales prices table
This table displays the sales prices for items that match the criteria you have specified.
You can view and edit the existing items and add new records.
| Column | Description |
|---|---|
|
Price type |
The price type of the item: Base, Customer, or Customer price class. |
|
Price code/Customer |
Depending on the price type, the price code is the identifier of the customer or customer price class. If the price type is Base, Price code is empty. |
| Price code description | Depending on the price type, the price code description is the customer name or customer price class description. |
|
Item ID |
The ID of the stock or non-stock item for which price information is listed. |
| Description | The description of the item. |
|
UoM |
The unit of measure (UoM) used for the item. You can select any of the units defined for this item and set a separate price for it. |
|
Warehouse |
The warehouse in which the price applies. |
|
Promotion |
A check box that indicates (if selected) that the price for this item is
promotional. Promotional prices, which may overlap with regular prices, should have expiration dates after which they are not used. |
|
Break qty. |
The quantity to define a lower bound for a quantity tier with the specific
price. This column appears if the Volume pricing functionality is enabled in the Enable/disable functionalities (CS100000) window. |
|
Price |
The price for the item, which becomes effective immediately after you save your
changes in this window. The Min. markup % for the item is specified on the Price/cost information tab in the Stock items (IN202500) window or the similarly named tab in the Non-stock items (IN202000) window. |
| Currency | The currency in which this price is specified. |
|
VAT |
The VAT amount that is included in the sales price. (This functionality can be
used in countries where value-added or similar VATs are enforced.) For details, see: About sales price calculation. |
|
Effective date |
The date when the price became effective. |
|
Expiration date |
The date when the price expires. |
|
Alt. item ID |
The alternative ID of the item. You can upload prices in worksheets with alternative item IDs instead of item identifiers defined in the system, and to create alternative item IDs for stock items on release of worksheets. To enable alternative item IDs, select the Load sales prices by alternative item ID check box on the Price/discount settings tab of the Customer ledger preferences (AR101000) window. |
Related concepts
About Sales price worksheet - overview
About effective period of prices
Manage sales prices - overview
Related tasks
Maintain and review sales prices
Create a sales price worksheet
Add records for multiple items to a worksheet
Calculate pending prices in a worksheet
Calculate pending prices for items
Related windows
