Add records for multiple items to a worksheet

Use this window to add price records for particular items to a worksheet by copying their default prices.

1. Go to the Sales price worksheets (AR202010) window.
2. By using the standard functionality of the window, create a new worksheet or open an existing one.
3. In the table toolbar, click Add item.
4. In the Add item to worksheet dialog box, do the following:
   1. To view the list of stock items for which you want to create price records, specify selection criteria in the Selection area.
      The following criteria are available:
      • Item:
        Start typing in the field, and the system displays the list of stock items that contain the string in their ID or description.
        Alternatively, you can select the stock item.
      • Item class ID:
        Select the ID of the class of stock or non-stock stock items that you want to add to a worksheet.
        Leave the field blank to add items of multiple item classes.
      • Price class ID:
        Select the item price class of the items that you want to add to a worksheet.
        You can leave the field blank to add items in multiple item price classes.
      • Product manager and Me:
        You can use these criteria as follows:
        • Select the Me check box to add items assigned to you.
        • Clear the Me check box and select a username to add items assigned to the user.
        • Leave the field blank to add items assigned to multiple users of the selected price work group or all groups.
      • Work group and My: You can use these criteria as follows:
        • Select the My check box to add items assigned to your price work group (or to a selected user in the group).
        • Clear the My check box and select a price work group in the field to add items assigned to the price work group (or to a particular price manager, if you select one, in the selected group).
        • Leave the field blank and clear the check box to add items assigned to multiple price work groups.
   2. In the Price type to add section, do the following:

      Values specified in this section will be applied to all new price records if you click Add or Add and close.

      1. In the Price type field, select the type of the price. The following options are available:
         • Base: Select this price type to add base price records. Base prices are used if there are no more specific prices defined (promotional or customer-specific). For this price type, you do not need to enter a price code.
         • Customer: Select this price type to add customer-specific price records. For this price type, you must select a price code in the Price code cell. In this case, the price code is an identifier of a customer account defined in the system.
         • Customer price class: Select this price type to add price records specific to a price class.
           For this price type, you must select a price code in the Price code cell. In this case, the price code is an identifier of the customer price class defined in the system.
      2. If you have selected Base in the Price type field, skip this step; otherwise, in the Price code field, select a price code.
      3. In the Currency field, select the currency of the price. The list of available currencies is defined in the Currency management workspace.
   3. In the table, select the unlabeled check boxes next to the stock items for which you want to add price records.
5. Do one of the following:
   • Click Add to add price records for the selected stock items and proceed with the item selection.
   • Click Add and close to add price records for the selected stock items and close the dialog box
   • Click Cancel to close the dialog box without adding price records for the selected stock items.
6. In the window toolbar, click .