Add a record to a worksheet

On the Sales price worksheets (AR202010) window, you can add new price record to a worksheet.

  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, do the following:
    1. Add a row.
      In the Price type column of the new row, select the type of this price, which is one of the following options:
      • Base:
        Select this price type to add a base price record.
        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 specify a price code.
      • Customer:
        Select this price type to add a customer-specific price record.
        For this price type, you must select a price code in the Price code column.
        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 a price record specific to a price class.
        For this price type, you must select a price code in the Price code column.
        In this case, the price code is an identifier of a customer price class defined in the system.
    2. If you have selected the Base option in the Price type column, skip this step; otherwise, in the Price code column of the row, select a price code (as described in the previous sub step).
    3. In the Item ID column, select the identifier of the stock item you want to add the price for.
      When you make this selection, the system fills in the Description column with the description of the selected stock item.
      It also fills in the Source price column with the default price of the item.
    4. In the UoM column, select the unit of measure in which you want to sell the stock item.
      The list of available units of measure for a stock item is defined in theStock items (IN202500) window for stock items (if the Inventory module is enabled) and the Non-stock items (IN202000) window for non-stock items.
    5. Optional: In the Break qty. column, specify the minimum quantity of the product for which this price is valid.
      This column is displayed if the Volume pricing functionality is enabled in the Enable/disable functionalities (CS100000) window.
    6. In the Pending price column, specify the sales price for the selected stock item.
    7. In the Currency column, select the currency in which the price is expressed. The list of available currencies is defined in the Currency management
    8. Optional: In the VAT column, select the VAT whose amount is included in the sales price.
  4. In the window toolbar, click .