Sales Documents Date Price Calculation

The Date Price Calculation field determines which date is used to calculate the sales price.
This setting is validated when creating Sales Documents to ensure compatibility.

This can be setup in 3 different scenarios (from lowest to highest priority):

Sales & Receivables Setup
Customer Price Group
Customer Card

The setting defined at the Customer Card level overrides the one defined at the Customer Price Group or Sales & Receivables Setup level.

Behavior in Sales Documents

When a sales document is created, the system uses the configured Date Price Calculation to determine which date field will be used to filter and apply the correct price list.

Supported Date Options:

Order Date / Posting Date
Shipping Date
Delivery Date

If the Date Price Calculation field is left blank, the system defaults to using the Work Date.

Exceptions

Blanket Sales Orders

When a Blanket Sales Order is created and the Date Price Calculation is set to Delivery Date, the system will automatically calculate the price based on the Order Date instead.

Sales Return Orders

The same logic applies: if Date Price Calculation is set to Delivery Date, the Order Date is used.

Recurring Sales Lines

If a customer has Recurring Sales Lines configured to be inserted automatically, and a Sales Quote, Sales Order, or Sales Invoice is created with Date Price Calculation set to Delivery Date, the system will likewise use the Order Date for price calculation.

EDI/API Integration

When sales documents are created via EDI or API, the system uses the Order Date for price calculation, regardless of the configured setting.

Last updated on Jul 16, 2025