Advanced Price Lists
Advanced Price Lists are the cornerstone of the Advanced Price Management apps. Once the app is installed, these price lists superseed the standard Sales Price Lists for all items sold.
Multiple Advanced Price Lists can be created to support various pricing strategies. Pricing and discounts can be managed within a single list or separated across multiple lists, depending on business needs.
Price List Header
Each Advanced Price List includes a header section with key configuration fields:
| Field | Description |
|---|---|
| Code | By default it will be filled with the number series defined for the price list on Advance Price Management Setup. Can also be a manual code. |
| Description | Specifies a description for the price list. |
| Price List Template | Template that defines the pricing and discount structure. See Templates. |
| Source Type | Defines the Customer scope: All customers,Customer,Customer Price Group,Customer Discount Group,Customer Treeview. |
| Source No. | To select the correct source on which the price list will apply. If Source Type = All customers then Source No. doesn’t need to be filled in. For other options please fill in to specify on which customers the price list will apply. |
| Status | Can be: Draft,Active,Inactive. Only Active price list will be handled in the pricing and discount calculations. |
| Promotion Code | To be used to link a specific promotion code to a price list. Price list with promotion code will get higher priority in the search engine. Promotion code is also reported on the related sales line detail to analyse sales linked to a specific promotion. |
| Currency Code | Currency code for that specific price list. |
| Starting Date | Start date for that specific price list. |
| Ending Date | End date for that specific price list. |
| Allow manual pricing | If enabled then user can specify a manual price on the sales document line that will replace the calculated price. See Working with manual price and manual discount. |
| Allow manual discount | If enabled then user can specify a manual discount on the sales document line that will replace the calculated discount. See Working with manual price and manual discount. |
Price List Line
Price List Lines define the specific pricing or discount rules. These lines are populated manually based on the selected Advanced Price Template.
| Field | Description |
|---|---|
| Product Type | Defines the scope: Item, Item Filter, Item Discount Group or All Items. |
| Product No. | To be specified only when Product Type is Item or Item Discount Type. |
| Item Filter | Mandatory field when Product Type is Item Filter. Allows complex filtering based on item card fields (including custom fields, when existing). |
| Description | Description for that price line. Default description from Item or Item Discount Type can be overtyped if needed. |
| Variant Code | Specifies the Variant Code to apply the line price/discount. |
| Unit of measure | Unit of measure for this price list line. If filled in the price/discount will only apply for the sales line with same unit of measure. If left blank: and Line Type = Price that price will be expressed in item’s base unit of measure and therefore if any other unit of measure is on the sales document line price will be calculated against the item’s base unit of measure quantity per sales unit of mesaure. If Line Type = Discount, the line will apply for all Units of Measure. |
| Price Type Code | Code to be selected. Depends on the selected Price List Template. |
| Price Type Description | Defined by the template; not editable. |
| Line Type | Provided by the Price List Template, can’t be edited. |
| Calculation Mode | Specifies the Calculation Mode related to the Price Type chosen. Inherited from the template, can’t be edited. |
| Calculation Apply Code | Specifies the Calculation Apply Code. Inherited from the template, can’t be edited. |
| Application Base | Specifies the Application Base related to the line. Inherited from the template, can’t be edited. |
| Application Base Details | Click on the link to open sub page to enter level details (see Price Level, see Discount Level, Free Item Conditions, Substitution Details). |
| Allow Line Discount | Disable to block line discount (Provided by the Price List Template, can’t be edited). |
| Allow Invoice Discount | Disable to block invoice discount (Provided by the Price List Template, can’t be edited). |
Price Level
Price line can include one or more Price Levels, which define the thresholds and values for pricing.
| Field | Description |
|---|---|
| Miminum | The minimum quantity to trigger the price |
| Price | The price expressed in price list currency code |
Discount Level
Discount Levels define quantity-based thresholds for applying percentage discounts.
| Field | Description |
|---|---|
| Miminum | The minimum quantity to trigger the discount |
| Line Discount % | The discount expressed in percentage |
Discount Fee Levels
Discount Levels define quantity-based thresholds for applying value discounts.
| Field | Description |
|---|---|
| Miminum | The minimum quantity to trigger the discount |
| Amount | Specifies the line discount value. |
Free Item Conditions
If the selected Line Type is of type Free Item, define more specifically the free item strategy.
Free Item Card Header
| Field | Description |
|---|---|
| Level Quantity | The quantity threshold that triggers the free item offer. The condition is applied for each multiple of this quantity. |
Free Item Details
It’s possible to define several Free Item lines - when selling an item it’s possible to offer 1 or more items subsequently. For that, fill the lines:
| Field | Description |
|---|---|
| Item No. | Specifies the Item No. to be offered when the Level Quantity is reached. |
| Item Description | Specifies the Free Item description. |
| Variant Code | Specifies the free item variant code, if applicable. |
| Unit of Measure | TSpecifies the Free Item Unit of Measure. |
| Free Item Quantity | The quantity (expressed in Free Item Unit of Measure) of the item that will be offered when the Level Quantity is reached. |
| Total Line Discount % | Specifies the Item Discount Rate. For the free item it’s possible to decide if the discount is 100% or just a part of the item is free (50% for example). |
Substitution Details
When the Line Type is set to Substitution, a one-to-one replacement strategy can be defined.
| Field | Description |
|---|---|
| Item No. | Specifies the Item No. that will replace the original item on the sales line |
| Variant Code | Specifies the variant code of the substitute item. |
| Unit of Measure Code | Specifies the unit of measure for the substitute item. |
Edit Active Price Lists
This feature enhances the flexibility of managing Active Advanced Price Lists by allowing users to add, edit, or delete lines (if the field provided for that is set to True).
Prerequisite
Ensure the Allow Editing Active Advanced Price List setting is enabled in Sales & Receivables Setup.
Behavior
When an Advanced Price List has Status = Active, and the setup allows editing, user can:
- Add new lines and line details
- Edit existing lines and line details
- Delete lines and line details
But, if something is changed on an Active Price List:
- Modified or newly added Price Lines appear in red and italic.
- Line Details (e.g., Discount, Price, Fees, Free Item, Substitution) are editable but do not appear red or italic.
- If a Line Detail is deleted/added/edited, the related Price Line becomes red and italic.
- Changing any field in the header sets all related lines to Status = Draft, and they appear red and bold.
- These changes only affect new sales documents. Existing documents remain unchanged.
Verify Lines Action
A new action called Verify Lines has been added to the Advanced Sales Price List Card.
After making changes, use Verify Lines to validate modifications.
- If no issues are found, a confirmation message appears: “All price list lines which were modified by you were verified.”
Draft Line Restrictions
- If any line is in Draft status:
-
The user who made the change cannot exit the page without verifying.
-
A warning appears: “You must verify and activate modified lines to include them in price calculations.”
-
Other users can view the Draft lines but will not receive the warning.
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Only the user who created the Draft line can validate it.
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