Use the Pricing Administration screen to define price lists.
- From the application-level menu, choose View > Site Map > Pricing Administration >Price List.
- In the More Info form, click New to create a new price list, and provide information in the fields.
Field
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Comments
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Currency
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The currency of the price list. The field is automatically populated and defaults to the currency of the application when a new price list is created.
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Description
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Description of the price list.
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Effective From
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The beginning date the price list is in effect. The current date and time is automatically populated by default when you first create a new price list.
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Effective To
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The last date the price list is in effect. After this time, orders, line items, and so on relying on this price list cannot access data in this price list.
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Last Updated
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The date the record was last updated.
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Name
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The name of the price list.
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Organization
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The organization associated with this price list.
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Payment Terms
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Set of payment terms associated with this price list. This selection appears as the default data for Payment Terms when a user creates an order that specifies this price list.
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Pricing Model
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The pricing model associated with this price list. Only one pricing model can be linked to this price list (at the header data level) at a time. The model's effective dates must fall within the effective dates of the price list for the model to be effective.
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Shipping Method
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The shipping method associated with this price list. This appears as the default Shipping Method when a user creates an order that specifies this price list.
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Shipping Terms
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Indicates one default shipping charge protocol associated with the price list. This appears as the default Shipping Terms data when a user creates an order that specifies this price list.
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Updated By
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The login ID of the person who last updated the record.
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- With this new price list record still selected, click the Price List Line Items view tab.
- In the Price List Line Items list, click New to add a product to the price list.
NOTE: The following steps assume the products are already defined. If not, see Creating Simple and Complex Products.
- In the Add Internal Products dialog box, select the Product you want to add, and then click OK.
- Provide information in the remaining fields of the Price List Line Items list.
For descriptions of these fields, see Pricing Administration Guide.
Repeat Step 4 through Step 6 for each product you want to add.
