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
|
Comments
|
Currency
|
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.
|
Description
|
Description of the price list.
|
Effective From
|
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.
|
Effective To
|
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.
|
Last Updated
|
The date the record was last updated.
|
Name
|
The name of the price list.
|
Organization
|
The organization associated with this price list.
|
Payment Terms
|
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.
|
Pricing Model
|
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.
|
Shipping Method
|
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.
|
Shipping Terms
|
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.
|
Updated By
|
The login ID of the person who last updated the record.
|
- 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.