Update Types for Creating Price Update Records
To start using the Effective Date Pricing SuiteApp, you must create a record for each of the update types to which the price change applies. You define the update types by creating price update records.
A validation message appears when there is a conflict in any price update. For example, conflicts may occur when the dates overlap with an existing price update record for an item that belongs to the selected item category.
You can create a price update record for the following update types:
For the Customer and Customer Group update types, only custom price levels are supported.
Item Update Type
The Item update type enables you to apply price updates on the item that you selected. The price update for the selected item takes effect on the specified start date and ends if there is a specified end date.
The Effective Date Pricing SuiteApp currently supports the following item types:
-
Inventory Item
-
Non-Inventory Item
-
For Sale
-
For Resale
-
-
Assembly/Bill of Materials
An alert message appears if you have any unsupported item types set up. There are item subtypes that cannot be filtered out of the list such as Non Inventory Items for Purchase.
You can apply price updates to supported item types that you have set up for your account. For more information about items, see Item Types.
Item Category Update Type
Selecting the Item Category update type enables you to apply price updates on a group of items. Price updates apply to all items that belong to the item category that you have selected. You can also create an item category by selecting - New - from the Item Category field.
You can create an item category after you have the correct assigned permission.
Items added to an item category after validation:
-
are not processed if a price update is already in progress
-
are not validated against existing price updates
-
may possibly cause an overlap wherein an item can be updated multiple times in a day
Items removed from an item category after running the script are not reverted back to their original prices.
Customer Update Type
The Customer update type assigns the price update to a specific customer on the scheduled date specified in the price update record. You can select which item needs the price update for the selected customer.
This update type also enables you to create customers by selecting - New - from the Customer field.
Customer Group Update Type
The Customer Group update type enables you to assign a price update to a specific customer group. Price updates are applied to all customers that belong to the selected customer group.
For more information about creating a customer group, see Working with Groups.
Customers added to a customer group after validation:
-
are not processed if a price update is already in progress
-
are not validated against existing price updates
-
may possibly cause an overlap wherein a customer can be updated multiple times in a day
Only static customer groups are supported.
To create a customer group, you need to run NetSuite using a role with permission to create customer group records.
Related Topics
- Creating a New Item Category
- Effective Date Pricing Overview
- Installing the Effective Date Pricing SuiteApp
- Creating Price Update Records
- Handling of Price Update Overlaps
- Viewing Price Updates
- Creating Price Detail Updates
- Scheduling Automatic Price Updates
- Import Price Updates Using CSV Files
- Limitations and Best Practices of the Effective Date Pricing SuiteApp
- Troubleshooting Unprocessed Updates
- Effective Date Pricing SuiteApp