Creating Price Update Records

This topic explains how to create and test price update records. The following topics are included:

• Creating an Item Price Update Record

• Creating an Item Category Price Update Record

• Creating a Customer Price Update Record

• Creating a Customer Group Price Update Record

• Test the Effective Date Pricing Solution

Creating an Item Price Update Record

This topic explains how to create an Item price update record.

Note:

To complete this procedure, you need to run NetSuite using a role with permission to create an Item price update record.

To create an item price update record:

1. Go to Lists > Effective Date Pricing > Price Update > New.

2. In the Update Type field, select Item.

3. To set the price update as the permanent price, check the Permanent Price Change box.

4. In the Item field, select the item to which the price update applies.

5. In the Start Date field, specify the date you expect the price update to apply. The default value for this field is the current date.

   Note:

   A price update with today’s date as the start date, created after the script has been run, does not automatically take effect today. For the price update to take effect today, you need to manually run the MR script. Otherwise, the price update is not applied to the item unless you change the start date to a future date. For more information, see Script Deployment.

6. In the End Date field, specify the date when the item price reverts to the original price.

   Note:

   If you check the Permanent Price Change box, the End Date field is cleared and becomes disabled.

7. Click Save.

   Note:

   After creating the Item price update record, you need to create the corresponding details of the price update. For more information, see Creating a Price Detail Update for Item Type.

Creating an Item Category Price Update Record

This topic explains how to create an Item Category price update record.

To create an item category price update record:

1. Go to Lists > Effective Date Pricing > Price Update > New.

2. In the Update Type field, select Item Category.

3. To set the price update as the permanent price, check the Permanent Price Change box.

4. Select the item category to which the price update applies.

   The price update applies to all items that belong to the selected item category.

   To create a new item category, see Item Category Update Type.

5. In the Start Date field, specify the date you expect the price update to apply. The default value for this field is the current date.

   Note:

   A price update with today’s date as the start date, created after the script has been run, does not automatically take effect today. For the price update to take effect today, you need to manually run the MR script. Otherwise, the price update is not applied to the item category unless you change the start date to a future date. For more information, see Script Deployment.

6. In the End Date field, specify the date when the price of the items under the item category reverts to the original price.

   Note:

   If you check the Permanent Price Change box, the End Date field becomes disabled.

7. Click Save.

   Note:

   After creating the item category price update record, you need to create the corresponding details of the price update. For more information, see Creating a Price Detail Update for Item Category Type.

Creating a Customer Price Update Record

This topic explains how to create a customer price update record.

To create a customer price update record:

1. Go to Lists > Effective Date Pricing > Price Update > New.

2. In the Update Type field, select Customer.

3. To set the price update as the permanent price, check the Permanent Price Change box.

4. In the Item field, select the item to which the price update applies.

5. In the Customer field, select the customer, or to create a new customer, go to Lists > Relationships > Groups > New.

   The price update applies to the selected customer only.

   For more information about creating customer records, see Customers.

6. In the Start Date field, specify the date you expect the price update to apply.

   The default value for this field is the current date.

   Note:

   A price update with today’s date as the start date, created after the script has been run, does not automatically take effect today. For the price update to take effect today, you need to manually run the MR script. Otherwise, the price update is not applied to the customer unless you change the start date to a future date. For more information, see Script Deployment.

7. In the End Date field, specify the date when the item custom price of the customer reverts to the original price.

   Note:

   If you check the Permanent Price Change box, the End Date field is cleared and becomes disabled.

8. Click Save.

   Note:

   After creating the customer price update record, you need to create the corresponding details of the price update. For more information, see Creating a Price Detail Update for Customer Type.

Creating a Customer Group Price Update Record

This topic explains how to create a customer group price update record.

To create a customer group price update record:

1. Go to Lists > Effective Date Pricing > Price Update > New.

2. In the Update Type field, select Customer Group.

3. To set the price update as the permanent price, check the Permanent Price Change box.

4. In the Item field, select the item to which the price update applies.

5. In the Customer Group field, select the customer group.

   The price update applies to all customers that belong to the selected customer group.

   For more information about creating a customer group, see Working with Groups.

6. In the Start Date field, specify the date you expect the price update to apply.

   The default value for this field is the current date.

   Note:

   A price update with today’s date as the start date, created after the script has been run, does not automatically take effect today. For the price update to take effect today, you need to manually run the MR script. Otherwise, the price update is not applied to the customer group unless you change the start date to a future date. For more information, see Script Deployment.

7. In the End Date field, specify the date when the item custom price of the customers under the customer group reverts to the original price.

   Note:

   If you check the Permanent Price Change box, the End Date field is cleared and becomes disabled.

8. Click Save.

   Note:

   After creating the customer group price update record, you need to create the corresponding details of the price update. For more information, see Creating a Price Detail Update for Customer Group Type.

Related Topics

Test the Effective Date Pricing Solution

Effective Date Pricing Overview

Installing the Effective Date Pricing SuiteApp

Update Types for 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

General Notices