Creating a Customer Price Update Record

This topic explains how to create a Customer Price Update record in the Effective Date Pricing SuiteApp.

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 permanent, 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 and created after the script has been run does not automatically take effect today. You need to manually run the map/reduce script for the price update to take effect today. 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.

Related Topics

General Notices