Enter Sales Price List Rental Lines

Explanation

This activity is used to add sales part information to an existing Sales Price List. The sales price list is built in two levels, consisting of a sales price list header and one or more sales, and/or rental, price list lines. The first step in a new entry is to enter the sales price list header. If a part-based sales price group is entered on the sales price list header, then the Rental Prices tab is enabled and you can enter rental price list lines.

New sales parts can also be entered in a more automated way, using the Add New Sales Parts to Sales Price List assistant. This makes it possible to simultaneously add several records that match certain criteria. For example, if sales parts to be added are connected to several sites, you can enter a percentage symbol (%) in the Base Price Site field. This will add each sales part once to the price list if sales part exist on at least one base price site. Note that only sales parts with the same sales price group as the price list will be added. Price lists can be shared across multiple sites belonging to different companies. This action can either be executed directly or scheduled as a Background Job.

Note that this activity considers default relations between the sales price list and the base price, defined on the Sales Price List header. The relation is defined by specifying default values for base price site, percentage offset and amount offset. This means that sales parts are added with these default offsets and the rental base price is fetched from the default base price site first.

If Use Price Incl Tax option is enabled, the Sales Price field is non-editable and the sales price is calculated based on the sales price including tax value and the tax code. The sales price including tax is calculated according to the base price including tax and entered offsets. The sales price is back-calculated based on the tax code. The Sales Price Incl Tax field is editable.

If the Use Price Incl Tax option is disabled, the Sales Price Incl Tax field is non-editable. Sales price is calculated based on the base price and the value entered for offsets. The sales price including tax is calculated based on the tax code and the sales price. The Sales Price field is editable.

Prerequisites

System Effects